EarningsQ2 2026 Earnings Report
MX:SEIC Q2 2026 EPS Results
Actual EPS$30.00
Consensus EPS$25.97
Beat/MissBeat by +$4.03
One Year Ago EPS$21.69
MX:SEIC Q2 2026 Revenue Results
Actual Revenue$11.65B
Expected Revenue$11.50B
Beat/MissBeat by +$149.68M
YoY Revenue Growth+15.06%
Earnings Announcement Details
QuarterQ2 2026
Date07/22/2026
TimeAfter Close
Conference CallWednesday, July 22, 2026
MX:SEIC Upcoming Earnings
SEI Investments Company's next earnings date is estimated for October 28, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:SEIC Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based operational and financial momentum: record revenue, operating profit and EPS growth, significant margin expansion, robust sales event activity, ETF and private markets traction, plus meaningful co-investment gains and healthy liquidity. Challenges mentioned were largely tactical or transitional — continued investment spending, some segment-level softness (institutional profit flat, modest negative net sales in advisors/institutional), one-time charges, and the fact that several strategic investments are still early and not yet materially contributory. Overall, the positives (record results, expanding pipelines, product and distribution momentum, strong cash position and buybacks) substantially outweigh the listed lowlights.Company Guidance
Record Quarterly Financial Performance
Revenue increased 15% year-over-year, adjusted operating profit rose 36% YoY, and adjusted earnings per share grew 38% YoY — all quarterly records for SEI.
Significant Margin Expansion
Adjusted operating margins expanded by 500 basis points year-over-year and 30 basis points sequentially, driven by revenue growth and disciplined expense management (revenue +$82 million YoY vs. expenses +$34 million).
Strong Sales Activity and Pipeline
Second quarter sales events totaled $43 million (Q1 was $67 million), bringing year-to-date sales events to $110 million — a level that would previously have been a full-year record; IMS led the quarter with $32 million of sales events.
Asset Growth and LSV Performance
Assets under administration increased 5% sequentially; LSV generated net inflows of approximately $2 billion and combined market appreciation and funding drove LSV assets up nearly $17 billion during the quarter. LSV produced nearly $17 million of performance fees (SEI's share ~$6.5 million).
ETF and Asset Management Momentum
ETF AUM grew from $3 billion to over $8 billion in the last 12 months; SEI launched a new active factor ETF (SEUS) bringing the lineup to 10 funds. Asset Management initiatives (including a partnership with Carlyle) show growing product pipeline and distribution traction.
Private Markets & New Market Opportunities
Strategic expansion into private markets for retail and retirement channels (including a registered transfer agency and trust platform) targeting potential to exceed $100 million of annual run rate revenue within five years.
Stratos Contribution and Momentum
Stratos contributed $21 million of revenue (up 11% sequentially), generated $2 million of operating profit before noncontrolling interest, and produced EBITDA (excluding acquisition amortization) in excess of $9 million for the quarter; pipeline for Stratos M&A and recruiting is at a record high.
Capital Return and Strong Liquidity
Ended the quarter with nearly $400 million of cash and repurchased $112 million of stock at an average price of $87; management expects repurchase activity to increase in the back half of the year and maintains an unused $600 million revolver for M&A flexibility.
Early AI/Data Cloud Traction and Automation Strategy
SEI Data Cloud and IMS platform enhancements are driving demand (professional services and AI readiness). IBM partnership is positioned to accelerate automation and scale labor-intensive processes.
Co-Investment Gains
Consolidated co-investment in an LSV hedge fund contributed $7.5 million in the quarter; the $50 million investment has produced over $12 million of gains in the last 12 months (ex-NCI). Additional mark-to-market gains of nearly $4 million were also recognized.
MX:SEIC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed