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    SEC Form 11-K filed by SEI Investments Company

    6/24/25 5:22:56 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance
    Get the next $SEIC alert in real time by email
    11-K 1 seiform11-k12x31x24.htm FORM 11-K Document

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    FORM 11-K
    (Mark One)
    xANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
    For the fiscal year ended December 31, 2024
    OR
    ¨TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
    For the transition period from to
    Commission file Number 0-10200
    A.Full title of the plan and the address of the plan, if different from that of the issuer named below:
    SEI CAPITAL ACCUMULATION PLAN
    B.Name of issuer of the securities held pursuant to the plan and the address of its principal executive office:
    SEI Investments Company
    1 Freedom Valley Drive
    Oaks, Pennsylvania 19456




    Item 4.Financial Statements and Exhibits
    a) The following Plan financial statements, schedules and reports are attached hereto:
    Report of Independent Registered Public Accounting Firm
    Statements of Net Assets Available for Benefits as of December 31, 2024 and 2023
    Statements of Changes in Net Assets Available for Benefits for the Years Ended December 31, 2024 and 2023
    Notes to Financial Statements
    Supplemental Schedule
    Schedule H, Line 4i – Schedule of Assets (Held at End of Year) as of December 31, 2024
    b) Exhibit 23.1 Consent of Independent Registered Public Accounting Firm







    SEI Capital Accumulation Plan
    Table of Contents
    December 31, 2024 and 2023
     
     Page
    Report of Independent Registered Public Accounting Firm
    1
    Financial Statements
    Statements of Net Assets Available for Benefits
    2
    Statements of Changes in Net Assets Available for Benefits
    3
    Notes to Financial Statements
    4
    Supplemental Schedule *
    Schedule H, Line 4i – Schedule of Assets (Held at End of Year)
    9
    Signature
    10
    Exhibit
    23.1 - Consent of Independent Registered Public Accounting Firm
    11
     
    *All other schedules required by Section 2520.103-10 of the Department of Labor’s Rules and Regulations for Reporting and Disclosure under the Employee Retirement Income Security Act of 1974 have been omitted because they are not applicable.



    Report of Independent Registered Public Accounting Firm
    To the Plan Participants and the Plan Administrator
    SEI Capital Accumulation Plan:
    Opinion on the Financial Statements
    We have audited the accompanying statements of net assets available for benefits of SEI Capital Accumulation Plan (the Plan) as of December 31, 2024 and 2023, the related statements of changes in net assets available for benefits for the years ended December 31, 2024 and 2023, and the related notes (collectively, the financial statements). In our opinion, the financial statements present fairly, in all material respects, the net assets available for benefits of the Plan as of December 31, 2024 and 2023, and the changes in net assets available for benefits for the years ended December 31, 2024 and 2023, in conformity with U.S. generally accepted accounting principles.

    Basis for Opinion
    These financial statements are the responsibility of the Plan’s management. Our responsibility is to express an opinion on these financial statements based on our audits. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) (PCAOB) and are required to be independent with respect to the Plan in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB.

    We conducted our audits in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement, whether due to error or fraud. Our audits included performing procedures to assess the risks of material misstatement of the financial statements, whether due to error or fraud, and performing procedures that respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. Our audits also included evaluating the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that our audits provide a reasonable basis for our opinion.

    Accompanying Supplemental Information
    The Schedule H, Line 4i - Schedule of Assets (Held at End of Year) as of December 31, 2024 has been subjected to audit procedures performed in conjunction with the audit of the Plan’s financial statements. The supplemental information is the responsibility of the Plan’s management. Our audit procedures included determining whether the supplemental information reconciles to the financial statements or the underlying accounting and other records, as applicable, and performing procedures to test the completeness and accuracy of the information presented in the supplemental information. In forming our opinion on the supplemental information, we evaluated whether the supplemental information, including its form and content, is presented in conformity with the Department of Labor’s Rules and Regulations for Reporting and Disclosure under the Employee Retirement Income Security Act of 1974. In our opinion, the supplemental information is fairly stated, in all material respects, in relation to the financial statements as a whole.

    /s/ KPMG LLP

    We have served as the Plan’s auditor since 2014.

    Houston, Texas
    June 24, 2025
    1


    SEI Capital Accumulation Plan
    Statements of Net Assets Available for Benefits
    December 31, 2024 and 2023
    Assets20242023
    Investments
    Investments, at fair value$875,576,664 $759,808,516 
    Receivables
    Employer contributions98,202 — 
    Participant contributions243,701 — 
    Notes receivable from participants5,600,784 4,646,589 
    Due from broker for securities sold52,642 1,636,063 
    Dividends230,720 235,774 
    Total receivables6,226,049 6,518,426 
    Total assets881,802,713 766,326,942 
    Liabilities
    Due to broker for securities purchased52,642 1,636,063 
    Total liabilities52,642 1,636,063 
    Net assets available for benefits
    $881,750,071 $764,690,879 
    See Notes to Financial Statements.
    2


    SEI Capital Accumulation Plan
    Statements of Changes in Net Assets Available for Benefits
    Years Ended December 31, 2024 and 2023
    20242023
    Additions
       Investment income
           Net appreciation in fair value of investments$114,044,130 $102,688,889 
     Dividends1,676,805 1,474,802 
    Total investment income 115,720,935 104,163,691 
    Interest income on notes receivable from participants396,672 268,381 
    Contributions:
    Participants41,101,399 38,891,876 
    Employer19,103,548 18,051,968 
    Rollovers6,410,973 9,514,477 
    Total contributions66,615,920 66,458,321 
    Deductions:
       Benefits paid to participants65,618,643 72,446,611 
       Administrative expenses55,692 56,760 
    Total deductions65,674,335 72,503,371 
    Net increase 117,059,192 98,387,022 
    Net assets available for benefits:
    Beginning of year764,690,879 666,303,857 
    End of year$881,750,071 $764,690,879 
    See Notes to Financial Statements.


    3



    SEI Capital Accumulation Plan
    Notes to Financial Statements
    December 31, 2024 and 2023

    1.    Plan Description
    The following description of the SEI Capital Accumulation Plan (the “Plan”) provides only general information. Participants should refer to the Plan document for a more complete description of the Plan’s provisions. Any conflict between the description of the Plan contained herein and the actual Plan document shall be resolved in favor of the Plan document.
    General
    The Plan is a defined contribution plan that was established effective January 1983 by the Board of Directors of SEI Investments Company (the “Company”). The Plan’s sponsor is the Company. The SEI Capital Accumulation Plan Administration Committee is the administrator (the "Plan Administrator") to the Plan. Effective June 2021, Principal Financial Group is the Plan’s third party recordkeeper, and Principal Trust Company (collectively "Principal") is the Plan’s trustee and custodian.
    The most recent plan document was amended and restated effective July 15, 2022 includes an automatic deferral escalation provision of 1% annual eligible compensation until the participant's deferral percentage reaches 5% of eligible compensation. The Plan has adopted a method under the Internal Revenue Code (“IRC”) for satisfying nondiscrimination requirements through certain plan provisions and notice requirements referred to as the "safe harbor". As a result, the Company made safe harbor matching contributions in 2024 and 2023 equal to 100% of the participant's contributions up to 3% of the participant's annual eligible compensation plus 50% of the participant's contributions between 3% and 5% of the participant's annual eligible compensation. The Company retains the right to reduce or suspend the safe harbor contribution under the Plan.
    The Company may also make a profit-sharing contribution that will be allocated among eligible participants in the same proportion that each participant’s compensation bears to the aggregate compensation of all participants. These contributions will be credited to each participant’s profit-sharing account. No profit-sharing contributions were made in 2024 and 2023.
    The Plan is subject to the provisions of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). The Plan provides retirement benefits, including provisions for early retirement and disability benefits, as well as a tax-deferred savings feature.
    Contributions
    An employee will become eligible to join the Plan after the completion of his or her first hour of employment. Certain employees are not eligible to become participants in the Plan. These employees include: union employees, unless the collective bargaining agreement provides for participation, non-resident aliens with no U.S. source income from the Company, leased employees, and employees classified as interns. Individuals designated by their employer as independent contractors are also excluded from participation in the Plan. Eligible employees with a hire date on or after April 2, 2007 are automatically enrolled in the Plan at a 3% pre-tax deferral rate after 90 days of employment. Participants can make pre-tax deferrals to the Plan and, starting as of January 1, 2022, Roth post-tax deferrals. Participants may be eligible to re-characterize certain pre-tax contributions as Roth contributions under the Plan as well.
    Participants direct the investment of their contributions into various investment options offered by the Plan, which consist of registered investment companies, collective investment trusts and the common stock of the Company. Participants invest in the common stock of the Company through a unitized account consisting of common stock and shares of the SEI Daily Income Trust Government Fund in order to maintain a level of liquidity. This unitized account is made available to participants as the SEI Company Stock Fund. A participant-directed brokerage account option is available to allow for investments in certain mutual funds and certain exchange traded funds. A participant may make a rollover contribution to the Plan to the extent permitted under the terms of the Plan document.
    All Company contributions are made out of available profits of the Company. The Company’s matching contributions are credited to the participant’s matching contribution account. Contributions are subject to certain IRS limitations.
    Prior to January 1, 1995, the Plan had been designed to permit participants to make certain post-tax contributions to the Plan. Effective January 1, 1995, the Plan was amended to remove the prior post-tax contribution provision, but the Plan still is required to account for certain contributions made by participants under the prior post-tax contribution source. These amounts are not allocated or associated with the current Roth 401(k) contribution source.
    4



    SEI Capital Accumulation Plan
    Notes to Financial Statements
    December 31, 2024 and 2023

    Participant Accounts
    Each participant account is credited with the participant’s contribution, the Company’s matching contribution, and an allocation of the Plan’s earnings (losses) thereon, as well as administrative expenses related to specific participant transactions. The benefit to which a participant is entitled is the benefit that can be provided from the participant's vested account.
    Vesting
    Participants are immediately vested in their contributions to the Plan and all employer contributions credited to their accounts, plus any earnings (losses) thereon.
    Payment of Benefits
    Amounts in participants’ accounts are distributed in the form of installments, a lump-sum amount, or a combination thereof, depending on the applicable circumstances surrounding the distribution, to participants or their beneficiaries upon establishment of an allowable hardship, termination of employment, retirement, death or total disability.
    Notes Receivable from Participants
    A participant is eligible for a loan amount not to exceed the lesser of $50,000 or 50% of the participant’s account balance (excluding the voluntary post-tax contribution account balance) reduced by the highest outstanding loan balance from the Plan during the preceding 12 months. The minimum loan amount is $1,000. The loans are secured by the balance in the participant’s account and bear a reasonable rate of interest as determined by the Plan Administrator. Terms of the loans range from one to five years, except for loans for the purchase of a primary residence, which can have terms of up to 30 years. Principal and interest are paid ratably through bi-weekly payroll deductions. Participant loans outstanding at December 31, 2024 and 2023 bear interest ranging from 4.25% to 9.50% and 4.25 to 9.50%, respectively. As of December 31, 2024, participant loan maturity dates ranged from 2025 to 2054.

    2.    Summary of Significant Accounting Policies
    Basis of Accounting
    The accompanying financial statements are prepared using the accrual basis of accounting.
    Use of Estimates
    The preparation of financial statements in conformity with United States generally accepted accounting principles (“U.S. GAAP”) requires the Plan’s management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of additions and deductions during the reporting period. Actual results could differ from those estimates.
    Investment Valuation and Income Recognition
    Investments are reported at fair value. Fair value is the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. See Note 3 for discussion of fair value measurements.
    Purchases and sales of securities are recorded on a trade date basis. Dividend income is recorded on the ex-dividend date. Dividends earned are reinvested into additional shares of the respective investments. Interest income is accrued as earned.
    The Plan presents, in the accompanying Statements of Changes in Net Assets Available for Benefits, the net appreciation (depreciation) in the fair value of its investments, which consists of realized gains and losses, and the change in the unrealized appreciation or depreciation of those investments during the Plan year.
    Expenses of the Plan
    All administrative costs of the Plan, with the exception of loan fees and fees related to investments in the participant-directed brokerage account, are paid by the Company. The Plan’s investments have investment fees and expenses that are indirectly borne by the Plan and its participants which are charged against the related funds' net asset values.
    5



    SEI Capital Accumulation Plan
    Notes to Financial Statements
    December 31, 2024 and 2023

    Notes Receivable from Participants
    The Plan classifies participant loans as Notes receivable from participants in the Statements of Net Assets Available for Benefits and measures them at their unpaid principal balance plus any accrued but unpaid interest.
    Payment of Benefits
    Benefits are recorded when paid.

    3.    Fair Value Measurements
    The fair value of the Plan’s investments are determined in accordance with a three-tier fair value hierarchy, which prioritizes the inputs used in measuring fair value. These tiers include: Level 1, defined as observable inputs such as quoted prices in active markets; Level 2, defined as inputs other than quoted prices in active markets that are either directly or indirectly observable; and Level 3, defined as unobservable inputs in which little or no market data exists, therefore requiring an entity to develop its own assumptions.
    The fair value measurement level of the investment within the fair value hierarchy is based on the lowest level of any input that is significant to the fair value measurement. Valuation techniques used need to maximize the use of observable inputs and minimize the use of unobservable inputs.
    The following is a description of the valuation methodologies used for investments measured at fair value, including the general classification of such instruments pursuant to the valuation hierarchy:
    Registered investment companies
    Registered investment company shares are valued at the closing price reported in the active market in which the individual securities are traded.
    Collective investment trusts
    Collective investment trusts are composed of non-benefit-responsive investment funds that invest in open-end mutual funds and collective investment trusts that have investments in fully-benefit responsive investment contracts. The Plan’s investments in the non-benefit responsive investment funds consist primarily of investments in underlying affiliated investment companies, which are valued at fair value based on their respective daily net asset values in accordance with Trust-approved pricing procedures. The Plan has investments in the PIMCO Stable Income Fund which invests in fully-benefit responsive investment contracts. The PIMCO Stable Income Fund is valued at fair value based on the respective daily net asset value in accordance with Trust-approved pricing procedures. There are no restrictions on participant redemptions of the Plan’s investments in collective investment trusts except for equity wash provisions that relate to participant transactions in and out of the PIMCO Stable Income Fund.
    Common stock and exchange traded funds
    The Plan’s investment in common stock of the Company is held in a unitized account made available to participants as the SEI Company Stock Fund. The Plan's investments in common stock and exchange traded funds are stated at fair value as quoted on nationally recognized securities exchanges on the last business day of the Plan year.
    All of the Plan's investments are classified as Level 1 investments at December 31, 2024 and 2023.
    The measurement methods as described above may not be indicative of net realizable value and/or reflective of future fair values. Furthermore, while the Plan believes its valuation methods are appropriate and consistent with other market participants, the use of different methodologies or assumptions to determine the fair value of certain financial instruments could result in a different fair value measurement at the reporting date. There have been no changes in the methodologies used as of December 31, 2024.
    6



    SEI Capital Accumulation Plan
    Notes to Financial Statements
    December 31, 2024 and 2023

    The Plan’s investments measured at fair value on a recurring basis was determined using the following inputs: 
    Fair Value Measurements at Reporting Date Using
    Investments at fair valueDecember 31, 2024Quoted Prices in
    Active Markets
    for Identical
    Assets
    (Level 1)
    Registered investment companies:
    Fixed income funds$3,094,577 $3,094,577 
    Money market funds1,122,220 1,122,220 
    Participant-directed brokerage account (1)51,631,300 51,631,300 
    Common stock of the Company38,837,110 38,837,110 
    Collective investment trusts780,891,457 780,891,457 
    Total investments at fair value$875,576,664 $875,576,664 
    Fair Value Measurements at Reporting Date Using
    Investments at fair valueDecember 31, 2023Quoted Prices in
    Active Markets
    for Identical
    Assets
    (Level 1)
    Registered investment companies:
    Fixed income funds$2,365,391 $2,365,391 
    Money market funds1,017,496 1,017,496 
    Participant-directed brokerage account (1)45,020,066 45,020,066 
    Common stock of the Company32,572,743 32,572,743 
    Collective investment trusts678,832,820 678,832,820 
    Total investments at fair value$759,808,516 $759,808,516 
    (1) Underlying investments in the participant-directed brokerage account consist of registered investment company mutual funds and exchange traded funds.

    4.    Tax Status
    The Plan has been amended and restated effective July 15, 2022. The Internal Revenue Service issued a determination letter dated August 10, 2023, stating that the Plan, as then designed, was in accordance with applicable IRC requirements as of that date. The Plan Administrator and the Company’s management believe that the Plan is designed and is currently being operated in compliance with the applicable requirements of the IRC.
    U.S. GAAP require the Plan’s management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Plan Administrator has analyzed the tax positions by the Plan, and has concluded that as of December 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

    5.    Plan Termination
    Although it has not expressed any intention to do so, the Company has the right under the Plan to discontinue its contributions at any time and to terminate the Plan subject to the provisions of ERISA. In the event of whole or partial termination of the Plan, each participant shall receive a total distribution of his or her account.
    7



    SEI Capital Accumulation Plan
    Notes to Financial Statements
    December 31, 2024 and 2023


    6.    Related Party Transactions
    All investments of the Plan, except for non-Company-sponsored investments in the participant-directed brokerage account and the investment funds of the State Street Global Advisors Trust Company Investment Funds for Tax Exempt Retirement Plans Declaration of Trust ("SSGA Investment Funds"), are in registered investment companies and collective investment trusts sponsored by affiliates of the Company and common stock of the Company; therefore, these investments and transactions qualify as party-in-interest transactions. In 2024 and 2023, the registered investment companies, exchanged traded funds and collective investment trusts investment options pay aggregate advisory, administration, and trustee fees to the Company at rates between 0.15% and 0.80% of the average net assets of the funds. The percentage of SEI Investments Company common stock to total investments were 4.44% and 4.29% at December 31, 2024 and 2023, respectively. The Plan held 470,867 and 512,553 shares of SEI Investments Company common stock at December 31, 2024 and 2023, respectively. These party-in-interest transactions meet one or more prohibited transaction exemptions applicable to the transaction.
    SEI Trust Company (“STC”), a wholly-owned subsidiary of the Company, provides trustee services to the SEI Core Strategies Collective Trust, the SEI Target Date Collective Trust and the PIMCO Stable Income Fund. SEI Investments Distribution Co. (“SIDCO”), SEI Investments Management Corporation (“SIMC”) and SEI Institutional Transfer Agent, Inc. (“SITA”), also wholly-owned subsidiaries of the Company, in their capacity as distributor, manager and transfer agent of the Company-sponsored registered investment companies available in the Plan, provide distribution, investment advisory, administration and transfer agency services, either directly or through their subsidiaries, to the funds. SIMC also provides non-discretionary, fiduciary investment advisory services to the Plan and the applicable Plan fiduciaries.

    7.    Risks and Uncertainties
    The Plan provides for various investment options including the Company’s common stock, registered investment companies and collective investment trusts that invest in stocks, bonds, fixed-income securities and other investment securities. Investment securities are exposed to various risks, such as interest rate, market and credit risks. Due to the level of risk associated with certain investment securities and the level of uncertainty related to changes in the value of investment securities, it is at least reasonably possible that changes in the values of investment securities will occur in the near term and that such changes could materially affect participants’ account balances and the amounts reported in the Statements of Net Assets Available for Benefits and the Statements of Changes in Net Assets Available for Benefits.

    8.    Subsequent Events
    The Plan's management evaluated subsequent events through June 24, 2025, the date the financial statements were issued, and there were no subsequent events requiring adjustments to the financial statements and accompanying disclosures.

    8


    Supplemental Schedule
    SEI Capital Accumulation Plan
    Schedule H, Line 4i – Schedule of Assets (Held At End of Year)
    December 31, 2024

    (a)(b) Identity of issue, borrower, lessor or similar party(c) Description of investment including maturity date, rate of interest, collateral, par or maturity value(d) Cost(e) Current value
    Common/Collective Trust:
    ***PIMCO Collective Investment Trust IIPIMCO Stable Income Fund**$26,241,170 
    ***SEI Core Strategies Collective TrustSEI Core Fixed Income Fund**22,576,648 
    SEI High Yield Bond Fund**12,587,538 
    SEI Large Cap Fund**100,787,897 
    SEI Small Cap Fund**43,755,190 
    SEI U.S. Managed Volatility Fund**13,906,371 
    SEI Emerging Markets Debt Fund**5,974,183 
    SEI World Equity ex-US Fund**33,428,677 
    ***SEI Target Date Collective TrustSEI Retirement Income Fund**3,095,155 
    SEI Target Date 2010 Fund**631,685 
    SEI Target Date 2015 Fund**1,566,468 
    SEI Target Date 2020 Fund**3,958,997 
    SEI Target Date 2025 Fund**24,727,358 
    SEI Target Date 2030 Fund**43,705,279 
    SEI Target Date 2035 Fund**53,583,572 
    SEI Target Date 2040 Fund**49,004,198 
    SEI Target Date 2045 Fund**42,558,200 
    SEI Target Date 2050 Fund**50,977,140 
    SEI Target Date 2055 Fund**23,428,918 
    SEI Target Date 2060 Fund**33,240,900 
    SSGA Investment FundsState Street S&P 500® Index Fund**148,749,962 
     State Street Russell Small/Mid Cap ® Index Fund**28,964,695 
    SSGA Global All Cap Equity ex-U.S. Index Fund**13,441,256 
    Mutual Funds:
    ***SEI Institutional Managed TrustReal Return Fund**3,094,577 
    ***SEI Daily Income TrustGovernment Fund**1,122,220 
    Participant-Directed Brokerage Account:
    Exchange Traded Funds
    Charles Schwab & Co. Participant-Directed Brokerage Account **51,631,300 
    Common Stock:
    *SEI Investments CompanyCommon Stock, $.01 par value per share**38,837,110 
    *Participant loans
    Interest rates range from 4.25% to 9.50% with maturity dates from 2025 to 2054
    —5,600,784 
    $881,177,448 
    *Party-in-interest
    **Historical cost information is not required for participant-directed investments.
    *** Managed by party-in-interest
    See accompanying Report of Independent Registered Public Accounting Firm.
    9


    Signature
    Pursuant to the requirements of the Securities Exchange Act of 1934, the Plan Administrator has duly caused this Form 11-K Annual Report to be signed on its behalf by the undersigned thereunto duly authorized.
    SEI Capital Accumulation Plan
    Date:June 24, 2025By:/s/ Sean J. Denham
    Sean J. Denham
    Chief Financial and Chief Operating Officer
    10
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    • CHIEF EXECUTIVE OFFICER Hicke Ryan sold $1,750,560 worth of shares (21,000 units at $83.36) and exercised 24,000 shares at a strike of $53.34, increasing direct ownership by 2% to 171,260 units (SEC Form 4)

      4 - SEI INVESTMENTS CO (0000350894) (Issuer)

      5/16/25 2:25:41 PM ET
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    • EXECUTIVE VICE PRESIDENT Peterson Michael exercised 50,000 shares at a strike of $57.52 and sold $4,213,500 worth of shares (50,000 units at $84.27) (SEC Form 4)

      4 - SEI INVESTMENTS CO (0000350894) (Issuer)

      5/16/25 8:57:29 AM ET
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    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

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    • SEI Investments upgraded by Morgan Stanley with a new price target

      Morgan Stanley upgraded SEI Investments from Underweight to Overweight and set a new price target of $77.00 from $81.00 previously

      4/7/25 7:57:48 AM ET
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    • SEI Investments upgraded by Raymond James with a new price target

      Raymond James upgraded SEI Investments from Mkt Perform to Outperform and set a new price target of $99.00

      1/30/25 7:17:11 AM ET
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    • Piper Sandler initiated coverage on SEI Investments with a new price target

      Piper Sandler initiated coverage of SEI Investments with a rating of Neutral and set a new price target of $60.00

      3/29/23 7:40:59 AM ET
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    SEC Filings

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    • SEI Investments Company filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - SEI INVESTMENTS CO (0000350894) (Filer)

      7/1/25 9:08:18 AM ET
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    • SEC Form 11-K filed by SEI Investments Company

      11-K - SEI INVESTMENTS CO (0000350894) (Filer)

      6/24/25 5:22:56 PM ET
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    • SEI Investments Company filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - SEI INVESTMENTS CO (0000350894) (Filer)

      6/5/25 10:01:14 AM ET
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    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

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    • Sei Investments Co bought $12,400,000 worth of Class F Shares of Beneficial Interest (1,240,000 units at $10.00), increasing direct ownership by 12,400% to 1,250,000 units (SEC Form 4)

      4 - SEI INVESTMENTS CO (0000350894) (Reporting)

      11/1/23 2:07:26 PM ET
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    Leadership Updates

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    • Aquiline announces close of Archway acquisition

      NEW YORK, July 1, 2025 /PRNewswire/ -- Aquiline, a private investment firm specializing in financial services and technology, has closed its acquisition of SEI's Family Office Services business. As an independent company, the business will revert to its original name, Archway. After a strong period of growth under SEI's ownership, Aquiline is excited to support Archway with substantial new investment into product, customer experience, and talent. Archway also announced the appointment of several key executives to lead the newly independent company. Anthony Abenante will join A

      7/1/25 9:35:00 AM ET
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    • SEI Bolsters Global Leadership with Key Appointments in Luxembourg

      Leaders to Support Strategic Growth Across Global Operations OAKS, Pa. and LUXEMBOURG, Jan. 14, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of three key leaders in Luxembourg as part of the company's strategic focus on scaling its global operations and expertise to drive growth. In Luxembourg, SEI ranks seven out of 129 fund administrators for assets under administration (AUA).1 SEI is also the largest private credit fund administrator by assets globally2 and the largest fund administrator for private market funds in Luxembourg that are managed by a U.S. firm.3 Reporting to Ian MacWilliams, Managing Director of SEI's Luxembourg office: Claire Matteucci serves as

      1/14/25 8:00:00 AM ET
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    • SEI Attracts New Executive Vice President

      Financial Services Leader's Diverse Experience to Bolster Strategic Growth OAKS, Pa., July 25, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Michael Lane will join SEI on Sept. 16, 2024 as an Executive Vice President and Head of Asset Management, reporting to CEO Ryan Hicke. In his role as a member of the Executive Management team, Lane will be responsible for the business and growth strategy for the company's Advisor and Institutional businesses in North America, as well as leading SEI's investment management teams globally. With 35 years of industry experience, Lane most recently served as Head of iShares U.S. Wealth Advisory at Blackrock, overseeing revenue growth, client

      7/25/24 9:00:00 AM ET
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    Financials

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    • SEI Declares Dividend of $0.49 per Share

      OAKS, Pa., May 28, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on May 28, 2025 declared a regular semi-annual dividend of $0.49 per share. The cash dividend will be payable to shareholders of record on June 9, 2025, with a payment date of June 17, 2025. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages

      5/28/25 4:05:00 PM ET
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    • SEI Reports First-Quarter 2025 Financial Results

      OAKS, Pa., April 23, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first quarter 2025. Relative to the first quarter 2024, EPS increased by 18%, and revenue and operating income grew by 8% and 25%, respectively, with operating margins increasing to 28%. Consolidated Overview (In thousands, except earnings per share) For the Three MonthsEnded March 31, 2025 2024 % Revenues $551,344 $511,579 8 % Operating income 157,097 125,851 25 % Operating margin 28 % 25 % 12 % Net income 151,517 131,400 15 % Diluted earnings per share $1.17 $0.99 18 % "Building upon our strong momentum heading into 2025, our first-quarter results reflect another recor

      4/23/25 4:01:00 PM ET
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    • SEI to Announce First-Quarter 2025 Earnings on Wednesday, April 23, 2025

      Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., April 9, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the first quarter 2025 on Wednesday, April 23, 2025, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Analysts and investors are invited to join the call by completing the registration form. The public is invited to listen to the call and replay at ir.seic.com/events-presentations/events. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI

      4/9/25 9:00:00 AM ET
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    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

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    • SEC Form SC 13G/A filed by SEI Investments Company (Amendment)

      SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)

      2/13/24 5:13:58 PM ET
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    • SEC Form SC 13G/A filed by SEI Investments Company (Amendment)

      SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)

      2/13/24 11:23:25 AM ET
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    • SEC Form SC 13G/A filed by SEI Investments Company (Amendment)

      SC 13G/A - SEI INVESTMENTS CO (0000350894) (Subject)

      2/13/23 9:31:00 AM ET
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