• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy
    Subscribe to $SEIC

    SEI Investments Company

    Subscribe to $SEIC
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.

    IPO Year: 1981

    Exchange: NASDAQ

    Website: seic.com

    Peers

    $NTRS

    Recent Analyst Ratings for SEI Investments Company

    DatePrice TargetRatingAnalyst
    4/7/2025$81.00 → $77.00Underweight → Overweight
    Morgan Stanley
    1/30/2025$99.00Mkt Perform → Outperform
    Raymond James
    3/29/2023$60.00Neutral
    Piper Sandler
    7/25/2022Mkt Perform
    William Blair
    7/12/2022$55.00Equal-Weight → Underweight
    Morgan Stanley
    3/28/2022$67.00 → $65.00Buy → Neutral
    Goldman
    1/27/2022$75.00 → $70.00Outperform
    Oppenheimer
    11/3/2021$67.00Hold
    Truist Securities
    11/2/2021$67.00Hold
    Truist Securities
    7/22/2021$72.00 → $75.00Outperform
    Oppenheimer
    See more ratings

    SEI Investments Company Insider Trading

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

    View All

    EXECUTIVE VICE PRESIDENT Peterson Michael exercised 7,089 shares at a strike of $61.81 and sold $627,731 worth of shares (7,089 units at $88.55) (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    8/8/25 6:53:24 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    EXECUTIVE VICE PRESIDENT Peterson Michael exercised 684 shares at a strike of $61.81 and sold $60,664 worth of shares (684 units at $88.69) (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    8/6/25 4:05:32 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    EXECUTIVE VICE PRESIDENT Peterson Michael exercised 4,727 shares at a strike of $61.81 and sold $418,387 worth of shares (4,727 units at $88.51) (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    8/4/25 11:59:46 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Warner Mark Andrew exercised 5,000 shares at a strike of $49.63 and sold $443,750 worth of shares (5,000 units at $88.75) (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    7/30/25 3:26:04 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Director Naratil Thomas C. was granted 2,076 shares (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    7/24/25 12:39:44 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 3 filed by new insider Naratil Thomas C.

    3 - SEI INVESTMENTS CO (0000350894) (Issuer)

    7/24/25 12:33:52 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Director Risi Karin A. was granted 2,076 shares (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    7/24/25 12:12:12 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 3 filed by new insider Risi Karin A.

    3 - SEI INVESTMENTS CO (0000350894) (Issuer)

    7/24/25 12:11:05 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Executive Chairman West Alfred P Jr sold $12,006,823 worth of shares (141,126 units at $85.08), decreasing direct ownership by 2% to 6,937,582 units (SEC Form 4)

    4 - SEI INVESTMENTS CO (0000350894) (Issuer)

    5/30/25 12:53:49 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company Insider Purchases

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

    View All

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company SEC Filings

    View All

    SEC Form 13F-HR filed by SEI Investments Company

    13F-HR - SEI INVESTMENTS CO (0000350894) (Filer)

    8/14/25 10:45:28 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Amendment: SEC Form SCHEDULE 13G/A filed by SEI Investments Company

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

    8/13/25 9:46:23 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 10-Q filed by SEI Investments Company

    10-Q - SEI INVESTMENTS CO (0000350894) (Filer)

    7/28/25 2:16:46 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

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

    7/23/25 4:04:39 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company filed SEC Form 8-K: Leadership Update, Financial Statements and Exhibits

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

    7/22/25 4:55:55 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

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

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

    7/18/25 8:05:27 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 11-K filed by SEI Investments Company

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

    6/24/25 5:22:56 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

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

    5/28/25 4:07:52 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company Press Releases

    Fastest customizable press release news feed in the world

    View All

    SEI to Hold Investor Conference in New York City

    Public Invited to Monitor Webcast OAKS, Pa., Aug. 14, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) will host its Investor Day in New York City for institutional investors and industry analysts on Thursday, Sept. 18, 2025, from 8:30 a.m. to 12 p.m. EDT. Presentations by SEI's executive leadership will describe the company, its markets, solutions and platforms, and strategies for future growth. The public is invited to view the presentation and listen to the conference webcast at https://ir.seic.com/. The webcast will also be available for replay shortly after the conference. About SEI®SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset

    8/14/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Appoints Robert Hum to Lead Investment Product Development and Activation

    New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth  OAKS, Pa., Aug. 12, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Robert Hum, CAIA, has joined as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI's Asset Management business. In this new role, Hum will lead the development and execution strategy for investment products and models, with a focus on enhancing portfolio outcomes across existing client segments and new markets. Bringing 15 years of industry experience, Hum most recently served as Managing Director and U.S. Head of Factor, Outcome and Alternative ETFs at BlackRock, leadin

    8/12/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    GQG Partners Selects SEI's Advisors' Inner Circle Fund to Launch First ETF

    Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers OAKS, Pa., July 31, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that GQG Partners (GQG) has selected the Advisors' Inner Circle Fund® (AIC) series trust as its operational platform to launch its first ETF, GQG US Equity ETF (NYSE:GQGU). GQG's ETF launch marks the expansion of its nine-year strategic partnership with SEI, which also services six mutual funds and a private fund for GQG. The new active U.S. Equity ETF launched on July 14, 2025, with more than $200 million in assets under management (AUM), funded by a strategic private fund conversion under Section 351, which af

    7/31/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Names New Chief People and Culture Officer

    Amy Sliwinski Will Lead Global Talent and Culture to Power Company's Strategic Growth OAKS, Pa., July 29, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Amy Sliwinski as an Executive Vice President and Chief People and Culture Officer. Sliwinski will focus on transforming people strategies globally to enable SEI's business goals, scale the organization, and nurture the company's culture as the business grows and evolves. In this new role, she will be responsible for developing, leading, and optimizing human resource processes and capabilities across the entire human capital lifecycle, including talent management, professional development, company culture, and ben

    7/29/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    BlackRock, Hamilton Lane Among Fund Managers Joining SEI Access

    Amid Private Markets Momentum, SEI's Alternative Investments Platform Expands Fund Lineup OAKS, Pa., July 24, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the addition of 17 fund managers to SEI Access™, a platform designed to provide an end-to-end investment experience and increased access to alternative investment products for wealth managers and financial advisors. In addition to BlackRock, Hamilton Lane, Invesco, and KKR, other fund managers who have signed to join SEI Access include: Alumni Ventures LLCCenter Street LendingCrescent Capital GroupEasterly Asset ManagementFS InvestmentsInland Real Estate Investment CorporationKingbird Investment ManagementMDS Energy Developmen

    7/24/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Reports Second-Quarter 2025 Financial Results

    OAKS, Pa., July 23, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second quarter 2025. Relative to the second quarter 2024, EPS increased by 70%, and revenue and operating income grew by 8% and 9%, respectively, with operating margin increasing to 27%. Q2 2025 EPS benefited by $0.58 from several items affecting comparability against prior quarters, most notably the $94.4 million gain on the sale of SEI's Family Office Services business. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended June 30, For the Six Months Ended June 30, 2025 2024 % 2025 2024 % Revenues $559,601 $518,986 8 % $1,110,945 $1,

    7/23/25 4:01:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Appoints Karin Risi and Tom Naratil to Board of Directors

    Evolution of Leadership Supports SEI's Transformation and Commitment to Long-term Growth OAKS, Pa., July 22, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Karin Risi and Tom Naratil have been appointed to its Board of Directors, effective immediately. They join Executive Chairman Alfred P. West, Jr. and current directors Jonathan Brassington, William Doran, Carl Guarino, CEO Ryan Hicke, Kathryn McCarthy, and Carmen Romeo. Stephanie Miller has resigned as a member of SEI's Board of Directors, effective July 22, 2025, to take a leadership role in the industry. Commenting on the Board's evolution, West said: "We're thrilled to welcome Karin and Tom to SEI's Board of Directors, a

    7/22/25 5:28:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

    Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale OAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their businesses. SEI will make a strategic investment in the Stratos business, a family of companies focused on supporting the success of financial advisors across business models and affiliation structures. Based in Beachwood, OH, Stratos includes a national network of more than 360 experienced financial advisors and financial planning practitioners working across 26 states thro

    7/18/25 8:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI to Announce Second-Quarter 2025 Earnings on Wednesday, July 23, 2025

    Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., July 9, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the second quarter 2025 on Wednesday, July 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

    7/9/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Canada Makes Changes in Risk Ratings

    TORONTO, July 2, 2025 /CNW/ -- SEI Investments Canada Company (SEI Canada), a wholly-owned subsidiary of SEI Investments Company (NASDAQ:SEIC), today announced changes to the risk ratings of certain SEI Canada funds. After conducting its regular annual review, SEI Canada has changed the risk ratings for specific classes of the funds listed below, which are disclosed in the Fund Facts and the Funds' Simplified Prospectus dated June 26, 2025. Fund name Classes Previous risk rating New risk rating U.S. All Cap Equity IndexFund All classes Medium Medium to high U.S. Small Company EquityFund E,F,O Medium Medium to high No changes were made to the investment objectives or strategies of these fund

    7/2/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company Analyst Ratings

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

    View All

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    William Blair resumed coverage on SEI Investments

    William Blair resumed coverage of SEI Investments with a rating of Mkt Perform

    7/25/22 9:08:23 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments downgraded by Morgan Stanley with a new price target

    Morgan Stanley downgraded SEI Investments from Equal-Weight to Underweight and set a new price target of $55.00

    7/12/22 7:38:53 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments downgraded by Goldman with a new price target

    Goldman downgraded SEI Investments from Buy to Neutral and set a new price target of $65.00 from $67.00 previously

    3/28/22 7:21:24 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Oppenheimer reiterated coverage on SEI Investments with a new price target

    Oppenheimer reiterated coverage of SEI Investments with a rating of Outperform and set a new price target of $70.00 from $75.00 previously

    1/27/22 8:22:33 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Truist Securities initiated coverage on SEI Investments with a new price target

    Truist Securities initiated coverage of SEI Investments with a rating of Hold and set a new price target of $67.00

    11/3/21 4:55:52 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Truist Securities initiated coverage on SEI Investments with a new price target

    Truist Securities initiated coverage of SEI Investments with a rating of Hold and set a new price target of $67.00

    11/2/21 6:56:14 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Oppenheimer reiterated coverage on SEI Investments with a new price target

    Oppenheimer reiterated coverage of SEI Investments with a rating of Outperform and set a new price target of $75.00 from $72.00 previously

    7/22/21 7:15:18 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company Leadership Updates

    Live Leadership Updates

    View All

    SEI Appoints Robert Hum to Lead Investment Product Development and Activation

    New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth  OAKS, Pa., Aug. 12, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Robert Hum, CAIA, has joined as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI's Asset Management business. In this new role, Hum will lead the development and execution strategy for investment products and models, with a focus on enhancing portfolio outcomes across existing client segments and new markets. Bringing 15 years of industry experience, Hum most recently served as Managing Director and U.S. Head of Factor, Outcome and Alternative ETFs at BlackRock, leadin

    8/12/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Names New Chief People and Culture Officer

    Amy Sliwinski Will Lead Global Talent and Culture to Power Company's Strategic Growth OAKS, Pa., July 29, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Amy Sliwinski as an Executive Vice President and Chief People and Culture Officer. Sliwinski will focus on transforming people strategies globally to enable SEI's business goals, scale the organization, and nurture the company's culture as the business grows and evolves. In this new role, she will be responsible for developing, leading, and optimizing human resource processes and capabilities across the entire human capital lifecycle, including talent management, professional development, company culture, and ben

    7/29/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    BlackRock, Hamilton Lane Among Fund Managers Joining SEI Access

    Amid Private Markets Momentum, SEI's Alternative Investments Platform Expands Fund Lineup OAKS, Pa., July 24, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the addition of 17 fund managers to SEI Access™, a platform designed to provide an end-to-end investment experience and increased access to alternative investment products for wealth managers and financial advisors. In addition to BlackRock, Hamilton Lane, Invesco, and KKR, other fund managers who have signed to join SEI Access include: Alumni Ventures LLCCenter Street LendingCrescent Capital GroupEasterly Asset ManagementFS InvestmentsInland Real Estate Investment CorporationKingbird Investment ManagementMDS Energy Developmen

    7/24/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Appoints Karin Risi and Tom Naratil to Board of Directors

    Evolution of Leadership Supports SEI's Transformation and Commitment to Long-term Growth OAKS, Pa., July 22, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Karin Risi and Tom Naratil have been appointed to its Board of Directors, effective immediately. They join Executive Chairman Alfred P. West, Jr. and current directors Jonathan Brassington, William Doran, Carl Guarino, CEO Ryan Hicke, Kathryn McCarthy, and Carmen Romeo. Stephanie Miller has resigned as a member of SEI's Board of Directors, effective July 22, 2025, to take a leadership role in the industry. Commenting on the Board's evolution, West said: "We're thrilled to welcome Karin and Tom to SEI's Board of Directors, a

    7/22/25 5:28:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Appoints Sean Denham as CFO

    OAKS, Pa., Feb. 5, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Sean Denham as an Executive Vice President and Chief Financial Officer, reporting to CEO Ryan Hicke. Denham's employment will begin on March 18, 2024, and his appointment as CFO will be effective on the day following the resignation of current CFO Dennis McGonigle, whose departure plans were announced by SEI in July 2023. SEI currently expects McGonigle's resignation to be effective on the day of the filing of the company's first-quarter 2024 Form 10-Q. Denham succeeds McGonigle, who has served in a number of different roles and leadership positions at SEI for nearly 40 years. Upon his appointment,

    2/5/24 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    Hazeltree President and CEO Stephanie Miller Joins SEI Board of Directors

    Miller Brings Deep Expertise in Financial Services to Position Hazeltree, the leading provider of treasury and liquidity management solutions for the asset management industry, today announced that Stephanie Miller, President and CEO, joined the SEI® (NASDAQ:SEIC) Board of Directors. Miller will serve as a member of the Audit and Legal and Regulatory Oversight Committees, in addition to carrying out her Board responsibilities. Recognized as a leader in the financial services industry, Miller brings more than 25 years of experience across financial services and a deep knowledge of technology, which uniquely position her to provide expertise on SEI's three pillars of capabilities: technol

    10/25/23 2:27:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Appoints Head of New Business Ventures

    Appointment of Sneha Shah Reinforces SEI's Commitment to Driving Growth through Innovation OAKS, Pa., June 20, 2023 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the appointment of Sneha Shah as an Executive Vice President and Head of New Business Ventures, reporting to CEO Ryan Hicke. In this newly created role, she will: Lead new business and platform identification and incubationEngage clients, accelerators, and the entrepreneurial community to invest in and accelerate new ideas and solutionsCultivate innovation that drives top-line growthHicke said: "An important comp

    6/20/23 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

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

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

    2/9/23 11:32:46 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

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

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

    2/14/22 11:40:44 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed

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

    2/12/21 12:09:20 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed

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

    2/10/21 11:52:41 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Investments Company Financials

    Live finance-specific insights

    View All

    SEI Reports Second-Quarter 2025 Financial Results

    OAKS, Pa., July 23, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second quarter 2025. Relative to the second quarter 2024, EPS increased by 70%, and revenue and operating income grew by 8% and 9%, respectively, with operating margin increasing to 27%. Q2 2025 EPS benefited by $0.58 from several items affecting comparability against prior quarters, most notably the $94.4 million gain on the sale of SEI's Family Office Services business. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended June 30, For the Six Months Ended June 30, 2025 2024 % 2025 2024 % Revenues $559,601 $518,986 8 % $1,110,945 $1,

    7/23/25 4:01:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI to Announce Second-Quarter 2025 Earnings on Wednesday, July 23, 2025

    Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., July 9, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the second quarter 2025 on Wednesday, July 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

    7/9/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    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
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Reports Fourth-Quarter 2024 Financial Results

    OAKS, Pa., Jan. 29, 2025 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the fourth quarter 2024. Relative to the fourth quarter 2023, EPS increased by 31%, and revenue and operating income grew by 15% and 43%, respectively, with operating margins increasing to 26%. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2024 2023 % 2024 2023 % Revenues $557,190 $484,858 15 % $2,125,151 $1,919,793 11 % Operating income 145,544 101,684 43 % 551,741 424,524 30 % Operating margin 26 % 21 % 25 % 26 % 22 % 17 % Net income 155,771 120,731 29 % 581,191 462,258 26 % D

    1/29/25 4:01:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI to Announce Fourth-Quarter 2024 Earnings on Wednesday, Jan. 29, 2025

    Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., Jan. 13, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) intends to release earnings for the fourth quarter 2024 on Wednesday, Jan. 29, 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) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, o

    1/13/25 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    KBW Announces Index Rebalancing for Fourth-Quarter 2024

    NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the fourth quarter of 2024. This quarter, there are constituent changes within four of our indexes: the KBW Nasdaq Capital Markets Index (Index Ticker: KSX, ETF Ticker:N/A), KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN), KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX, ETF Ticker: KBWD), and KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY

    12/13/24 8:30:00 PM ET
    $AAT
    $AB
    $ABR
    Real Estate Investment Trusts
    Real Estate
    Investment Managers
    Finance

    SEI Declares Dividend of $0.49 per Share

    OAKS, Pa., Dec. 12, 2024 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) on Dec. 12, 2024 declared a regular semi-annual dividend of $0.49 per share, an increase from the prior semi-annual dividend of $0.46. The cash dividend will be payable to shareholders of record on Dec. 27, 2024, with a payment date of Jan. 8, 2025. About SEI®SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations

    12/12/24 4:05:00 PM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance

    SEI Acquires LifeYield

    New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities OAKS, Pa., Dec. 11, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations and implement a holistic financial plan to best optimize after-tax returns.

    12/11/24 9:00:00 AM ET
    $SEIC
    Investment Bankers/Brokers/Service
    Finance