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SEI Investments SEIC Change in Deferred Revenue

Change in Deferred Revenue at other companies

SS&C Technologies logo
SS&C TechnologiesSSNC
$19.5M+261%
Stifel Financial logo
Stifel FinancialSF
$371.57M+7,250%
Fidelity National Information Services logo
Fidelity National Information ServicesFIS
$66M+1.5%

Other financials

Income statement

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Revenue$622.2M+12.8%
Operating income$189.5M+20.6%
Net income$174.5M+15.2%
EPS (diluted)$1.40+19.7%

Balance sheet

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Cash & equivalents$363.1M-48.9%
Total debt$69.5M+145%
Total equity$2.5B+8.5%
Total assets$396.9M-84.5%

Cash flow

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Operating cash flow$221.6M+51.3%
CapEx$6.4M-26.0%
Free cash flow$215.2M+56.1%

Valuation

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Market cap$10.76B-2.7%
Enterprise value$10.46B+1.4%
P/E14.6×-3.8×
P/S4.5×-0.6×

Profitability

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Operating margin27.9%+0.9pp
Net margin31.2%+3.4pp
FCF margin28%-1.1pp

Returns & leverage

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Return on equity31.4%+4.7pp
Debt / equity0.0×
Current ratio4.5×-1.1×

Where this comes from

Reported directly by SEI Investments in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: SEI Investments’s 10-Q, filed April 27, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is SEI Investments's change in deferred revenue?
SEI Investments (SEIC) reported change in deferred revenue of $5.05M in Q1 2026.
How has SEI Investments's change in deferred revenue changed year-over-year?
SEI Investments's change in deferred revenue increased by 143.3% year-over-year, from $2.08M to $5.05M.
What is the long-term trend for SEI Investments's change in deferred revenue?
Over 3 years (2021 to 2024), SEI Investments's change in deferred revenue has grown at a 13.1% compound annual growth rate (CAGR), from $3.54M to -$5.13M.
What does change in deferred revenue mean?
The net change in payments received from customers for services yet to be provided.
How do you interpret change in deferred revenue?
An increase indicates strong future demand and upfront billing, while a decrease suggests revenue is being recognized faster than new prepayments are collected.
How does change in deferred revenue compare across companies?
Highly relevant for asset managers and service providers; peers with recurring revenue models show similar trends.