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SEI Investments SEIC Equity Method Investments

Equity Method Investments at other companies

SS&C Technologies logo
SS&C TechnologiesSSNC
$294.7M-10.9%
Invesco logo
InvescoIVZ
$975.4M+22.9%
Blackrock logo
BlackrockBLK
$2.45B-0.8%
Silvercrest Asset Management Group logo
Silvercrest Asset Management GroupSAMG
$2.85M+183%
AllianceBernstein logo
AllianceBernsteinAB
$1.26B-36.8%
Evercore logo
EvercoreEVR
$1.66M-1.4%

Other financials

Income statement

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Revenue$641.6M+14.7%
Operating income$197.0M+32.6%
Net income$195.7M-13.8%
EPS (diluted)$1.59-10.7%

Balance sheet

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Cash & equivalents$395.7M-47.0%
Total debt$67.9M+134%
Total equity$2.5B+6.9%
Total assets$380.2M-85.5%

Cash flow

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Operating cash flow$125.8M+30.3%
CapEx$8.6M+128%
Free cash flow$117.2M+26.3%

Valuation

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Market cap$12.57B+15.3%
Enterprise value$12.25B+20.2%
P/E17.8×+2.0×
P/S5.1×+0.2×

Profitability

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Operating margin28.9%+1.9pp
Net margin28.8%-2.4pp
FCF margin28%+0.2pp

Returns & leverage

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Return on equity29.2%-0.8pp
Debt / equity0.0×
Current ratio5.1×-1.1×

Where this comes from

Reported directly by SEI Investments in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The source filing: SEI Investments’s 10-Q, filed July 27, 2026.

Filed
Jul 27, 2026, 3:00 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000350894-26-000048
Line itemJune 30, 2026December 31, 2025
Investment in LSV Asset Management$59,890$121,512
Other equity method investments34,42067,637
Total$94,310$189,149

Item 1. Financial Statements.

FAQ

What is SEI Investments's equity method investments?
SEI Investments (SEIC) reported equity method investments of $94.31M in Q2 2026.
How has SEI Investments's equity method investments changed year-over-year?
SEI Investments's equity method investments increased by 31.4% year-over-year, from $71.78M to $94.31M.
What is the long-term trend for SEI Investments's equity method investments?
Over 5 years (2020 to 2025), SEI Investments's equity method investments has grown at a 98.3% compound annual growth rate (CAGR), from $6.17M to $189.15M.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

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