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SEI Investments SEIC Long-term investments

Long-term investments at other companies

BEN
Franklin ResourcesBEN
$2.57B+15.3%
T Rowe Price Group logo
T Rowe Price GroupTROW
$3.17B-2.3%
Invesco logo
InvescoIVZ
$1.32B+22.7%
Evercore logo
EvercoreEVR
$1.04B+27.6%
LPL Financial Holdings logo
LPL Financial HoldingsLPLA
$100.32M-27.3%
Equitable Holdings logo
Equitable HoldingsEQH

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:Investments.

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 long-term investments?
SEI Investments (SEIC) reported long-term investments of $331.37M in Q1 2026.
How has SEI Investments's long-term investments changed year-over-year?
SEI Investments's long-term investments increased by 19.2% year-over-year, from $278.08M to $331.37M.
What is the long-term trend for SEI Investments's long-term investments?
Over 2 years (2023 to 2025), SEI Investments's long-term investments has grown at a 25.1% compound annual growth rate (CAGR), from $273.51M to $428M.
What does long-term investments mean?
Investments held by the company with the intention of keeping them for more than one year.
How do you interpret long-term investments?
Growth in this area indicates successful strategic partnerships or long-term capital appreciation, while declines may signal divestitures or market value adjustments.
How does long-term investments compare across companies?
Common among asset managers and holding companies; specific composition varies based on strategic partnership models.