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SEI Investments SEIC Occupancy and equipment

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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:OccupancyNet.

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 itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Stock-based compensation16,31313,89130,80928,029
Consulting, outsourcing and professional fees56,26956,942110,672112,943
Data processing and computer related46,86241,80191,73581,120
Facilities, supplies and other costs21,45321,74441,77540,499
Amortization19,13710,44937,49121,159
Depreciation7,0717,66514,32715,592
Total expenses444,601410,966877,298805,213
Income from operations197,016148,635386,502305,732

Item 1. Financial Statements.

FAQ

What is SEI Investments's occupancy and equipment?
SEI Investments (SEIC) reported occupancy and equipment of $21.45M in Q2 2026.
How has SEI Investments's occupancy and equipment changed year-over-year?
SEI Investments's occupancy and equipment decreased by 1.3% year-over-year, from $21.74M to $21.45M.
What is the long-term trend for SEI Investments's occupancy and equipment?
Over 4 years (2021 to 2025), SEI Investments's occupancy and equipment has grown at a 5.7% compound annual growth rate (CAGR), from $69.76M to $87.2M.
What does occupancy and equipment mean?
Costs for office and branch facilities (rent, utilities, maintenance) and equipment (depreciation, repairs, technology hardware) used in operations.

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