What is SEI Investments's retentions held by customers?

SEI Investments (SEIC) reported retentions held by customers of $188.75M in Q1 2026.

How has SEI Investments's retentions held by customers changed year-over-year?

SEI Investments's retentions held by customers increased by 35.3% year-over-year, from $139.52M to $188.75M.

What is the long-term trend for SEI Investments's retentions held by customers?

Over 5 years (2020 to 2025), SEI Investments's retentions held by customers has grown at a 12.5% compound annual growth rate (CAGR), from $99.11M to $178.9M.

SEI Investments SEIC Retentions held by customers

Retentions held by customers at other companies

BWX TechnologiesBWXT

$77.54M+70.8%

Otis WorldwideOTIS

$58M+1.8%

Robinhood Markets, Inc.HOOD

$18.12B+97.6%

SBA CommunicationsSBAC

$3.19M-71.3%

Bloom EnergyBE

$194.09M+15.2%

IntuitINTU

$7.76B+48.6%

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 / equity0×0.0×

Current ratio4.5×-1.1×

Where this comes from

Reported directly by SEI Investments in its filing.

Tagged under the XBRL concept us-gaap:BilledContractReceivables.

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 retentions held by customers?: SEI Investments (SEIC) reported retentions held by customers of $188.75M in Q1 2026.
How has SEI Investments's retentions held by customers changed year-over-year?: SEI Investments's retentions held by customers increased by 35.3% year-over-year, from $139.52M to $188.75M.
What is the long-term trend for SEI Investments's retentions held by customers?: Over 5 years (2020 to 2025), SEI Investments's retentions held by customers has grown at a 12.5% compound annual growth rate (CAGR), from $99.11M to $178.9M.