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SEI Investments SEIC Amount that if recognized, would affect the effective tax rate or regulatory liability

Amount that if recognized, would affect the effective tax rate or regulatory liability at other companies

State Street logo
State StreetSTT
$230M+4.5%
Apollo Global Management logo
Apollo Global ManagementAPO
$3M-25.0%
PNC Financial Services logo
PNC Financial ServicesPNC
$243M-22.6%
Blackrock logo
BlackrockBLK
Evercore logo
EvercoreEVR
Ameriprise Financial logo
Ameriprise FinancialAMP

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:UnrecognizedTaxBenefitsThatWouldImpactEffectiveTaxRate.

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 amount that if recognized, would affect the effective tax rate or regulatory liability?
SEI Investments (SEIC) reported amount that if recognized, would affect the effective tax rate or regulatory liability of $14.31M in Q1 2026.
How has SEI Investments's amount that if recognized, would affect the effective tax rate or regulatory liability changed year-over-year?
SEI Investments's amount that if recognized, would affect the effective tax rate or regulatory liability decreased by 5.3% year-over-year, from $15.1M to $14.31M.
What is the long-term trend for SEI Investments's amount that if recognized, would affect the effective tax rate or regulatory liability?
Over 5 years (2020 to 2025), SEI Investments's amount that if recognized, would affect the effective tax rate or regulatory liability has grown at a -2.9% compound annual growth rate (CAGR), from $15.76M to $13.58M.