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SEI Investments SEIC Institutional Investors — Sales, marketing & client service

Other segment segments

Investment Advisors
$18.31M+99.1%
Private Banks
$10.82M+21.5%
Investments In New Businesses
$2.34M-52.5%

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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:SellingAndMarketingExpense.

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 institutional investors — sales, marketing & client service?
SEI Investments (SEIC) reported institutional investors — sales, marketing & client service of $8.46M in Q1 2026.
How has SEI Investments's institutional investors — sales, marketing & client service changed year-over-year?
SEI Investments's institutional investors — sales, marketing & client service decreased by 12.4% year-over-year, from $9.66M to $8.46M.
What is the long-term trend for SEI Investments's institutional investors — sales, marketing & client service?
Over 3 years (2022 to 2025), SEI Investments's institutional investors — sales, marketing & client service has grown at a -8.4% compound annual growth rate (CAGR), from $50.85M to $39.04M.
What does institutional investors — sales, marketing & client service mean?
Costs spent on acquiring and retaining institutional clients.
How do you interpret institutional investors — sales, marketing & client service?
Higher spending may indicate aggressive growth strategies, while lower spending could suggest a focus on margin preservation or market saturation.
How does institutional investors — sales, marketing & client service compare across companies?
Standard selling, general, and administrative (SG&A) component found in most financial services firms.