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

Other segment segments

Investment Advisors
$20.41M+99.4%
Private Banks
$12.49M+23.4%
Investment Managers
$11.36M+8.2%
Investments In New Businesses
$2.6M-45.9%

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$3.3M+13.8%

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:SellingAndMarketingExpense.

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 itemInvestment ManagersPrivate BanksInvestment AdvisorsInstitutional InvestorsInvestments In New BusinessesTotal
Total revenue$227,679$156,879$177,897$69,702$9,460$641,617
Less:
Operations & services96,64357,11350,83320,7472,515227,851
Sales, marketing & client service11,36312,48820,4099,3912,59756,248
Technology services & infrastructure13,57830,5448,8281,5611,33355,844
Strategic initiatives & new business development11,33920,38719,8093,6682,96658,169
Other segment expenses (1)3,1554,6881,9871,45962811,917
Total segment expenses136,078125,220101,86636,82610,039410,029

Item 1. Financial Statements.

FAQ

What is SEI Investments's institutional investors — sales, marketing & client service?
SEI Investments (SEIC) reported institutional investors — sales, marketing & client service of $9.39M in Q2 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 7.0% year-over-year, from $10.1M to $9.39M.
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?
Captures the expenditures related to business development, client acquisition, and ongoing relationship management for the institutional segment. This includes marketing campaigns, sales commissions, and client support teams.

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