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SEI Investments SEIC Investment Advisors — Goodwill

Other segment segments

Institutional Investors
$62.48M-0.8%
Investment Managers
$55.23M-0.1%
Investments In New Businesses
$18.46M0.0%

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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:Goodwill.

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 ManagersInvestment AdvisorsInstitutional InvestorsInvestments in New BusinessesTotal
Balance, December 31, 2025$55,247$218,571$62,712$18,459$354,989
Acquisitions34,67934,679
Foreign currency translation adjustments(19)(229)(248)
Balance, June 30, 2026$55,228$253,250$62,483$18,459$389,420

Item 1. Financial Statements.

FAQ

What is SEI Investments's investment advisors — goodwill?
SEI Investments (SEIC) reported investment advisors — goodwill of $253.25M in Q2 2026.
How has SEI Investments's investment advisors — goodwill changed year-over-year?
SEI Investments's investment advisors — goodwill increased by 690.9% year-over-year, from $32.02M to $253.25M.
What does investment advisors — goodwill mean?
This represents the intangible asset value recorded when the Investment Advisors segment acquires another business for a price exceeding the fair market value of its identifiable net assets. It reflects the premium paid for brand reputation, customer relationships, and intellectual property.

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