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SEI Investments SEIC Investment Advisors — Sales, marketing & client service

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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 investment advisors — sales, marketing & client service?
SEI Investments (SEIC) reported investment advisors — sales, marketing & client service of $18.31M in Q1 2026.
How has SEI Investments's investment advisors — sales, marketing & client service changed year-over-year?
SEI Investments's investment advisors — sales, marketing & client service increased by 99.1% year-over-year, from $9.2M to $18.31M.
What is the long-term trend for SEI Investments's investment advisors — sales, marketing & client service?
Over 3 years (2022 to 2025), SEI Investments's investment advisors — sales, marketing & client service has grown at a 9.8% compound annual growth rate (CAGR), from $26.77M to $35.44M.
What does investment advisors — sales, marketing & client service mean?
The total spending on sales, marketing, and client retention efforts for the segment.
How do you interpret investment advisors — sales, marketing & client service?
Higher spending may signal an aggressive growth strategy or market expansion, while lower spending could indicate a focus on margin preservation or reduced market opportunity.
How does investment advisors — sales, marketing & client service compare across companies?
Comparable to sales and marketing expenses or customer acquisition costs at financial services companies.