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

Other segment segments

Private Banks
$12.49M+23.4%
Investment Managers
$11.36M+8.2%
Institutional Investors
$9.39M-7.0%
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 investment advisors — sales, marketing & client service?
SEI Investments (SEIC) reported investment advisors — sales, marketing & client service of $20.41M in Q2 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 99.4% year-over-year, from $10.24M to $20.41M.
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?
Captures the expenditures dedicated to acquiring new clients, retaining existing relationships, and promoting the firm's investment advisory solutions. This includes marketing campaigns, sales team compensation, and client relationship management activities.

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