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SEI Investments SEIC Investment Managers — Strategic initiatives & new business development

Other segment segments

Private Banks
$20.39M-5.2%
Investment Advisors
$19.81M+63.8%
Institutional Investors
$3.67M+61.7%
Investments In New Businesses
$2.97M-38.5%

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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:BusinessDevelopment.

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
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
Non-controlling interest & other, net1,3611,361
Segment profit (loss)$91,601$31,659$74,670$32,876$(579)$230,227

Item 1. Financial Statements.

FAQ

What is SEI Investments's investment managers — strategic initiatives & new business development?
SEI Investments (SEIC) reported investment managers — strategic initiatives & new business development of $11.34M in Q2 2026.
How has SEI Investments's investment managers — strategic initiatives & new business development changed year-over-year?
SEI Investments's investment managers — strategic initiatives & new business development increased by 80.5% year-over-year, from $6.28M to $11.34M.
What is the long-term trend for SEI Investments's investment managers — strategic initiatives & new business development?
Over 3 years (2022 to 2025), SEI Investments's investment managers — strategic initiatives & new business development has grown at a 2.4% compound annual growth rate (CAGR), from $27.84M to $29.88M.
What does investment managers — strategic initiatives & new business development mean?
Discretionary spending focused on long-term growth projects, entering new markets, or developing new service lines within the investment management segment. This represents the firm's commitment to innovation and future-proofing its business model.

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