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SEI Investments SEIC Investments In New Businesses — Strategic initiatives & new business development

Other segment segments

Private Banks
$20.39M-5.2%
Investment Advisors
$19.81M+63.8%
Investment Managers
$11.34M+80.5%
Institutional Investors
$3.67M+61.7%

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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 investments in new businesses — strategic initiatives & new business development?
SEI Investments (SEIC) reported investments in new businesses — strategic initiatives & new business development of $2.97M in Q2 2026.
How has SEI Investments's investments in new businesses — strategic initiatives & new business development changed year-over-year?
SEI Investments's investments in new businesses — strategic initiatives & new business development decreased by 38.5% year-over-year, from $4.82M to $2.97M.
What is the long-term trend for SEI Investments's investments in new businesses — strategic initiatives & new business development?
Over 3 years (2022 to 2025), SEI Investments's investments in new businesses — strategic initiatives & new business development has grown at a -8.3% compound annual growth rate (CAGR), from $22.01M to $16.99M.
What does investments in new businesses — strategic initiatives & new business development mean?
This metric represents the costs incurred for strategic planning, research, and the development of new business models or market expansion efforts. It highlights the company's commitment to long-term innovation and the exploration of future revenue streams.

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