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SEI Investments SEIC Private Banks — Sales, marketing & client service

Other segment segments

Investment Advisors
$20.41M+99.4%
Investment Managers
$11.36M+8.2%
Institutional Investors
$9.39M-7.0%
Investments In New Businesses
$2.6M-45.9%

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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 private banks — sales, marketing & client service?
SEI Investments (SEIC) reported private banks — sales, marketing & client service of $12.49M in Q2 2026.
How has SEI Investments's private banks — sales, marketing & client service changed year-over-year?
SEI Investments's private banks — sales, marketing & client service increased by 23.4% year-over-year, from $10.12M to $12.49M.
What is the long-term trend for SEI Investments's private banks — sales, marketing & client service?
Over 3 years (2022 to 2025), SEI Investments's private banks — sales, marketing & client service has grown at a -6.4% compound annual growth rate (CAGR), from $49.45M to $40.59M.
What does private banks — sales, marketing & client service mean?
Includes all expenditures related to acquiring new clients, maintaining existing relationships, and promoting the Private Banks segment's service offerings. This reflects the company's investment in business development and client retention efforts.

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