Question 1

What is SEI Investments's total costs & expenses?

Accepted Answer

SEI Investments (SEIC) reported total costs & expenses of $444.6M in Q2 2026.

Question 2

How has SEI Investments's total costs & expenses changed year-over-year?

Accepted Answer

SEI Investments's total costs & expenses increased by 8.2% year-over-year, from $410.97M to $444.6M.

Question 3

What is the long-term trend for SEI Investments's total costs & expenses?

Accepted Answer

Over 4 years (2021 to 2025), SEI Investments's total costs & expenses has grown at a 5.2% compound annual growth rate (CAGR), from $1.36B to $1.67B.

Question 4

What does total costs & expenses mean?

Accepted Answer

The aggregate sum of all operating costs incurred to generate revenue, including personnel, technology, professional fees, and administrative overhead. This metric represents the total resource consumption required to maintain the company's service delivery and operational infrastructure.

Line item	Three Months Ended June 30, 2026	Three Months Ended June 30, 2025	Six Months Ended June 30, 2026	Six Months Ended June 30, 2025
Facilities, supplies and other costs	21,453	21,744	41,775	40,499
Amortization	19,137	10,449	37,491	21,159
Depreciation	7,071	7,665	14,327	15,592
Total expenses	444,601	410,966	877,298	805,213
Income from operations	197,016	148,635	386,502	305,732
Net gain from investments	3,550	1,759	3,181	2,252
Interest and dividend income	7,012	9,283	14,174	19,504
Interest expense	(562)	(92)	(1,035)	(277)

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