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SEI Investments SEIC Unrecognized Tax Benefits - Impacting Effective Tax Rate

Unrecognized Tax Benefits - Impacting Effective Tax Rate at other companies

Blackrock logo
BlackrockBLK
$435M+0.9%
Evercore logo
EvercoreEVR
$103K-66.7%
LPL Financial Holdings logo
LPL Financial HoldingsLPLA
$45.5M+13.5%
Raymond James Financial logo
Raymond James FinancialRJF
$41M0.0%

Other financials

Income statement

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Revenue$622.2M+12.8%
Operating income$189.5M+20.6%
Net income$174.5M+15.2%
EPS (diluted)$1.40+19.7%

Balance sheet

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Cash & equivalents$363.1M-48.9%
Total debt$69.5M+145%
Total equity$2.5B+8.5%
Total assets$396.9M-84.5%

Cash flow

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Operating cash flow$221.6M+51.3%
CapEx$6.4M-26.0%
Free cash flow$215.2M+56.1%

Valuation

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Market cap$10.76B-2.7%
Enterprise value$10.46B+1.4%
P/E14.6×-3.8×
P/S4.5×-0.6×

Profitability

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Operating margin27.9%+0.9pp
Net margin31.2%+3.4pp
FCF margin28%-1.1pp

Returns & leverage

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Return on equity31.4%+4.7pp
Debt / equity0.0×
Current ratio4.5×-1.1×

Where this comes from

Reported directly by SEI Investments in its filing.

Tagged under the XBRL concept us-gaap:UnrecognizedTaxBenefitsThatWouldImpactEffectiveTaxRate.

The official record: SEI Investments’s 10-Q, filed April 27, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is SEI Investments's unrecognized tax benefits - impacting effective tax rate?
SEI Investments (SEIC) reported unrecognized tax benefits - impacting effective tax rate of $14.31M in Q1 2026.
How has SEI Investments's unrecognized tax benefits - impacting effective tax rate changed year-over-year?
SEI Investments's unrecognized tax benefits - impacting effective tax rate decreased by 5.3% year-over-year, from $15.1M to $14.31M.
What is the long-term trend for SEI Investments's unrecognized tax benefits - impacting effective tax rate?
Over 5 years (2020 to 2025), SEI Investments's unrecognized tax benefits - impacting effective tax rate has grown at a -2.9% compound annual growth rate (CAGR), from $15.76M to $13.58M.