Recent news highlights SEI’s Q1 2026 earnings with revenue and assets under management rising year-over-year, along with detailed earnings transcripts and analysis.

• SEI Investments reported Q1 2026 earnings with revenues and assets under management increasing year-over-year [N1].
• The company’s Q1 2026 earnings transcript provides detailed insights into financial and operational performance [N2].
• Analyses of Q1 earnings highlight key metrics and business trends [N3][N4].
• SEI surpassed Q1 earnings and revenue estimates, indicating strong operational execution [N5][N6].
• Analyst discussions explore earnings beyond revenue and EPS, providing broader context [N7].

SEI’s integrated platform approach positions it well to serve a diverse and sophisticated client base across wealth management, asset management, and institutional investing. Its leadership in alternative investments and private credit administration aligns with growing market demand. The strategic investment in Stratos Wealth Holdings provides access to a high-growth advisory platform and expands distribution capabilities. Ongoing investments in AI, automation, and data analytics enhance operational efficiency and client service. The company’s trust-based custody model and long-term client relationships support revenue stability and client retention.

SEI faces competitive pressures from other technology and asset management providers, including large custodians and advisory platform firms. Regulatory scrutiny, such as ongoing FCA engagement in the UK, presents compliance risks. The company’s reliance on multi-year contracts exposes it to client retention risks if market conditions or client preferences shift. Integration and execution risks exist related to strategic investments and technology platform expansions. Market volatility and capital market fluctuations can impact assets under management and related fee revenues.

SEI’s competitive moat is anchored in its integrated ecosystem that unifies technology, custody, operations, and asset management capabilities, enabling a seamless and scalable client experience. Its leadership in private credit and alternative investment administration, combined with a trust-based custody model that holds client assets in their name, differentiates it in the wealth management and institutional markets. The strategic investment in Stratos Wealth Holdings enhances its advisory platform and distribution network, broadening market access. Long-term client relationships with major banks and investment managers, along with multi-year contracts, contribute to revenue stability. Continuous investment in AI, automation, and data analytics supports operational efficiency and innovation, reinforcing its competitive position.

• Regulatory and Compliance Risks: SEI and its subsidiaries operate in a heavily regulated environment with ongoing regulatory scrutiny, including remedial actions with the UK FCA, which could impact operations and growth.
• Market Sensitivity: Revenues and earnings are sensitive to capital market fluctuations, affecting assets under management and fee income.
• Competitive Landscape: The company faces competition from large custodians, advisory platforms, and technology providers, which may pressure pricing and client retention.
• Execution Risks: Strategic investments and technology platform expansions carry integration and execution risks that could affect operational performance.

• SEI Investments Company is a leading global provider of financial technology, operations, and asset management solutions connecting the financial services ecosystem across advice, asset management, and administration [S1].
• The company operates an integrated ecosystem combining technology, custody, operations, and investment management capabilities [S1].
• SEI serves a diverse client base including wealth managers, banks, investment advisors, asset managers, family offices, institutional investors, and ultra-high-net-worth investors [S1].
• SEI manages, advises, or administers approximately $1.9 trillion in assets as of the end of 2025 [S1].
• The company’s business segments include Investment Managers, Private Banks, Investment Advisors, Institutional Investors, and Investments in New Businesses [S1].
• Revenue for Q1 2026 was $622.2 million, with net income of $174.5 million and basic EPS of $1.43 per share [S2].
• Liquidity as of March 31, 2026, includes cash and equivalents of $399.8 million, current assets of $1.23 billion, current liabilities of $272.8 million, a current ratio of 4.52, and a cash ratio of 1.47 [S2].
• SEI’s technology platforms include the SEI Wealth Platform (SWP), which offers a fully integrated infrastructure solution unifying technology, operational outsourcing, and asset management [S1].
• The company provides business process outsourcing, custody, fund administration, investment accounting, investor servicing, and regulatory and compliance services [S1].
• SEI is a recognized leader in private credit and alternative investment administration, serving many of the world’s largest alternative managers [S1].
• The company has a strategic investment in Stratos Wealth Holdings, which provides a high-growth, fee-based advisory platform and broadens SEI’s distribution reach [S1].
• SEI’s custody model is trust-based, holding client assets in the client’s name without commingling, pledging, or margining, integrated with its wealth platform [S1].
• The company is investing in AI, robotic process automation, digital workflows, and data analytics to enhance operational efficiency and client reporting [S1].
• Contracts for outsourcing services generally range from three to seven years depending on the segment [S1].
• SEI’s client base includes 8 of the top 20 U.S. banks and 43 of the top 100 investment managers worldwide [S1].
• The company’s revenue mix in 2025 was approximately 57% from technology and operations outsourcing and 38% from asset management fees [S1].
• SEI offers a broad suite of investment products including ETFs, alternative investments, collective investment trusts, separately managed accounts, and mutual funds [S1].
• The company is actively converting mutual fund assets to ETF structures to meet client demand [S1].
• SEI’s business segments generated the following revenue proportions in 2025: Investment Managers 35%, Private Banks 26%, Investment Advisors 25%, Institutional Investors 12%, and Investments in New Businesses 2% [S1].
• The company’s subsidiary in the UK is working with the FCA on remedial actions to meet regulatory expectations [S1].
• SEI’s management has evaluated and concluded that disclosure controls and procedures are effective as of March 31, 2026 [S2].
• There have been no material changes to internal control over financial reporting during Q1 2026 [S2].
• Recent news reports highlight SEI’s Q1 2026 earnings with revenue and assets under management rising year-over-year [N1][N2][N3][N4][N5][N6].