
| Date | Owner | Role | Type | Shares | Price | Value | Owned After | ||
|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | Warner Mark Andrew | In Remarks | Sale | 4,000 | $91.16 | $365K | 921 | View ↗ | |
| 2026-02-25 | Warner Mark Andrew | See Remarks | Sale | 4,000 | $81.74 | $327K | 921 | View ↗ | |
| 2025-07-29 | Warner Mark Andrew | See Remarks | Sale | 5,000 | $88.75 | $444K | 1,300 | View ↗ |
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Total revenue | $480.3M+7.2% | $448.0M+10.6% | $405.0M-15.1% | $477.0M | — |
| Subadvisory, distribution and other asset management costs | $209.2M+9.1% | $191.7M+1.3% | $189.3M-3.8% | $196.7M-9.8% | $218.1M |
| Software royalties and other information processing costs | $37.7M+10.2% | $34.2M+6.0% | $32.3M+11.3% | $29.0M+4.5% | $27.8M |
| Compensation, benefits and other personnel | $821.5M+6.6% | $770.9M+8.0% | $714.1M-0.8% | $720.0M+23.2% | $584.5M |
| Stock-based compensation | $53.6M-8.6% | $58.6M+87.3% | $31.3M-20.5% | $39.4M-4.9% | $41.5M |
| Consulting, outsourcing and professional fees | $218.3M+3.1% | $211.8M-8.5% | $231.5M-4.4% | $242.0M+8.4% | $223.2M |
| Data processing and computer related | $165.5M+9.2% | $151.7M+10.7% | $137.0M+9.5% | $125.2M+16.4% | $107.6M |
| Facilities, supplies and other costs | $87.2M+10.0% | $79.3M-7.6% | $85.8M+14.5% | $75.0M+7.5% | $69.8M |
| Amortization | $46.6M+11.4% | $41.9M+8.3% | $38.7M-28.8% | $54.3M-8.2% | $59.2M |
| Depreciation | $30.4M-8.8% | $33.4M-5.5% | $35.3M+4.9% | $33.7M+0.5% | $33.5M |
| Total expenses | $1.67B+6.1% | $1.57B+5.2% | $1.50B-1.3% | $1.52B+11.0% | $1.36B |
| Income from operations | $627.3M+13.7% | $551.7M+30.0% | $424.5M-10.8% | $475.8M-14.0% | $553.4M |
| Net gain from investments | $5.8M+108.0% | $2.8M+1.2% | $2.8M | — | — |
| Interest and dividend income | $39.9M-18.4% | $48.9M+19.2% | $41.0M+208.3% | $13.3M+264.7% | $3.6M |
| Interest expense | -$609K-8.2% | -$563K+3.4% | -$583K+22.2% | -$749K-33.0% | -$563K |
| Gain on sale of business | $94.4M | $0 | $0 | — | — |
| Other income | $9.7M+18.8% | $8.2M | $0-100.0% | $3.4M | $0 |
| Equity in earnings of unconsolidated affiliates | $132.7M-2.3% | $135.7M+6.9% | $126.9M+5.2% | $120.7M-12.3% | $137.6M |
| Net gain from consolidated variable interest entities | $7.1M | $0 | $0 | — | — |
| Income before income taxes | $916.3M+22.7% | $746.8M+25.6% | $594.7M-2.4% | $609.3M-12.2% | $693.7M |
| Income taxes | $198.8M+20.1% | $165.6M+25.1% | $132.4M-1.1% | $133.8M-9.0% | $147.1M |
| Net income | $717.5M+23.5% | $581.2M+25.7% | $462.3M-2.8% | $475.5M-13.0% | $546.6M |
| Less: Net income attributable to non-controlling interests | $2.2M | $0 | $0 | — | — |
| Net income attributable to SEI Investments Company | $715.3M+23.1% | $581.2M+25.7% | $462.3M | — | — |
| Basic earnings per common share (in USD per share) | $6K+28.9% | $4K+28.1% | $3K+0.0% | $3K-9.8% | $4K |
| Shares used to compute basic earnings per share (in shares) | $124.1M-4.6% | $130.1M-1.9% | $132.6M-2.6% | $136.1M | — |
| Diluted earnings per common share (in USD per share) | $6K+27.7% | $4K+27.5% | $3K+0.0% | $3K-9.2% | $4K |
| Shares used to compute diluted earnings per share (in shares) | $127.1M-3.5% | $131.7M-1.5% | $133.7M-2.7% | $137.4M | — |
| Dividends declared per common share (in USD per share) | $1K+6.3% | $950+6.7% | $890+7.2% | $830+7.8% | $770 |
| Asset management, administration and distribution fees | |||||
| Total revenue | $480.3M+7.2% | $448.0M+10.6% | $405.0M-15.1% | $477.0M | — |
| Information processing and software servicing fees | |||||
| Total revenue | $480.3M+7.2% | $448.0M+10.6% | $405.0M-15.1% | $477.0M | — |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
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