SEI Investments Posts Record Q2 2026 Revenue of $641.6M, Up 15%; Diluted EPS Reaches $1.59
SEIC sits 35% above its 52-week low of $75.08.
Summary
SEI Investments achieved record Q2 2026 revenue of $641.6 million, a 15% year-over-year increase, alongside diluted EPS of $1.59. The quarter benefited from strong organic growth and the Stratos acquisition, though net income faced a tough comparison against a large gain on sale in the prior year.
Key Events · Earnings and Guidance · SEIC
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Record Q2 Revenue
Driven by higher assets under administration and the Stratos acquisition, total revenue reached $641.6 million, a 15% increase from $559.6 million in Q2 2025.
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Operating Income Surge
Income from operations grew 33% to $197.0 million, demonstrating operating leverage as revenue growth outpaced expense increases.
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Net Income Impacted by Prior-Year Gain
Net income attributable to SEI declined 14% to $195.7 million, as Q2 2025 included a $94.4 million gain on sale of business. Excluding that item, earnings were up strongly.
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Aggressive Share Repurchases
In the first half of 2026, the company repurchased 3.8 million shares for $320.7 million, reducing the share count and boosting per-share metrics.
Analysis · SEIC · Crypto Assets
SEI Investments delivered a strong second quarter in 2026, with revenue climbing 15% to $641.6 million, fueled by higher assets under administration and the Stratos acquisition. Operating income jumped 33% to $197 million, yet net income attributable to SEI fell 14% to $195.7 million, reflecting the absence of a prior-year gain on a business sale. The company continued its aggressive buyback program, repurchasing $320.7 million in shares during the first half. These results reinforce the positive momentum highlighted in the recent 8-K earnings release, with no negative surprises.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 29.9% of the 1591 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.24%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, SEIC was trading at $101.15 on NASDAQ in the Crypto Assets sector, with a market capitalization of approximately $12.1B. The 52-week trading range was $75.08 to $102.29. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.