SEI Investments Posts Record Q2 2026 Revenue of $641.6M, Up 15%; Diluted EPS Reaches $1.59

summarizeSummary

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.

check_boxKey Events · Earnings and Guidance · SEIC

• 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.

• Operating Income Surge

  Income from operations grew 33% to $197.0 million, demonstrating operating leverage as revenue growth outpaced expense increases.

• 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.

• 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.

auto_awesomeAnalysis · 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.