SEI Investments Reports Record Q2 2026: Revenue +15%, Adjusted EPS +38%, $112M Buyback
SEIC sits 34% above its 52-week low of $75.08.
Summary
SEI Investments posted record Q2 2026 results with 15% revenue growth and 38% adjusted EPS growth, fueled by strong sales, margin expansion, and aggressive share buybacks.
Key Events · Earnings and Guidance · SEIC
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Record Q2 Revenue and Profit
Revenue rose 15% YoY to $641.6M; adjusted operating income up 36% to $207.0M; adjusted EPS of $1.66 beat by 38%.
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Strong Sales Momentum
Net sales events of $43.5M in Q2, bringing H1 2026 total to $110.6M, driven by Investment Managers ($32M) and Private Banks ($10.1M).
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Aggressive Share Buyback
Repurchased 1.3M shares for $112.4M at an average price of $86.92, reducing share count by 3% YoY and boosting EPS.
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Asset Growth and Inflows
Ending AUM up 9.5% QoQ to $606.7B; AUA up 5% to $1.4T; LSV generated $2B net inflows and $17M in performance fees.
Analysis · SEIC · Crypto Assets
SEI delivered a record quarter with broad-based strength. Revenue grew 15% to $641.6 million, while adjusted operating income jumped 36% and adjusted EPS surged 38% to $1.66, driven by strong sales conversion, margin expansion, and a 3% reduction in share count from buybacks. Net sales events remained robust at $43.5 million, following a record Q1, signaling durable demand across investment processing and asset management. The company repurchased $112 million of stock during the quarter, underscoring confidence in its cash generation. With assets under management reaching $607 billion and continued momentum in alternative investments, SEI is translating years of strategic transformation into accelerating financial performance.
At the time of this filing, SEIC was trading at $100.26 on NASDAQ in the Crypto Assets sector, with a market capitalization of approximately $11.9B. The 52-week trading range was $75.08 to $100.79. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.