# Sei Investments Co (SEIC)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/sei-investments-co/ JSON: https://steadybase.io/company/sei-investments-co.json Checked Nov 10, 2026. Latest filing read: Oct 26, 2026.

## Company

- Legal name: SEI INVESTMENTS CO
- Ticker: SEIC (Nasdaq)
- SEC CIK: 0000350894
- Industry: Security Brokers, Dealers & Flotation Companies (SIC 6211)
- Headquarters: Oaks, PA
- Fiscal year ends: December 31
- SEC filer category: Large accelerated filer
- Website: seic.com
- LinkedIn: https://www.linkedin.com/company/systemsevolutioninc
- Next earnings date: Jan 20, 2027 (estimated from past 8-K timing)

## Key facts

- Revenue: $2.3B for the fiscal year ended Dec 31, 2025 (10-K filed Feb 23, 2026). Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/0000350894-26-000013-index.html
- Operating income: $627.3M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 23, 2026). Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/0000350894-26-000013-index.html
- Net income: $715.3M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 23, 2026). Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/0000350894-26-000013-index.html
- SG&A: $355.1M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 23, 2026). Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/0000350894-26-000013-index.html
- Employees: 5,029 as of , as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/seic-20251231.htm
- Shares outstanding: 118,587,861 as of Oct 20, 2026 (10-Q filed Oct 26, 2026). Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000058/0000350894-26-000058-index.html
- Auditor: Kpmg LLP, Philadelphia, PA, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/seic-20251231.htm

## Business

SEI Investments Company (together, with its subsidiaries unless otherwise noted, “SEI” or the “Company”) is a leading global provider of financial technology, operations, and asset management solutions that connect the financial services ecosystem across advice, asset management, and administration. Our enterprise operating model unifies technology, trust‑based custody, and investment management to help clients more effectively deploy their capital, whether that’s money, time, or talent, so they can better serve their clients and achieve their growth objectives.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/seic-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Operating income | Net income | SG&A |
|---|---|---|---|---|
| Dec 31, 2025 | $2.3B | $627.3M | $715.3M | $355.1M |
| Dec 31, 2024 | $2.1B | $551.7M | $581.2M | $322.1M |
| Dec 31, 2023 | $1.9B | $424.5M | $462.3M | $303.2M |
| Dec 31, 2022 | $2.0B | $475.8M | $475.5M | $356.5M |
| Dec 31, 2021 | $1.9B | $553.4M | $546.6M | $91.9M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/sei-investments-co.json

## Officers and directors

- Ryan Hicke, CEO. Source: 8-K filed Oct 21, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000051/seic-earningsreleaseex9911.htm
- Sean Denham, Executive Vice President, CFO. Source: Form 4 filed Mar 19, 2026, https://www.sec.gov/Archives/edgar/data/350894/000162828026019667/0001628280-26-019667-index.htm
- SEAN J. DENHAM, Chief Financial Officer. LinkedIn: https://www.linkedin.com/in/sean-denham-65b8b83. Source: 10-K filed Feb 23, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/seic-20251231.htm
- Michael Lane, Executive Vice President. Source: Form 4 filed Sep 24, 2026, https://www.sec.gov/Archives/edgar/data/350894/000092963826003634/0000929638-26-003634-index.htm
- Michael Peterson, Executive Vice President. Source: Form 4 filed Sep 1, 2026, https://www.sec.gov/Archives/edgar/data/350894/000092963826003408/0000929638-26-003408-index.htm
- MARK A. WARNER, Chief Accounting Officer. LinkedIn: https://www.linkedin.com/in/mark-warner-01543358. Source: 10-K filed Feb 23, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/seic-20251231.htm
- MICHAEL N. PETERSON, General Counsel. Source: 10-K filed Feb 23, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/seic-20251231.htm
- Mark Andrew Warner, See Remarks*. Source: Form 4 filed Jul 30, 2026, https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm
- Sanjay Sharma, See Remarks*. LinkedIn: https://linkedin.com/in/sanjay-sharma-84b40b36. Source: Form 4 filed Jul 28, 2026, https://www.sec.gov/Archives/edgar/data/350894/000092963826002741/0000929638-26-002741-index.htm
- Sneha S. Shah, See Remarks*. Source: Form 4 filed Jul 28, 2026, https://www.sec.gov/Archives/edgar/data/350894/000092963826002740/0000929638-26-002740-index.htm
- Carmen V. Romeo, Board member (per proxy). Source: DEF 14A filed Apr 15, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm
- Jonathan A. Brassington, Board member (per proxy). Source: DEF 14A filed Apr 15, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm
- Kathryn M. McCarthy, Board member (per proxy). Source: DEF 14A filed Apr 15, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm
- Michael F. Lane, Named in proxy. Source: DEF 14A filed Apr 15, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm
- Philip N. McCabe, Named in proxy. Source: DEF 14A filed Apr 15, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm
- Thomas C. Naratil, Board member (per proxy). Source: DEF 14A filed Apr 15, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm
- William M. Doran, Board member (per proxy). Source: DEF 14A filed Apr 15, 2026, https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm

## Recent 8-K events

- Oct 21, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000051/seic-20261021.htm
- Jul 22, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000044/seic-20260722.htm
- May 28, 2026: Item 5.07, Submission of matters to a vote of security holders; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000033/seic-20260527.htm
- Apr 22, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000026/seic-20260422.htm
- Mar 2, 2026: Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000015/seic-20260302.htm
- Jan 28, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000003/seic-20260128.htm
- Jan 15, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826000165/a8k.htm
- Dec 17, 2025: Item 5.02, Departure or appointment of directors or officers; compensation; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089425000126/seic-20251212.htm
- Dec 3, 2025: Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089425000123/seic-20251203.htm
- Oct 24, 2025: Item 8.01, Other events. Source: https://www.sec.gov/Archives/edgar/data/350894/000035089425000115/seic-20251020.htm

## Insider trades (Form 4)

- Sep 22, 2026: Michael Lane (Executive Vice President) sold 2,400 shares, about $246,672. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826003634/0000929638-26-003634-index.htm
- Sep 3, 2026: Ryan Hicke (Chief Executive Officer) sold 37,500 shares, about $4.2M. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826003474/0000929638-26-003474-index.htm
- Sep 1, 2026: Carmen Romeo (Director) sold 5,000 shares, about $548,500. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826003447/0000929638-26-003447-index.htm
- Aug 28, 2026: Michael Peterson (Executive Vice President) sold 37,500 shares, about $4.2M. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826003408/0000929638-26-003408-index.htm
- Aug 5, 2026: Philip McCabe (See Remarks) sold 30,000 shares, about $3.2M. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826002909/0000929638-26-002909-index.htm
- Aug 3, 2026: Kathryn Mccarthy (Director) sold 10,000 shares, about $1.0M. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826002873/0000929638-26-002873-index.htm
- Jul 28, 2026: Mark Andrew Warner (See Remarks*) sold 15,000 shares, about $1.5M. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826002844/0000929638-26-002844-index.htm
- Jul 28, 2026: Michael Peterson (Executive Vice President) sold 25,000 shares, about $2.6M. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826002843/0000929638-26-002843-index.htm
- Jul 28, 2026: Carl Guarino (Director) sold 10,000 shares, about $1.0M. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826002842/0000929638-26-002842-index.htm
- Jul 24, 2026: Sanjay Sharma (See Remarks*) sold 20,000 shares, about $2.0M. Source: https://www.sec.gov/Archives/edgar/data/350894/000092963826002741/0000929638-26-002741-index.htm
- Jun 9, 2026: William Doran (Director) sold 5,000 shares, about $452,500. Source: https://www.sec.gov/Archives/edgar/data/350894/000162828026042410/0001628280-26-042410-index.htm
- May 4, 2026: Kathryn Mccarthy (Director) sold 10,000 shares, about $910,700. Source: https://www.sec.gov/Archives/edgar/data/350894/000162828026030177/0001628280-26-030177-index.htm
- Apr 28, 2026: Mark Andrew Warner (In Remarks) sold 4,000 shares, about $364,640. Source: https://www.sec.gov/Archives/edgar/data/350894/000162828026028672/0001628280-26-028672-index.htm
- Apr 23, 2026: Philip McCabe (See Remarks) sold 15,000 shares, about $1.4M. Source: https://www.sec.gov/Archives/edgar/data/350894/000162828026027110/0001628280-26-027110-index.htm
- Apr 23, 2026: Sanjay Sharma (See Remarks*) sold 25,000 shares, about $2.3M. Source: https://www.sec.gov/Archives/edgar/data/350894/000162828026026916/0001628280-26-026916-index.htm

## What management said

- "SEI’s third-quarter results reinforce our confidence in the strategy and operating model we have put in place. Our growth is broad-based, our client relationships are becoming deeper and more strategic, and our year-to-date sales results have already surpassed the highest full-year total in SEI’s history" Ryan Hicke, CEO (8-K filed Oct 21, 2026). Source: https://www.sec.gov/Archives/edgar/data/350894/000035089426000051/seic-earningsreleaseex9911.htm

## Latest filings

- 8-K filed Oct 21, 2026: https://www.sec.gov/Archives/edgar/data/350894/000035089426000051/seic-20261021.htm
- 10-K filed Feb 23, 2026: https://www.sec.gov/Archives/edgar/data/350894/000035089426000013/seic-20251231.htm
- 10-Q filed Oct 26, 2026: https://www.sec.gov/Archives/edgar/data/350894/000035089426000058/seic-20260930.htm
- DEF 14A filed Apr 15, 2026: https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/