SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.

SEI Investments Company

SEI Family Office Services

SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of Dec. 31, 2023, SEI manages, advises, or administers approximately $1.4 trillion in assets. For more information, visit seic.com.

Additional disclosures: https://seic.com/social

“The U.S. economy and investors adapt, even in harrowing times.” James Solloway, CFA comments on the U.S. economy’s above-average growth compared to other countries. #BuildingBraveFutures

CEO Ryan Hicke joined Schwab Network's Market on Close to discuss market trends and growth opportunities in financial services. Watch the full interview: https://lnkd.in/gzXDMrAW #BuildingBraveFutures


Correction: SEI’s average AUA are $923.4 billion. Please see SEI’s earnings release for additional information.

This article contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission regarding SEI's strategic focus regarding geographic expansion and potential investments. You should not place undue reliance on these forward-looking statements, as they are based on the current beliefs, assumptions, and expectations of our management, which are subject to significant risk and may change. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended December 31, 2022, filed with the Securities and Exchange Commission. We do not undertake to update any of our forward-looking statements.

Tune in at 3:15 p.m. ET today as CEO Ryan Hicke discusses growth opportunities in financial services on Schwab Network's Market on Close. Watch live: https://lnkd.in/eQ5c-t8j

“With SEI as a world leader and powerhouse in technology and investment solutions, and Benchmark’s award-winning Wealth Management Platform technology, we believe we have a strong partnership that will help us to deliver the next phase of growth for the business.” – Schroders Personal Wealth

We’re excited to support Pictet Asset Management in their launch of four CITs in the U.S. institutional retirement market. https://lnkd.in/gxbiHkbU #BuildingBraveFutures

	Dec '13	Dec '14	Dec '15	Dec '16	Dec '17	Dec '18	Dec '19	Dec '20	Dec '21	Dec '22	Dec '23
revenue	1.13B -	1.27B 12.42%	1.33B 5.39%	1.40B 5.05%	1.53B 8.92%	1.62B 6.39%	1.65B 1.58%	1.68B 2.07%	1.92B 13.91%	1.99B 3.79%	1.92B 3.49%
cost of revenue	535.35M -	583.19M 8.94%	611.72M 4.89%	638.06M 4.31%	687.04M 7.68%	724.20M 5.41%	729.33M 0.71%	738.06M 1.20%	830.32M 12.50%	945.77M 13.90%	295.52M 68.75%
gross profit	590.79M -	682.82M 15.58%	722.49M 5.81%	763.49M 5.67%	839.51M 9.96%	899.97M 7.20%	920.56M 2.29%	945.99M 2.76%	1.09B 15.01%	1.05B 3.93%	1.63B 55.57%
selling and marketing expenses
general and administrative expenses	169.26M -	150.28M 11.22%	163.75M 8.96%	182.79M 11.63%	222.72M 21.85%	224.67M 0.87%	379.28M 68.82%	416.17M 9.73%	441.97M 6.20%	481.58M 8.96%	262.78M 45.43%
selling general and administrative expenses	169.26M -	150.28M 11.22%	163.75M 8.96%	182.79M 11.63%	222.72M 21.85%	224.67M 0.87%	379.28M 68.82%	416.17M 9.73%	441.97M 6.20%	481.58M 8.96%	262.78M 45.43%
research and development expenses							171.23M -	195.19M 13.99%	190.25M 2.53%	144.80M 23.89%
other expenses	57.10M -	61.13M 7.05%	66.67M 9.07%	71.83M 7.74%	75.59M 5.23%	77.69M 2.78%	80.86M 4.08%	83.93M 3.81%	92.63M 10.36%	87.94M 5.07%	-1.20B 1,463.25%
cost and expenses	877.72M -	913.22M 4.04%	976.00M 6.87%	1.03B 5.11%	1.13B 10.11%	1.18B 4.65%	1.19B 0.62%	1.24B 4.10%	1.36B 10.24%	1.52B 11.02%	1.49B 1.38%
operating expenses	342.38M -	330.03M 3.61%	364.27M 10.38%	387.79M 6.46%	442.57M 14.13%	457.98M 3.48%	460.13M 0.47%	500.11M 8.69%	534.60M 6.90%	569.52M 6.53%	1.20B 110.49%
interest expense	535K -	458K 14.39%	483K 5.46%	531K 9.94%	781K 47.08%	645K 17.41%	630K 2.33%	609K 3.33%	563K 7.55%	749K 33.04%	583K 22.16%
ebitda	426.83M -	545.05M 27.70%	565.30M 3.72%	577.95M 2.24%	632.14M 9.38%	692.86M 9.61%	709.75M 2.44%	653.52M 7.92%	787.24M 20.46%	701.04M 10.95%	501.25M 28.50%
operating income	248.41M -	352.78M 42.02%	358.21M 1.54%	375.69M 4.88%	396.94M 5.66%	441.99M 11.35%	628.90M 42.29%	445.89M 29.10%	553.38M 24.11%	475.75M 14.03%	427.28M 10.19%
depreciation and amortization	57.10M -	61.13M 7.05%	66.67M 9.07%	71.83M 7.74%	75.59M 5.23%	77.69M 2.78%	80.86M 4.08%	207.64M 156.80%	233.85M 12.63%	225.29M 3.66%	73.97M 67.17%
total other income expenses net	184.28M -	133.98M 27.29%	139.39M 4.04%	129.01M 7.45%	153.82M 19.23%	159.47M 3.67%	2.54M 98.40%	122.81M 4,727.32%	140.29M 14.24%	133.53M 4.82%	167.37M 25.35%
income before tax	435.40M -	489.66M 12.46%	500.48M 2.21%	508.49M 1.60%	557.04M 9.55%	614.21M 10.26%	631.44M 2.81%	568.69M 9.94%	693.67M 21.98%	609.28M 12.17%	594.65M 2.40%
income tax expense	146.92M -	170.95M 16.35%	168.82M 1.24%	174.67M 3.46%	152.65M 12.61%	108.34M 29.03%	130.01M 20.01%	121.41M 6.62%	147.08M 21.15%	133.81M 9.02%	132.40M 1.06%
net income	288.12M -	318.71M 10.62%	331.65M 4.06%	333.82M 0.65%	404.39M 21.14%	505.87M 25.09%	501.43M 0.88%	447.29M 10.80%	546.59M 22.20%	475.47M 13.01%	462.26M 2.78%
weighted average shs out	171.56M -	168.25M 1.93%	165.72M 1.50%	161.35M 2.64%	158.18M 1.97%	156.58M 1.01%	151.54M 3.22%	146.71M 3.19%	141.22M 3.74%	136.07M 3.64%	132.59M 2.56%
weighted average shs out dil	175.72M -	172.56M 1.79%	169.60M 1.72%	164.43M 3.05%	162.27M 1.31%	161.23M 0.64%	154.90M 3.93%	149.00M 3.81%	143.31M 3.82%	137.42M 4.11%	133.73M 2.69%
eps	1.68 -	1.89 12.50%	2 5.82%	2.07 3.50%	2.56 23.67%	3.23 26.17%	3.31 2.48%	3.05 7.85%	3.87 26.89%	3.49 9.82%	3.49 0%
epsdiluted	1.64 -	1.85 12.80%	1.96 5.95%	2.03 3.57%	2.49 22.66%	3.14 26.10%	3.24 3.18%	3 7.41%	3.81 27%	3.46 9.19%	3.46 0%

NASDAQ:SEIC

SEI Investments Company

Last Close

68.35

17/05 20:00

Market Cap

8.41B

Beta: 1.02

Volume Today

214.24K

Avg: 461.24K

PE Ratio

18.69

PFCF: 13.97

Dividend Yield

1.35%

Payout:27.35%