SEI INVESTMENTS CO — Form 8-K
Filed July 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
SEI reported Q2 2026 revenues of $641.6M (up 15% YoY) and adjusted operating income of $207.0M (up 36% YoY), with adjusted EPS of $1.66 (up 38% YoY). GAAP EPS declined 11% to $1.59 due to a prior-year $94.4M gain on FOS business sale. Net sales events totaled $43.5M in Q2 (YTD $110.6M). Share repurchases of 1.3M shares for $112.4M at $86.92/share drove a 3% reduction in diluted share count. Adjusted operating margin expanded 500bps YoY to 32%. Assets under management increased to $606.7B (+9.5% Q/Q).
Why this rating
Solid operational results with revenue growth and margin expansion; meaningful M&A (Stratos Dec 2025) now contributing; however, absolute profit dollars modest relative to $9.5B market cap—~2% of annual market value in 6-month net income.
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