SEI INVESTMENTS CO — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
SEI Investments posted third-quarter 2026 revenues of $662.0M (up 14% YoY) and adjusted operating income of $208.5M (up 25% YoY), with adjusted diluted EPS of $1.64 (up 24% YoY). The company generated $46.8M in net sales events (second-highest quarter ever), bringing year-to-date sales to $157.4M, already exceeding the prior full-year record. On October 20, 2026, the Board approved an $800M increase in stock repurchase authorization (to $926M total available), and SEI repurchased 2.0M shares for $215.1M at $105.24/share during Q3. A $32.5M charge related to terminating the planned acquisition of Stratos' Mexican subsidiary (NSC) reduced reported Q3 net income.
Why this rating
Strong organic growth, record sales momentum, and margin expansion offset by modest scale relative to $9.5B market cap; significant strategic execution but routine capital allocation.
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