Sei Investments Company · NASDAQ:SEIC

Sei Investments — Q2 2026 Earnings Presentation

13 slides from Sei Investments's earnings presentation, Jul 22, 2026

  1. Slide 1: SEI Investments Company Q2 2026 Earnings Presentation

    SEI Investments Company (NASDAQ: SEIC) Q2 2026 Earnings Presentation

  2. Slide 2: Safe Harbor Statement

    Q2 2026 SEI Earnings Presentation Safe Harbor Statement This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward-looking statements by terminology, such as "may," "will," "e

  3. Slide 3: Q2 2026 highlights

    Q2 2026 SEI Earnings Presentation Q2 2026 highlights Q2 2026 financial snapshot Results reflect years of enterprise transformation % Change Q2 2026 vs. Q2 '25 vs. Q1 '26 Record quarterly performance: Revenue increased Revenues 641.6 14.7% 3.1% 15%, adjusted operating profit increased 36%, and Operat

  4. Slide 4: Q2 2026 Earnings Summary

    Q2 2026 SEI Earnings Presentation Earnings per share -11% Q2 2026 Earnings Summary $0.04 -$0.62 $0.03 $0.13 Core operating performance $0.09 Year-Over-Year $0.06 $0.00 drove results: Mid-teens revenue $1.78 $0.08 $1.59 growth, 500 bps of margin expansion, and a 3% reduction in share count drove 38%

  5. Slide 5: Business unit performance

    Q2 2026 SEI Earnings Presentation Business unit performance Revenue ($M) Operating profit ($M) Business unit highlights +17% Revenue and operating profit increased across most businesses, +25% $228 reflecting broad-based growth and $221 operating discipline +30% +22% $92 +11% $195 $87 Private Bankin

  6. Slide 6: Operating margins

    Q2 2026 SEI Earnings Presentation Operating margins Business unit margin changes Consolidated operating margin Highlights 35.0% Growth continues to outpace investment: Revenue increased by 6.0% Quarter-Over-Quarter Year-Over-Year $82M versus $34M of expense growth while SEI continued funding strateg

  7. Slide 7: Net sales events

    Q2 2026 SEI Earnings Presentation Net sales events Total net sales events ($M) Enterprise engagement continues to expand Recurring Professional Services Strong sales momentum: Q2 sales events totaled $43M, bringing year-to-date sales events to $110M, a level that would have represented a record full

  8. Slide 8: Client asset summary

    Q2 2026 SEI Earnings Presentation Client asset summary AUA and assets on platform ($B)* AUM ($B) +20% +17% +5% +10% $1,408 $607 $1,336 $554 $518 $1,177 Q2 2025 Q1 2026 Q2 2026 Q2 2025 Q1 2026 Q2 2026 Highlights • Quarter-end assets finished substantially higher than they began the quarter, driven by

  9. Slide 9: Capital allocation, liquidity, and capitalization

    Q2 2026 SEI Earnings Presentation Capital allocation, liquidity, and capitalization Capital returned to shareholders ($M) Liquidity and capitalization ($M) Highlights Ended the quarter with Buybacks Dividends nearly $400M of cash while continuing to invest and return capital to $11,500 shareholders

  10. Slide 10: Thank you

    Thank you For institutional investor and financial advisor use only. Not for distribution to general public. 10

  11. Slide 11: Appendix

    Appendix For institutional investor and financial advisor use only. Not for distribution to general public. 11

  12. Slide 12: Non-GAAP Reconciliation

    Q2 2026 SEI Earnings Presentation Non-GAAP Reconciliation 12

  13. Slide 13: Non-GAAP Reconciliation

    Q2 2026 SEI Earnings Presentation Non-GAAP Reconciliation 13

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