Sei Investments Company · NASDAQ:SEIC
Sei Investments — Q1 2026 Earnings Presentation
15 slides from Sei Investments's earnings presentation, Apr 22, 2026
Slide 1: SEI Investments Company Q1 2026 Earnings Presentation
SEI Investments Company (NASDAQ: SEIC) Q1 2026 Earnings Presentation
Slide 2: Safe Harbor Statement
Q1 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
Slide 3: Q1 2026 highlights
Q1 2026 SEI Earnings Presentation Q1 2026 highlights Q1 2026 financial snapshot Q1 Reflects Strategic and Operating Momentum % Change Q1 2026 vs. Q1 '25 vs. Q4 '25 Adjusted EPS of $1.44, up more than 20 percent Revenues 622.2 12.8% 2.3% year-over-year, driven by revenue growth and margin expansion O
Slide 4: Q1 2026 Earnings Summary
Q1 2026 SEI Earnings Presentation Earnings per share +20% Q1 2026 Earnings Summary $0.07 $1.40 $0.07 $0.02 All businesses contributed to EPS Year-Over-Year $0.01 $0.00 -$0.02 growth year-over-year driven by $0.04 $0.05 strong revenue growth and margin $1.17 expansion Share repurchases also a notable
Slide 5: Business unit performance
Q1 2026 SEI Earnings Presentation Business unit performance Revenue ($M) Operating profit ($M) Business unit highlights +15% +16% Broad-based revenue and operating profit growth across the enterprise $221 $221 $91 $87 +12% +24% Private Banking performance reflects +11% $192 $75 deeper and earlier en
Slide 6: Operating margins
Q1 2026 SEI Earnings Presentation Operating margins Business unit margin changes Consolidated operating margin Highlights Consolidated operating margins continued to expand in Q1, extending 6.0% Quarter-Over-Quarter Year-Over-Year multi-year improvement trend 30.0% 4.0% Private Banking margin improv
Slide 7: Net sales events
Q1 2026 SEI Earnings Presentation Net sales events Total net sales events ($M) Q1 sales events reset high-water mark for SEI Recurring Professional Services Exceptional Q1 sales activity led by IMS, driven by large enterprise mandates with alternative managers $10.0 IMS demand remains strong, suppor
Slide 8: Client asset summary
Q1 2026 SEI Earnings Presentation Client asset summary AUA and assets on platform ($B)* AUM ($B) +22% +16% +4% -0% $1,336 $1,291 $555 $554 $477 $1,092 Q4 2024 Q4 2025 Q1 2026 Q4 2024 Q4 2025 Q1 2026 Highlights • Advisors generated ~$1.6B of net inflows, reflecting progress across ETFs, SMAs, models,
Slide 9: Capital allocation, liquidity, and capitalization
Q1 2026 SEI Earnings Presentation Capital allocation, liquidity, and capitalization Capital returned to shareholders ($M) Liquidity and capitalization ($M) Highlights Repurchased $208M of SEI Buybacks Dividends shares in Q1, reflecting confidence in outlook. Continue to maintain $9,800 significant r
Slide 10: Thank you
Thank you For institutional investor and financial advisor use only. Not for distribution to general public. 10
Slide 11: Appendix
Appendix For institutional investor and financial advisor use only. Not for distribution to general public. 11
Slide 12: GAAP EPS to Adjusted EPS
Q1 2026 SEI Earnings Presentation GAAP EPS to Adjusted EPS (A) This non-GAAP adjustment removes incremental and directly attributable costs incurred to execute acquisitions, such as third-party advisory, legal, accounting, valuation, and due diligence. For 2025, this non-GAAP adjustment consisted of
Slide 13: GAAP EPS to Adjusted EPS
Q1 2026 SEI Earnings Presentation GAAP EPS to Adjusted EPS 13
Slide 14: Operating Income to Adjusted Operating Income
Q1 2026 SEI Earnings Presentation Operating Income to Adjusted Operating Income 14
Slide 15: Operating Income to Adjusted Operating Income
Q1 2026 SEI Earnings Presentation Operating Income to Adjusted Operating Income 15
SEI Investments Company — Q1 2026 Earnings Presentation on 6ix