Sei Investments Company · NASDAQ:SEIC
Sei Investments — Q3 2026 Earnings Presentation
13 slides from Sei Investments's earnings presentation, Oct 21, 2026
Slide 1: SEI Investments Company Q3 2026 Earnings Presentation
SEI Investments Company (NASDAQ: SEIC) Q3 2026 Earnings Presentation
Slide 2: Safe Harbor Statement
Q3 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: Q3 2026 highlights
Q3 2026 SEI Earnings Presentation Q3 2026 highlights Q3 2026 financial snapshot Results reflect years of enterprise transformation % Change Q3 2026 vs. Q3 '25 vs. Q2 '26 Strong financial performance: Revenue increased 14%, Revenues 662.0 14.4% 3.2% adjusted operating profit increased 25%, and adjust
Slide 4: Q3 2026 earnings summary
Q3 2026 SEI Earnings Presentation Earnings per share +6% Q3 2026 earnings summary $0.04 -$0.22 $0.07 $0.05 Core operating performance Year-Over-Year $0.06 $0.05 $0.00 $0.04 $1.38 drove results: Revenue growth, $1.30 margin expansion, and a lower share count contributed to 24% adjusted EPS growth fro
Slide 5: Business unit performance
Q3 2026 SEI Earnings Presentation Business unit performance Revenue ($M) Operating profit ($M) Business unit highlights +14% Broad-based performance: Revenue increased in three of four businesses, +14% $228 $236 with strong profit growth in Private +26% Banking and Investment Managers $207 +11% $92
Slide 6: Operating margins
Q3 2026 SEI Earnings Presentation Operating margins Business unit margin changes Consolidated operating margin Highlights 35.0% Operating leverage remains strong: Adjusted operating margin increased 6.0% Quarter-Over-Quarter Year-Over-Year 260 basis points from the prior year while SEI continued inv
Slide 7: Net sales events
Q3 2026 SEI Earnings Presentation Net sales events Total net sales events ($M) Enterprise engagement continues to expand Recurring Professional Services Record sales year continues: Q3 net sales events totaled $47M, bringing year-to-date sales events to $157M, already exceeding SEI’s prior full-year
Slide 8: Client asset summary
Q3 2026 SEI Earnings Presentation Client asset summary AUA and assets on platform ($B)* AUM ($B) +16% +12% +4% -0% $1,458 $1,408 $607 $606 $542 $1,257 Q3 2025 Q2 2026 Q3 2026 Q3 2025 Q2 2026 Q3 2026 Highlights • Quarter-end AUM was flat with Q2, with limited impact from both market movements and net
Slide 9: Capital allocation, liquidity, and capitalization
Q3 2026 SEI Earnings Presentation Capital allocation, liquidity, and capitalization Capital returned to shareholders ($M) Liquidity and capitalization ($M) Highlights Ended the quarter with Buybacks Dividends $400M of cash while continuing to invest in $12,400 growth and return capital to $126 share
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: Non-GAAP Reconciliation
Q3 2026 SEI Earnings Presentation Non-GAAP Reconciliation 12
Slide 13: Non-GAAP Reconciliation
Q3 2026 SEI Earnings Presentation Non-GAAP Reconciliation 13
SEI Investments Company — Q3 2026 Earnings Presentation on 6ix