$SEIC

SEI INVESTMENTS CO (SEIC): Results of Operations and Financial Condition

SEI INVESTMENTS CO (SEIC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 seic-earningsreleaseex9910.htm PRESS RELEASE Document SEI Reports Second-Quarter 2026 Financial Results OAKS, Pa., July 22, 2026 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second quarter 2026. Relative to the second quarter 2025, E

Original reporting
Published Jul 22, 2026, 8:03 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 22, 2026, 8:04 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefEarnings
Primary signal
$SEIC
Bullish
high confidence
Mentioned
$SEIC
Relevance
7/10
alphai data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$SEICBullishMed
01

Why it matters

Traders can update expectations for SEI’s earnings power based on adjusted EPS growth, operating margin expansion, and segment-level profit trends, while also monitoring AUM growth and sales event mix.

02

Market read

Fresh quarterly earnings and margin data, plus buyback activity and AUM/AUA changes, create a near-term catalyst for valuation and positioning.

03

What to watch

Institutional Investors operating profit declined 2% YoY and Advisors net sales events were negative (-$2.8m), which could indicate uneven momentum across product lines despite consolidated growth.

Relevance 7/10Novelty 8/10Timing: after-hours, filed July 22, 2026 with Q2 2026 financial results

Background

SEI filed an 8-K with its Q2 2026 earnings release (Item 2.02) including GAAP and non-GAAP results, segment breakdowns, and operational metrics.

Company-level read

Ticker impact

$SEICBullishHigh confidence
Context

SEI reported Q2 2026 results with diluted EPS $1.59 (down 11% YoY) and adjusted diluted EPS $1.66 (up 38%), plus operating margin rising to 32% adjusted.

Expected impact

Likely supportive for the stock versus the EPS headline due to strong revenue growth, margin expansion, and adjusted EPS growth, though GAAP EPS decline may temper enthusiasm.

Evidence & confidence

The 8-K includes specific, current-period financial results (revenues, operating income, margins, EPS) and operational metrics (AUM/AUA, sales events) that directly inform near-term valuation and expectations.

Market effects

Provides a read-through on fee-based wealth management and asset-management demand, particularly alternative investment flows and margin resilience.

Primarily US-focused wealth management performance signal; limited direct regional spillover beyond investor sentiment.

Modest global relevance, as the disclosed drivers are company-specific (AUM appreciation, sales execution, buybacks).

Counterpoint

GAAP EPS fell 11% YoY and net income attributable to SEI declined 14%, so the market may discount adjusted strength if investors focus on GAAP earnings quality.

Key entities

  • SEI Investments Company

    NASDAQ-listed wealth management and investment services firm reporting Q2 2026 financial results and operational metrics.

Related articles

$RIVNMed

What Rivian And Lucid's Latest Earnings Say About The EV Startup Race

The article compares Rivian and Lucid after their 2021 IPOs, focusing on recent earnings. Lucid reported $405 million revenue in the quarter, with net loss widening to over $1 billion, and announced an “operational reset” tied to $1.4 billion cash savings in 2026, plus $3 billion liquidity. Rivian reported $1.66 billion revenue last quarter and raised 2026 delivery guidance to 65,000-70,000 vehicles.

$LNGMedAI 8/10

Cheniere Energy Q2 Earnings Call Highlights

Cheniere Energy’s Q2 earnings call said updated guidance includes about $300 million from additional expected production, with Corpus Christi Stage 3 over 98% complete and Train 7 entering commissioning. The company signed a roughly $4.7 billion EPC contract for Sabine Pass Phase I, targeting FID in early next year. Cheniere repurchased 2.2 million shares for $550 million and declared a $0.555 dividend.

$INBKMedAI 8/10

First Internet Bancorp (INBK) Q2 2026 Earnings Call Transcript

First Internet Bancorp (INBK) reported Q2 2026 revenue of $41.1 million, up 23%, and non-GAAP diluted EPS of $0.27 versus $0.02 a year earlier. Net interest margin (FTE) rose to 2.47%. Credit costs eased, but net charge-offs were $16.9 million. Full-year 2026 EPS guidance is $2.35 to $2.45.

$KDMed

Kyndryl Q1 Earnings Call Highlights

Kyndryl (NYSE:KD) Q1 call said demand is rising for AI deployment, hybrid modernization, cybersecurity and data-residency. It reported 40 deals worth over $50M in 12 months, with 10 in Q1, and Kyndryl Consult signings up 50%. IBM relationship changes are expected to weigh on constant-currency revenue through FY2027. FCF was -$401M; cash $2.1B. Outlook FY2027 reaffirmed.

$KAIMedAI 8/10

Kadant Q2 Earnings Call Highlights

Kadant (NYSE:KAI) reported Q2 equipment backlog of $182 million and said aftermarket demand stayed at record or near-record levels. Flow Control revenue rose 5% to $100 million; Industrial Processing revenue rose to a record $144 million; Material Handling bookings were $73 million. Q2 gross margin fell to 43.8%. Kadant raised FY revenue guidance to $1.19-$1.21B and adjusted EPS to $12.43-$12.68.

$KRPMed

Kimbell Royalty Q2 Earnings Call Highlights

Kimbell Royalty (NYSE:KRP) reported record Q2 adjusted EBITDA of $84.9 million, with cash G&A of $5.9 million ($2.50 per BOE). It declared a $0.47 per common unit cash distribution, up 15% QoQ, and said 47% may be return of capital. The borrowing base rose to $660 million; debt was $478.7 million. Rig activity and production varied by basin.