SEI Investments Co Dossier
Financial Snapshot
Revenue, profitability, returns, debt, and capital allocation
Revenue $2.5B+15.3% YoYTTM through 30 Jun 2026
Net Income $706.9M+21.6% YoYTTM through 30 Jun 2026
Free Cash Flow $686.8MTTM through 30 Jun 2026
Margins
| Current | |
|---|---|
| Operating Margin | 27.3% |
| Net Margin | 28.9% |
Returns
29.2%ROE
21.9%ROA
25.0%ROIC
Balance Sheet Health
Debt / Equity0.01x
Current Ratio3.29x
Net Debt-$371Mnet cash position
Cash & Equivalents$399.8M
Quality Metrics
Altman Z-Score61.78
Piotroski F-Score8 / 9
FCF Margin28.0%
Rule of 4033.4
Earnings-Beat Rate100.0%
Multi-Year Trend
RevenueFY2025: $2.3B
Diluted EPS$5.67TTMFY2025: $5.63
Dividend
$0.52Per share, FY20260.50%Yield-7.6%5-yr growth
Capital Allocation
Capex Intensity1.0%
Segment Performance
| Segment | Revenue | YoY | Outlook |
|---|---|---|---|
| Investment Managers | $815M | +11.9% |
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