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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
SEI Investments
SEI Investments (SEIC) investor relations material
SEI Investments Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary21 Oct, 2026
Executive summary
Q3 revenue rose 14.4% YoY to $662.0M; adjusted operating income increased 24.9% to $208.5M and adjusted diluted EPS rose 24.2% to $1.64.
Q3 sales events totaled $46.8M; YTD sales events reached $157.4M, exceeding the prior full-year record.
Broad-based growth, deeper client relationships and demand for enterprise transformation supported performance.
Financial highlights
GAAP operating income was $198.0M, up 23.8% YoY; net income attributable to SEI was $168.3M vs. $164.2M, and diluted EPS was $1.38 vs. $1.30.
Adjusted net income was $200.0M vs. $166.2M; adjusted diluted EPS was $1.64 vs. $1.32.
9M revenue increased 14% to $1.926B; GAAP operating income rose 26% to $584.5M and adjusted operating income rose 28% to $614.1M.
9M net income attributable to SEI was $538.4M vs. $542.8M; GAAP diluted EPS was $4.37 vs. $4.25, while adjusted diluted EPS was $4.73 vs. $3.71.
Q3 expenses increased 11% YoY to $464.0M; 9M operating cash flow rose to $565.3M from $481.3M.
Outlook and guidance
Strong pipelines and client engagement supported confidence into Q4 and early 2027, with opportunities across wealth, retirement, outsourcing and enterprise services.
Q4 share repurchases are expected to be similar to Q3; the additional $800M authorization supports activity into 2027.
Retail transfer agency and fund administration revenue is expected to exceed a $10M run rate by end-2027; management said the target may prove light.
ETF assets reached $9B from $3B-$4B last year; management sees potential to double again next year.
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Latest events from SEI Investments
- Q4 earnings grew as Investment Managers and platform fees advanced, despite FY revenue declines.SEIC
Q4 2023 - SEI acquires 57.5% of Stratos, boosting scalable wealth management and advisor growth.SEICInvestor presentation
- Adjusted EPS up 38% and assets under management rose 9.5% to $606.7 billion.SEICQ2 2026
- Global provider of financial technology and investment solutions with strong growth and innovation focus.SEICInvestor presentation
- Global financial solutions provider with $1.6T in assets and strong growth focus.SEICInvestor presentation
- EPS rose 70% in Q2 2025, fueled by a $94.4M business sale gain and strong segment growth.SEICQ2 2025
- Profitable growth, synergy, and global expansion drive strategy amid resilient recurring revenue.SEICOppenheimer 27th Annual Technology, Internet & Communications Conference-Virtual
- Q2 net income up 17%, EPS up 18%, revenue up 6%, and assets administered rose 16%.SEICQ2 2024
- Leadership transformation and strategic focus on asset management and alternatives drive strong growth.SEIC45th Annual William Blair Growth Stock Conference
Next SEI Investments earnings date
Q4 202627 Jan, 2027
SEI Investments
Next SEI Investments earnings date
Q4 202627 Jan, 2027
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Frequently asked questions
SEI Investments Co. is a financial services company that provides investment processing, management, and advisory solutions to institutions, financial advisors, and individual investors. The company’s services include asset management, investment operations outsourcing, and technology platforms designed to streamline portfolio management and financial planning. SEI serves a diverse range of clients, including banks, investment managers, retirement plan sponsors, and family offices. Its offerings aim to enhance operational efficiency and support investment decision-making. The company is headquartered in Oaks, Pennsylvania, and its shares are listed on the NASDAQ.