SEIC's Quality Score fell 1 point on Tue, Nov 10, to 15. Its price broke out of a narrow range.
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Up 32% in a year while the S&P 500 rose 12%.
“Net income attributable to SEI increased $134.1 million, or 23%”
| Profit margin | 31%, up from 24% in 3 years |
| Latest filing | 10-Q, Oct 26 |
After its last 4 reports it closed +1.0% on average, higher 2 of 4 times.
Excellentfor quality, not price, 8 of 14 chart checks firingWhat the Quality Score means
Well above its recent run. SEIC scores 15 today, against a median of 10.5 over its last 20 recorded sessions.
SEIC is #2 of 25 by Quality Score.
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Share count against a year before: SEIC -3.4%, WT +5.7%, PIPR +0.6%, SF -1.8%.
Expected to report Wed Jan 27, after the close (in 78 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Revenue of $662.0M, 14% more than a year ago; a profit of $1.38 a share, from $1.30.
“On an adjusted basis, diluted EPS increased 24% to $1.64, driven by revenue growth, margin expansion, and a 3% reduction in share count from SEI's share repurchase program.”
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| Asset Management, Administration and Distribution Fees | $531M | $513M | $462M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 26)
No outlook figures read from this release.
“Assets under administration, assets on platform, and assets under advisement increased 4% during the quarter, driven primarily by continued growth in Investment Managers, including funding from recently won mandates and additional client capital deployment.”
From its results filing (SEC filing · Oct 21)
Sales grew 6.4% a year over 5 years, fiscal 2020 to 2025.
Pays $1.04 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 21, 2026 | +0.2% | -3.6% | -4.8% |
| Jul 22, 2026 | +3.6% | -2.0% | +4.2% |
| Apr 22, 2026 | +5.1% | +7.4% | +7.2% |
Sales grew in six of the last seven years, to $2.3B in 2025. It made a profit in each of the eight years.
RSI 62.1, MACD above signal, above both averages. Not scored.
11 insiders sold $29.4M across 20 filings in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: SEIC is under 0.1% of VYM, under 0.1% of VIG, and under 0.1% of DGRO, the most of the 24 funds Breakaway covers, by their holdings as filed for Jul 31, 2026.
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $99 billion in assets under management. As of December 2025, SEI (including LSV) manages, administers, or advises about $1.9 trillion in assets.
SEIC scores 15 today, which Breakaway calls Excellent. It is #2 of 25 in Security Brokers, Dealers & Flotation Companies by Quality Score, with 8 of 14 chart checks firing. Up 32% in a year while the S&P 500 rose 12%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
SEIC scores 15 today, which Breakaway calls Excellent (15 to 19). That is #2 of 25 in Security Brokers, Dealers & Flotation Companies by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind SEIC's 15.
11 insiders sold $29.4M across 20 filings in the last 6 months. No open-market buys on record. The newest is Alfred P. West Jr., Insider, who sold $2.9M on Sep 29. Every filing, with the scored weight, for Pro members.
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Insider and Congress trades, the chart, and the financials, in one score.
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