Sei Invts Co Stock Price, News & Analysis

SEI (NASDAQ: SEIC) completed the first stage of a strategic investment in Stratos Wealth Holdings on Dec. 3, 2025, buying the U.S. Stratos business for approximately $441 million, representing ~81% of the total transaction value.

SEI will pay a total cash consideration of approximately $544 million for 57.5% of SEI-Eclipse Holding Company; legacy holders retain 42.5% subject to put/call rights that could ultimately lead to 100% ownership. Stratos operates across 29 states with a network of more than 350 advisors. A second-stage purchase of Stratos' Mexico-based NSC business is expected to close in 2026, subject to regulatory approval.

SEI (NASDAQ:SEIC) announced that fee-only advisory firm Syverson Strege, headquartered in West Des Moines, IA, selected SEI to advance its strategic growth and migrate $1 billion in assets under management to SEI's Wealth PlatformSM on Nov. 18, 2025.

The partnership gives Syverson Strege integrated custody, open-architecture technology, investment management, and advanced planning capabilities aimed at improving operational efficiency, digital client experience, tax optimization, and long-term income strategies. SEI will provide a Business Transition team to manage onboarding and custodial safeguards, while both firms cited alignment on client-first service and support for scale and innovation.

SEI (NASDAQ:SEIC) on November 12, 2025 expanded its tax management and overlay capabilities for separately managed accounts (SMA) and unified managed accounts (UMA).

The enhancements add ETF integration, expanded tax-transition analysis, coordinated trading and overlay management to reduce wash sales, an annual capital gains budget feature, automated daily tax-loss harvesting at the tax-lot level, and an Estimated Taxes Saved Report showing year-to-date and since-inception tax savings. SEI says the changes aim to give advisors greater control, transparency, and optionality to improve after-tax outcomes for investors.

SEI (NASDAQ:SEIC) announced that Clermont Trust USA is now live on the SEI Wealth Platform (SWP) using a streamlined SWP configuration and an accelerated implementation model designed for regional and community banks and trust companies managing <$1 billion in assets.

The arrangement offers end-to-end infrastructure, access to SEI asset management, advisor and client portals, advanced reporting, business process outsourcing, and on-demand industry expertise. SEI reported $1.3 trillion in assets on SWP and $7.1 trillion on its wealth management platforms as of Dec 31, 2024.

SEI Investments Company (NASDAQ:SEIC) announced that its Board approved an increase to the company's stock repurchase program by $650 million, raising the program's available authorization to approximately $773.2 million. The total includes $123.2 million remaining under the prior share repurchase authorization as of October 20, 2025.

SEI Investments (NASDAQ:SEIC) reported 3Q25 results on Oct 22, 2025: revenues $578.5M (+8% YoY), operating income $160.0M (+11% YoY), operating margin 28%, and diluted EPS $1.30 (+9% YoY). Nine-month revenue rose 8% to $1.689B and diluted EPS was $4.25 YTD.

The company reported record net sales events of $106.3M for the nine months, strong Investment Managers and Advisors performance, and repurchased 1.6M shares for $141.6M in 3Q25 (9.3M shares repurchased trailing 12 months). A conference call was scheduled for Oct 22, 2025 at 5:00 PM ET.

SEI (NASDAQ: SEIC) will release third-quarter 2025 earnings on Wednesday, October 22, 2025 after market close. The company will host a conference call to discuss results beginning at 5:00 p.m. Eastern Time. Analysts and investors may join by completing the registration form. The public can listen live and access a replay at ir.seic.com/events-presentations/events.

SEI (NASDAQ:SEIC) was selected by H.I.G. Capital to provide fund administration and depositary services for certain Luxembourg- and Cayman-domiciled private equity and infrastructure assets, announced on October 8, 2025. H.I.G. manages $70 billion of capital and invests across multiple private markets strategies. SEI said its platform will automate workflows, reduce data replication, and improve transparency, leveraging local teams in Oaks, London, Dublin, and Luxembourg. SEI reported surpassing $1.5 trillion in alternative AUA in 2024 and ranks 6th of 164 in Luxembourg (Preqin, 21 Jul 2025).

SEI (NASDAQ:SEIC) named Dave Langdale as Chief Revenue Officer for its U.S. Private Banking business, effective Jan. 1, 2026. Langdale will report to Sanjay Sharma and lead sales, client service, and growth strategies focused on expanding revenue from new and existing clients.

Langdale currently serves as Global Head of Operations and led SEI Private Trust Company back‑office operations. He joined SEI in 2002 and holds a bachelor's degree in business management and a CSOP certification. As of Dec. 31, 2024, SEI processed ~$7.1 trillion in assets on its wealth platforms and had ~$1.1 trillion in assets under custody.