Sei Invts Co Stock Price, News & Analysis

SEI (NASDAQ: SEIC) announced that founder Alfred P. West, Jr. will step down as Executive Chairman and resign from the board effective Jan. 1, 2026, and will become Chairman Emeritus.

The Board appointed independent director Carl A. Guarino as Chairman effective Jan. 1, 2026. West founded SEI in 1968, served as CEO for 54 years, and led the firm into a global company that manages, advises, or administers approximately $1.8 trillion in assets with more than $2.1 billion in annual revenues.

CEO Ryan Hicke and incoming Chairman Guarino both praised West's strategic vision and signaled a planned, orderly leadership transition aimed at continuing SEI's innovation and client focus.

SEI (NASDAQ: SEIC) reported sustained momentum in global wealth management through client implementations, platform migrations, and professional services activity for the nine months ended Sept. 30, 2025. Key operational highlights include 13 completed client implementations, 12 client re‑contracts, 21 new professional services engagements, and 14 launched projects across 13 firms. The company cited its PMO and Professional Services teams' experience delivering enterprise digital transformations, noting ~80 enterprise projects launched since 2020. A major client migration moved approximately 19,800 accounts totaling $41.5 billion AUM onto the SEI Wealth Platform.

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.