SEI Investments Company (SEIC) Earnings Call Transcripts

SEI Investments Company's Latest Earnings Call - June 9, 2026

In Q1 2026, SEI Investments Company reported a strong quarter with record sales events, driven by significant wins in their Investment Manager Services (IMS) business. Revenue and earnings details were not explicitly provided in the transcript, but management highlighted the momentum in sales and margin improvements, particularly in the private banking sector. The company maintained its guidance, emphasizing confidence in continued sales momentum and margin expansion. Management's focus on AI and automation as both a risk and opportunity was notable, with strategic investments and partnerships aimed at maintaining competitive advantages.

Reported metrics

Guidance from management

SEI maintained its guidance, expressing confidence in continued sales momentum and margin expansion, particularly in the private banking sector.

What management said

Yes. It's -- no, I don't think you're going to necessarily see linear growth up into the right there. We're probably a little further along than what we expected 40 years ago when we built out the 5- or 6-year plan to get there. I wouldn't say probably we're definitely ahead of schedule there. But that's actually not how we run the business. So we're not looking quarter-to-quarter, hey, it was 20% last quarter. How d...

Yes. I mean we see ourselves as a beneficiary as we see consolidation. As RIAs continue to consolidate. You see more of that. They're much more receptive to what I just mentioned of the -- buying into an integrated ecosystem. We still have -- we still sell individual capabilities, you can still buy custody. You can still buy our asset management products. But when we can tell an ecosystem story, we become the benefic...

What analysts pressed on

Analysts expressed concerns about the sustainability of margin improvements and the potential risks associated with AI and automation. There were also questions about how SEI plans to balance growth investments with margin expansion.

Main topics on the call

• Record Sales Momentum — SEI reported 'one of the best quarters in SEI history' with two of the largest wins in their IMS business. Management is confident in sustaining this momentum due to strong pipelines and market demand for outsourcing.
• Private Banking Margin Improvement — Margins in the private banking sector improved significantly, reaching 20% in Q1, driven by leadership, cost discipline, and professional services expansion. Management sees potential to reach historical margins of 25-30...
• AI and Automation Strategy — SEI is proactively managing AI risks and opportunities, with a focus on maintaining integrated platforms. They have established a Ventures committee and partnered with IBM to enhance automation efforts.
• Capital Allocation and Leverage — SEI plans to maintain a strong capital return strategy, with 90-100% of free cash flow returned to investors. The company may take on debt to acquire the remaining portion of Stratos over the next 7 years.

Read the full SEI Investments Company transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 43 SEI Investments Company earnings call transcripts on record, spanning January 29, 2020 to July 22, 2026. Based on this history, SEI Investments Company reports quarterly. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SEIC

Exchange

NasdaqGS

Country

US

Sector

Financials

Industry

Capital Markets

Calls on record

43

First call

January 29, 2020

Most recent

July 22, 2026

Reporting cadence

quarterly