Financial technology provider SEI Investments (NASDAQ: SEIC) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 12.8% year on year to $622.2 million. Its non-GAAP profit of $1.44 per share was 9.3% above analysts’ consensus estimates.
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SEI Investments (SEIC) Q1 CY2026 Highlights:
- Assets Under Management: $554.1 billion vs analyst estimates of $552.9 billion (in line)
- Revenue: $622.2 million vs analyst estimates of $611.3 million (12.8% year-on-year growth, 1.8% beat)
- Pre-tax Profit: $230.8 million (37.1% margin)
- Adjusted EPS: $1.44 vs analyst estimates of $1.32 (9.3% beat)
- Market Capitalization: $10.16 billion
"We began 2026 with a defining quarter for SEI, validating our strategy, execution, and the scalability of our operating model. We delivered strong earnings growth, meaningful margin expansion, and incredible sales results, driven by broad-based momentum across our core growth engines," said CEO Ryan Hicke.
Company Overview
Founded in 1968 as Simulated Environments Inc. to train bank loan officers using computer simulations, SEI Investments (NASDAQ: SEIC) provides technology platforms, investment management, and operational solutions for financial institutions, wealth managers, and investors.
Revenue Growth
A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Unfortunately, SEI Investments’s 6.5% annualized revenue growth over the last five years was mediocre. This wasn’t a great result compared to the rest of the financials sector, but there are still things to like about SEI Investments.
Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. SEI Investments’s annualized revenue growth of 9.9% over the last two years is above its five-year trend, suggesting some bright spots. 
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, SEI Investments reported year-on-year revenue growth of 12.8%, and its $622.2 million of revenue exceeded Wall Street’s estimates by 1.8%.
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Key Takeaways from SEI Investments’s Q1 Results
It was good to see SEI Investments beat analysts’ EPS expectations this quarter. We were also happy its revenue outperformed Wall Street’s estimates. Overall, we think this was a decent quarter with some key metrics above expectations. The stock traded up 1.2% to $85.83 immediately following the results.
SEI Investments put up rock-solid earnings, but one quarter doesn’t necessarily make the stock a buy. Let’s see if this is a good investment. What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here (it’s free).
