SEI Investments stock reports 15 percent revenue growth

SEI Investments Company (ISIN US8123501061) generated USD 641.62 million in second-quarter 2026 revenue, a 15 percent increase from USD 559.60 million a year earlier. The result gives SEI stock a clear operating-growth anchor as the company expands technology, investment processing and asset management services.

Revenue growth widens the base

According to SEI on July 22, 2026, second-quarter operating income rose 33 percent to USD 197.02 million from USD 148.64 million. The GAAP operating margin reached 31 percent, up from 27 percent in the prior-year quarter, while adjusted operating margin reached 32 percent.

The earnings mix was more nuanced. Diluted GAAP EPS fell 11 percent to USD 1.59 from USD 1.78, but adjusted EPS increased 38 percent to USD 1.66, exceeding the USD 1.44 consensus cited by MarketBeat on September 17, 2026.

Analyst targets set a higher bar

MarketBeat reported that Morgan Stanley raised its SEI target from USD 115.00 to USD 125.00 and kept an Overweight rating on July 23, 2026. Piper Sandler lifted its target from USD 114.00 to USD 120.00, while Keefe, Bruyette and Woods increased its target from USD 113.00 to USD 119.00 on the same date.

The analyst range places the USD 122.60 consensus target above the latest primary-market reference cited in the coverage. That gap reflects expectations that SEI can convert revenue growth and margin expansion into sustained adjusted earnings gains, while the decline in GAAP EPS shows why the quality of earnings remains relevant.

Market value and earnings date

SEI Investments had a market capitalization of USD 12.3 billion and a 52-week range of USD 75.08 to USD 112.15 as of September 30, 2026. Yahoo Finance lists October 21, 2026, as the next earnings date for SEIC, giving investors a defined checkpoint for testing whether the second-quarter growth pattern continues.

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