Financial technology provider SEI Investments (NASDAQ: SEIC) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 14.7% year on year to $641.6 million. Its non-GAAP profit of $1.66 per share was 15.5% above analysts’ consensus estimates.
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SEI Investments (SEIC) Q2 CY2026 Highlights:
- Assets Under Management: $596 billion vs analyst estimates of $593.2 billion (in line)
- Revenue: $641.6 million vs analyst estimates of $637 million (14.7% year-on-year growth, 0.7% beat)
- Pre-tax Profit: $253.2 million (39.5% margin)
- Adjusted EPS: $1.66 vs analyst estimates of $1.44 (15.5% beat)
- Market Capitalization: $11.74 billion
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 performance is an indicator of its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last five years, SEI Investments grew its revenue at a mediocre 6.4% compounded annual growth rate. This wasn’t a great result compared to the rest of the financials sector, but there are still things to like about SEI Investments.
We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. SEI Investments’s annualized revenue growth of 10.9% over the last two years is above its five-year trend, suggesting some bright spots. 
Note: Quarters not shown were determined to be outliers because they were 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 14.7%, and its $641.6 million of revenue exceeded Wall Street’s estimates by 0.7%.
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Key Takeaways from SEI Investments’s Q2 Results
It was good to see SEI Investments beat analysts’ EPS expectations this quarter. We were also happy its AUM was in line with Wall Street’s estimates. Overall, we think this was a decent quarter with some key metrics above expectations. The stock remained flat at $98 immediately after reporting.
Is SEI Investments an attractive investment opportunity at the current price? 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).
