SEI Investments Reports Q3 2026 Earnings and Authorizes $800M Share Repurchase Increase
SEI INVESTMENTS CO
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Filing Summary
SEI Investments Co. (NASDAQ: SEIC) Form 8-K Summary • Events Reported: Item 2.02 (Results of Operations), Item 7.01 (Reg FD), Item 8.01 (Other Events) • Q3 2026 Highlights: Revenue up 14% YoY to $662.0M; GAAP diluted EPS up 6% to $1.38; Adjusted diluted EPS up 24% to $1.64. • Operating Margin: GAAP operating margin expanded to 30%; Adjusted operating margin improved to 31%. • Capital Allocation: Board approved an $800M increase to the share repurchase authorization, bringing total capacity to ~$925.6M.
Comprehensive Analysis
Executive Summary
On October 21, 2026, SEI Investments Company (NASDAQ: SEIC) filed a Current Report on Form 8-K announcing its financial results for the third quarter ended September 30, 2026, alongside a significant expansion of its share repurchase program.
Key Financial Highlights (Q3 2026 vs. Q3 2025)
- Revenues: $662.0 million, up 14% compared to $578.5 million in Q3 2025.
- Operating Income (GAAP): $198.0 million, an increase of 24% from $160.0 million, with operating margin expanding from 28% to 30%.
- Adjusted Operating Income (Non-GAAP): $208.5 million, up 25% from $166.9 million, yielding an adjusted operating margin of 31% (up from 29%).
- GAAP Net Income & Diluted EPS: Net income of $168.3 million (+2% YoY) and diluted EPS of $1.38 (+6% YoY compared to $1.30).
- Adjusted Diluted EPS: $1.64, representing a 24% increase compared to $1.32 in the prior-year period.
Segment Performance
- Investment Managers: Revenue rose 14% YoY to $235.8M; operating profit grew 14% to $92.3M (39% operating margin).
- Private Banks: Revenue grew 11% YoY to $160.4M; operating profit climbed 38% to $32.2M (20% operating margin, up from 16%).
- Investment Advisors: Revenue increased 26% YoY to $185.4M.
Capital Return Program (Item 8.01)
On October 20, 2026, the Board of Directors approved an $800.0 million increase to the company's share repurchase program. This expands the total available authorization to approximately $925.6 million, signaling strong cash flow generation and continued board confidence in the intrinsic value of the business.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
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