Equity Profile

SEIC

SEI Investments Company

FinancialsAsset Management & Custody Banks$11.6B

Jul22Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

SEI Investments Company operates in the financial sector, specifically in asset management and custody banking. With a market cap of $12 billion, it plays a crucial role in managing investments and providing financial services to institutions and individuals, which is essential in today's economy where investment strategies are increasingly important.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that SEI manages on behalf of clients, indicating the company's growth and market position.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SEIC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+11.39%

Avg Stock Reaction

-0.14%

Last Quarter Recap

In Q1-2026, SEI reported an EPS of $1.44, exceeding expectations by 11.37%. The stock reacted positively, gaining 1.98% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for SEI's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can continue its trend of beating EPS estimates.

Bull Case

The optimistic view hinges on SEI's ability to report strong EPS growth, potentially driven by increased assets under management and effective cost management strategies.

Bear Case

The pessimistic view suggests that any miss on EPS or revenue could lead to a negative reaction, especially given the current market volatility and competition in the asset management space.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given SEI's strong track record of beating EPS estimates, the market will closely watch this figure to gauge the company's ongoing profitability.

How has the AUM changed compared to the previous quarter?

A significant change in AUM will indicate the company's market competitiveness and ability to attract new clients, which is critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SEI's ability to leverage its existing client base for increased AUM, especially in a rising interest rate environment that could benefit asset managers.

Supporting Evidence

SEI has consistently beaten EPS estimates, suggesting stronger operational performance than analysts anticipate.

The options market is pricing in a larger move than historical averages, indicating that traders expect significant news or changes.

Insider selling activity may suggest that insiders are confident in the company's long-term strategy despite short-term fluctuations.

Key Risk

If AUM growth exceeds expectations, it could lead to a significant upward revision in earnings forecasts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers around SEI's ability to maintain its growth trajectory in a competitive market.

Bull Confirmed If

An EPS of $1.50 or higher would confirm the bull case, suggesting continued strong performance.

Bear Confirmed If

An EPS below $1.30 would support the bear case, indicating potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.63%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move of approximately 12.63%, indicating that traders expect volatility around the earnings report.

Options are pricing ±12.6% while SEIC has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

28.3%

Calls (55K)P/C Ratio: 1.00Puts (109K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SEI beats expectations, history suggests the stock could rise by around 0.08% on the first day, confirming a positive outlook.

In-Line / Cautious

If results come in as expected but management provides cautious commentary, the stock may remain flat or see a slight decline.

Miss

If SEI misses on EPS, history suggests a potential drop of around 1.69%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or retention rates.
2Details on cost management initiatives and their impact on margins.
3Insights into market conditions affecting asset management.
4Updates on regulatory changes that could impact operations.
5Management's outlook on future growth and investment strategies.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that SEI manages on behalf of clients, indicating the company's growth and market position.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SEIC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+11.39%

Avg Stock Reaction

-0.14%

Last Quarter Recap

In Q1-2026, SEI reported an EPS of $1.44, exceeding expectations by 11.37%. The stock reacted positively, gaining 1.98% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for SEI's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can continue its trend of beating EPS estimates.

Bull Case

The optimistic view hinges on SEI's ability to report strong EPS growth, potentially driven by increased assets under management and effective cost management strategies.

Bear Case

The pessimistic view suggests that any miss on EPS or revenue could lead to a negative reaction, especially given the current market volatility and competition in the asset management space.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given SEI's strong track record of beating EPS estimates, the market will closely watch this figure to gauge the company's ongoing profitability.

How has the AUM changed compared to the previous quarter?

A significant change in AUM will indicate the company's market competitiveness and ability to attract new clients, which is critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SEI's ability to leverage its existing client base for increased AUM, especially in a rising interest rate environment that could benefit asset managers.

Supporting Evidence

SEI has consistently beaten EPS estimates, suggesting stronger operational performance than analysts anticipate.

The options market is pricing in a larger move than historical averages, indicating that traders expect significant news or changes.

Insider selling activity may suggest that insiders are confident in the company's long-term strategy despite short-term fluctuations.

Key Risk

If AUM growth exceeds expectations, it could lead to a significant upward revision in earnings forecasts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers around SEI's ability to maintain its growth trajectory in a competitive market.

Bull Confirmed If

An EPS of $1.50 or higher would confirm the bull case, suggesting continued strong performance.

Bear Confirmed If

An EPS below $1.30 would support the bear case, indicating potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.63%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move of approximately 12.63%, indicating that traders expect volatility around the earnings report.

Options are pricing ±12.6% while SEIC has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

28.3%

Calls (55K)P/C Ratio: 1.00Puts (109K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SEI beats expectations, history suggests the stock could rise by around 0.08% on the first day, confirming a positive outlook.

In-Line / Cautious

If results come in as expected but management provides cautious commentary, the stock may remain flat or see a slight decline.

Miss

If SEI misses on EPS, history suggests a potential drop of around 1.69%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or retention rates.
2Details on cost management initiatives and their impact on margins.
3Insights into market conditions affecting asset management.
4Updates on regulatory changes that could impact operations.
5Management's outlook on future growth and investment strategies.