Equity Profile

SEIC

SEI Investments Company

FinancialsAsset Management & Custody Banks$10.6B

Jul22Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

SEI Investments Company is a financial services firm that provides investment processing, investment management, and technology solutions. With a market cap of $11 billion, it plays a significant role in the asset management and custody banking sector, which is crucial for managing and safeguarding clients' investments.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$1.44

Revenue Growth

Revenue growth reflects the company's ability to expand its business and attract new clients, crucial for long-term success.

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, surpassing estimates by 11.37%. The stock reacted positively, gaining nearly 2% the following day.

Management Promises & Guidance

Focus on enhancing client services and technology solutions.
Commitment to maintaining strong investment performance.
Plans to expand into new markets and client segments.

Expectations

Wall Street Expectations

Overall, expectations for SEI's upcoming earnings are cautiously optimistic, given their recent performance and historical EPS beats.

Bull Case

If SEI continues its trend of beating EPS estimates, it could signal strong operational efficiency and client demand, leading to a positive stock reaction.

Bear Case

Conversely, any signs of revenue stagnation or increased competition could raise concerns about future growth, potentially leading to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.44

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its business and attract new clients, crucial for long-term success.

Assets Under Management (AUM)

N/A

AUM is a critical measure of the scale and success of SEI's investment management services, impacting fees and profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

Given SEI's strong track record of beating EPS estimates, the actual EPS figure will be crucial in determining market sentiment.

How has AUM changed compared to the previous quarter?

Changes in AUM can significantly impact revenue and profitability, making it a key metric for investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SEI's ability to leverage its technology solutions for growth, despite competitive pressures.

Supporting Evidence

Recent EPS beats suggest operational efficiency that may not be fully appreciated.

Options pricing indicates a larger potential move than historical averages, suggesting heightened expectations.

Insider selling could indicate a strategic shift rather than a lack of confidence in the company's future.

Key Risk

If AUM growth exceeds expectations, it could significantly alter the market's perception of SEI's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating SEI's ability to sustain growth in a competitive environment, making these metrics critical.

Bull Confirmed If

An EPS of $1.50 or higher would confirm strong operational performance and client demand.

Bear Confirmed If

An EPS below $1.30 could raise concerns about revenue growth and competitive pressures.

Pre-Earnings Positioning

Options Market

Implied Move

±12.63%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings announcement.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Financials

n=30

Fade rate: 12 of 25 (48%)

This setup has occurred 30 times across Financials in the last 2 years. 12 of 25 faded and 13 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 2.4%, with a raw directional average of -0.0% (roughly flat historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$4.5M

50,000 sh

3 insiders

Net

$4.5M

Net selling

Most Active Insiders· 4 open-market trades

See Remarks*Sharma Sanjay
$2.3M
Net selling

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% the following day, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of approximately 1.69%, reflecting investor disappointment and concerns about future growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on AUM growth and client acquisition strategies.
2Any commentary on competitive pressures in the asset management space.
3Insights into technology investments and their impact on operations.
4Management's outlook for the remainder of the fiscal year.
5Details on cost management and operational efficiency initiatives.

See the full picture

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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 financial health, which investors closely monitor.

$1.44

Revenue Growth

Revenue growth reflects the company's ability to expand its business and attract new clients, crucial for long-term success.

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, surpassing estimates by 11.37%. The stock reacted positively, gaining nearly 2% the following day.

Management Promises & Guidance

Focus on enhancing client services and technology solutions.
Commitment to maintaining strong investment performance.
Plans to expand into new markets and client segments.

Expectations

Wall Street Expectations

Overall, expectations for SEI's upcoming earnings are cautiously optimistic, given their recent performance and historical EPS beats.

Bull Case

If SEI continues its trend of beating EPS estimates, it could signal strong operational efficiency and client demand, leading to a positive stock reaction.

Bear Case

Conversely, any signs of revenue stagnation or increased competition could raise concerns about future growth, potentially leading to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.44

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its business and attract new clients, crucial for long-term success.

Assets Under Management (AUM)

N/A

AUM is a critical measure of the scale and success of SEI's investment management services, impacting fees and profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

Given SEI's strong track record of beating EPS estimates, the actual EPS figure will be crucial in determining market sentiment.

How has AUM changed compared to the previous quarter?

Changes in AUM can significantly impact revenue and profitability, making it a key metric for investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SEI's ability to leverage its technology solutions for growth, despite competitive pressures.

Supporting Evidence

Recent EPS beats suggest operational efficiency that may not be fully appreciated.

Options pricing indicates a larger potential move than historical averages, suggesting heightened expectations.

Insider selling could indicate a strategic shift rather than a lack of confidence in the company's future.

Key Risk

If AUM growth exceeds expectations, it could significantly alter the market's perception of SEI's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating SEI's ability to sustain growth in a competitive environment, making these metrics critical.

Bull Confirmed If

An EPS of $1.50 or higher would confirm strong operational performance and client demand.

Bear Confirmed If

An EPS below $1.30 could raise concerns about revenue growth and competitive pressures.

Pre-Earnings Positioning

Options Market

Implied Move

±12.63%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings announcement.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Financials

n=30

Fade rate: 12 of 25 (48%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$4.5M

50,000 sh

3 insiders

Net

$4.5M

Net selling

Most Active Insiders· 4 open-market trades

See Remarks*Sharma Sanjay
$2.3M
Net selling

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% the following day, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of approximately 1.69%, reflecting investor disappointment and concerns about future growth.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on AUM growth and client acquisition strategies.
2Any commentary on competitive pressures in the asset management space.
3Insights into technology investments and their impact on operations.
4Management's outlook for the remainder of the fiscal year.
5Details on cost management and operational efficiency initiatives.