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 is a financial services firm that provides investment management and technology solutions. Operating in the asset management sector, it plays a significant role in helping clients manage their investments effectively, which is crucial in today's fluctuating market environment.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company has performed compared to expectations.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets managed by SEI, 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

Investors are cautiously optimistic ahead of the earnings report, given SEI's strong EPS performance in recent quarters. However, there is uncertainty due to the lack of specific guidance.

Bull Case

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

Bear Case

Conversely, if SEI fails to meet expectations or shows signs of declining AUM, it could raise concerns about its competitive position and profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported Assets Under Management (AUM) this quarter?

AUM is a critical measure of SEI's business health, and any significant changes could impact investor confidence.

How does SEI plan to address competitive pressures in the asset management space?

Understanding management's strategy in a competitive market is essential for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating SEI's ability to capitalize on recent market trends, particularly in technology-driven asset management solutions.

Supporting Evidence

The company's recent EPS surprises indicate strong operational performance, which may not be fully reflected in current expectations.

Options pricing suggests a larger potential move than historical averages, indicating heightened investor sentiment.

Key Risk

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

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on SEI's ability to maintain or grow its AUM in a challenging market.

Bull Confirmed If

AUM growth of over 5% quarter-over-quarter would confirm strong market demand and operational efficiency.

Bear Confirmed If

A decline in AUM or a significant miss on EPS could signal deeper issues within the company.

Pre-Earnings Positioning

Options Market

Implied Move

±12.63%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect 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).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SEI beats expectations, history suggests a positive stock reaction, potentially around +0.08% on the first day.

In-Line / Cautious

An in-line result might lead to a muted response, with investors focusing on management's commentary for future guidance.

Miss

If SEI misses expectations, history suggests a potential decline of around -1.69% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new technology initiatives that could enhance asset management capabilities.
2Details on client retention rates and new client acquisitions.
3Management's outlook on market conditions and competitive landscape.
4Insights into cost management strategies and their impact on margins.
5Any commentary on regulatory changes affecting the asset management industry.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Domino's Pizza, Inc.

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company has performed compared to expectations.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets managed by SEI, 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

Investors are cautiously optimistic ahead of the earnings report, given SEI's strong EPS performance in recent quarters. However, there is uncertainty due to the lack of specific guidance.

Bull Case

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

Bear Case

Conversely, if SEI fails to meet expectations or shows signs of declining AUM, it could raise concerns about its competitive position and profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported Assets Under Management (AUM) this quarter?

AUM is a critical measure of SEI's business health, and any significant changes could impact investor confidence.

How does SEI plan to address competitive pressures in the asset management space?

Understanding management's strategy in a competitive market is essential for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating SEI's ability to capitalize on recent market trends, particularly in technology-driven asset management solutions.

Supporting Evidence

The company's recent EPS surprises indicate strong operational performance, which may not be fully reflected in current expectations.

Options pricing suggests a larger potential move than historical averages, indicating heightened investor sentiment.

Key Risk

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

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on SEI's ability to maintain or grow its AUM in a challenging market.

Bull Confirmed If

AUM growth of over 5% quarter-over-quarter would confirm strong market demand and operational efficiency.

Bear Confirmed If

A decline in AUM or a significant miss on EPS could signal deeper issues within the company.

Pre-Earnings Positioning

Options Market

Implied Move

±12.63%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect 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%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SEI beats expectations, history suggests a positive stock reaction, potentially around +0.08% on the first day.

In-Line / Cautious

An in-line result might lead to a muted response, with investors focusing on management's commentary for future guidance.

Miss

If SEI misses expectations, history suggests a potential decline of around -1.69% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new technology initiatives that could enhance asset management capabilities.
2Details on client retention rates and new client acquisitions.
3Management's outlook on market conditions and competitive landscape.
4Insights into cost management strategies and their impact on margins.
5Any commentary on regulatory changes affecting the asset management industry.