Post-earnings recap
Reported
Wed, Jul 22, 2026
EPS actual
$1.66
EPS est.
$1.45
EPS surprise
+14.72%
1-day move
+1.13%
SEI Investments Company is a financial services firm specializing in asset management and custody banking. With a market cap of $13 billion, it plays a significant role in managing investments for institutions and individuals, making it important in the financial sector.
Last quarter
In Q1-2026, SEI reported an EPS of $1.44, exceeding estimates by 11.37%. The stock reacted positively, gaining 1.98% the following day.
EPS beat streak
6Q
EPS beat rate
88%
Avg EPS surprise
+13.05%
Avg 1-day reaction
+0.27%
Overall expectations are mixed as SEI has a strong history of beating EPS estimates, but there is uncertainty about revenue growth.
Bull case
If SEI continues its trend of beating EPS estimates and shows strong net inflows, investor confidence could drive the stock higher.
Bear case
Conversely, if the company fails to meet expectations or reports declining AUM, it could lead to a negative reaction from investors.
The print will turn on these.
Q1
What will be the reported EPS for Q2-2026?
Given SEI's strong history of beating EPS estimates, the reported figure will be crucial for investor sentiment.
Q2
How much growth in Assets Under Management (AUM) will be reported?
AUM growth is essential for understanding the company's ability to attract new investments and drive future revenue.
—
Est. EPS
$4.19
Est. Rev
$1.2B
Impl. Move
±16.2%
Why consensus could be wrong
The Street may underestimate SEI's ability to attract new clients, given its recent strong performance in EPS and historical growth in AUM.
Supporting evidence
SEI has consistently beaten EPS estimates, indicating strong operational execution.
The company's recent focus on expanding its service offerings could lead to increased net inflows.
Options pricing suggests a larger move than historical averages, indicating potential volatility.
Key risk
If AUM growth exceeds expectations, it could significantly alter the market's perception of SEI's growth potential.
Pre-commit to what would confirm each case.
The market is debating SEI's ability to sustain its growth trajectory amid competitive pressures in asset management.
Bull confirmed if
A reported EPS above $1.50 would confirm the bullish sentiment and indicate strong operational performance.
Bear confirmed if
An EPS below $1.30 would likely confirm bearish concerns about the company's growth prospects.
What the market is pricing for the move.
Implied Move
±12.63%
Historical Avg
±1.3%
The options market is pricing in a significant potential move, indicating uncertainty about the upcoming earnings report.
Options are pricing ±12.6% while SEIC has averaged ±1.3% over the last 8 prints — setup is pricing rich.
ATM IV
0.3%
30d HV
28.3%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$3.5M
33,877 sh
1 insider
Net
$3.5M
Net selling
Most Active Insiders· 2 open-market trades
Smart-money positioning from the most recent 13F filings.
Institutional
77.75%
of float
Insider
15.63%
of float
Holders
763
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
9,927,545 sh · $1.0B
8.27%
-1.8%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If SEI beats expectations, history suggests a potential stock increase of around 0.08%, confirming strong operational performance.
In line / cautious
An in-line report could lead to a muted reaction, as investors await further commentary on future growth.
Miss
If SEI misses expectations, the stock could drop by about 1.69%, reflecting disappointment in growth prospects.
The lines on the call that would change the story.
$3.5M
Net selling
Recent Transactions
Sep 29, 2026 · @ $103.40
28,394 sh
$2.9M
Sep 30, 2026 · @ $103.16
5,483 sh
$565,637.25
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
LOOMIS SAYLES & CO L P
8,482,052 sh · $865.8M
7.07%
-1.7%
Vanguard Portfolio Management LLC
6,140,822 sh · $626.8M
5.12%
0.3%
Vanguard Capital Management LLC
4,686,241 sh · $478.3M
3.90%
-1.2%
State Street Corporation
4,251,584 sh · $434.0M
3.54%
1.6%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.