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 (SEIC) operates in the financial sector, focusing on asset management and custody banking services. With a market cap of $11 billion, it plays a crucial role in managing investments for institutions and individuals, making it significant in the current economic landscape 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 performance, which investors closely monitor.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets managed by SEI, indicating the firm'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 responded positively, gaining 1.98% the following day.

Management Promises & Guidance

Focus on increasing AUM through strategic investments.
Commitment to enhancing client services and technology.
Plans to explore new markets for growth.

Expectations

Wall Street Expectations

Overall, expectations for SEI's upcoming earnings are cautious, given the lack of analyst estimates and management guidance. Investors will be keen to see if the company can maintain its positive earnings surprise trend.

Bull Case

The optimistic view hinges on SEI continuing its strong EPS growth, potentially exceeding last quarter's performance and demonstrating robust AUM growth.

Bear Case

Conversely, if SEI fails to meet earnings expectations or shows signs of declining AUM, it could lead to a negative reaction in the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

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

What is the current AUM and how has it changed from the previous quarter?

AUM is a critical measure of growth and market confidence; any decline could raise concerns about future revenue.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SEI's ability to leverage recent market trends to boost AUM significantly, which could lead to stronger-than-expected earnings.

Supporting Evidence

The company has consistently surprised on EPS, suggesting a potential for continued outperformance.

Options pricing indicates a higher expected move than historical averages, hinting at potential volatility.

Insider selling could reflect confidence in the company's long-term strategy rather than immediate concerns.

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.

The core debate revolves around SEI's ability to sustain its earnings growth and manage AUM effectively in a competitive market.

Bull Confirmed If

A Q2-2026 EPS of $1.50 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $1.30 would support the bear case and suggest potential issues with 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, suggesting that investors expect notable 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)

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 a potential stock increase of around 0.08%, confirming the company's strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline of about 1.69%, indicating market disappointment and concerns over the company's trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on AUM growth and any new client acquisitions.
2Updates on strategic initiatives to enhance service offerings.
3Insights into market conditions affecting investment strategies.
4Any commentary on competitive pressures in the asset management space.
5Management's outlook for the remainder of the fiscal year.

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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 performance, which investors closely monitor.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets managed by SEI, indicating the firm'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 responded positively, gaining 1.98% the following day.

Management Promises & Guidance

Focus on increasing AUM through strategic investments.
Commitment to enhancing client services and technology.
Plans to explore new markets for growth.

Expectations

Wall Street Expectations

Bull Case

The optimistic view hinges on SEI continuing its strong EPS growth, potentially exceeding last quarter's performance and demonstrating robust AUM growth.

Bear Case

Conversely, if SEI fails to meet earnings expectations or shows signs of declining AUM, it could lead to a negative reaction in the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

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

What is the current AUM and how has it changed from the previous quarter?

AUM is a critical measure of growth and market confidence; any decline could raise concerns about future revenue.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SEI's ability to leverage recent market trends to boost AUM significantly, which could lead to stronger-than-expected earnings.

Supporting Evidence

The company has consistently surprised on EPS, suggesting a potential for continued outperformance.

Options pricing indicates a higher expected move than historical averages, hinting at potential volatility.

Insider selling could reflect confidence in the company's long-term strategy rather than immediate concerns.

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.

The core debate revolves around SEI's ability to sustain its earnings growth and manage AUM effectively in a competitive market.

Bull Confirmed If

A Q2-2026 EPS of $1.50 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $1.30 would support the bear case and suggest potential issues with 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, suggesting that investors expect notable 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)

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 a potential stock increase of around 0.08%, confirming the company's strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline of about 1.69%, indicating market disappointment and concerns over the company's trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on AUM growth and any new client acquisitions.
2Updates on strategic initiatives to enhance service offerings.
3Insights into market conditions affecting investment strategies.
4Any commentary on competitive pressures in the asset management space.
5Management's outlook for the remainder of the fiscal year.