GET DAILY SIGNALSSEI Investments Company (SEIC) Delivers Strong Q3 2026 Earnings with Revenue and EPS Beats
Key Takeaways
- Revenue rose 14.4% year over year to $662.0 million, slightly ahead of the consensus estimate of roughly $658.6 million.
- Adjusted (non-GAAP) earnings per share (EPS) came in at $1.64, about 3.8% above the $1.58 analysts expected and up 24% from the prior-year period.
- Reported (GAAP) EPS was $1.38, held back by a $33 million charge tied to terminating the planned acquisition of NSC.
- Net sales events reached $46.8 million, pushing year-to-date sales to $157 million — already above SEI's prior full-year record.
- Assets under management (AUM) grew roughly 13% year over year to about $612.5 billion, though the figure came in slightly below estimates.
- The board approved an $800 million increase to its stock repurchase program, lifting the available authorization to approximately $925.6 million.
Why This Quarter Matters
SEI Investments Company (SEIC) released its third-quarter 2026 results at an important juncture for the Oaks, Pennsylvania-based asset manager and financial technology provider. The firm carried solid momentum into the period after topping estimates on both revenue and earnings per share in the second quarter. Investors are focused on whether SEIC can maintain operating margins above 30 percent, a threshold first reached earlier in 2026 after more than a decade, while turning record sales into lasting revenue growth. Recent analyst upgrades and higher price targets made this report a useful checkpoint on the company’s enterprise strategy and expanding alternatives business.
Breaking Down the Reported Figures
Revenue for the quarter totaled $662.0 million, a 14.4 percent increase from $578.5 million a year earlier and modestly above the consensus estimate of roughly $658.6 million. Adjusted earnings per share reached $1.64, representing a 24 percent year-over-year gain and coming in about 3.8 percent ahead of the $1.58 expected by analysts. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
On a GAAP basis, diluted EPS was $1.38, up 6 percent from $1.30 in the prior-year quarter. The difference between adjusted and reported results stemmed mainly from a $33 million charge tied to ending the planned acquisition of NSC. Income from operations climbed 24 percent to $198.0 million, while adjusted operating income rose 25 percent to $208.5 million. The adjusted operating margin widened 260 basis points to 31.5 percent.
Assets under management increased about 13 percent year over year to roughly $612.5 billion, though the total fell slightly short of the approximately $616 billion analysts had projected. Net sales events of $46.8 million, up 53 percent year over year, lifted year-to-date sales events to $157 million, already surpassing the company’s previous full-year record. CEO Ryan Hicke noted that the results reinforce confidence in the strategy and operating model, pointing to broad-based growth and stronger client relationships.
Market Reaction and Sentiment
Heading into the release, sentiment was largely constructive, with eight of nine analysts rating the stock a Buy and a mean price target implying roughly 10 percent upside. Recent notes from Piper Sandler, Wells Fargo, and William Blair highlighted the sales momentum and margin-expansion potential. The stock held relatively steady right after the report, trading near $108, as investors balanced the revenue and adjusted-EPS beats against the modest AUM shortfall and the one-time NSC charge. The small sequential decline in adjusted EPS was linked by management to lower investment gains and a higher incentive compensation accrual, yet these factors did not appear to alter the overall growth story.
Looking Ahead at Key Drivers
The central question remains whether SEIC can sustain operating margins near the 30-plus percent level established this year. Management points to better expense control, automation, and operating leverage from recent mandate wins as key supports, and analysts increasingly see this range as a sustainable run rate. Sales conversion will also matter, with several large mandates still onboarding and meaningful revenue contributions expected in 2027. The durability of investment management relationships, especially in fund administration for alternative asset managers, offers visibility, while the company’s positioning in alternatives continues to emerge as a longer-term growth area. Expense trends and the incentive compensation accrual, along with the expanded buyback authorization, are additional items to watch.
Enhancing Research with Tickeron’s AI Tools
In my own work, I often turn to Tickeron’s AI Screener when I want to place a single company’s results in a broader market context. The tool lets me scan for stocks and ETFs using technical patterns, fundamentals, volatility, and AI-driven signals, which helps surface comparable ideas without spending hours on manual screens. It has become a regular part of how I evaluate opportunities beyond any one earnings release.
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
SEIC's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for SEIC turned positive on October 12, 2026. Looking at past instances where SEIC's MACD turned positive, the stock continued to rise in 30 of 47 cases over the following month. The odds of a continued upward trend are 64%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on SEIC as a result. In 42 of 68 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 62%.
SEIC moved above its 50-day moving average on October 20, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +2.63% 3-day Advance, the price is estimated to grow further. Considering data from situations where SEIC advanced for three days, in 168 of 322 cases, the price rose further within the following month. The odds of a continued upward trend are 52%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 10-day moving average for SEIC crossed bearishly below the 50-day moving average on September 24, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 59%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SEIC declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 53%.
SEIC broke above its upper Bollinger Band on October 20, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for SEIC entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 12 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 20 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 34 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 41 (best 1 - 100 worst), indicating steady price growth. SEIC’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 92 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.206) is normal, around the industry mean (2.375). P/E Ratio (18.695) is within average values for comparable stocks, (-4.519). Projected Growth (PEG Ratio) (1.788) is also within normal values, averaging (1.319). Dividend Yield (0.019) settles around the average of (0.272) among similar stocks. P/S Ratio (5.328) is also within normal values, averaging (15.798).
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