GET DAILY SIGNALSSEI Investments (SEI) Reports +14% Revenue Growth and EPS Beat in Q3 2026
Key Takeaways
- SEI reported total revenue of $662.0 million, up 14% year over year, driven by broad-based growth across most business segments.
- Adjusted diluted earnings per share (EPS) rose 24% to $1.64, beating the consensus estimate of $1.58 by $0.06.
- GAAP diluted EPS was $1.38, reflecting a one-time $32.5 million charge from terminating the planned NSC acquisition.
- Net sales events reached $47 million, the second-highest quarter in company history, pushing year-to-date sales to a record $157 million.
- The board approved an $800 million increase to the stock repurchase program, lifting the total authorization to about $925.6 million.
Putting the Quarter in Context
SEI Investments Company provides financial technology, investment processing, and asset management services to banks, advisors, institutions, and asset managers worldwide. Its third-quarter 2026 results offer a useful window into demand for outsourcing and wealth platforms across the financial services sector. After several years of enterprise changes, this period showed whether the company could maintain revenue momentum and sales records while protecting strong margins. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
The Quarter’s Reported Figures
SEI posted third-quarter 2026 revenue of $662.0 million, a 14% increase from $578.5 million a year earlier. Adjusted diluted EPS climbed 24% to $1.64, exceeding the consensus estimate of $1.58 by $0.06. GAAP diluted EPS came in at $1.38, up from $1.30, after a $32.5 million charge related to the mutual termination of the planned NSC acquisition, a Mexican RIA tied to Stratos.
Growth was broad-based. Investment Managers revenue rose 14%, Private Banks revenue increased 11% with operating profit up 38%, and Investment Advisors revenue advanced 26%, aided by Stratos. Institutional Investors revenue declined 2% due to earlier client outflows. Adjusted operating margin reached 31%, improving 260 basis points from the prior year.
Market Reaction and Sentiment
SEI carried positive momentum into the report, and the results largely supported that view. The adjusted EPS beat, record year-to-date sales events, and expanded buyback authorization highlighted management’s confidence. Investors balanced the one-time NSC charge against solid underlying growth, noting that adjusted EPS slipped $0.02 sequentially due to lower investment gains and higher incentive compensation. A lower effective tax rate from elevated stock-option exercises also helped. Overall, attention stayed on the sustained, broad-based revenue expansion.
What to Watch Going Forward
Attention now turns to whether SEI can turn its record sales pipeline into ongoing revenue growth. Year-to-date net sales events of $157 million already surpassed the company’s previous full-year record, with strong demand from alternative asset managers in the Investment Managers segment.
Key items to monitor include the ramp of new initiatives such as the retail transfer agency and alts-in-CIT capability, both expected to add revenue. Stratos integration and advisor growth will remain important, as will progress in the Institutional Investors segment where pipelines are improving but conversion timing is uncertain. Margin trends also warrant watching. While adjusted operating margins stay near record levels, higher incentive compensation and investments in talent, technology, and international expansion, including a new Singapore office, could affect profitability ahead. Assets under management ended the quarter near $606.4 billion, and assets under administration reached about $1.41 trillion, supporting future fee revenue.
AI Tools in My Analysis Process
One resource I turn to regularly for screening and comparison is Tickeron’s AI Screener. It helps filter stocks and ETFs by technical patterns, fundamentals, and performance metrics, which can surface relevant peers or ideas more efficiently when reviewing names like SEI.
Disclaimer
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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.
SEI in upward trend: 10-day moving average moved above 50-day moving average on November 03, 2026
The 10-day moving average for SEI crossed bullishly above the 50-day moving average on November 03, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on November 03, 2026. You may want to consider a long position or call options on SEI as a result. In 84 of 107 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 79%.
The Moving Average Convergence Divergence (MACD) for SEI just turned positive on November 03, 2026. Looking at past instances where SEI's MACD turned positive, the stock continued to rise in 36 of 47 cases over the following month. The odds of a continued upward trend are 77%.
SEI moved above its 50-day moving average on October 27, 2026 date and that indicates a change from a downward trend to an upward trend.
The 50-day moving average for SEI moved above the 200-day moving average on October 08, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +2.51% 3-day Advance, the price is estimated to grow further. Considering data from situations where SEI advanced for three days, in 260 of 319 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
SEI may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The 10-day RSI Indicator for SEI moved out of overbought territory on October 07, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 45 similar instances where the indicator moved out of overbought territory. In 40 of the 45 cases, the stock moved lower in the following days. This puts the odds of a move lower at 89%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SEI 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 77%.
The Aroon Indicator for SEI entered a downward trend on November 03, 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 28 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 69, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. SEI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 76 (best 1 - 100 worst), indicating weak sales and an unprofitable 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 PE Growth Rating for this company is 78 (best 1 - 100 worst), pointing to worse than average 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 Valuation Rating of 89 (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 (5.063) is normal, around the industry mean (1.536). P/E Ratio (70.786) is within average values for comparable stocks, (-25.825). Projected Growth (PEG Ratio) (1.470) is also within normal values, averaging (1.687). Dividend Yield (0.007) settles around the average of (0.039) among similar stocks. SEI's P/S Ratio (5.821) is very high in comparison to the industry average of (1.663).
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