SEIC · XBRL financial data

Sei Investments Company financial statements, every fiscal year

The same tables from 7 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

How these numbers work

Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
* marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
0 means a filing states zero; a dash (—) means no filing states that number.
“year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
Shares outstanding come from each filing's cover page, as of the date printed there.
Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.

Income statement

Fiscal years (SEIC's year ends in late December)

In millions of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Revenue	1,684	1,918	1,991	1,920	2,125	2,297
Revenue from contracts with customers	1,684	—	—	—	—	—
Gross profit	520	645	644	557	699	808
General and administrative	74	92	168	132	148	181
Operating income (loss)	446	553	476	425	552	627
Interest expense	1	1	1	1	1	1
Income tax expense (benefit)	121	147	134	132	166	199
Net income (loss)	447	547	475	462	581	715
Earnings per share, basic USD per share	3.05	3.87	3.49	3.49	4.47	5.76
Earnings per share, diluted USD per share	3.00	3.81	3.46	3.46	4.41	5.63
Weighted average shares, diluted millions of shares	149	143	137	134	132	127

Fiscal years (SEIC's year ends in late December)

In millions of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Cash and cash equivalents	785	831	853	835	840	400
Marketable securities, non-current	105	130	128	155	—	—
Accounts receivable	385	442	457	501	568	710
Total current assets	1,301	1,404	1,453	1,478	1,552	1,273
Property and equipment, net	189	179	181	171	160	150
Right-of-use asset	38	34	25	22	29	26
Goodwill	64	117	116	137	170	355
Total assets	2,167	2,355	2,384	2,520	2,685	—
Accounts payable	8	10	13	11	13	5
Accrued liabilities	300	324	359	319	348	360
Current portion of long-term debt	—	—	—	—	—	0
Total current liabilities	317	356	398	353	381	387
Long-term debt	—	—	—	—	—	0
Lease liability, non-current	34	28	19	17	24	20
Total liabilities	427	494	430	388	432	—
Retained earnings	565	633	694	763	758	792
Total stockholders' equity	1,740	1,861	1,954	2,132	2,252	2,448
Total liabilities and equity	2,167	2,355	2,384	2,520	2,685	3,260
Common shares outstanding (cover page) millions of shares	144	138	134	131	127	122

Fiscal years (SEIC's year ends in late December)

In millions of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Net income (loss)	447	547	475	462	581	715
Net cash from operating activities	489	633	566	447	622	608
Purchases of property and equipment	54	26	39	25	32	23
Net cash from investing activities	(67)	(165)	(90)	(142)	(117)	(399)
Proceeds from issuing common stock	49	55	58	101	126	144
Share repurchases	427	408	345	309	500	628
Dividends paid	104	106	110	115	120	124
Net cash from financing activities	(482)	(422)	(437)	(331)	(494)	(589)
Net change in cash	(57)	44	22	(18)	5	(370)

SIC 6211 and related industry codes, similar size. Each row is the latest quarter reported.

How peers are chosen

SIC 6211 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
* marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.

Company	Cash ($M)	Revenue, quarter ($M)	Operating cash flow, quarter ($M)	Shares outstanding	Quarter
Sei Investments	400	662	218*	118.6M	Q3 FY26 10-QSep 30, 2026
Stifel Financial	1,629	1,001	801*	not reported	Q3 FY26 10-QSep 30, 2026
Jefferies Financial Group	16,884	1,752	2,591*	not reported	Q3 FY26 10-QAug 31, 2026
Marketaxess Holdings	246	218	27*	35.2M	Q2 FY26 10-QJun 30, 2026
Miami International Holdings	699	376	23*	100.1M	Q3 FY26 10-QSep 30, 2026
Piper Sandler Companies	304	496	36*	70.7M	Q2 FY26 10-QJun 30, 2026
Interactive Brokers Group	7,711	760	6,216*	not reported	Q2 FY26 10-QJun 30, 2026
Galaxy Digital	896	8,557	372*	not reported	Q2 FY26 10-QJun 30, 2026
Virtu Financial	1,069	1,190	117*	not reported	Q2 FY26 10-QJun 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.