STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
Conversions, 180 days
14
Codes C/M, not in net · $9.4M priced
What the filings say about SEIC
Insiders, 180 days
-$30.3M net sold
11 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$17.0M
8 notices
SEI Investments insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, SEI INVESTMENTS CO insiders sold a net $30.3M of stock across 164 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Nobody has filed for crossing 5%. That is a fact, not missing data.
SEIC planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Alfred P. West, Jr.
Filed 2026-09-29
$3.7M
LANE MICHAEL
Filed 2026-09-22
$246.7K
Hicke Ryan
Filed 2026-09-03
$4.2M
ROMEO CARMEN
Filed 2026-09-01
$548.5K
Peterson Michael
Filed 2026-08-28
$4.2M
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $30.3M sold by insiders over 180 days, $17.0M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.5B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM SEIC
FY Dec 2025
$2.3B
FY Dec 2024
$2.1B
FY Dec 2023
$1.9B
FY Dec 2022
$2.0B
FY Dec 2021
$1.9B
Jun 2026
$641.6M
Mar 2026
$622.2M
Dec 2025
$607.9M
Sep 2025
$578.5M
Jun 2025
$559.6M
Mar 2025
$551.3M
Dec 2024
$557.2M
Sep 2024
$537.4M
At each fiscal year end
Single quarter
Net margin, TTM
+28.8%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM SEIC
FY Dec 2025
+31.1%
FY Dec 2024
+27.3%
FY Dec 2023
+24.1%
FY Dec 2022
+23.9%
FY Dec 2021
+28.5%
Jun 2026
+30.5%
Mar 2026
+28.0%
Dec 2025
+28.4%
Sep 2025
+28.4%
Jun 2025
+40.6%
Mar 2025
+27.5%
Dec 2024
+28.0%
Sep 2024
+28.8%
At each fiscal year end
Single quarter
Free cash flow, TTM
$686.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SEIC
FY Dec 2025
$585.0M
FY Dec 2024
$590.1M
FY Dec 2023
$422.2M
FY Dec 2022
$526.9M
FY Dec 2021
$606.6M
Jun 2026
$117.2M
Mar 2026
$215.2M
Dec 2025
$124.8M
Sep 2025
$229.6M
Jun 2025
$92.7M
Mar 2025
$137.8M
Dec 2024
$190.2M
Sep 2024
$193.7M
At each fiscal year end
Single quarter
Debt to equity
0.01x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity SEIC
FY Dec 2025
0.00x
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
0.01x
Mar 2026
0.01x
Dec 2025
0.00x
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
21.60x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt SEIC
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
21.60x
Mar 2026
21.06x
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+29.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity SEIC
FY Dec 2025
+30.4%
FY Dec 2024
+26.5%
FY Dec 2023
+22.6%
FY Dec 2022
+24.9%
FY Dec 2021
+30.4%
Jun 2026
+29.2%
Mar 2026
+31.4%
Dec 2025
+30.4%
Sep 2025
+29.4%
Jun 2025
+30.1%
Mar 2025
+26.6%
Dec 2024
+26.5%
Sep 2024
+24.6%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+27.4%
TTM net income over average of 2024-06-30 and 2025-06-30
Return on assets SEIC
FY Dec 2025
+27.8%
FY Dec 2024
+22.3%
FY Dec 2023
+18.9%
FY Dec 2022
+20.1%
FY Dec 2021
+24.2%
Jun 2026
+27.4%
Mar 2026
+28.6%
Dec 2025
+27.8%
Sep 2025
+27.1%
Jun 2025
+26.7%
Mar 2025
+23.4%
Dec 2024
+22.3%
Sep 2024
+21.5%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+30.3%
operating income after a 21.6% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital SEIC
FY Dec 2025
+28.4%
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
+30.3%
Mar 2026
+29.2%
Dec 2025
+28.4%
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+30.5%
operating income (EBIT proxy) over average of 2024-06-30 and 2025-06-30 minus current liabilities
Return on capital employed SEIC
FY Dec 2025
+28.6%
FY Dec 2024
+24.7%
FY Dec 2023
+20.4%
FY Dec 2022
+23.9%
FY Dec 2021
+28.8%
Jun 2026
+30.5%
Mar 2026
+28.6%
Dec 2025
+28.6%
Sep 2025
+26.6%
Jun 2025
+25.5%
Mar 2025
+25.4%
Dec 2024
+24.7%
Sep 2024
+22.5%
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
18.23x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing SEIC
FY Dec 2025
14.57x
FY Dec 2024
18.70x
FY Dec 2023
18.31x
FY Dec 2022
16.90x
FY Dec 2021
15.99x
Jun 2026
15.47x
Mar 2026
13.39x
Dec 2025
14.57x
Sep 2025
15.63x
Jun 2025
16.89x
Mar 2025
16.91x
Dec 2024
18.70x
Sep 2024
16.67x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$12.0B
market value at close 2026-10-26 on 2026-07-10 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2025-12-31
Enterprise value SEIC
FY Dec 2025
$9.6B
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
$10.2B
Mar 2026
$9.2B
Dec 2025
$9.6B
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+5.5%
TTM free cash flow over market value at close 2026-10-26
FCF yield SEIC
FY Dec 2025
+5.8%
FY Dec 2024
+5.6%
FY Dec 2023
+5.0%
FY Dec 2022
+6.7%
FY Dec 2021
+7.1%
Jun 2026
+6.5%
Mar 2026
+6.9%
Dec 2025
+5.8%
Sep 2025
+6.2%
Jun 2025
+5.5%
Mar 2025
+6.4%
Dec 2024
+5.6%
Sep 2024
+5.6%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
2.77x
P/E over trailing EPS growth of 7%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing SEIC
FY Dec 2025
0.53x
FY Dec 2024
0.69x
FY Dec 2023
31.59x
FY Dec 2022
n/a
FY Dec 2021
0.60x
Jun 2026
2.35x
Mar 2026
0.48x
Dec 2025
0.53x
Sep 2025
0.51x
Jun 2025
0.43x
Mar 2025
0.67x
Dec 2024
0.69x
Sep 2024
0.73x
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
SEIC ranks highest on profitability (90th percentile) and financial health (90th), and lowest on insider conviction (3rd), among Financial Services peers.
Profitability
90
Inputs
Return on equity+29.2% · 86 pct, sector of 205
Return on assets+27.4% · 95 pct, sector of 266
Return on invested capital+30.3% · 79 pct, sector of 30
Return on capital employed+30.5% · 99 pct, sector of 88
Financial health
90
Inputs
Debt to equity0.01x · 82 pct, sector of 181
Cash flow to debt21.60x · 97 pct, sector of 141
Growth
46
Inputs
Revenue growth, YoY+8.1% · 46 pct, sector of 245
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
3
Inputs
Net Form 4 buying (codes P and S), 180d-$30.3M · 7 pct, sector of 161
Insider buyers, 180d0 · 0 pct, sector of 165
Risk and compliance
28
Inputs
Short interest, % of float+3.1% · 52 pct, sector of 390
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+88.0% · 5 pct, sector of 175
2 not measured: Institutional and government, US patents
Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SEIC filings, in plain words
Are SEI Investments insiders buying or selling SEIC?
In the 180 days to 2026-10-28, SEI Investments insiders were net sellers, a net $30.3M across purchases and sales reported on Form 4, by 11 sellers.
Are there planned insider sales of SEIC?
Yes. 8 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $17.0M of stock; the latest, by Alfred P. West, Jr., was filed 2026-09-29.
Read the full summary
In the 180 days to 2026-10-28, SEI Investments insiders were net sellers of SEIC, a net $30.3M across purchases and sales reported on Form 4 by 11 sellers. None of the 21 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 8 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $17.0M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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