SEI Investments Company Reports Strong 2025 Performance and Strategic Positioning for Future Growth

Key Highlights from the 2025 Annual Report

• Robust Public Float and Shareholder Base: SEI Investments Company reported an aggregate market value of voting common stock held by non-affiliates of approximately \$9.5 billion as of June 30, 2025. As of January 30, 2026, the company had 122,248,132 shares of common stock outstanding.
• Well-Known Seasoned Issuer Status: SEI is classified as a well-known seasoned issuer under SEC rules, reflecting its established presence and investor confidence.
• Global Operations and Workforce: SEI operates from its headquarters in Oaks, Pennsylvania, with over 5,000 employees serving clients from locations in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa. This global reach supports its diversified client base and provides resilience against regional market fluctuations.
• Integrated Financial Technology and Asset Management Platform: The company’s enterprise model unifies technology, custody, and investment management. SEI delivers end-to-end solutions via a modern infrastructure that integrates platform technology, trust-based custody, operations, and investment expertise.
• Leadership in Alternatives and Private Markets: SEI is recognized as a leader in private credit and alternative investment administration, serving many of the world’s largest alternative managers. The proprietary SEI Access™ platform streamlines alternative investment access and processing for advisors and institutions, supporting the growing demand for private market solutions.
• Business Segments: SEI’s business is diversified across five primary segments:
  • Investment Managers
  • Private Banks
  • Investment Advisors
  • Institutional Investors
  • Investments in New Businesses

  This segmentation supports a broad revenue base and offers cross-selling opportunities within the integrated ecosystem.

• Regulatory and Compliance Strength: SEI has filed all required reports with the SEC and complies with all applicable regulations. The company’s financial statements have been audited with management’s internal controls attested by its registered public accounting firm, ensuring transparency and robust governance.
• No Restatements or Shell Company Status: The 2025 filing confirms there have been no error corrections or restatements requiring executive compensation clawbacks, and SEI is not a shell company.

Potential Share Price Sensitive Information

• Strong Market Position and Public Float: The company’s significant market capitalization and seasoned issuer status may drive institutional interest and support the share price.
• Expansion in Alternatives and Private Markets: Continued investment and leadership in alternative assets through the SEI Access™ platform position the company to benefit from ongoing shifts toward alternatives by institutional investors—a trend that could materially benefit future revenues.
• Geographic Diversification: SEI’s global footprint provides resilience against market-specific shocks and currency risks, supporting stable long-term growth.
• Integrated Solutions and Technology Leadership: The company’s ability to deliver fully integrated investment technology and operational solutions may enhance its competitive edge, attract new clients, and increase wallet share with existing clients.
• Risk Factors and Forward-Looking Statements: While the company is well-positioned, the report cautions that forward-looking statements are subject to risks and uncertainties—such as market volatility, regulatory changes, and competition—which could materially affect operations and share value.

Summary for Investors

SEI Investments Company’s 2025 annual report presents a picture of a well-capitalized, globally diversified financial technology and asset management leader. The firm’s integrated platform, strong compliance culture, and expansion in high-growth alternative asset classes position it for continued success. Investors should monitor the company’s execution in alternatives, technology investments, and global market developments, as these are likely to be key drivers of future share price performance.

Disclaimer

This summary is for informational purposes only and does not constitute investment advice. All forward-looking statements are subject to risks and uncertainties which may result in actual results differing materially from those anticipated. Investors should review the full SEI Investments Company 2025 Annual Report and consult their financial advisor before making investment decisions.