Event-Driven Stocks

SEI INVESTMENTS CO

SEIC

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs● 4 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$2.30B$2.13B$1.92B$1.99B$1.92B$414.8M
Operating income$627.3M$551.7M$424.5M$475.8M$553.4M$445.9M
Net income$715.3M$581.2M$462.3M$475.5M$546.6M$447.3M
Total assets—$2.68B$2.52B$2.38B$2.35B$2.17B
Total liabilities—$432.5M$388.2M$429.7M$493.9M$427.3M
Equity$2.45B$2.25B$2.13B$1.95B$1.86B$1.74B
EPS (diluted)$5.63$4.41$3.46$3.46$3.81$3.00
Shares out.127.0M131.4M134.3M138.4M143.5M150.0M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
27.3%
Net margin
31.1%
Return on equity
29.2%
Return on assets
—
Return on capital (ROCE)
—
Liabilities / assets
—
Debt / equity
—
Book value / share
$19.28
Revenue growth (YoY)
8.1%
Net income growth (YoY)
23.1%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Quality score

EDS Score
77
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 50Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

● 4 good
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
6 acquisitions6 disposalsnet −182 shares · last 12
InsiderDateTypeSharesPrice
Mccarthy KathrynDirectorMay 4, 2026Option exercise5,000$49.63
Warner Mark AndrewOfficer — In RemarksApr 28, 2026Option exercise4,000$48.47
Mccabe PhilipOfficer — See RemarksApr 23, 2026Sell15,000$91.82
Sharma SanjayOfficer — See Remarks*Apr 23, 2026Option exercise12,500$49.63
Peterson MichaelOfficer — EXECUTIVE VICE PRESIDENTApr 23, 2026Option exercise10,000$48.47
Hicke RyanOfficer — CHIEF EXECUTIVE OFFICERMar 31, 2026Tax withholding4,349$77.21
Denham SeanOfficer — Executive VP, CFO, COOMar 18, 2026Tax withholding7,673$78.77
West Alfred P JrMar 10, 2026Sell178$78.88
Warner Mark AndrewFeb 25, 2026Grant2,000$71.12
Hicke RyanOfficer — CHIEF EXECUTIVE OFFICERJan 29, 2026Option exercise12,500$71.12
West Alfred P JrJan 1, 2026Tax withholding3,482$82.02
Romeo CarmenDirectorDec 30, 2025Gift15,500$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20262.2M3.4+7.8%
Apr 30, 20262.1M1.5-5.5%
Apr 15, 20262.2M2.5-0.0%
Mar 31, 20262.2M2.8+8.4%
Mar 13, 20262.0M2.0+23.5%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

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