SEI Investments reported third quarter 2026 revenue of $662.0 million and adjusted EPS of $1.64, both exceeding analyst expectations. While GAAP results were impacted by a $32.5 million one-time termination fee, underlying momentum remained strong with net sales events reaching near-record levels and adjusted operating margins expanding to 31%.

Key Highlights

  • Net sales events totaled $46.8 million, the second-highest quarterly level in company history, led by the Investment Managers segment.
  • Adjusted operating margin expanded to 31%, a 260 basis point increase over the prior year, though slightly below the 31.5% target.
  • The Board authorized an additional $800 million for share repurchases, increasing total available authorization to approximately $925.6 million.
  • Average assets under management increased to $606.4 billion, while total assets managed, advised, or administered reached $2.1 trillion.