SEI Investments (SEIC) Financials

$84.97 +0.13 (+0.15%)

Closing price 04:00 PM Eastern

Extended Trading

$85.27 +0.30 (+0.35%)

As of 04:40 PM Eastern

Annual Income Statements for SEI Investments

This table shows SEI Investments' income and expenses over time, based on annual financial data. All values are USD millions unless otherwise specified.

Metric	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Period end date	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019	12/31/2018	12/31/2017	12/31/2016	12/31/2015
Net Income / (Loss) Attributable to Common Shareholders	581	462	475	547	447	501	506	404	334	332
Consolidated Net Income / (Loss)	581	462	475	547	447	501	506	404	334	332
Net Income / (Loss) Continuing Operations	581	462	475	547	447	501	506	404	334	332
Total Pre-Tax Income	747	595	609	694	569	631	614	557	508	500
Total Revenue	2,184	1,963	2,004	1,893	1,690	1,669	1,637	1,534	1,408	1,339
Net Interest Income / (Expense)	48	40	13	3.09	5.96	16	13	1,533	3.79	2.88
Total Interest Income	49	41	13	3.65	6.57	17	13	1,534	4.32	3.36
Investment Securities Interest Income	49	41	13	3.65	6.57	17	13	1,534	4.32	3.36
Total Interest Expense	0.56	0.58	0.75	0.56	0.61	0.63	0.65	0.78	0.53	0.48
Long-Term Debt Interest Expense	0.56	0.58	0.75	0.56	0.61	0.63	0.65	0.78	0.53	0.48
Total Non-Interest Income	2,136	1,923	1,991	1,890	1,684	1,653	1,624	1.27	1,404	1,337
Other Service Charges	8.15	0.00	3.38	-28	0.00	-	-	-	-	324
Net Realized & Unrealized Capital Gains on Investments	2.79	2.76	-3.08	-0.37	-0.29	3.17	-0.33	1.27	2.90	2.34
Other Non-Interest Income	2,125	1,920	1,991	1,918	1,684	1,650	1,624	-	1,402	-
Total Non-Interest Expense	1,573	1,495	1,515	1,337	1,238	1,189	1,182	1,130	1,026	976
Salaries and Employee Benefits	830	745	759	626	555	542	535	495	431	437
Net Occupancy & Equipment Expense	231	223	200	177	161	160	156	144	133	134
Other Operating Expenses	438	453	468	441	438	406	414	415	390	338
Depreciation Expense	33	35	34	33	31	29	29	27	26	24
Amortization Expense	42	39	54	59	53	51	49	48	45	43
Nonoperating Income / (Expense), net	136	127	121	138	-	152	160	153	126	137
Income Tax Expense	166	132	134	147	121	130	108	153	175	169
Basic Earnings per Share	$4.47	$3.49	$3.49	$3.87	$3.05	$3.31	$3.23	$2.56	$2.07	$2.00
Weighted Average Basic Shares Outstanding	130.07M	132.59M	136.07M	141.22M	146.71M	151.54M	156.58M	158.18M	161.35M	165.73M
Diluted Earnings per Share	$4.41	$3.46	$3.46	$3.81	$3.00	$3.24	$3.14	$2.49	$2.03	$1.96
Weighted Average Diluted Shares Outstanding	131.73M	133.73M	137.42M	143.31M	149.00M	154.90M	161.23M	162.27M	164.43M	169.60M
Weighted Average Basic & Diluted Shares Outstanding	126.95M	131.35M	134.26M	138.35M	143.52M	149.98M	156.60M	158M	161.30M	165.80M
Cash Dividends to Common per Share	$0.95	$0.89	$0.83	$0.77	$0.72	$0.68	$0.63	$0.58	$0.54	$0.50

This table shows SEI Investments' income and expenses over time, based on quarterly financial data. All values are USD millions unless otherwise specified.

Metric	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Net Income / (Loss) Attributable to Common Shareholders	152	156	155	139	131	121	116	119	107	112	62
Consolidated Net Income / (Loss)	152	156	155	139	131	121	116	119	107	112	62
Net Income / (Loss) Continuing Operations	152	156	155	139	131	121	116	119	107	112	62
Total Pre-Tax Income	196	191	202	183	170	150	149	155	140	137	80
Total Revenue	562	569	559	531	525	498	488	499	479	468	474
Net Interest Income / (Expense)	10	13	13	11	11	11	11	9.41	8.64	6.50	3.82
Total Interest Income	10	13	14	12	11	12	11	9.55	8.78	6.65	3.96
Investment Securities Interest Income	10	13	14	12	11	12	11	9.55	8.78	6.65	3.96
Total Interest Expense	0.19	0.14	0.14	0.14	0.14	0.19	0.12	0.14	0.14	0.15	0.14
Long-Term Debt Interest Expense	0.19	0.14	0.14	0.14	0.14	0.19	0.12	0.14	0.14	0.15	0.14
Total Non-Interest Income	552	557	546	520	514	487	477	490	470	461	470
Net Realized & Unrealized Capital Gains on Investments	0.49	-0.56	0.43	0.67	2.26	1.70	-0.21	0.52	0.74	1.44	-1.41
Other Non-Interest Income	551	557	537	519	512	485	477	489	469	457	471
Total Non-Interest Expense	394	412	394	382	386	383	368	376	367	363	420
Salaries and Employee Benefits	205	222	205	198	204	192	188	183	181	183	238
Net Occupancy & Equipment Expense	58	59	59	57	56	62	51	58	52	50	51
Other Operating Expenses	113	112	110	109	107	110	110	117	116	111	113
Depreciation Expense	7.93	8.26	8.34	8.37	8.39	8.79	9.20	8.78	8.53	8.72	8.56
Amortization Expense	11	11	10	10	10	9.82	9.80	9.63	9.42	11	10
Nonoperating Income / (Expense), net	29	33	37	34	32	35	30	33	29	32	27
Income Tax Expense	45	35	47	44	39	29	34	36	33	25	18
Basic Earnings per Share	$1.20	$1.21	$1.20	$1.06	$1.00	$0.93	$0.87	$0.89	$0.80	$0.83	$0.46
Weighted Average Basic Shares Outstanding	126.56M	130.07M	129.42M	130.82M	131.42M	132.59M	132.23M	132.85M	134.02M	136.07M	135.20M
Diluted Earnings per Share	$1.17	$1.18	$1.19	$1.05	$0.99	$0.91	$0.87	$0.89	$0.79	$0.84	$0.45
Weighted Average Diluted Shares Outstanding	129.45M	131.73M	130.67M	132.07M	132.75M	133.73M	133.50M	133.94M	135.31M	137.42M	136.35M
Weighted Average Basic & Diluted Shares Outstanding	124.49M	126.95M	128.91M	129.89M	131.39M	131.35M	131.59M	132.36M	133.31M	134.26M	134.83M

This table details how cash moves in and out of SEI Investments' business through operations, investing, and financing, using annual figures. All values are USD millions unless otherwise specified.

Metric	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Period end date	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019	12/31/2018	12/31/2017	12/31/2016	12/31/2015
Net Change in Cash & Equivalents	5.20	-18	22	44	-57	87	21	49	14	12
Net Cash From Operating Activities	622	447	566	633	489	545	588	460	434	408
Net Cash From Continuing Operating Activities	622	447	566	633	489	545	588	460	434	408
Net Income / (Loss) Continuing Operations	581	462	475	547	447	501	506	404	334	332
Consolidated Net Income / (Loss)	581	462	475	547	447	501	506	404	334	332
Provision For Loan Losses	0.77	-0.24	-0.70	0.50	-0.10	0.48	0.02	0.17	-0.13	-0.14
Depreciation Expense	33	35	34	33	31	29	29	27	26	24
Amortization Expense	36	36	53	57	50	44	49	48	45	43
Non-Cash Adjustments to Reconcile Net Income	44	29	32	37	35	21	21	22	22	39
Changes in Operating Assets and Liabilities, net	-73	-116	-27	-41	-75	-52	-16	-43	7.09	-30
Net Cash From Investing Activities	-117	-142	-90	-165	-67	-78	-123	-172	-82	-78
Net Cash From Continuing Investing Activities	-117	-142	-90	-165	-67	-78	-123	-172	-82	-78
Purchase of Property, Leasehold Improvements and Equipment	-57	-59	-74	-53	-79	-77	-73	-87	-82	-74
Purchase of Investment Securities	-224	-205	-181	-307	-145	-172	-203	-152	-73	-54
Sale and/or Maturity of Investments	163	122	166	195	156	171	168	66	71	46
Net Cash From Financing Activities	-494	-331	-437	-422	-482	-387	-444	-254	-329	-306
Net Cash From Continuing Financing Activities	-494	-331	-437	-422	-482	-387	-444	-254	-329	-306
Issuance of Common Equity	126	101	58	55	49	61	88	54	48	66
Repayment of Debt	0.00	0.00	-40	0.00	0.00	-	-30	-10	0.00	0.00
Repurchase of Common Equity	-500	-309	-345	-408	-427	-346	-407	-248	-292	-291
Payment of Dividends	-120	-115	-110	-106	-104	-101	-94	-89	-85	-80
Other Financing Activities, Net	0.00	-8.80	-0.87	-3.97	-0.63	-0.43	0.00	0.00	-	-
Effect of Exchange Rate Changes	-5.45	7.48	-17	-1.87	4.13	6.19	-	15	-9.92	-11
Cash Interest Paid	0.56	0.70	0.82	0.55	0.61	0.49	0.81	0.70	0.53	0.46
Cash Income Taxes Paid	185	146	193	154	122	139	110	165	157	160

This table details how cash moves in and out of SEI Investments' business through operations, investing, and financing, using quarterly figures. All values are USD millions unless otherwise specified.

Metric	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Net Change in Cash & Equivalents	-129	-61	133	-78	12	-20	77	-57	-19	62	20
Net Cash From Operating Activities	146	195	200	115	112	101	164	68	114	138	98
Net Cash From Continuing Operating Activities	146	195	200	115	112	101	164	68	114	138	98
Net Income / (Loss) Continuing Operations	152	156	155	139	131	121	116	119	107	112	62
Consolidated Net Income / (Loss)	152	156	155	139	131	121	116	119	107	112	62
Provision For Loan Losses	0.42	-	-	-	-	-	-	-	-	-	-
Depreciation Expense	7.93	-	-	-	-	-	-	-	-	-	-
Amortization Expense	8.42	-	-	-	-	-	-	-	-	-	-
Non-Cash Adjustments to Reconcile Net Income	18	42	45	-24	-19	25	48	-51	7.35	-33	36
Changes in Operating Assets and Liabilities, net	-40	-	-	-	-	-	-	-	-	-	-
Net Cash From Investing Activities	-38	-60	3.90	-23	-38	-93	-22	-8.82	-17	-29	-18
Net Cash From Continuing Investing Activities	-38	-60	3.90	-23	-38	-93	-22	-8.82	-17	-29	-18
Purchase of Property, Leasehold Improvements and Equipment	-16	-11	-12	-14	-19	-9.10	-15	-15	-20	-17	-24
Purchase of Investment Securities	-54	-81	-32	-59	-52	-116	-36	-27	-26	-53	-31
Sale and/or Maturity of Investments	32	32	48	50	33	32	29	33	28	41	36
Net Cash From Financing Activities	-242	-184	-81	-168	-62	-36	-55	-121	-119	-56	-49
Net Cash From Continuing Financing Activities	-242	-184	-81	-168	-62	-36	-55	-121	-119	-56	-49
Issuance of Common Equity	24	63	8.41	9.40	45	36	33	11	21	22	7.06
Repurchase of Common Equity	-204	-247	-89	-117	-47	-72	-81	-75	-81	-78	-56
Payment of Dividends	-62	-0.01	-	-60	-60	-0.00	-0.00	-57	-58	-	-
Effect of Exchange Rate Changes	4.21	-12	9.61	-2.10	-0.57	8.95	-8.29	4.25	2.56	9.34	-11

This table presents SEI Investments' assets and liabilities at the end of each period, using annual balance sheet data. All values are USD millions unless otherwise specified.

Metric	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Period end date	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019	12/31/2018	12/31/2017	12/31/2016	12/31/2015
Total Assets	2,685	2,520	2,384	2,355	2,167	2,151	1,972	1,853	1,637	1,589
Cash and Due from Banks	840	835	853	831	785	841	755	744	696	680
Restricted Cash	0.30	0.30	0.35	0.35	3.10	3.10	3.51	3.51	3.50	5.50
Trading Account Securities	345	305	265	266	238	218	195	116	110	107
Loans and Leases, Net of Allowance	46	40	38	36	0.00	0.00	0.00	0.00	0.00	0.00
Customer and Other Receivables	54	56	62	59	55	54	50	57	62	48
Premises and Equipment, Net	189	194	206	212	227	204	146	146	146	144
Goodwill	170	137	116	117	64	64	64	53	0.00	-
Intangible Assets	313	322	293	312	295	324	341	339	296	291
Other Assets	727	631	551	520	465	412	417	395	324	314
Total Liabilities & Shareholders' Equity	2,685	2,520	2,384	2,355	2,167	2,151	1,972	1,853	1,637	1,589
Total Liabilities	432	388	430	494	427	413	379	377	334	299
Short-Term Debt	21	19	24	22	16	14	11	5.27	5.97	4.51
Accrued Interest Payable	348	319	359	324	300	273	280	265	241	218
Other Short-Term Payables	12	15	15	9.72	1.09	7.19	5.15	4.72	2.88	2.39
Other Long-Term Liabilities	52	35	32	98	110	119	83	71	84	74
Commitments & Contingencies	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Total Equity & Noncontrolling Interests	2,252	2,132	1,954	1,861	1,740	1,739	1,593	1,477	1,303	1,290
Total Preferred & Common Equity	2,252	2,132	1,954	1,861	1,740	1,739	1,593	1,477	1,303	1,290
Total Common Equity	2,252	2,132	1,954	1,861	1,740	1,739	1,593	1,477	1,303	1,290
Common Stock	1,541	1,406	1,309	1,248	1,191	1,160	1,108	1,029	957	912
Retained Earnings	758	763	694	633	565	602	518	467	384	403
Accumulated Other Comprehensive Income / (Loss)	-47	-37	-49	-20	-17	-24	-33	-20	-38	-25

This table presents SEI Investments' assets and liabilities at the end of each period, using quarterly balance sheet data. All values are USD millions unless otherwise specified.

Metric	Q1 2025	Q3 2024	Q2 2024	Q1 2024	Q3 2023	Q2 2023	Q1 2023	Q3 2022
Period end date	3/31/2025	9/30/2024	6/30/2024	3/31/2024	9/30/2023	6/30/2023	3/31/2023	9/30/2022
Total Assets	2,566	2,684	2,529	2,568	2,397	2,325	2,318	2,295
Cash and Due from Banks	711	901	768	847	854	777	834	791
Restricted Cash	0.30	0.30	0.30	0.30	0.30	0.30	0.35	0.35
Trading Account Securities	309	256	261	253	197	202	211	180
Loans and Leases, Net of Allowance	48	43	40	40	39	39	38	38
Customer and Other Receivables	49	55	48	56	56	56	56	91
Premises and Equipment, Net	184	194	198	189	198	203	207	207
Goodwill	168	138	137	137	116	116	116	118
Intangible Assets	302	311	314	318	291	292	293	292
Other Assets	794	786	763	729	647	640	564	578
Total Liabilities & Shareholders' Equity	2,566	2,684	2,529	2,568	2,397	2,325	2,318	2,295
Total Liabilities	308	330	282	309	313	301	304	365
Short-Term Debt	19	16	17	18	20	18	24	19
Accrued Interest Payable	225	258	208	243	250	237	234	295
Other Short-Term Payables	18	11	12	15	12	15	14	13
Other Long-Term Liabilities	47	44	44	33	31	31	32	38
Commitments & Contingencies	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Total Equity & Noncontrolling Interests	2,258	2,354	2,248	2,259	2,084	2,024	2,014	1,930
Total Preferred & Common Equity	2,258	2,354	2,248	2,259	2,084	2,024	2,014	1,930
Total Common Equity	2,258	2,354	2,248	2,259	2,084	2,024	2,014	1,930
Common Stock	1,559	1,479	1,466	1,456	1,371	1,339	1,329	1,287
Retained Earnings	737	902	824	844	764	725	730	711
Accumulated Other Comprehensive Income / (Loss)	-39	-27	-42	-41	-51	-40	-45	-68

This table displays calculated financial ratios and metrics derived from SEI Investments' official financial filings.

Metric	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Period end date	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019	12/31/2018	12/31/2017	12/31/2016	12/31/2015
Growth Metrics	-	-	-	-	-	-	-	-	-	-
Revenue Growth	11.28%	-2.04%	5.84%	12.05%	1.24%	1.98%	6.68%	8.94%	5.14%	5.04%
EBITDA Growth	26.18%	-6.17%	-11.05%	21.32%	-3.74%	4.01%	10.84%	5.69%	5.61%	1.68%
EBIT Growth	30.64%	-4.28%	-12.14%	23.15%	-5.84%	5.53%	12.34%	5.78%	5.22%	0.43%
NOPAT Growth	30.79%	-4.65%	-12.98%	-2.03%	17.46%	1.75%	27.45%	16.97%	4.24%	2.25%
Net Income Growth	25.73%	-2.78%	-13.01%	22.20%	-10.80%	-0.88%	25.09%	21.14%	0.65%	4.06%
EPS Growth	27.46%	0.00%	-9.19%	27.00%	-7.41%	3.18%	26.10%	22.66%	3.57%	5.95%
Operating Cash Flow Growth	39.22%	-21.04%	-10.58%	29.55%	-10.35%	-7.36%	27.94%	5.91%	6.55%	8.73%
Free Cash Flow Firm Growth	85.33%	-41.62%	19.93%	-38.65%	90.69%	-17.63%	211.53%	-61.63%	15.32%	36.92%
Invested Capital Growth	5.70%	8.75%	2.86%	9.46%	0.22%	9.24%	6.08%	15.51%	1.15%	2.86%
Revenue Q/Q Growth	4.99%	3.10%	-0.31%	1.53%	1.05%	1.13%	-0.06%	2.73%	2.44%	0.89%
EBITDA Q/Q Growth	5.85%	1.22%	-7.18%	2.80%	0.65%	1.31%	0.18%	1.77%	4.08%	-1.82%
EBIT Q/Q Growth	7.57%	2.05%	-7.26%	3.30%	1.13%	2.92%	-0.42%	2.57%	4.38%	-2.38%
NOPAT Q/Q Growth	8.19%	1.68%	-7.51%	-16.88%	27.32%	2.86%	-0.19%	7.95%	2.92%	-1.02%
Net Income Q/Q Growth	6.42%	1.87%	-6.50%	3.68%	-0.63%	2.60%	-1.19%	9.04%	2.21%	1.31%
EPS Q/Q Growth	6.52%	2.06%	-4.95%	4.67%	0.67%	3.18%	-0.32%	8.73%	3.05%	1.55%
Operating Cash Flow Q/Q Growth	17.84%	-7.56%	-2.01%	9.91%	-12.75%	-1.25%	4.81%	-0.28%	2.78%	0.63%
Free Cash Flow Firm Q/Q Growth	104.17%	-6.33%	1.39%	-35.05%	41.93%	-21.94%	33.00%	-21.39%	-0.53%	13.34%
Invested Capital Q/Q Growth	-4.11%	2.22%	1.42%	3.40%	0.30%	2.36%	-2.17%	2.38%	-0.84%	-1.49%
Profitability Metrics	-	-	-	-	-	-	-	-	-	-
EBITDA Margin	31.16%	27.48%	28.69%	34.14%	31.53%	33.16%	32.51%	31.29%	32.25%	32.11%
EBIT Margin	27.97%	23.83%	24.38%	29.37%	26.72%	28.73%	27.77%	26.37%	27.15%	27.13%
Profit (Net Income) Margin	26.61%	23.55%	23.73%	28.87%	26.47%	30.04%	30.91%	26.36%	23.70%	24.76%
Tax Burden Percent	77.83%	77.74%	78.04%	78.80%	78.65%	79.41%	82.36%	72.60%	65.65%	66.27%
Interest Burden Percent	122.22%	127.14%	124.70%	124.74%	125.94%	131.67%	135.16%	137.71%	132.98%	137.71%
Effective Tax Rate	22.17%	22.26%	21.96%	21.20%	21.35%	20.59%	17.64%	27.40%	34.35%	33.73%
Return on Invested Capital (ROIC)	21.50%	17.62%	19.55%	23.82%	25.50%	22.69%	24.02%	20.82%	19.29%	18.87%
ROIC Less NNEP Spread (ROIC-NNEP)	553.49%	483.45%	240.43%	301.83%	25.50%	1,007.35%	593.89%	557.97%	1,599.62%	1,221.92%
Return on Net Nonoperating Assets (RNNOA)	5.01%	5.01%	5.37%	6.54%	0.22%	7.41%	8.94%	8.28%	6.46%	7.27%
Return on Equity (ROE)	26.51%	22.63%	24.93%	30.36%	25.72%	30.10%	32.96%	29.09%	25.75%	26.14%
Cash Return on Invested Capital (CROIC)	15.96%	9.23%	16.73%	14.79%	25.27%	13.86%	18.12%	6.42%	18.14%	16.05%
Operating Return on Assets (OROA)	23.48%	19.08%	20.62%	24.60%	20.91%	23.26%	23.76%	23.18%	23.71%	23.21%
Return on Assets (ROA)	22.33%	18.85%	20.07%	24.18%	20.71%	24.32%	26.45%	23.17%	20.70%	21.18%
Return on Common Equity (ROCE)	26.51%	22.63%	24.93%	30.36%	25.72%	30.10%	32.96%	29.09%	25.75%	26.14%
Return on Equity Simple (ROE_SIMPLE)	25.81%	21.68%	24.34%	29.37%	25.71%	28.84%	31.75%	27.38%	25.62%	25.72%
Net Operating Profit after Tax (NOPAT)	476	364	381	438	447	381	374	294	251	241
NOPAT Margin	21.77%	18.52%	19.03%	23.14%	26.47%	22.82%	22.87%	19.14%	17.83%	17.98%
Net Nonoperating Expense Percent (NNEP)	-531.99%	-465.83%	-220.87%	-278.01%	0.00%	-984.66%	-569.87%	-537.16%	-1,580.33%	-1,203.05%
SG&A Expenses to Revenue	48.55%	49.33%	47.89%	42.43%	42.36%	42.10%	42.20%	41.68%	40.04%	42.65%
Operating Expenses to Revenue	72.03%	76.17%	75.62%	70.63%	73.28%	71.27%	72.23%	73.63%	72.85%	72.87%
Earnings before Interest and Taxes (EBIT)	611	468	489	556	452	480	454	404	382	363
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)	681	539	575	646	533	553	532	480	454	430
Valuation Ratios	-	-	-	-	-	-	-	-	-	-
Price to Book Value (P/BV)	4.72	3.87	3.91	4.41	4.55	5.32	4.19	7.04	5.51	6.02
Price to Tangible Book Value (P/TBV)	6.01	4.94	4.95	5.73	5.73	6.85	5.63	9.58	7.13	7.77
Price to Revenue (P/Rev)	4.87	4.21	3.82	4.33	4.68	5.54	4.08	6.78	5.10	5.80
Price to Earnings (P/E)	18.29	17.86	16.09	15.00	17.70	18.45	13.21	25.70	21.52	23.41
Dividend Yield	1.15%	1.42%	1.46%	1.31%	1.32%	1.10%	1.47%	0.88%	1.20%	1.06%
Earnings Yield	5.47%	5.60%	6.22%	6.67%	5.65%	5.42%	7.57%	3.89%	4.65%	4.27%
Enterprise Value to Invested Capital (EV/IC)	4.32	3.46	3.45	3.86	4.07	4.81	3.70	6.40	4.96	5.47
Enterprise Value to Revenue (EV/Rev)	4.49	3.79	3.40	3.92	4.23	5.05	3.63	6.31	4.61	5.29
Enterprise Value to EBITDA (EV/EBITDA)	14.42	13.79	11.86	11.49	13.41	15.22	11.15	20.17	14.29	16.47
Enterprise Value to EBIT (EV/EBIT)	16.06	15.90	13.96	13.36	15.82	17.56	13.06	23.93	16.98	19.49
Enterprise Value to NOPAT (EV/NOPAT)	20.64	20.46	17.88	16.95	15.97	22.12	15.86	32.97	25.86	29.41
Enterprise Value to Operating Cash Flow (EV/OCF)	15.77	16.64	12.05	11.73	14.62	15.45	10.09	21.05	14.95	17.38
Enterprise Value to Free Cash Flow (EV/FCFF)	27.80	39.06	20.90	27.31	16.11	36.22	21.02	106.84	27.48	34.59
Leverage & Solvency	-	-	-	-	-	-	-	-	-	-
Debt to Equity	0.01	0.01	0.01	0.03	0.01	0.01	0.01	0.02	0.00	0.00
Long-Term Debt to Equity	0.00	0.00	0.00	0.02	0.00	0.00	0.00	0.02	0.00	0.00
Financial Leverage	0.01	0.01	0.02	0.02	0.01	0.01	0.02	0.01	0.00	0.01
Leverage Ratio	1.19	1.20	1.24	1.26	1.24	1.24	1.25	1.26	1.24	1.23
Compound Leverage Factor	1.45	1.53	1.55	1.57	1.56	1.63	1.68	1.73	1.65	1.70
Debt to Total Capital	0.92%	0.87%	1.19%	3.21%	0.93%	0.77%	0.68%	2.33%	0.46%	0.35%
Short-Term Debt to Total Capital	0.92%	0.87%	1.19%	1.13%	0.93%	0.77%	0.68%	0.35%	0.46%	0.35%
Long-Term Debt to Total Capital	0.00%	0.00%	0.00%	2.08%	0.00%	0.00%	0.00%	1.98%	0.00%	0.00%
Preferred Equity to Total Capital	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Noncontrolling Interests to Total Capital	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Common Equity to Total Capital	99.08%	99.13%	98.81%	96.79%	99.07%	99.23%	99.32%	97.67%	99.54%	99.65%
Debt to EBITDA	0.03	0.03	0.04	0.10	0.03	0.02	0.02	0.07	0.01	0.01
Net Debt to EBITDA	-1.20	-1.51	-1.44	-1.19	-1.45	-1.50	-1.40	-1.48	-1.53	-1.58
Long-Term Debt to EBITDA	0.00	0.00	0.00	0.06	0.00	0.00	0.00	0.06	0.00	0.00
Debt to NOPAT	0.04	0.05	0.06	0.14	0.04	0.04	0.03	0.12	0.02	0.02
Net Debt to NOPAT	-1.72	-2.25	-2.18	-1.76	-1.72	-2.18	-2.00	-2.43	-2.76	-2.83
Long-Term Debt to NOPAT	0.00	0.00	0.00	0.09	0.00	0.00	0.00	0.10	0.00	0.00
Noncontrolling Interest Sharing Ratio	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Liquidity Ratios	-	-	-	-	-	-	-	-	-	-
Cash Flow Metrics	-	-	-	-	-	-	-	-	-	-
Free Cash Flow to Firm (FCFF)	353	190	326	272	443	233	282	91	236	205
Operating Cash Flow to CapEx	1,100.21%	760.35%	760.05%	1,205.08%	621.99%	706.38%	802.55%	531.26%	530.90%	551.58%
Free Cash Flow to Firm to Interest Expense	627.03	326.72	435.59	483.20	728.06	369.08	437.68	116.03	444.79	424.02
Operating Cash Flow to Interest Expense	1,105.41	766.78	755.83	1,124.51	802.43	865.27	912.25	588.86	817.74	843.72
Operating Cash Flow Less CapEx to Interest Expense	1,004.93	665.93	656.39	1,031.20	673.42	742.78	798.58	478.02	663.71	690.76
Efficiency Ratios	-	-	-	-	-	-	-	-	-	-
Asset Turnover	0.84	0.80	0.85	0.84	0.78	0.81	0.86	0.88	0.87	0.86
Fixed Asset Turnover	11.43	9.82	9.58	8.61	7.84	9.55	11.20	10.49	9.71	9.94
Capital & Investment Metrics	-	-	-	-	-	-	-	-	-	-
Invested Capital	2,273	2,151	1,977	1,922	1,756	1,752	1,604	1,512	1,309	1,294
Invested Capital Turnover	0.99	0.95	1.03	1.03	0.96	0.99	1.05	1.09	1.08	1.05
Increase / (Decrease) in Invested Capital	123	173	55	166	3.90	148	92	203	15	36
Enterprise Value (EV)	9,813	7,439	6,819	7,428	7,144	8,422	5,935	9,681	6,491	7,084
Market Capitalization	10,632	8,255	7,649	8,198	7,915	9,253	6,682	10,394	7,184	7,764
Book Value per Share	$17.47	$16.20	$14.49	$13.34	$12.04	$11.57	$10.24	$9.38	$8.14	$7.83
Tangible Book Value per Share	$13.72	$12.71	$11.46	$10.26	$9.55	$8.99	$7.63	$6.89	$6.30	$6.07
Total Capital	2,273	2,151	1,977	1,922	1,756	1,752	1,604	1,512	1,309	1,294
Total Debt	21	19	24	62	16	14	11	35	5.97	4.51
Total Long-Term Debt	0.00	0.00	0.00	40	0.00	0.00	0.00	30	0.00	0.00
Net Debt	-819	-816	-830	-770	-771	-831	-747	-712	-693	-681
Capital Expenditures (CapEx)	57	59	74	53	79	77	73	87	82	74
Net Nonoperating Expense (NNE)	-106	-99	-94	-108	0.00	-121	-132	-111	-83	-91
Net Nonoperating Obligations (NNO)	21	19	24	62	16	14	11	35	5.97	4.51
Total Depreciation and Amortization (D&A)	70	72	86	90	81	74	78	76	72	67
Earnings Adjustments	-	-	-	-	-	-	-	-	-	-
Adjusted Basic Earnings per Share	$4.47	$3.49	$3.49	$3.87	$3.05	$3.31	$3.23	$2.56	$2.07	$2.00
Adjusted Weighted Average Basic Shares Outstanding	130.07M	132.59M	136.07M	141.22M	146.71M	151.54M	156.58M	158.18M	161.35M	165.73M
Adjusted Diluted Earnings per Share	$4.41	$3.46	$3.46	$3.81	$3.00	$3.24	$3.14	$2.49	$2.03	$1.96
Adjusted Weighted Average Diluted Shares Outstanding	131.73M	133.73M	137.42M	143.31M	149.00M	154.90M	161.23M	162.27M	164.43M	169.60M
Adjusted Basic & Diluted Earnings per Share	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding	126.95M	131.35M	134.26M	138.35M	143.52M	149.98M	153.69M	157.28M	159.18M	163.65M
Normalized Net Operating Profit after Tax (NOPAT)	476	364	381	438	447	381	374	294	251	241
Normalized NOPAT Margin	21.77%	18.52%	19.03%	23.14%	26.47%	22.82%	22.87%	19.14%	17.83%	17.98%
Pre Tax Income Margin	34.19%	30.29%	30.40%	36.64%	33.66%	37.83%	37.53%	36.31%	36.11%	37.37%
Debt Service Ratios	-	-	-	-	-	-	-	-	-	-
EBIT to Interest Expense	1,085.29	802.27	652.35	987.75	741.48	761.19	704.52	517.91	720.12	752.43
NOPAT to Interest Expense	844.66	623.65	509.08	778.31	734.46	604.46	580.25	375.98	472.75	498.61
EBIT Less CapEx to Interest Expense	984.81	701.43	552.91	894.43	612.47	638.70	590.85	407.07	566.09	599.47
NOPAT Less CapEx to Interest Expense	744.19	522.81	409.64	685.00	605.45	481.97	466.58	265.14	318.72	345.65
Payout Ratios	-	-	-	-	-	-	-	-	-	-
Dividend Payout Ratio	20.71%	24.84%	23.10%	19.30%	23.23%	20.09%	18.64%	21.97%	25.37%	24.13%
Augmented Payout Ratio	106.75%	91.66%	95.60%	93.96%	118.70%	89.17%	99.18%	83.39%	112.92%	111.99%

This table displays calculated financial ratios and metrics derived from SEI Investments' official financial filings.

Metric	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Period end date	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Growth Metrics	-	-	-	-	-	-	-	-	-	-	-
Revenue Growth	7.12%	14.36%	14.74%	6.43%	9.62%	6.42%	2.92%	3.81%	-17.72%	-1.31%	-2.43%
EBITDA Growth	16.60%	32.43%	33.51%	18.81%	22.04%	7.07%	90.98%	0.90%	-46.18%	-25.56%	-55.97%
EBIT Growth	20.78%	37.48%	39.05%	21.27%	24.87%	8.93%	123.11%	6.65%	-48.28%	-26.64%	-62.18%
NOPAT Growth	20.87%	39.36%	37.30%	20.54%	25.97%	6.98%	124.72%	6.18%	-48.62%	-26.53%	-62.81%
Net Income Growth	15.31%	29.02%	33.93%	17.05%	22.79%	7.58%	87.58%	6.81%	-43.77%	-22.76%	-55.33%
EPS Growth	18.18%	29.67%	36.78%	17.98%	25.32%	8.33%	93.33%	9.88%	-41.91%	-17.65%	-53.61%
Operating Cash Flow Growth	30.44%	93.24%	22.33%	68.51%	-1.81%	-26.56%	67.03%	-2.99%	-56.09%	-7.79%	-38.38%
Free Cash Flow Firm Growth	199.07%	107.49%	-126.10%	-2,249.52%	-291.47%	-359.17%	-25.29%	84.37%	645.36%	163.97%	-2,256.15%
Invested Capital Growth	-0.02%	5.70%	12.67%	10.90%	11.68%	8.75%	7.91%	5.07%	0.82%	2.86%	4.86%
Revenue Q/Q Growth	-1.33%	1.79%	5.34%	1.25%	12.64%	2.13%	-2.29%	4.28%	9.02%	-1.23%	-1.44%
EBITDA Q/Q Growth	4.15%	-4.32%	10.25%	6.27%	18.13%	-3.53%	-1.89%	9.17%	3.63%	72.08%	-48.17%
EBIT Q/Q Growth	6.23%	-4.86%	11.61%	7.07%	20.92%	-3.77%	-2.65%	10.24%	5.49%	97.09%	-53.47%
NOPAT Q/Q Growth	0.59%	1.28%	12.27%	5.68%	15.98%	-0.21%	-1.43%	10.43%	-1.51%	109.61%	-53.43%
Net Income Q/Q Growth	-2.73%	0.56%	11.34%	5.88%	8.84%	4.38%	-2.68%	11.06%	-4.64%	82.01%	-44.59%
EPS Q/Q Growth	-0.85%	-0.84%	13.33%	6.06%	8.79%	4.60%	-2.25%	12.66%	-5.95%	86.67%	-44.44%
Operating Cash Flow Q/Q Growth	-24.99%	-2.39%	74.35%	2.17%	11.13%	-38.21%	140.16%	-40.46%	-16.89%	40.55%	39.49%
Free Cash Flow Firm Q/Q Growth	2,045.75%	104.33%	-27.69%	16.55%	-62.13%	-30.88%	-1,226.87%	-106.80%	119.45%	163.27%	-65.48%
Invested Capital Q/Q Growth	0.14%	-4.11%	4.69%	-0.55%	5.87%	2.22%	3.04%	0.15%	3.10%	1.42%	0.33%
Profitability Metrics	-	-	-	-	-	-	-	-	-	-	-
EBITDA Margin	32.74%	31.02%	33.00%	31.53%	30.04%	26.79%	28.36%	28.25%	26.98%	26.63%	15.28%
EBIT Margin	29.83%	27.71%	29.65%	27.98%	26.46%	23.05%	24.46%	24.56%	23.23%	22.52%	11.28%
Profit (Net Income) Margin	26.97%	27.36%	27.69%	26.20%	25.05%	24.25%	23.72%	23.82%	22.36%	23.98%	13.02%
Tax Burden Percent	77.16%	81.49%	76.55%	76.10%	77.10%	80.39%	77.52%	76.56%	76.42%	81.85%	76.97%
Interest Burden Percent	117.15%	121.15%	122.02%	123.03%	122.80%	130.85%	125.09%	126.70%	125.98%	130.13%	149.86%
Effective Tax Rate	22.84%	18.51%	23.45%	23.90%	22.90%	19.61%	22.48%	23.44%	23.58%	18.15%	23.04%
Return on Invested Capital (ROIC)	22.46%	22.30%	21.10%	19.87%	18.69%	17.62%	17.81%	17.83%	16.36%	18.94%	9.17%
ROIC Less NNEP Spread (ROIC-NNEP)	144.41%	159.22%	175.28%	168.21%	133.92%	152.02%	135.31%	144.34%	76.22%	79.88%	110.23%
Return on Net Nonoperating Assets (RNNOA)	1.16%	1.44%	1.43%	1.38%	1.33%	1.58%	1.33%	1.45%	1.41%	1.79%	1.19%
Return on Equity (ROE)	23.63%	23.74%	22.54%	21.25%	20.01%	19.20%	19.15%	19.28%	17.77%	20.73%	10.35%
Cash Return on Invested Capital (CROIC)	21.89%	15.96%	7.73%	8.48%	6.84%	9.23%	10.03%	10.42%	14.00%	16.73%	16.90%
Operating Return on Assets (OROA)	25.82%	23.26%	24.28%	23.16%	21.41%	18.45%	19.85%	20.36%	18.54%	19.05%	10.11%
Return on Assets (ROA)	23.34%	22.96%	22.67%	21.68%	20.27%	19.41%	19.25%	19.75%	17.85%	20.29%	11.66%
Return on Common Equity (ROCE)	23.63%	23.74%	22.54%	21.25%	20.01%	19.20%	19.15%	19.28%	17.77%	20.73%	10.35%
Return on Equity Simple (ROE_SIMPLE)	26.63%	0.00%	23.20%	22.55%	21.54%	0.00%	21.77%	19.75%	19.47%	0.00%	26.35%
Net Operating Profit after Tax (NOPAT)	129	129	127	113	107	92	92	94	85	86	41
NOPAT Margin	23.02%	22.58%	22.69%	21.29%	20.40%	18.53%	18.96%	18.80%	17.75%	18.43%	8.69%
Net Nonoperating Expense Percent (NNEP)	-121.94%	-136.92%	-154.18%	-148.35%	-115.23%	-134.40%	-117.49%	-126.50%	-59.86%	-60.94%	-101.07%
SG&A Expenses to Revenue	46.81%	49.36%	47.30%	48.02%	49.52%	51.03%	49.11%	48.32%	48.82%	49.63%	60.91%
Operating Expenses to Revenue	70.17%	72.29%	70.35%	72.02%	73.54%	76.95%	75.54%	75.44%	76.77%	77.48%	88.72%
Earnings before Interest and Taxes (EBIT)	168	158	166	149	139	115	119	123	111	105	53
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)	184	177	185	167	158	133	138	141	129	125	72
Valuation Ratios	-	-	-	-	-	-	-	-	-	-	-
Price to Book Value (P/BV)	4.36	4.72	3.82	3.78	4.16	3.87	3.77	3.87	3.75	3.91	3.35
Price to Tangible Book Value (P/TBV)	5.51	6.01	4.72	4.73	5.21	4.94	4.69	4.85	4.71	4.95	4.25
Price to Revenue (P/Rev)	4.44	4.87	4.32	4.23	4.75	4.21	4.13	4.15	4.04	3.82	3.21
Price to Earnings (P/E)	16.39	18.29	16.46	16.77	19.30	17.86	17.32	19.60	19.28	16.09	12.70
Dividend Yield	1.22%	1.15%	1.33%	1.42%	1.25%	1.42%	1.45%	1.46%	1.47%	1.46%	1.68%
Earnings Yield	6.10%	5.47%	6.08%	5.96%	5.18%	5.60%	5.77%	5.10%	5.19%	6.22%	7.88%
Enterprise Value to Invested Capital (EV/IC)	4.03	4.32	3.42	3.42	3.76	3.46	3.34	3.47	3.31	3.45	2.92
Enterprise Value to Revenue (EV/Rev)	4.12	4.49	3.89	3.86	4.33	3.79	3.69	3.74	3.61	3.40	2.83
Enterprise Value to EBITDA (EV/EBITDA)	12.96	14.42	12.60	12.99	15.02	13.79	13.18	15.15	14.50	11.86	9.18
Enterprise Value to EBIT (EV/EBIT)	14.32	16.06	14.26	14.86	17.29	15.90	15.33	18.03	17.55	13.96	10.79
Enterprise Value to NOPAT (EV/NOPAT)	18.40	20.64	18.43	19.13	22.21	20.46	19.64	23.11	22.46	17.88	13.79
Enterprise Value to Operating Cash Flow (EV/OCF)	13.96	15.77	15.34	15.76	19.25	16.64	14.53	16.93	16.07	12.05	9.84
Enterprise Value to Free Cash Flow (EV/FCFF)	18.38	27.80	46.86	42.44	58.04	39.06	34.55	34.07	23.76	20.90	17.67
Leverage & Solvency	-	-	-	-	-	-	-	-	-	-	-
Debt to Equity	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01
Long-Term Debt to Equity	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Financial Leverage	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.02	0.02	0.01
Leverage Ratio	1.14	1.19	1.15	1.14	1.14	1.20	1.17	1.16	1.18	1.24	1.19
Compound Leverage Factor	1.33	1.44	1.40	1.40	1.40	1.57	1.46	1.46	1.48	1.62	1.78
Debt to Total Capital	0.81%	0.92%	0.68%	0.74%	0.78%	0.87%	0.95%	0.90%	1.20%	1.19%	1.00%
Short-Term Debt to Total Capital	0.81%	0.92%	0.68%	0.74%	0.78%	0.87%	0.95%	0.90%	1.20%	1.19%	1.00%
Long-Term Debt to Total Capital	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Preferred Equity to Total Capital	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Noncontrolling Interests to Total Capital	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Common Equity to Total Capital	99.19%	99.08%	99.32%	99.26%	99.22%	99.13%	99.05%	99.10%	98.80%	98.81%	99.00%
Debt to EBITDA	0.03	0.03	0.03	0.03	0.03	0.03	0.04	0.04	0.05	0.04	0.03
Net Debt to EBITDA	-0.98	-1.20	-1.38	-1.26	-1.45	-1.51	-1.57	-1.63	-1.74	-1.44	-1.25
Long-Term Debt to EBITDA	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Debt to NOPAT	0.04	0.04	0.04	0.04	0.05	0.05	0.06	0.06	0.08	0.06	0.05
Net Debt to NOPAT	-1.39	-1.72	-2.01	-1.86	-2.15	-2.25	-2.33	-2.48	-2.69	-2.18	-1.87
Long-Term Debt to NOPAT	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Noncontrolling Interest Sharing Ratio	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Liquidity Ratios	-	-	-	-	-	-	-	-	-	-	-
Cash Flow Metrics	-	-	-	-	-	-	-	-	-	-	-
Free Cash Flow to Firm (FCFF)	130	6.05	-140	-109	-131	-81	-62	-4.66	68	31	-49
Operating Cash Flow to CapEx	913.90%	1,783.44%	1,648.08%	812.00%	580.36%	1,111.03%	1,076.41%	459.29%	581.09%	793.63%	416.33%
Free Cash Flow to Firm to Interest Expense	701.96	42.03	-990.60	-786.95	-943.00	-432.35	-532.55	-33.49	485.52	215.14	-344.81
Operating Cash Flow to Interest Expense	791.78	1,356.03	1,418.75	825.44	807.87	540.36	1,409.72	489.86	811.09	948.97	684.64
Operating Cash Flow Less CapEx to Interest Expense	705.15	1,280.00	1,332.67	723.78	668.67	491.73	1,278.76	383.20	671.51	829.39	520.20
Efficiency Ratios	-	-	-	-	-	-	-	-	-	-	-
Asset Turnover	0.87	0.84	0.82	0.83	0.81	0.80	0.81	0.83	0.80	0.85	0.90
Fixed Asset Turnover	11.90	11.43	10.60	10.02	9.98	9.82	9.40	9.23	8.94	9.58	10.29
Capital & Investment Metrics	-	-	-	-	-	-	-	-	-	-	-
Invested Capital	2,276	2,273	2,371	2,264	2,277	2,151	2,104	2,042	2,039	1,977	1,950
Invested Capital Turnover	0.98	0.99	0.93	0.93	0.92	0.95	0.94	0.95	0.92	1.03	1.06
Increase / (Decrease) in Invested Capital	-0.53	123	267	222	238	173	154	98	16	55	90
Enterprise Value (EV)	9,163	9,813	8,102	7,748	8,565	7,439	7,025	7,076	6,752	6,819	5,685
Market Capitalization	9,855	10,632	8,987	8,500	9,394	8,255	7,859	7,835	7,563	7,649	6,457
Book Value per Share	$17.79	$17.47	$18.13	$17.11	$17.19	$16.20	$15.74	$15.18	$15.00	$14.49	$14.25
Tangible Book Value per Share	$14.08	$13.72	$14.67	$13.67	$13.73	$12.71	$12.67	$12.12	$11.96	$11.46	$11.22
Total Capital	2,276	2,273	2,371	2,264	2,277	2,151	2,104	2,042	2,039	1,977	1,950
Total Debt	19	21	16	17	18	19	20	18	24	24	19
Total Long-Term Debt	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Net Debt	-692	-819	-885	-752	-829	-816	-835	-759	-810	-830	-772
Capital Expenditures (CapEx)	16	11	12	14	19	9.10	15	15	20	17	24
Net Nonoperating Expense (NNE)	-22	-27	-28	-26	-24	-28	-23	-25	-22	-26	-21
Net Nonoperating Obligations (NNO)	19	21	16	17	18	19	20	18	24	24	19
Total Depreciation and Amortization (D&A)	16	19	19	19	19	19	19	18	18	19	19
Earnings Adjustments	-	-	-	-	-	-	-	-	-	-	-
Adjusted Basic Earnings per Share	$1.20	$1.21	$1.20	$1.06	$1.00	$0.93	$0.87	$0.89	$0.80	$0.83	$0.46
Adjusted Weighted Average Basic Shares Outstanding	126.56M	130.07M	129.42M	130.82M	131.42M	132.59M	132.23M	132.85M	134.02M	136.07M	135.20M
Adjusted Diluted Earnings per Share	$1.17	$1.18	$1.19	$1.05	$0.99	$0.91	$0.87	$0.89	$0.79	$0.84	$0.45
Adjusted Weighted Average Diluted Shares Outstanding	129.45M	131.73M	130.67M	132.07M	132.75M	133.73M	133.50M	133.94M	135.31M	137.42M	136.35M
Adjusted Basic & Diluted Earnings per Share	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding	124.49M	126.95M	128.91M	129.89M	131.39M	131.35M	131.59M	132.36M	133.31M	134.26M	134.83M
Normalized Net Operating Profit after Tax (NOPAT)	129	129	127	113	107	92	92	94	85	86	41
Normalized NOPAT Margin	23.02%	22.58%	22.69%	21.29%	20.40%	18.53%	18.96%	18.80%	17.75%	18.43%	8.69%
Pre Tax Income Margin	34.95%	33.57%	36.17%	34.42%	32.49%	30.16%	30.60%	31.11%	29.26%	29.30%	16.91%
Debt Service Ratios	-	-	-	-	-	-	-	-	-	-	-
EBIT to Interest Expense	906.09	1,095.75	1,176.23	1,069.01	998.47	613.77	1,028.23	881.49	788.28	726.65	373.84
NOPAT to Interest Expense	699.12	892.92	900.36	813.52	769.81	493.39	797.08	674.87	602.44	594.78	287.73
EBIT Less CapEx to Interest Expense	819.45	1,019.72	1,090.14	967.36	859.27	565.13	897.27	774.83	648.70	607.08	209.39
NOPAT Less CapEx to Interest Expense	612.48	816.89	814.27	711.87	630.61	444.75	666.12	568.22	462.86	475.21	123.28
Payout Ratios	-	-	-	-	-	-	-	-	-	-	-
Dividend Payout Ratio	20.34%	20.71%	22.03%	23.74%	24.12%	24.84%	25.31%	28.73%	28.60%	23.10%	21.60%
Augmented Payout Ratio	129.60%	106.75%	81.51%	86.17%	80.52%	91.66%	94.75%	101.41%	111.67%	95.60%	92.15%

Frequently Asked Questions About SEI Investments' Financials

When does SEI Investments's financial year end?

According to the most recent income statement we have on file, SEI Investments' fiscal year ends in December. Their fiscal year 2024 ended on December 31, 2024.

How has SEI Investments' net income changed over the last 9 years?

SEI Investments' net income appears to be on an upward trend, with a most recent value of $581.19 million in 2024, rising from $331.66 million in 2015. The previous period was $462.26 million in 2023. See where experts think SEI Investments is headed by visiting SEI Investments' forecast page.

How has SEI Investments revenue changed over the last 9 years?

Over the last 9 years, SEI Investments' total revenue changed from $1.34 billion in 2015 to $2.18 billion in 2024, a change of 63.1%.

How much debt does SEI Investments have?

SEI Investments' total liabilities were at $432.49 million at the end of 2024, a 11.4% increase from 2023, and a 44.7% increase since 2015.

How much cash does SEI Investments have?

In the past 9 years, SEI Investments' cash and equivalents has ranged from $679.66 million in 2015 to $853.01 million in 2022, and is currently $839.89 million as of their latest financial filing in 2024.

How has SEI Investments' book value per share changed over the last 9 years?

Over the last 9 years, SEI Investments' book value per share changed from 7.83 in 2015 to 17.47 in 2024, a change of 123.0%.

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This page (NASDAQ:SEIC) was last updated on 5/30/2025 by MarketBeat.com Staff

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SEI Investments (SEIC) Financials

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