SEI: 3 Key Takeaways for Long-Term Investors

Year-to-date sales events reached $157 million, setting a company record. Third-quarter revenue increased 14% year over year.

The Motley Fool • Oct 29, 2026

SEI Launches SEI Charitable Fund, Bringing Charitable Giving To Advisor and Client Wealth Experience

New Donor-Advised Fund Powered by TIFIN Give Helps Advisors Integrate Philanthropy into Wealth Planning and Deepen Relationships Across Generations OAKS, Pa., Oct. 28, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced the launch of the SEI Charitable Fund, a donor-advised fund (DAF) solution powered by TIFIN Give, a TIFIN company, and sponsored by GiveClear Foundation.

PRNewsWire • Oct 28, 2026

Conestoga SMid Cap Composite Q3 2026 Portfolio Activity

We initiated a position in Allegro because vehicle electrification, driver-assistance systems and other electronic features are increasing chip content per vehicle. We initiated a position in Sterling Infrastructure because its scale and experience help it win complex, mission-critical projects. We sold Workiva stock to reduce the portfolio's exposure to software, which has been a battleground for investors as it's deemed a potential area of disruption for AI.

Seeking Alpha • Oct 28, 2026

SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle

New Portal Offers Valuation Tools, Succession Planning, Education, and Networking in  Advisor-Controlled Experience OAKS, Pa., Oct. 22, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the launch of the SEI Pathfinder Portal, a new advisor success portal designed to help financial advisors strengthen the value, sustainability, and future of their businesses.

PRNewsWire • Oct 22, 2026

What SEI Investments (SEIC) Said on Its Q3 Earnings Call

SEI Investments NASDAQ: SEIC reported third-quarter 2026 revenue growth of 14% from a year earlier, while adjusted operating profit rose 25% and adjusted earnings per share increased 24%, as demand remained strong across its investment managers, private banking and advisor businesses.

MarketBeat • Oct 22, 2026

SEI Investments Company (SEIC) Q3 2026 Earnings Call Transcript

SEI Investments Company (SEIC) Q3 2026 Earnings Call Transcript

Seeking Alpha • Oct 22, 2026

SEI Reports Third-Quarter 2026 Financial Results

OAKS, Pa., Oct 21, 2026 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third quarter 2026. Relative to the third quarter 2025, EPS increased by 6%, and revenue and operating income grew by 14% and 24%, respectively, with operating margin increasing to 30%.

PRNewsWire • Oct 21, 2026

SEI Investments (SEIC) Surpasses Q3 Earnings and Revenue Estimates

SEI Investments (SEIC) came out with quarterly earnings of $1.64 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $1.3 per share a year ago.

Zacks Investment Research • Oct 21, 2026

SEI (SEIC) Reports Q3 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for SEI (SEIC) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Oct 22, 2026

Gear Up for SEI (SEIC) Q3 Earnings: Wall Street Estimates for Key Metrics

Besides Wall Street's top-and-bottom-line estimates for SEI (SEIC), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.

Zacks Investment Research • Oct 20, 2026