SEI INVESTMENTS CO — Financial Data
Annual figures from SEC EDGAR XBRL filings (10-K)
These figures are extracted directly from XBRL-tagged financial statements that SEI INVESTMENTS CO filed with the SEC as part of its annual 10-K reports. XBRL (eXtensible Business Reporting Language) is a structured data format the SEC requires for machine-readable financial disclosures. Values shown are as reported — negative figures indicate a loss and are shown in red.
Revenue
Total revenue from all business activities — the top line of the income statement. Represents all money earned before any expenses are deducted.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $2.30B | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $2.13B | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $1.92B | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $1.99B | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $1.92B | Feb 20, 2024 |
| FY2022 | Dec 31, 2020 | $1.68B | Feb 21, 2023 |
| FY2021 | Dec 31, 2019 | $1.65B | Feb 22, 2022 |
| FY2018 | Dec 31, 2018 | $405.06M | Feb 25, 2019 |
| FY2018 | Sep 30, 2018 | $408.68M | Feb 25, 2019 |
| FY2018 | Jun 30, 2018 | $404.83M | Feb 25, 2019 |
Revenue
Revenue recognized from contracts with customers under ASC 606, excluding taxes collected on behalf of government authorities. This is the primary revenue concept for many companies.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2020 | Dec 31, 2020 | $443.72M | Feb 22, 2021 |
| FY2020 | Sep 30, 2020 | $424.93M | Feb 22, 2021 |
| FY2020 | Jun 30, 2020 | $400.65M | Feb 22, 2021 |
| FY2020 | Mar 31, 2020 | $414.76M | Feb 22, 2021 |
| FY2020 | Dec 31, 2019 | $423.23M | Feb 22, 2021 |
| FY2020 | Sep 30, 2019 | $416.25M | Feb 22, 2021 |
| FY2020 | Jun 30, 2019 | $409.59M | Feb 22, 2021 |
| FY2020 | Mar 31, 2019 | $400.82M | Feb 22, 2021 |
| FY2019 | Dec 31, 2018 | $405.06M | Feb 24, 2020 |
| FY2019 | Sep 30, 2018 | $408.68M | Feb 24, 2020 |
Gross Profit
Revenue minus the cost of goods sold (COGS). Gross profit shows how much revenue remains to cover operating expenses, R&D, and administrative costs before calculating operating income.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $808.13M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $699.39M | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $556.77M | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $643.92M | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $645.24M | Feb 20, 2024 |
| FY2022 | Dec 31, 2020 | $519.89M | Feb 21, 2023 |
| FY2021 | Dec 31, 2019 | $532.62M | Feb 22, 2022 |
| FY2020 | Dec 31, 2018 | $507.63M | Feb 22, 2021 |
| FY2019 | Dec 31, 2017 | $460.78M | Feb 24, 2020 |
| FY2018 | Dec 31, 2016 | $435.01M | Feb 25, 2019 |
Net Income
The bottom-line profit — what remains after all operating expenses, interest, taxes, and other costs are deducted. A negative value means the company reported a net loss for the year.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $715.31M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $581.19M | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $462.26M | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $475.47M | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $546.59M | Feb 20, 2024 |
| FY2020 | Dec 31, 2020 | $125.88M | Feb 22, 2021 |
| FY2020 | Sep 30, 2020 | $111.10M | Feb 22, 2021 |
| FY2020 | Jun 30, 2020 | $101.07M | Feb 22, 2021 |
| FY2020 | Mar 31, 2020 | $109.24M | Feb 22, 2021 |
| FY2020 | Dec 31, 2019 | $128.74M | Feb 22, 2021 |
Operating Income
Profit from core business operations before interest expense and income taxes (also known as EBIT). Excludes non-operating items, making it a cleaner measure of operational efficiency than net income.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $627.31M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $551.74M | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $424.52M | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $475.75M | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $553.38M | Feb 20, 2024 |
| FY2022 | Dec 31, 2020 | $445.89M | Feb 21, 2023 |
| FY2021 | Dec 31, 2019 | $460.42M | Feb 22, 2022 |
| FY2020 | Dec 31, 2018 | $441.99M | Feb 22, 2021 |
| FY2019 | Dec 31, 2017 | $396.94M | Feb 24, 2020 |
| FY2018 | Dec 31, 2016 | $375.69M | Feb 25, 2019 |
Operating Cash Flow
Cash generated from core business operations — a more reliable measure of financial health than net income because it strips out non-cash items like depreciation and one-time charges.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $607.66M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $622.34M | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $447.03M | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $566.12M | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $633.10M | Feb 20, 2024 |
| FY2022 | Dec 31, 2020 | $488.68M | Feb 21, 2023 |
| FY2021 | Dec 31, 2019 | $545.12M | Feb 22, 2022 |
| FY2020 | Dec 31, 2018 | $588.40M | Feb 22, 2021 |
| FY2019 | Dec 31, 2017 | $459.90M | Feb 24, 2020 |
| FY2018 | Dec 31, 2016 | $434.22M | Feb 25, 2019 |
Capital Expenditures (Capex)
Cash spent on acquiring or upgrading physical assets — property, equipment, and infrastructure. High capex businesses include manufacturing, telecom, and energy companies.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $22.64M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $32.23M | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $24.84M | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $39.19M | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $26.50M | Feb 20, 2024 |
| FY2022 | Dec 31, 2020 | $54.45M | Feb 21, 2023 |
| FY2021 | Dec 31, 2019 | $43.10M | Feb 22, 2022 |
| FY2020 | Dec 31, 2018 | $29.10M | Feb 22, 2021 |
| FY2019 | Dec 31, 2017 | $25.53M | Feb 24, 2020 |
| FY2018 | Dec 31, 2016 | $31.40M | Feb 25, 2019 |
Total Assets
The total value of everything the company owns or controls — cash, investments, receivables, property, equipment, and intangibles. Reported as of fiscal year end.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2024 | Dec 31, 2024 | $2.68B | Feb 20, 2025 |
| FY2024 | Dec 31, 2023 | $2.52B | Feb 20, 2025 |
| FY2023 | Dec 31, 2022 | $2.38B | Feb 20, 2024 |
| FY2022 | Dec 31, 2021 | $2.35B | Feb 21, 2023 |
| FY2021 | Dec 31, 2020 | $2.17B | Feb 22, 2022 |
| FY2020 | Dec 31, 2019 | $2.15B | Feb 22, 2021 |
| FY2019 | Dec 31, 2018 | $1.97B | Feb 24, 2020 |
| FY2018 | Dec 31, 2017 | $1.85B | Feb 25, 2019 |
| FY2017 | Dec 31, 2016 | $1.64B | Feb 22, 2018 |
| FY2016 | Dec 31, 2015 | $1.59B | Feb 22, 2017 |
Total Liabilities
All financial obligations owed to outside parties — including debt, accounts payable, accrued expenses, and deferred revenue. Subtracting liabilities from total assets gives stockholders' equity.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2024 | Dec 31, 2024 | $432.49M | Feb 20, 2025 |
| FY2024 | Dec 31, 2023 | $388.18M | Feb 20, 2025 |
| FY2023 | Dec 31, 2022 | $429.73M | Feb 20, 2024 |
| FY2022 | Dec 31, 2021 | $493.94M | Feb 21, 2023 |
| FY2021 | Dec 31, 2020 | $427.35M | Feb 22, 2022 |
| FY2020 | Dec 31, 2019 | $412.59M | Feb 22, 2021 |
| FY2019 | Dec 31, 2018 | $378.52M | Feb 24, 2020 |
| FY2018 | Dec 31, 2017 | $376.53M | Feb 25, 2019 |
| FY2017 | Dec 31, 2016 | $333.71M | Feb 22, 2018 |
| FY2016 | Dec 31, 2015 | $298.91M | Feb 22, 2017 |
Stockholders Equity
The net worth attributable to shareholders: total assets minus total liabilities. Also called book value. Can be negative if liabilities exceed assets, which is common in capital-intensive industries.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $2.45B | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $2.25B | Feb 23, 2026 |
| FY2024 | Dec 31, 2023 | $2.13B | Feb 20, 2025 |
| FY2024 | Dec 31, 2022 | $1.95B | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $1.86B | Feb 20, 2024 |
| FY2022 | Dec 31, 2020 | $1.74B | Feb 21, 2023 |
| FY2021 | Dec 31, 2019 | $1.74B | Feb 22, 2022 |
| FY2020 | Dec 31, 2018 | $1.59B | Feb 22, 2021 |
| FY2019 | Dec 31, 2017 | $1.48B | Feb 24, 2020 |
| FY2013 | Dec 31, 2013 | $1.16B | Feb 27, 2014 |
Goodwill
An intangible asset representing the premium paid above fair value when acquiring another company. A large goodwill balance signals a history of acquisitions at premium prices.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $354.99M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $170.29M | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | $137.33M | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | $115.60M | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | $117.23M | Feb 20, 2024 |
| FY2022 | Dec 31, 2020 | $64.49M | Feb 21, 2023 |
| FY2020 | Dec 31, 2019 | $64.49M | Feb 22, 2021 |
| FY2019 | Dec 31, 2018 | $64.49M | Feb 24, 2020 |
| FY2019 | Dec 31, 2017 | $52.99M | Feb 24, 2020 |
| FY2018 | Dec 31, 2016 | $0 | Feb 25, 2019 |
Retained Earnings
Cumulative net income kept by the company rather than distributed as dividends. A growing retained earnings balance indicates consistent profitability; a deficit indicates cumulative losses.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $792.28M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $758.00M | Feb 23, 2026 |
| FY2024 | Dec 31, 2023 | $762.59M | Feb 20, 2025 |
| FY2023 | Dec 31, 2022 | $694.29M | Feb 20, 2024 |
| FY2022 | Dec 31, 2021 | $632.61M | Feb 21, 2023 |
| FY2021 | Dec 31, 2020 | $565.27M | Feb 22, 2022 |
| FY2020 | Dec 31, 2019 | $601.89M | Feb 22, 2021 |
| FY2019 | Dec 31, 2018 | $517.97M | Feb 24, 2020 |
| FY2018 | Dec 31, 2017 | $467.47M | Feb 25, 2019 |
| FY2017 | Dec 31, 2016 | $384.02M | Feb 22, 2018 |
Cash & Equivalents
Highly liquid assets the company holds — cash on hand, bank balances, and short-term investments with maturities of three months or less. A key indicator of short-term financial health.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $399.80M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | $840.19M | Feb 23, 2026 |
| FY2024 | Dec 31, 2023 | $834.70M | Feb 20, 2025 |
| FY2023 | Dec 31, 2022 | $853.01M | Feb 20, 2024 |
| FY2022 | Dec 31, 2021 | $831.41M | Feb 21, 2023 |
| FY2021 | Dec 31, 2020 | $784.63M | Feb 22, 2022 |
| FY2020 | Dec 31, 2019 | $841.45M | Feb 22, 2021 |
| FY2019 | Dec 31, 2018 | $754.53M | Feb 24, 2020 |
| FY2018 | Dec 31, 2017 | $744.25M | Feb 25, 2019 |
| FY2017 | Dec 31, 2016 | $695.70M | Feb 22, 2018 |
EPS (Basic)
Net income divided by the weighted average shares outstanding. Basic EPS does not account for dilutive securities like options or convertible bonds — use diluted EPS for a more conservative view.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | 5 | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | 4 | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | 3 | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | 3 | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | 3 | Feb 20, 2024 |
| FY2020 | Dec 31, 2020 | 0 | Feb 22, 2021 |
| FY2020 | Sep 30, 2020 | 0 | Feb 22, 2021 |
| FY2020 | Jun 30, 2020 | 0 | Feb 22, 2021 |
| FY2020 | Mar 31, 2020 | 0 | Feb 22, 2021 |
| FY2020 | Dec 31, 2019 | 0 | Feb 22, 2021 |
EPS (Diluted)
Net income divided by the fully diluted share count — including all potential shares from options, warrants, and convertible instruments. The more conservative and widely cited EPS figure.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | 5 | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | 4 | Feb 23, 2026 |
| FY2025 | Dec 31, 2023 | 3 | Feb 23, 2026 |
| FY2024 | Dec 31, 2022 | 3 | Feb 20, 2025 |
| FY2023 | Dec 31, 2021 | 3 | Feb 20, 2024 |
| FY2020 | Dec 31, 2020 | 0 | Feb 22, 2021 |
| FY2020 | Sep 30, 2020 | 0 | Feb 22, 2021 |
| FY2020 | Jun 30, 2020 | 0 | Feb 22, 2021 |
| FY2020 | Mar 31, 2020 | 0 | Feb 22, 2021 |
| FY2020 | Dec 31, 2019 | 0 | Feb 22, 2021 |
Shares Outstanding
Total common shares issued and held by all shareholders, excluding treasury shares. Combined with market price gives market capitalization.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | 122.23M | Feb 23, 2026 |
| FY2025 | Dec 31, 2024 | 126.84M | Feb 23, 2026 |
| FY2024 | Dec 31, 2023 | 131.18M | Feb 20, 2025 |
| FY2023 | Dec 31, 2022 | 134.16M | Feb 20, 2024 |
| FY2022 | Dec 31, 2021 | 138.45M | Feb 21, 2023 |
| FY2019 | Dec 31, 2019 | 149.75M | Feb 24, 2020 |
| FY2019 | Dec 31, 2018 | 153.63M | Feb 24, 2020 |
| FY2018 | Dec 31, 2017 | 157.07M | Feb 25, 2019 |
| FY2017 | Dec 31, 2016 | 159.03M | Feb 22, 2018 |
| FY2016 | Dec 31, 2015 | 163.73M | Feb 22, 2017 |