SEI Investments Files 8-K Current Report

Ticker: SEIC · Form: 8-K · Filed: Sep 18, 2025 · CIK: 350894

Sentiment: neutral

Topics: 8-K, regulatory-filing

Related Tickers: SEIC

TL;DR

SEI filed a standard 8-K on 9/18/25, no major news.

AI Summary

SEI Investments Company filed an 8-K on September 18, 2025, to report current information. The filing indicates the company's principal executive offices are located at 1 Freedom Valley Drive, Oaks, Pennsylvania, 19456. This filing is a standard current report and does not appear to disclose specific financial events or material changes.

Why It Matters

This filing serves as a public record of SEI Investments Company's ongoing compliance with SEC reporting requirements, providing transparency to investors.

Risk Assessment

Risk Level: low — This is a routine 8-K filing for current reporting purposes and does not contain information about material events, risks, or financial performance.

Key Players & Entities

FAQ

What is the purpose of this 8-K filing?

This 8-K filing is a current report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934, filed on September 18, 2025.

What is the exact name of the registrant?

The exact name of the registrant is SEI INVESTMENTS COMPANY.

In which state was SEI Investments Company incorporated?

SEI Investments Company was incorporated in Pennsylvania.

What is the address of the principal executive offices?

The address of the principal executive offices is 1 Freedom Valley Drive, Oaks, Pennsylvania, 19456.

What is the Commission File Number for SEI Investments Company?

The Commission File Number for SEI Investments Company is 0-10200.

Filing Stats: 936 words · 4 min read · ~3 pages · Grade level 14.1 · Accepted 2025-09-18 07:33:39

Key Financial Figures

Filing Documents

01. Regulation FD Information

Item 7.01. Regulation FD Information. SEI Investments Company (the "Company"), is furnishing its 2025 Investor Day presentation issued on September 18, 2025 as Exhibit 99.1 to this Current Report on Form 8-K. As provided in General Instruction B.2 to Form 8-K, the information furnished pursuant to Item 7.01 and Exhibit 99.1 hereof shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing with the Securities and Exchange Commission, except as shall be expressly provided by specific reference in such filing. This Current Report on Form 8-K and the Exhibit hereto contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward-looking statements by terminology, such as "may," "will," "expect," "believe," "remain" and "continue" or "appear." Our forward-looking statements include our current expectations as to: our ability to maintain our sales momentum; our ability to leverage our market position and the benefits, if any, of such leverage; our strategies for accelerating growth; our strategies and ability to grow assets under management; our plans for achieving operational gains; our plans for reimagining our asset management business; our debt and leverage ratios; the margins that we may achieve in our global businesses; our investment priorities and the timing of the expenses associated with these investments; our strategies, methodologies and priorities for capital allocation; the growth of our earnings per share, net sales events and operating margins; the future sources and uses of cash; our strategies for delivering shareholder value; our operating model and horizontal competencies; our ability to create a scalable, global talent strategy and the elements of this strategy; the benefits of our global capabilities center; the elements o

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. Exhibit No. Description 99.1 2025 Investor Day presentation issued September 18, 2025 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. SEI INVESTMENTS COMPANY Date: September 18, 2025 By: /s/ Sean J. Denham Sean J. Denham Chief Financial and Chief Operating Officer

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