SEI Investments Files 8-K on Financials

Ticker: SEIC · Form: 8-K · Filed: Oct 22, 2025 · CIK: 350894

Sentiment: neutral

Topics: financial-condition, results-of-operations, regulation-fd

TL;DR

SEI Investments dropped an 8-K detailing financials and operations. Check it out.

AI Summary

SEI Investments Co. filed an 8-K on October 22, 2025, reporting on its financial condition and results of operations. The filing also includes disclosures under Regulation FD and financial statements with exhibits. The company, incorporated in Pennsylvania, is headquartered at 1 Freedom Valley Drive, Oaks, PA.

Why It Matters

This 8-K filing provides investors with crucial updates on SEI Investments' financial performance and operational status, impacting investment decisions.

Risk Assessment

Risk Level: low — This filing is a routine disclosure of financial information and does not indicate any unusual or significant risks.

Key Players & Entities

FAQ

What is the primary purpose of this 8-K filing?

The primary purpose of this 8-K filing is to report on the Results of Operations and Financial Condition of SEI Investments Co., along with Regulation FD Disclosures and Financial Statements and Exhibits.

When was this 8-K report filed?

This 8-K report was filed on October 22, 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 Co. incorporated?

SEI Investments Co. was incorporated in Pennsylvania.

What is the business address of SEI Investments Co.?

The business address of SEI Investments Co. is 1 Freedom Valley Drive, Oaks, PA 19456-1100.

Filing Stats: 661 words · 3 min read · ~2 pages · Grade level 10.1 · Accepted 2025-10-22 16:02:39

Key Financial Figures

Filing Documents

02. Results of Operations and Financial Condition

Item 2.02. Results of Operations and Financial Condition. On Wednesday, October 22, 2025, SEI Investments Company (the "Company") issued a press release announcing its financial and operating results for the third quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 and incorporated in this Item 2.02 by reference. A recording of the earnings call referenced in the press release furnished as Exhibit 99.1 is available for replay on the Company's website at ir.seic.com/events-presentations/events. As provided in General Instruction B.2 to Form 8-K, the information furnished in this Item 2.02 and Exhibit 99.1 hereto shall not be deemed "filed" for purposes of Section 18 of the Securities and 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.

01. Regulation FD Information

Item 7.01. Regulation FD Information. A copy of an earnings presentation that is intended to be used by representatives of the Company is furnished as Exhibit 99.2 to this Current Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to Item 7.01 and Exhibit 99.2 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.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. Exhibit No. Description 99.1 Press Release dated Oct o ber 22 , 2025 of SEI Investments Company related to the Company's financial and operating results for the third quarter ended September 30, 2025 99.2 Earnings Presentation of SEI Investments Company for the third quarter ended September 30, 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: October 22, 2025 By: /s/ Sean J. Denham Sean J. Denham Chief Financial and Chief Operating Officer

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