A link to a replay of the webcast will be available following the conference in the Investor Relations section of SEI's website. ® About SEISEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. ...

Group 1 - SEI Investments Company declared a regular semi-annual dividend of $0.52 per share, an increase from the previous $0.49 per share [1] - The cash dividend will be payable to shareholders of record on December 29, 2025, with a payment date of January 12, 2026 [1] Group 2 - SEI is a leading global provider of financial technology, operations, and asset management services within the financial services industry [2] - As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets [2]

Core Viewpoint - SEI Investments Company has declared a semi-annual dividend increase from $0.49 to $0.52 per share, reflecting a positive financial performance and commitment to returning value to shareholders [1]. Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services within the financial services industry [2]. - As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets, indicating significant scale and influence in the market [2].

Core Insights - SEI has completed the first stage of its strategic investment in Stratos Wealth Holdings, acquiring the U.S.-based Stratos business for approximately $441 million, which constitutes about 81% of the total transaction value [1] - The partnership aims to enhance the wealth management ecosystem by combining SEI's strengths in advice, asset management, and administration with Stratos' independent advisory platform [3][4] - Stratos operates a national network of over 350 financial advisors across 29 states, advising approximately $38 billion in client assets [5][8] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.8 trillion in assets as of September 30, 2025 [7] - Stratos Wealth Holdings supports independent financial advisors through flexible affiliation models and offers practice management consulting, operations, IT, and compliance services [8] Transaction Details - SEI will pay a total cash consideration of approximately $544 million for 57.5% of the equity of SEI-Eclipse Holding Company, with legacy Stratos equity holders retaining 42.5% [5] - The second stage of the transaction, involving the purchase of the Mexico-based NSC business, is expected to close in 2026, subject to regulatory approval [6]

Core Insights - SEI Investments Company has approved an increase in its stock repurchase program by an additional $650 million, raising the total authorization to approximately $773.2 million, which includes $123.2 million remaining as of October 20, 2025 [1] Company Overview - SEI (NASDAQ: SEIC) is a prominent global provider of financial technology, operations, and asset management services within the financial services industry, managing, advising, or administering approximately $1.8 trillion in assets as of September 30, 2025 [2]

Group 1 - SEI plans to release its third quarter 2025 earnings on October 22, 2025, after market close, followed by a conference call at 5 p.m. Eastern Time to discuss the financial results [1] - Analysts and investors can join the conference call by completing a registration form, and the public can listen to the call and its replay on the company's investor relations website [1] Group 2 - SEI is a leading global provider of financial technology, operations, and asset management services, helping clients effectively deploy their capital to achieve growth objectives [2] - As of June 30, 2025, SEI manages, advises, or administers approximately $1.7 trillion in assets [2]

Company Overview - SEI Investments Company (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry [3] - As of June 30, 2025, SEI manages, advises, or administers approximately $1.7 trillion in assets [3] Upcoming Event - SEI will host its Investor Day in New York City on September 18, 2025, from 8:30 a.m. to 12 p.m. EDT, aimed at institutional investors and industry analysts [1] - Presentations will be delivered by SEI's executive leadership, covering the company's markets, solutions, platforms, and future growth strategies [1] Public Engagement - The public is invited to view the presentation and listen to the conference webcast, which will also be available for replay shortly after the conference [2]

Core Insights - SEI is set to release its second quarter 2025 earnings on July 23, 2025, after market close, followed by a conference call at 5 p.m. Eastern Time to discuss the financial results [1] - The public can listen to the conference call and access a replay through the company's investor relations website [2] - As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets, positioning itself as a leading global provider of financial technology and asset management services [3]

Company Participation - SEI will participate in the William Blair 45th Annual Growth Stock Conference in Chicago, IL on June 5, 2025, with a presentation by Sean Denham, Chief Financial and Chief Operating Officer, at 10:20 a.m. ET [1] - Denham and Michael Lane, Executive Vice President and Head of Asset Management, will host one-on-one or small group meetings throughout the day [2] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services within the financial services industry [3] - As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets [3]