Group 1 - The Charles Schwab Corporation (NYSE:SCHW) received a Buy rating from Truist Financial and Barclays, with a price target of $126 from Barclays [1][2] - In January 2026, Charles Schwab reported core net new assets of $27.8 billion and total client assets of $12.15 trillion, reflecting an 18% year-over-year increase [2] - The company added 476,000 new brokerage accounts in January, with a daily average trade volume of 9.5 million [2] Group 2 - As of February 24, 2026, Charles Schwab is rated a consensus Buy by 18 of 22 analysts, with a 1-year median upside potential of 31.54% [3] - Founded in 1971, Charles Schwab provides a comprehensive suite of wealth management, banking, and asset management services [3]

SEI to Present at Raymond James 47th Annual Institutional Investors Conference [Accessibility Statement] Skip NavigationOAKS, Pa., Feb. 23, 2026 /PRNewswire/ -- [SEI]® (NASDAQ:SEIC) today announced that the company will participate in the Raymond James & Associates' 47th Annual Institutional Investors Conference in Orlando, FL. Ryan Hicke, SEI's Chief Executive Officer, will present at 3:25 p.m. Eastern time on March 2, 2026. A live webcast of the presentation will be available [here].A link to a replay of ...

Company Participation - SEI will participate in the UBS Financial Services Conference in Key Biscayne, FL on February 10, 2026, with CFO Sean Denham speaking at 1 p.m. Eastern time [1] - Denham and Brad Burke, Head of Investor Relations, will conduct one-on-one or small group meetings throughout the day for investors [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 December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets [3]

Group 1 - Galaxy Digital (NASDAQ:GLXY) is experiencing significant price movements, with Jim Cramer advising to sell the stock despite its recent gains in the crypto market [1] - The company provides a platform for digital asset trading, staking, and asset management services, and operates data center infrastructure [2] - Galaxy Digital is led by Mike Novogratz, who is noted for his articulate communication and background with Goldman Sachs and Fortress Investment Group [2] Group 2 - There is a belief that certain AI stocks present greater upside potential and carry less downside risk compared to Galaxy Digital [3]

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]