At present, SEI Investments reports a gross margin of 100%, an operating margin of 29.4%, an EBITDA margin of 39.7%, and a net margin of 28.1%. Operating margin recorded the largest improvement, rising by 2.2 percentage points. EBITDA margin recorded the largest decline, falling by 3.3 percentage points.
SEI Investments's margins averaged 100% gross, 26.17% operating, 40.18% EBITDA, and 28.13% net during the last 3 years. Against the three-year averages, operating margin is above its three-year average and EBITDA and net margins are below their three-year averages.
Operating margin expanded by 2.2 percentage points, but EBITDA margin contracted by 3.3 percentage points and net margin by 3 percentage points.
Across the last 3 years, SEI Investments recorded an average gross margin of 100%. SEI Investments's current gross margin is 100% and is in line with its three-year average. The highest gross margin for SEI Investments was 100% in Sep 2026, while the lowest was 100% in Dec 2023.
Across the last 3 years, SEI Investments's operating margin stood at 26.17%. The current operating margin stands at 29.4%, 3.2 percentage points above its three-year average. Operating margin was highest at 29.4% in Sep 2026 and lowest at 22.1% in Dec 2023.
Across the last 3 years, SEI Investments had an average EBITDA margin of 40.18%. Against its three-year average, SEI Investments's EBITDA margin is currently 39.7%, 0.5 percentage points below its three-year average. Looking back over the last 3 years, SEI Investments's EBITDA margin reached 43.5% at its highest point in Mar 2026 and 34.9% at its lowest in Dec 2023.
Over the last 3 years, the average net margin for SEI Investments was 28.13%. Compared with its three-year average, SEI Investments's current net margin is 28.1% and is 0 percentage points below its three-year average. SEI Investments's net margin ranged from a low of 24.1% in Dec 2023 to a high of 31.3% in Jun 2025.
SEI Investments's gross margin of 100% is higher than the Financial Services sector, the industry and its peers average. Looking at the Financial Services sector average of 83.5%, SEI Investments's gross margin is 20% higher.
For the period ending Sep 30, 2026, SEIC recorded a gross margin of 100%.
For the period ending Sep 30, 2026, SEIC recorded an operating margin of 29.4%.
As of Sep 30, 2026, SEIC has an EBITDA margin of 39.7%.
As of Sep 30, 2026, SEIC has a net margin of 28.1%.
Looking back over 3 years, SEIC recorded average margins of 100.0% gross, 26.2% operating, 40.2% EBITDA, and 28.1% net.
SEI Investments's highest recorded margins during the past 5 years were 100% gross in Sep 2026, 31.1% operating in Mar 2022, 43.5% EBITDA in Mar 2026, and 31.3% net in Jun 2025.
Looking back across 5 years, SEIC reached its lowest margins at 100% gross in Dec 2021, 19.1% operating in Jun 2023, 31.4% EBITDA in Mar 2023, and 20.9% net in Mar 2023.