SEI and Carlyle Enhance Partnership to Expand Private Market Access
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy SEIC?
SEI (SEIC) and global investment firm Carlyle (CG), announced an enhanced partnership, designed to expand access to institutional-quality private market capabilities across wealth and retirement channels, including through the development of new collaborative solutions. As demand for private markets continues to grow, investors and their advisors are seeking more streamlined and efficient ways to access a broader range of private market strategies within their portfolios. The strategic partnership builds on a multi-year relationship between Carlyle and SEI and brings together Carlyle's global private markets expertise, deep investment experience, and client-focused approach with SEI's capabilities across research, implementation, and client delivery. Together, the firms will aim to support the development of private market solutions for wealth and retirement investors including the design of model portfolios. The enhanced relationship will also include collaboration on private market strategies for the defined contribution market, reflecting SEI's leading position in the retirement services space.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SEIC?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SEIC
Wall Street analysts forecast SEIC stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 90.680
Low
102.00
Averages
109.75
High
120.00
Current: 90.680
Low
102.00
Averages
109.75
High
120.00
About SEIC
SEI Investments Company is a global provider of financial technology, operations, and asset management services within the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Investment Managers segment provides an outsourced investment management operating platform to alternative and traditional asset managers, fund companies, and sovereign wealth funds. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors and other investment professionals in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SEI and Carlyle Strengthen Collaboration to Broaden Access to Private Markets in Wealth and Retirement Sectors
Partnership Announcement: SEI and Carlisle have formed a partnership aimed at enhancing access to private market investments.
Focus on Wealth and Retirement: The collaboration will specifically target wealth management and retirement channels to expand market reach.
See More
Companies with Cash but Limited Growth Potential
- Azenta's Financial Struggles: Azenta holds a net cash position of $355.2 million, representing 29.1% of its market cap, yet its sales have declined by 2.7% over the past two years, indicating adverse market trends that may hinder future investment appeal.
- Declining Profitability: The company's earnings per share have dropped by an annualized 18.6% over five years, reflecting a continuous deterioration in profitability, and combined with its cash-burning history, raises doubts about the sustainability of its business model.
- American Superconductor's Growth Potential: American Superconductor has a net cash position of $137.3 million, or 6% of its market cap, and has achieved an impressive 43.7% annual revenue growth over the last two years, showcasing its increasing market share and financial self-sustainability.
- Strong Performance of SEI Investments: SEI Investments boasts a net cash position of $352.8 million, accounting for 3.4% of its market cap, with a respectable 9.9% annual sales growth, and its share buybacks have accelerated earnings per share growth, demonstrating effective management capabilities.
See More
SEI Investments SEIC Q1 2026 Earnings Transcript
See More
SEI Investments Company Q1 2026 Earnings Call Highlights
- Strong Performance: SEI reported an adjusted EPS of $1.44 for Q1 2026, with net sales events totaling $67 million, including $57 million in recurring revenue, exceeding previous quarterly records by over 40%, indicating significant progress in the company's core growth engines.
- Share Buyback Strategy: The company repurchased over $200 million of its stock in Q1, reflecting management's confidence in future performance while providing stable capital returns to shareholders, thereby enhancing market confidence.
- Stratos Integration Contribution: Stratos contributed nearly $20 million in revenue and $3 million in operating profit in Q1, marking continued expansion in the asset management sector, while all other businesses also achieved year-over-year revenue growth and margin expansion.
- Future Outlook: Although no specific earnings guidance was provided, management expects margins to improve with revenue and sales growth, particularly as IMS revenue is anticipated to continue increasing over the next 15 months, with a return to normal margins expected by mid-2027.
See More
SEI Investments Reports Strong Q1 2026 Earnings Beat
- Earnings Beat: SEI Investments reported a Q1 2026 non-GAAP EPS of $1.44, exceeding expectations by $0.12, indicating a robust enhancement in profitability and reflecting the company's competitive strength in the market.
- Significant Revenue Growth: The company achieved revenues of $622.18 million in Q1, marking a 12.8% year-over-year increase and surpassing market expectations by $11.95 million, showcasing successful sales and market expansion efforts that solidify its market position.
- Sustained Sales Momentum: SEI Investments continues to demonstrate strong sales momentum in 2026, particularly following record results in Q4 2025, indicating the effectiveness of its strategic focus and robust market demand.
- Positive Strategic Outlook: The company is set to present at upcoming investor conferences, showcasing confidence in future growth and indicating a commitment to driving performance, which is likely to enhance investor trust and market recognition.
See More
SEI Investments Set to Announce Q1 Earnings on April 22
- Earnings Announcement Date: SEI Investments Company (SEIC) is scheduled to release its Q1 2023 earnings report on April 22 after market close, with a consensus EPS estimate of $1.32, reflecting a 12.8% year-over-year increase, which could positively influence investor sentiment.
- Revenue Expectations: Analysts anticipate SEIC will report revenues of $610.23 million, representing a 10.7% year-over-year growth, indicating sustained sales momentum that may further solidify the company's market position.
- Performance Beat Record: Over the past year, SEIC has beaten EPS estimates 50% of the time and revenue estimates 100% of the time, demonstrating stability in profitability and revenue growth, which enhances investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw no upward revisions but two downward adjustments, while revenue estimates experienced one upward and one downward revision, reflecting mixed market perceptions regarding the company's future performance.
See More
SEI and Carlyle Strengthen Collaboration to Broaden Access to Private Markets in Wealth and Retirement Sectors
Partnership Announcement: SEI and Carlisle have formed a partnership aimed at enhancing access to private market investments.
Focus on Wealth and Retirement: The collaboration will specifically target wealth management and retirement channels to expand market reach.
See More
Companies with Cash but Limited Growth Potential
- Azenta's Financial Struggles: Azenta holds a net cash position of $355.2 million, representing 29.1% of its market cap, yet its sales have declined by 2.7% over the past two years, indicating adverse market trends that may hinder future investment appeal.
- Declining Profitability: The company's earnings per share have dropped by an annualized 18.6% over five years, reflecting a continuous deterioration in profitability, and combined with its cash-burning history, raises doubts about the sustainability of its business model.
- American Superconductor's Growth Potential: American Superconductor has a net cash position of $137.3 million, or 6% of its market cap, and has achieved an impressive 43.7% annual revenue growth over the last two years, showcasing its increasing market share and financial self-sustainability.
- Strong Performance of SEI Investments: SEI Investments boasts a net cash position of $352.8 million, accounting for 3.4% of its market cap, with a respectable 9.9% annual sales growth, and its share buybacks have accelerated earnings per share growth, demonstrating effective management capabilities.
See More
SEI Investments SEIC Q1 2026 Earnings Transcript
See More
SEI Investments Company Q1 2026 Earnings Call Highlights
- Strong Performance: SEI reported an adjusted EPS of $1.44 for Q1 2026, with net sales events totaling $67 million, including $57 million in recurring revenue, exceeding previous quarterly records by over 40%, indicating significant progress in the company's core growth engines.
- Share Buyback Strategy: The company repurchased over $200 million of its stock in Q1, reflecting management's confidence in future performance while providing stable capital returns to shareholders, thereby enhancing market confidence.
- Stratos Integration Contribution: Stratos contributed nearly $20 million in revenue and $3 million in operating profit in Q1, marking continued expansion in the asset management sector, while all other businesses also achieved year-over-year revenue growth and margin expansion.
- Future Outlook: Although no specific earnings guidance was provided, management expects margins to improve with revenue and sales growth, particularly as IMS revenue is anticipated to continue increasing over the next 15 months, with a return to normal margins expected by mid-2027.
See More
SEI Investments Reports Strong Q1 2026 Earnings Beat
- Earnings Beat: SEI Investments reported a Q1 2026 non-GAAP EPS of $1.44, exceeding expectations by $0.12, indicating a robust enhancement in profitability and reflecting the company's competitive strength in the market.
- Significant Revenue Growth: The company achieved revenues of $622.18 million in Q1, marking a 12.8% year-over-year increase and surpassing market expectations by $11.95 million, showcasing successful sales and market expansion efforts that solidify its market position.
- Sustained Sales Momentum: SEI Investments continues to demonstrate strong sales momentum in 2026, particularly following record results in Q4 2025, indicating the effectiveness of its strategic focus and robust market demand.
- Positive Strategic Outlook: The company is set to present at upcoming investor conferences, showcasing confidence in future growth and indicating a commitment to driving performance, which is likely to enhance investor trust and market recognition.
See More
SEI Investments Set to Announce Q1 Earnings on April 22
- Earnings Announcement Date: SEI Investments Company (SEIC) is scheduled to release its Q1 2023 earnings report on April 22 after market close, with a consensus EPS estimate of $1.32, reflecting a 12.8% year-over-year increase, which could positively influence investor sentiment.
- Revenue Expectations: Analysts anticipate SEIC will report revenues of $610.23 million, representing a 10.7% year-over-year growth, indicating sustained sales momentum that may further solidify the company's market position.
- Performance Beat Record: Over the past year, SEIC has beaten EPS estimates 50% of the time and revenue estimates 100% of the time, demonstrating stability in profitability and revenue growth, which enhances investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw no upward revisions but two downward adjustments, while revenue estimates experienced one upward and one downward revision, reflecting mixed market perceptions regarding the company's future performance.
See More
