Company / Return on Equity (ROE)
SEI Investments Company Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
29.2%
FY2025
5-year range
21.7% / 29.4%
FY2021-FY2025
Trend
+13.2%
vs FY2024
Sector context
#32 of 388
Financials
What the data says
Among 388 Financials companies, SEI Investments Company is in the top 8% for return on equity (roe). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 21.7% in FY2023 to 31.8% in FY2018.
Based on SEC 10-K filings.
29.2% in FY2025 with a 5-year CAGR of +3.5%. Top quartile in the Financials sector.
Improved from 21.7% to 29.2% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +4.9pp
- 5-Year Change
- +3.5pp
- 10-Year Change
- -
Sector benchmark
+78.6% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 13.2% year-over-year.
- Currently 12.9pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2018.
- Lowest return on equity (roe) in the period was in FY2023.
Company context
Key Data Points
- Strong profit margin: 31.1%
- Strong return on equity: 29.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 29.2% | +13.2% |
| FY2024 | 25.8% | +19.0% |
| FY2023 | 21.7% | -10.9% |
| FY2022 | 24.3% | -17.1% |
| FY2021 | 29.4% | +14.2% |
| FY2020 | 25.7% | -10.9% |
| FY2019 | 28.8% | -9.2% |
| FY2018 | 31.8% | +16.0% |
| FY2017 | 27.4% | +6.9% |
| FY2016 | 25.6% | -0.4% |
As of FY2025 · SEC 10-K · Updated Mar 28, 2026