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
24.0% / 29.2%
FY2021-FY2025
Trend
+13.2%
vs FY2024
Sector context
#33 of 390
Financials
What the data says
Among 390 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 24.0% in FY2022 to 31.8% in FY2018.
Based on SEC 10-K filings.
29.2% in FY2025 with a 5-year CAGR of +0.1%. Top quartile in the Financials sector.
Improved from 28.0% to 29.2% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +5.2pp
- 5-Year Change
- +0.1pp
- 10-Year Change
- -
Sector benchmark
+66.4% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 13.2% year-over-year.
- Currently 11.7pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2018.
- Lowest return on equity (roe) in the period was in FY2022.
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% | -7.8% |
| FY2023 | 28.0% | +16.4% |
| FY2022 | 24.0% | -16.6% |
| FY2021 | 28.8% | -0.9% |
| FY2020 | 29.1% | +14.6% |
| FY2019 | 25.4% | -20.1% |
| FY2018 | 31.8% | +24.8% |
| FY2017 | 25.4% | +3.0% |
| FY2016 | 24.7% | +7.0% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026