Growth Metrics

Sei Investments (SEIC) Tax Rate (2009 - 2026)

Sei Investments' quarterly Tax Rate came in at 23.41% in Q1 2026, up 56.0% year-on-year from 15.0% in Q1 2025, and up 18.9% quarter-over-quarter from 19.69% in Q4 2025.

Sei Investments has reported Tax Rate for 18 years, with the latest figure at 23.41% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 56.0% year-over-year to 23.41%; the trailing twelve-month figure through Mar 2026 stood at 21.87% (down 31.0% YoY), and the FY2025 full-year result was 21.69%, down 48.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 23.41%, up from 19.69% in the prior quarter.
  • The five-year high for Tax Rate was 23.9% in Q2 2024, with the low at 18.15% in Q4 2022.
  • Average Tax Rate over 5 years is 22.08%, with a median of 22.9% recorded in 2024.
  • Year-over-year, Tax Rate surged 147 bps in 2023 and sank 163 bps in 2025.
  • Tracing SEIC's Tax Rate over 5 years: stood at 18.15% in 2022, then grew by 8 bps to 19.61% in 2023, then decreased by 6 bps to 18.51% in 2024, then advanced by 6 bps to 19.69% in 2025, then gained by 19 bps to 23.41% in 2026.
  • The last three Tax Rate figures came in at 23.41% (Q1 2026), 19.69% (Q4 2025), and 21.89% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 18.16
2 Blackstone 92.68 Bn 91.63 Bn - 13.55
3 Kkr 84.94 Bn 132.45 Bn - 40.05
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 15.80
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 598.59
6 State Street 44.42 Bn 18.75 Bn - 21.16
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 20.02
8 Northern Trust 31.21 Bn 31.21 Bn - 24.99
9 Ares Management 28.85 Bn 32.22 Bn - 19.13
10 Sei Investments 10.74 Bn 10.41 Bn - 23.41

Historic Data

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DateValue
Mar 31, 2026 23.41
Mar 31, 2026 23.41
Dec 31, 2025 19.69
Dec 31, 2025 19.69
Sep 30, 2025 21.89
Sep 30, 2025 21.89
Jun 30, 2025 22.27
Jun 30, 2025 22.27
Mar 31, 2025 22.84
Mar 31, 2025 22.84
Dec 31, 2024 18.51
Dec 31, 2024 18.51
Sep 30, 2024 23.45
Sep 30, 2024 23.45
Jun 30, 2024 23.90
Jun 30, 2024 23.90
Mar 31, 2024 22.90
Mar 31, 2024 22.90
Dec 31, 2023 19.61
Dec 31, 2023 19.61
Sep 30, 2023 22.48
Sep 30, 2023 22.48
Jun 30, 2023 23.44
Jun 30, 2023 23.44
Mar 31, 2023 23.58
Mar 31, 2023 23.58
Dec 31, 2022 18.15
Dec 31, 2022 18.15
Sep 30, 2022 23.03
Sep 30, 2022 23.03
Jun 30, 2022 23.10
Jun 30, 2022 23.10
Mar 31, 2022 23.07
Mar 31, 2022 23.07
Dec 31, 2021 18.27
Dec 31, 2021 18.27
Sep 30, 2021 21.72
Sep 30, 2021 21.72
Jun 30, 2021 22.32
Jun 30, 2021 22.32
Mar 31, 2021 22.63
Mar 31, 2021 22.63
Dec 31, 2020 19.57
Dec 31, 2020 19.57
Sep 30, 2020 21.36
Sep 30, 2020 21.36
Jun 30, 2020 23.27
Jun 30, 2020 23.27
Mar 31, 2020 21.52
Mar 31, 2020 21.52
Dec 31, 2019 19.52
Dec 31, 2019 19.52
Sep 30, 2019 18.85
Sep 30, 2019 18.85
Jun 30, 2019 22.06
Jun 30, 2019 22.06
Mar 31, 2019 22.07
Mar 31, 2019 22.07
Dec 31, 2018 19.20
Dec 31, 2018 19.20
Sep 30, 2018 18.58
Sep 30, 2018 18.58
Jun 30, 2018 21.12
Jun 30, 2018 21.12
Mar 31, 2018 11.92
Mar 31, 2018 11.92
Dec 31, 2017 19.88
Dec 31, 2017 19.88
Sep 30, 2017 27.73
Sep 30, 2017 27.73
Jun 30, 2017 32.10
Jun 30, 2017 32.10
Mar 31, 2017 31.03
Mar 31, 2017 31.03
Dec 31, 2016 33.40
Dec 31, 2016 33.40
Sep 30, 2016 33.76
Sep 30, 2016 33.76
Jun 30, 2016 35.15
Jun 30, 2016 35.15
Mar 31, 2016 35.22
Mar 31, 2016 35.22
Dec 31, 2015 29.29
Dec 31, 2015 29.29
Sep 30, 2015 34.14
Sep 30, 2015 34.14
Jun 30, 2015 35.55
Jun 30, 2015 35.55
Mar 31, 2015 35.41
Mar 31, 2015 35.41
Dec 31, 2014 33.26
Dec 31, 2014 33.26
Sep 30, 2014 34.70
Sep 30, 2014 34.70
Jun 30, 2014 35.73
Jun 30, 2014 35.73
Mar 31, 2014 35.87
Mar 31, 2014 35.87
Dec 31, 2013 35.17
Dec 31, 2013 35.17
Sep 30, 2013 28.51
Sep 30, 2013 28.51
Jun 30, 2013 35.47
Jun 30, 2013 35.47
Mar 31, 2013 34.87
Mar 31, 2013 34.87
Dec 31, 2012 34.92
Dec 31, 2012 34.92
Sep 30, 2012 38.82
Sep 30, 2012 38.82
Jun 30, 2012 36.64
Jun 30, 2012 36.64
Mar 31, 2012 37.17
Mar 31, 2012 37.17
Dec 31, 2011 34.62
Dec 31, 2011 34.62
Sep 30, 2011 33.72
Sep 30, 2011 33.72
Jun 30, 2011 34.66
Jun 30, 2011 34.66
Mar 31, 2011 37.03
Mar 31, 2011 37.03
Dec 31, 2010 34.60
Dec 31, 2010 34.60
Sep 30, 2010 37.69
Sep 30, 2010 37.69
Jun 30, 2010 37.72
Jun 30, 2010 37.72
Mar 31, 2010 37.73
Mar 31, 2010 37.73
Dec 31, 2009 25.08
Dec 31, 2009 25.08