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

Sei Investments (SEIC) recorded quarterly Tax Rate of 23.41% in Q1 2026, up 18.9% quarter-over-quarter from 19.69% in Q4 2025, and up 56.0% on a YoY basis from 15.0% in Q1 2025.

Sei Investments (SEIC) Tax Rate (2009 - 2026) Analysis & Trends

Sei Investments' Tax Rate history runs 18 years deep, the most recent figure standing at 23.41% for Q1 2026.

  • In Q1 2026, Tax Rate rose 56.0% year-over-year to 23.41%; the TTM figure through Mar 2026 stood at 21.87% (down 31.0% YoY), while the FY2025 annual figure was 21.69%, down 48.0% from the prior year.
  • Tax Rate was 23.41% for Q1 2026 at Sei Investments, up from 19.69% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 23.9% in Q2 2024 to a low of 18.15% in Q4 2022.
  • Historically, Tax Rate has averaged 22.08% across 5 years, with a median of 22.9% in 2024.
  • The sharpest annual moves came in 2023 and 2025: Tax Rate soared 147 bps in 2023, then sank 163 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 18.15% in 2022, then climbed by 8 bps to 19.61% in 2023, then retreated by 6 bps to 18.51% in 2024, then gained by 6 bps to 19.69% in 2025, then rose 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 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Sei Investments 10.89 Bn 10.56 Bn - 23.41

Historic Data

Download Data
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%