Sei Investments (SEIC) Tax Rate (2009 - 2026)
Sei Investments (SEIC) posted Tax Rate of 21.19% for Q2 2026, down 9.48% on a QoQ basis from 23.41% in Q1 2026, and down 108.0% year-over-year from 264.85% in Q2 2025.
Analysis
Sei Investments (SEIC) Tax Rate (2009 - 2026) Analysis & Trends
Sei Investments has reported Tax Rate for 18 years, with the latest figure at 21.19% in Q2 2026.
- On a quarterly basis, Tax Rate fell 108.0% year-over-year to 21.19% in Q2 2026; TTM through Jun 2026 was 21.55%, a 30.0% decrease from a year earlier, with the FY2025 full-year figure at 21.69%, down 48.0% from the prior year.
- Tax Rate was 21.19% for Q2 2026 at Sei Investments, down from 23.41% 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 22.03%, with a median of 22.87% recorded in 2024.
- The sharpest annual moves came in 2023 and 2025: Tax Rate jumped 147 bps in 2023, then plunged 163 bps in 2025.
- Over 5 years, Tax Rate 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 rose by 8 bps to 21.19% in 2026.
- The last three Tax Rate figures came in at 21.19% (Q2 2026), 23.41% (Q1 2026), and 19.69% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank of New York Mellon | 110.37 Bn | 49.74 Bn | - | 20.95% |
| 2 | State Street | 53.13 Bn | 53.13 Bn | - | 21.96% |
| 3 | Northern Trust | 34.62 Bn | 34.62 Bn | - | 25.59% |
| 4 | Sei Investments | 12.83 Bn | 12.74 Bn | - | 21.19% |
| 5 | Healthequity | 7.98 Bn | 7.72 Bn | 257.95 Mn | 25.29% |
| 6 | AtlasClear Holdings | 26.96 Mn | -13.53 Mn | - | 9.20% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 21.19% |
| Mar 31, 2026 | 23.41% |
| Dec 31, 2025 | 19.69% |
| Sep 30, 2025 | 21.89% |
| Jun 30, 2025 | 22.27% |
| Mar 31, 2025 | 22.84% |
| Dec 31, 2024 | 18.51% |
| Sep 30, 2024 | 23.45% |
| Jun 30, 2024 | 23.90% |
| Mar 31, 2024 | 22.90% |
| Dec 31, 2023 | 19.61% |
| Sep 30, 2023 | 22.48% |
| Jun 30, 2023 | 23.44% |
| Mar 31, 2023 | 23.58% |
| Dec 31, 2022 | 18.15% |
| Sep 30, 2022 | 23.03% |
| Jun 30, 2022 | 23.10% |
| Mar 31, 2022 | 23.07% |
| Dec 31, 2021 | 18.27% |
| Sep 30, 2021 | 21.72% |