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10-Q Filing

SEI INVESTMENTS CO CIK: 350894 Q1 2016
Filing Information
Form Type 10-Q
Accession Number 0000350894-16-000110
Period End Date 20160331
Filing Date 20160420
Fiscal Year 2016
Fiscal Period Q1
XBRL Instance seic-20160331.xml
Filing Contents
Balance Sheet 74 line items
Line Item Tag Value Unit Period
Receivables, allowance for doubtful accounts AllowanceForDoubtfulAccountsReceivableCurrent $649.00K USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $638.25M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $643.26M USD Point-in-time
Receivables, allowance for doubtful accounts AllowanceForDoubtfulAccountsReceivableCurrent $700.00K USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $679.66M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $667.45M USD Point-in-time
Property and Equipment, accumulated depreciation AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment $259.50M USD Point-in-time
Property and Equipment, accumulated depreciation AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment $266.02M USD Point-in-time
Restricted cash RestrictedCashAndCashEquivalentsAtCarryingValue $5.50M USD Point-in-time
Restricted cash RestrictedCashAndCashEquivalentsAtCarryingValue $5.50M USD Point-in-time
Capitalized Software, accumulated amortization CapitalizedComputerSoftwareAccumulatedAmortization $259.36M USD Point-in-time
Capitalized Software, accumulated amortization CapitalizedComputerSoftwareAccumulatedAmortization $270.31M USD Point-in-time
Receivables from investment products DueFromOtherRelatedPartiesCurrent $48.10M USD Point-in-time
Receivables from investment products DueFromOtherRelatedPartiesCurrent $51.63M USD Point-in-time
Receivables, net of allowance for doubtful accounts of $700 and $649 ReceivablesNetCurrent $229.56M USD Point-in-time
Receivables, net of allowance for doubtful accounts of $700 and $649 ReceivablesNetCurrent $223.02M USD Point-in-time
Securities owned FinancialInstrumentsOwnedUSGovernmentAndAgencyObligationsAtFairValue $21.26M USD Point-in-time
Securities owned FinancialInstrumentsOwnedUSGovernmentAndAgencyObligationsAtFairValue $21.23M USD Point-in-time
Other current assets OtherAssetsCurrent $28.83M USD Point-in-time
Other current assets OtherAssetsCurrent $26.21M USD Point-in-time
Total Current Assets AssetsCurrent $1.00B USD Point-in-time
Total Current Assets AssetsCurrent $975.04M USD Point-in-time
Common stock, par value CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Common stock, par value CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Property and Equipment, net of accumulated depreciation of $266,022 and $259,501 PropertyPlantAndEquipmentNet $141.79M USD Point-in-time
Common stock, shares authorized CommonStockSharesAuthorized 750.00M shares Point-in-time
Common stock, shares authorized CommonStockSharesAuthorized 750.00M shares Point-in-time
Property and Equipment, net of accumulated depreciation of $266,022 and $259,501 PropertyPlantAndEquipmentNet $143.98M USD Point-in-time
Capitalized Software, net of accumulated amortization of $270,313 and $259,358 CapitalizedComputerSoftwareNet $289.04M USD Point-in-time
Common stock, shares issued CommonStockSharesIssued 163.73M shares Point-in-time
Common stock, shares issued CommonStockSharesIssued 161.91M shares Point-in-time
Capitalized Software, net of accumulated amortization of $270,313 and $259,358 CapitalizedComputerSoftwareNet $290.52M USD Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 163.73M shares Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 161.91M shares Point-in-time
Investments Available for Sale AvailableForSaleSecuritiesNoncurrent $78.36M USD Point-in-time
Investments Available for Sale AvailableForSaleSecuritiesNoncurrent $81.29M USD Point-in-time
Investments in Affiliated Funds, at fair value OtherMarketableSecuritiesNoncurrent $4.18M USD Point-in-time
Investments in Affiliated Funds, at fair value OtherMarketableSecuritiesNoncurrent $4.04M USD Point-in-time
Investment in Unconsolidated Affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $49.58M USD Point-in-time
Investment in Unconsolidated Affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $44.25M USD Point-in-time
Deferred Income Taxes DeferredTaxAssetsLiabilitiesNetNoncurrent - USD Point-in-time
Deferred Income Taxes DeferredTaxAssetsLiabilitiesNetNoncurrent $4.12M USD Point-in-time
Other Assets, net OtherAssetsNoncurrent $15.49M USD Point-in-time
Other Assets, net OtherAssetsNoncurrent $14.07M USD Point-in-time
Total Assets Assets $1.59B USD Point-in-time
Total Assets Assets $1.55B USD Point-in-time
Accounts payable AccountsPayableCurrent $4.51M USD Point-in-time
Accounts payable AccountsPayableCurrent $4.35M USD Point-in-time
Accrued liabilities AccruedLiabilitiesCurrent $217.59M USD Point-in-time
Accrued liabilities AccruedLiabilitiesCurrent $165.00M USD Point-in-time
Deferred revenue DeferredRevenueCurrent $2.38M USD Point-in-time
Deferred revenue DeferredRevenueCurrent $2.94M USD Point-in-time
Total Current Liabilities LiabilitiesCurrent $224.48M USD Point-in-time
Total Current Liabilities LiabilitiesCurrent $172.29M USD Point-in-time
Deferred Income Taxes DeferredTaxLiabilitiesNoncurrent $66.41M USD Point-in-time
Deferred Income Taxes DeferredTaxLiabilitiesNoncurrent $63.03M USD Point-in-time
Other Long-term Liabilities LiabilityForUncertainTaxPositionsNoncurrent $11.40M USD Point-in-time
Other Long-term Liabilities LiabilityForUncertainTaxPositionsNoncurrent $11.68M USD Point-in-time
Total Liabilities Liabilities $298.91M USD Point-in-time
Total Liabilities Liabilities $250.38M USD Point-in-time
Commitments and Contingencies CommitmentsAndContingencies - USD Point-in-time
Commitments and Contingencies CommitmentsAndContingencies - USD Point-in-time
Common stock, $.01 par value, 750,000 shares authorized; 161,908 and 163,733 shares issued and outstanding CommonStockValue $1.64M USD Point-in-time
Common stock, $.01 par value, 750,000 shares authorized; 161,908 and 163,733 shares issued and outstanding CommonStockValue $1.62M USD Point-in-time
Capital in excess of par value AdditionalPaidInCapitalCommonStock $910.51M USD Point-in-time
Capital in excess of par value AdditionalPaidInCapitalCommonStock $912.51M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $408.68M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $402.86M USD Point-in-time
Accumulated other comprehensive loss, net AccumulatedOtherComprehensiveIncomeLossNetOfTax $-25.29M USD Point-in-time
Accumulated other comprehensive loss, net AccumulatedOtherComprehensiveIncomeLossNetOfTax $-22.34M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.30B USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.29B USD Point-in-time
Total Liabilities and Shareholders' Equity LiabilitiesAndStockholdersEquity $1.55B USD Point-in-time
Total Liabilities and Shareholders' Equity LiabilitiesAndStockholdersEquity $1.59B USD Point-in-time
Income Statement 56 line items
Line Item Tag Value Unit Period
Asset management, administration and distribution fees InvestmentAdvisoryManagementAndAdministrativeFees $246.77M USD 1 Quarter
Asset management, administration and distribution fees InvestmentAdvisoryManagementAndAdministrativeFees $251.44M USD 1 Quarter
Information processing and software servicing fees InformationProcessingAndSoftwareServiceFees $73.40M USD 1 Quarter
Information processing and software servicing fees InformationProcessingAndSoftwareServiceFees $70.65M USD 1 Quarter
Transaction-based and trade execution fees TransactionBasedAndTradeExecutionFees $8.02M USD 1 Quarter
Transaction-based and trade execution fees TransactionBasedAndTradeExecutionFees $9.43M USD 1 Quarter
Total revenues Revenues $334.26M USD 1 Quarter
Total revenues Revenues $325.44M USD 1 Quarter
Subadvisory, distribution and other asset management costs SubadvisoryDistributionandOtherAssetManagementCosts $39.20M USD 1 Quarter
Subadvisory, distribution and other asset management costs SubadvisoryDistributionandOtherAssetManagementCosts $38.52M USD 1 Quarter
Software royalties and other information processing costs SoftwareRoyaltiesandOtherInformationProcessingCosts $7.75M USD 1 Quarter
Software royalties and other information processing costs SoftwareRoyaltiesandOtherInformationProcessingCosts $7.51M USD 1 Quarter
Brokerage commissions BrokerageCommissions $7.11M USD 1 Quarter
Brokerage commissions BrokerageCommissions $5.97M USD 1 Quarter
Compensation, benefits and other personnel CompensationBenefitsandOtherPersonnel $94.19M USD 1 Quarter
Compensation, benefits and other personnel CompensationBenefitsandOtherPersonnel $101.93M USD 1 Quarter
Stock-based compensation AllocatedShareBasedCompensationExpense $3.75M USD 1 Quarter
Stock-based compensation AllocatedShareBasedCompensationExpense $3.79M USD 1 Quarter
Consulting, outsourcing and professional fees ProfessionalFees $35.63M USD 1 Quarter
Consulting, outsourcing and professional fees ProfessionalFees $38.51M USD 1 Quarter
Data processing and computer related InformationTechnologyAndDataProcessing $15.72M USD 1 Quarter
Data processing and computer related InformationTechnologyAndDataProcessing $13.40M USD 1 Quarter
Facilities, supplies and other costs OccupancyNet $17.06M USD 1 Quarter
Facilities, supplies and other costs OccupancyNet $16.00M USD 1 Quarter
Amortization AmortizationOfIntangibleAssets $10.36M USD 1 Quarter
Amortization AmortizationOfIntangibleAssets $11.01M USD 1 Quarter
Depreciation DepreciationNonproduction $6.00M USD 1 Quarter
Depreciation DepreciationNonproduction $6.45M USD 1 Quarter
Total expenses CostsAndExpenses $247.45M USD 1 Quarter
Total expenses CostsAndExpenses $232.37M USD 1 Quarter
Income from operations OperatingIncomeLoss $93.07M USD 1 Quarter
Income from operations OperatingIncomeLoss $86.81M USD 1 Quarter
Net (loss) gain from investments GainLossOnInvestments $250.00K USD 1 Quarter
Net (loss) gain from investments GainLossOnInvestments $-126.00K USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $1.08M USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $969.00K USD 1 Quarter
Interest expense InterestExpense $114.00K USD 1 Quarter
Interest expense InterestExpense $113.00K USD 1 Quarter
Equity in earnings of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $29.19M USD 1 Quarter
Equity in earnings of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $34.03M USD 1 Quarter
Gain on sale of subsidiary GainOrLossOnSaleOfStockInSubsidiary $2.79M USD 1 Quarter
Gain on sale of subsidiary GainOrLossOnSaleOfStockInSubsidiary $2.79M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $119.64M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $131.00M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $42.14M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $46.39M USD 1 Quarter
Net income ProfitLoss $84.61M USD 1 Quarter
Net income ProfitLoss $77.50M USD 1 Quarter
Basic earnings per common share EarningsPerShareBasic $0.48 USD 1 Quarter
Basic earnings per common share EarningsPerShareBasic $0.51 USD 1 Quarter
Shares used to compute basic earnings per share WeightedAverageNumberOfSharesIssuedBasic 163.01M shares 1 Quarter
Shares used to compute basic earnings per share WeightedAverageNumberOfSharesIssuedBasic 166.69M shares 1 Quarter
Diluted earnings per common share EarningsPerShareDiluted $0.47 USD 1 Quarter
Diluted earnings per common share EarningsPerShareDiluted $0.50 USD 1 Quarter
Shares used to compute diluted earnings per share WeightedAverageNumberOfDilutedSharesOutstanding 166.15M shares 1 Quarter
Shares used to compute diluted earnings per share WeightedAverageNumberOfDilutedSharesOutstanding 170.70M shares 1 Quarter
Cash Flow Statement 46 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $84.61M USD 1 Quarter
Net income ProfitLoss $77.50M USD 1 Quarter
Adjustments to reconcile net income to net cash provided by operating activities (See Note 1) AdjustmentsToReconcileNetIncomeLossToCashProvidedByUsedInOperatingActivities $-6.68M USD 1 Quarter
Adjustments to reconcile net income to net cash provided by operating activities (See Note 1) AdjustmentsToReconcileNetIncomeLossToCashProvidedByUsedInOperatingActivities $524.00K USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $78.02M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $77.93M USD 1 Quarter
Additions to restricted cash IncreaseInRestrictedCash - USD 1 Quarter
Additions to restricted cash IncreaseInRestrictedCash $4.00K USD 1 Quarter
Additions to property and equipment PaymentsToAcquirePropertyPlantAndEquipment $4.61M USD 1 Quarter
Additions to property and equipment PaymentsToAcquirePropertyPlantAndEquipment $7.39M USD 1 Quarter
Additions to capitalized software PaymentsForSoftware $7.99M USD 1 Quarter
Additions to capitalized software PaymentsForSoftware $9.48M USD 1 Quarter
Purchases of marketable securities PaymentsToAcquireMarketableSecurities $4.11M USD 1 Quarter
Purchases of marketable securities PaymentsToAcquireMarketableSecurities $8.65M USD 1 Quarter
Prepayments and maturities of marketable securities ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities $12.09M USD 1 Quarter
Prepayments and maturities of marketable securities ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities $7.38M USD 1 Quarter
Sales of marketable securities SaleOfMarketableSecurities $185.00K USD 1 Quarter
Sales of marketable securities SaleOfMarketableSecurities - USD 1 Quarter
Receipt of contingent payment from sale of SEI AK ProceedsFromDivestitureOfBusinessesNetOfCashDivested $2.79M USD 1 Quarter
Receipt of contingent payment from sale of SEI AK ProceedsFromDivestitureOfBusinessesNetOfCashDivested $2.79M USD 1 Quarter
Other investing activities PaymentsForProceedsFromOtherInvestingActivities $1.00M USD 1 Quarter
Other investing activities PaymentsForProceedsFromOtherInvestingActivities $-200.00K USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-7.47M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-10.32M USD 1 Quarter
Purchase and retirement of common stock PaymentsForRepurchaseOfCommonStock $78.37M USD 1 Quarter
Purchase and retirement of common stock PaymentsForRepurchaseOfCommonStock $67.53M USD 1 Quarter
Proceeds from issuance of common stock ProceedsFromIssuanceOfCommonStock $19.21M USD 1 Quarter
Proceeds from issuance of common stock ProceedsFromIssuanceOfCommonStock $6.48M USD 1 Quarter
Tax benefit on stock options exercised ExcessTaxBenefitFromShareBasedCompensationFinancingActivities $624.00K USD 1 Quarter
Tax benefit on stock options exercised ExcessTaxBenefitFromShareBasedCompensationFinancingActivities $3.27M USD 1 Quarter
Payment of dividends PaymentsOfDividends $40.18M USD 1 Quarter
Payment of dividends PaymentsOfDividends $42.68M USD 1 Quarter
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-85.23M USD 1 Quarter
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-113.95M USD 1 Quarter
Effect of exchange rate changes on cash and cash equivalents EffectOfExchangeRateOnCashAndCashEquivalents $1.99M USD 1 Quarter
Effect of exchange rate changes on cash and cash equivalents EffectOfExchangeRateOnCashAndCashEquivalents $-6.56M USD 1 Quarter
Net decrease in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $-41.41M USD 1 Quarter
Net decrease in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $-24.19M USD 1 Quarter
Cash and cash equivalents, beginning of period CashAndCashEquivalentsAtCarryingValue $638.25M USD Point-in-time
Cash and cash equivalents, beginning of period CashAndCashEquivalentsAtCarryingValue $643.26M USD Point-in-time
Cash and cash equivalents, beginning of period CashAndCashEquivalentsAtCarryingValue $679.66M USD Point-in-time
Cash and cash equivalents, beginning of period CashAndCashEquivalentsAtCarryingValue $667.45M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $638.25M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $643.26M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $679.66M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $667.45M USD Point-in-time
Comprehensive Income 18 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $84.61M USD 1 Quarter
Net income ProfitLoss $77.50M USD 1 Quarter
Unrealized gains during the period, income tax benefit (expense) OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-191.00K USD 1 Quarter
Unrealized gains during the period, income tax benefit (expense) OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-25.00K USD 1 Quarter
Reclassification adjustment for losses (gains) realized in net income, income tax (benefit) expense OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $-103.00K USD 1 Quarter
Reclassification adjustment for losses (gains) realized in net income, income tax (benefit) expense OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $52.00K USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $2.43M USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-8.78M USD 1 Quarter
Unrealized gains during the period, net of income taxes of $(191) and $(25) OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $330.00K USD 1 Quarter
Unrealized gains during the period, net of income taxes of $(191) and $(25) OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $7.00K USD 1 Quarter
Less: reclassification adjustment for losses (gains) realized in net income, net of income taxes of $(103) and $52 OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $94.00K USD 1 Quarter
Less: reclassification adjustment for losses (gains) realized in net income, net of income taxes of $(103) and $52 OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $-187.00K USD 1 Quarter
Unrealized gain (loss) on investments: OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax $-87.00K USD 1 Quarter
Unrealized gain (loss) on investments: OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax $517.00K USD 1 Quarter
Total other comprehensive gain (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-8.87M USD 1 Quarter
Total other comprehensive gain (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $2.95M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $75.74M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $80.44M USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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