← SEI Investments overview

SEI Investments vs Ares Capital: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

SEI Investments Company (SEIC)

Q3 2026
▲3

SEI beats Q2, expands partnerships and global reach

  • Q2 earnings beat with strong revenue and AUM growth SEI reported Q2 revenue of $641.6 million, up 14.7% year over year, beating estimates. Adjusted EPS rose 38% to $1.66. Assets under management grew 17.2% to $606.7 billion, and client assets under administration rose 19.7% to $1.36 trillion. This shows the core business is growing steadily, which supports a higher stock price.

    This is the most significant new event, directly showing financial outperformance that drives investor confidence.

  • New partnerships and product launches expand addressable market SEI expanded its partnership with WTW to bring private markets to 401(k) plans, launched a new factor ETF, and partnered with AI assistant Zocks for wealth management. These moves broaden SEI's offerings and open new revenue streams, which can drive future growth and lift the stock.

    These strategic initiatives are new and show SEI's efforts to grow beyond traditional services, positively impacting future earnings.

  • International expansion into Singapore SEI opened a Singapore office to offer asset servicing and UCITS fund distribution, tapping into Asia's growing asset management market. This geographic expansion can increase SEI's client base and assets under administration, supporting long-term growth.

    This is a new strategic move that signals SEI's ambition to grow internationally, a positive for future revenues.

  • Mixed Q2 details: GAAP earnings fell despite adjusted beat While adjusted EPS rose 38%, GAAP EPS fell 11% and net income dropped 14% due to higher expenses and margin pressure in the Investment Advisors segment. This divergence may concern some investors, but the strong adjusted results and buybacks likely outweigh the negatives.

    This provides a balanced view, highlighting a real counterweight to the positive earnings headline.

August 2026
▲3

SEI beats Q2, expands partnerships and global reach

  • Q2 earnings beat with strong revenue and AUM growth SEI reported Q2 revenue of $641.6 million, up 14.7% year over year, beating estimates. Adjusted EPS rose 38% to $1.66. Assets under management grew 17.2% to $606.7 billion, and client assets under administration rose 19.7% to $1.36 trillion. This shows the core business is growing steadily, which supports a higher stock price.

    This is the most significant new event, directly showing financial outperformance that drives investor confidence.

  • New partnerships and product launches expand addressable market SEI expanded its partnership with WTW to bring private markets to 401(k) plans, launched a new factor ETF, and partnered with AI assistant Zocks for wealth management. These moves broaden SEI's offerings and open new revenue streams, which can drive future growth and lift the stock.

    These strategic initiatives are new and show SEI's efforts to grow beyond traditional services, positively impacting future earnings.

  • International expansion into Singapore SEI opened a Singapore office to offer asset servicing and UCITS fund distribution, tapping into Asia's growing asset management market. This geographic expansion can increase SEI's client base and assets under administration, supporting long-term growth.

    This is a new strategic move that signals SEI's ambition to grow internationally, a positive for future revenues.

  • Mixed Q2 details: GAAP earnings fell despite adjusted beat While adjusted EPS rose 38%, GAAP EPS fell 11% and net income dropped 14% due to higher expenses and margin pressure in the Investment Advisors segment. This divergence may concern some investors, but the strong adjusted results and buybacks likely outweigh the negatives.

    This provides a balanced view, highlighting a real counterweight to the positive earnings headline.

Latest
▲3

SEI beats Q2, expands partnerships and global reach

  • Q2 earnings beat with strong revenue and AUM growth SEI reported Q2 revenue of $641.6 million, up 14.7% year over year, beating estimates. Adjusted EPS rose 38% to $1.66. Assets under management grew 17.2% to $606.7 billion, and client assets under administration rose 19.7% to $1.36 trillion. This shows the core business is growing steadily, which supports a higher stock price.

    This is the most significant new event, directly showing financial outperformance that drives investor confidence.

  • New partnerships and product launches expand addressable market SEI expanded its partnership with WTW to bring private markets to 401(k) plans, launched a new factor ETF, and partnered with AI assistant Zocks for wealth management. These moves broaden SEI's offerings and open new revenue streams, which can drive future growth and lift the stock.

    These strategic initiatives are new and show SEI's efforts to grow beyond traditional services, positively impacting future earnings.

  • International expansion into Singapore SEI opened a Singapore office to offer asset servicing and UCITS fund distribution, tapping into Asia's growing asset management market. This geographic expansion can increase SEI's client base and assets under administration, supporting long-term growth.

    This is a new strategic move that signals SEI's ambition to grow internationally, a positive for future revenues.

  • Mixed Q2 details: GAAP earnings fell despite adjusted beat While adjusted EPS rose 38%, GAAP EPS fell 11% and net income dropped 14% due to higher expenses and margin pressure in the Investment Advisors segment. This divergence may concern some investors, but the strong adjusted results and buybacks likely outweigh the negatives.

    This provides a balanced view, highlighting a real counterweight to the positive earnings headline.

Ares Capital Corporation (ARCC)

Q3 2026
▼3

Private credit stress tests ARCC's dividend as defaults rise

  • Rising non-accruals and dividend coverage gap Loans not paying interest rose to 2.4% of the portfolio from 1.8%, and core earnings of $0.47 fell short of the $0.48 dividend. That makes the payout less safe and pressures ARCC's price.

    This is the core new credit-quality deterioration directly threatening ARCC's dividend.

  • Record private credit defaults and sector dividend cuts Private credit defaults hit a record 6%, and peer Blue Owl cut its dividend. This raises fears ARCC may follow, weighing on its shares even though ARCC kept its own dividend steady.

    Sector-wide default record and a peer dividend cut are new negative signals for ARCC's payout.

  • Falling loan rates squeeze income ARCC's average loan rate dropped to 10.3% from higher levels, and peers show similar declines. Lower rates mean less interest income, making it harder to cover the dividend and pressuring the stock.

    Declining portfolio yield is a new earnings headwind for ARCC.

  • New $750M bond issue at higher cost ARCC priced $750 million of 6.250% notes due 2033 to repay bank debt. It locks in higher borrowing costs but extends maturities and keeps liquidity strong, so the effect on the stock is mixed.

    This new financing event affects ARCC's capital costs and liquidity.

August 2026
▼3

Private credit stress tests ARCC's dividend as defaults rise

  • Rising non-accruals and dividend coverage gap Loans not paying interest rose to 2.4% of the portfolio from 1.8%, and core earnings of $0.47 fell short of the $0.48 dividend. That makes the payout less safe and pressures ARCC's price.

    This is the core new credit-quality deterioration directly threatening ARCC's dividend.

  • Record private credit defaults and sector dividend cuts Private credit defaults hit a record 6%, and peer Blue Owl cut its dividend. This raises fears ARCC may follow, weighing on its shares even though ARCC kept its own dividend steady.

    Sector-wide default record and a peer dividend cut are new negative signals for ARCC's payout.

  • Falling loan rates squeeze income ARCC's average loan rate dropped to 10.3% from higher levels, and peers show similar declines. Lower rates mean less interest income, making it harder to cover the dividend and pressuring the stock.

    Declining portfolio yield is a new earnings headwind for ARCC.

  • New $750M bond issue at higher cost ARCC priced $750 million of 6.250% notes due 2033 to repay bank debt. It locks in higher borrowing costs but extends maturities and keeps liquidity strong, so the effect on the stock is mixed.

    This new financing event affects ARCC's capital costs and liquidity.

Latest
▼3

Private credit stress tests ARCC's dividend as defaults rise

  • Rising non-accruals and dividend coverage gap Loans not paying interest rose to 2.4% of the portfolio from 1.8%, and core earnings of $0.47 fell short of the $0.48 dividend. That makes the payout less safe and pressures ARCC's price.

    This is the core new credit-quality deterioration directly threatening ARCC's dividend.

  • Record private credit defaults and sector dividend cuts Private credit defaults hit a record 6%, and peer Blue Owl cut its dividend. This raises fears ARCC may follow, weighing on its shares even though ARCC kept its own dividend steady.

    Sector-wide default record and a peer dividend cut are new negative signals for ARCC's payout.

  • Falling loan rates squeeze income ARCC's average loan rate dropped to 10.3% from higher levels, and peers show similar declines. Lower rates mean less interest income, making it harder to cover the dividend and pressuring the stock.

    Declining portfolio yield is a new earnings headwind for ARCC.

  • New $750M bond issue at higher cost ARCC priced $750 million of 6.250% notes due 2033 to repay bank debt. It locks in higher borrowing costs but extends maturities and keeps liquidity strong, so the effect on the stock is mixed.

    This new financing event affects ARCC's capital costs and liquidity.