Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 28.28% is in line with its 5-year average of 26.01%, near the high end of its 5-year range (19.47%–30.79%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.30% below its 12-month average of 29.24%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 28.28%.
RETURN ON EQUITY (ROE)
28.28%
RETURN ON EQUITY (ROE) AVG TTM
29.24%
RETURN ON EQUITY (ROE) AVG 3Y
25.32%
RETURN ON EQUITY (ROE) AVG 5Y
26.01%
RETURN ON EQUITY (ROE) AVG 10Y
26.78%
RETURN ON EQUITY (ROE) AVG 15Y
25.48%
RETURN ON EQUITY (ROE) AVG 20Y
25.64%
CURRENT VS TTM AVG
-3.30%
CURRENT VS 3Y AVG
+11.68%
CURRENT VS 5Y AVG
+8.70%
CURRENT VS 10Y AVG
+5.59%
CURRENT VS 15Y AVG
+11.00%
CURRENT VS 20Y AVG
+10.28%
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
+222.80%
vs the sector median at left
SEI Investments Company
Market Cap
$12.41B
Return on Equity (ROE)
28.28%
TTM Avg
29.24%
3Y Avg
25.32%
5Y Avg
26.01%
Market Cap
$12.43B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$12.24B
Return on Equity (ROE)
17.51%
TTM Avg
8.50%
3Y Avg
4.56%
5Y Avg
11.22%
Market Cap
$12.01B
Return on Equity (ROE)
-56.75%
TTM Avg
-27.14%
3Y Avg
-13.95%
5Y Avg
1.02%
Market Cap
$12.99B
Return on Equity (ROE)
19.69%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$11.72B
Return on Equity (ROE)
-56.75%
TTM Avg
-27.14%
3Y Avg
-13.95%
5Y Avg
1.02%
Market Cap
$13.12B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$11.67B
Return on Equity (ROE)
19.77%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
Market Cap
$11.52B
Return on Equity (ROE)
-56.75%
TTM Avg
-27.14%
3Y Avg
-13.95%
5Y Avg
1.02%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| SEI Investments Company (SEIC) | $12.41B | 28.28% | 29.24% | 25.32% | 26.01% |
| iShares Ethereum Trust ETF (ETHA)vs › | $12.43B | N/A | N/A | N/A | N/A |
| TransUnion (TRU)vs › | $12.24B | 17.51% | 8.50% | 4.56% | 11.22% |
| Oxford Lane Capital Corp. 5.00% Notes due 2027 (OXLCZ)vs › | $12.01B | -56.75% | -27.14% | -13.95% | 1.02% |
| Globe Life Inc. (GL)vs › | $12.99B | 19.69% | 19.80% | 20.98% | 17.36% |
| Oxford Lane Capital Corp. (OXLCN)vs › | $11.72B | -56.75% | -27.14% | -13.95% | 1.02% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP)vs › | $13.12B | N/A | N/A | N/A | N/A |
| American Financial Group, Inc. (AFG)vs › | $11.67B | 19.77% | 18.66% | 19.88% | 21.68% |
| Oxford Lane Capital Corp. 6.75% Notes due 2031 (OXLCL)vs › | $11.52B | -56.75% | -27.14% | -13.95% | 1.02% |
| Assurant, Inc. (AIZ)vs › | $13.31B | 17.44% | 14.88% | 12.41% | 13.66% |
ROE
28.3%
ROA
21.3%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 28.28% |
| 2026-03-31 | 30.13% |
| 2025-12-31 | 29.22% |
| 2025-09-30 | 29.10% |
| 2025-06-30 | 29.48% |
| 2025-03-31 | 26.63% |
| 2024-12-31 | 25.81% |
| 2024-09-30 | 23.20% |
| 2024-06-30 | 22.55% |
| 2024-03-31 | 21.54% |
| 2023-12-31 | 21.68% |
| 2023-09-30 | 21.77% |
| 2023-06-30 | 19.75% |
| 2023-03-31 | 19.47% |
| 2022-12-31 | 24.34% |
| 2022-09-30 | 26.35% |
| 2022-06-30 | 30.43% |
| 2022-03-31 | 30.79% |
| 2021-12-31 | 29.37% |
| 2021-09-30 | 28.68% |
| 2021-06-30 | 27.70% |
| 2021-03-31 | 25.56% |
| 2020-12-31 | 25.71% |
| 2020-09-30 | 26.03% |
| 2020-06-30 | 27.58% |
| 2020-03-31 | 28.64% |
| 2019-12-31 | 28.84% |
| 2019-09-30 | 28.69% |
| 2019-06-30 | 29.66% |
| 2019-03-31 | 29.33% |
| 2018-12-31 | 31.75% |
| 2018-09-30 | 31.40% |
| 2018-06-30 | 30.51% |
| 2018-03-31 | 28.23% |
| 2017-12-31 | 27.38% |
| 2017-09-30 | 25.89% |
| 2017-06-30 | 25.94% |
| 2017-03-31 | 25.32% |
| 2016-12-31 | 25.62% |
| 2016-09-30 | 24.87% |
| 2016-06-30 | 24.79% |
| 2016-03-31 | 24.96% |
| 2015-12-31 | 25.72% |
| 2015-09-30 | 24.99% |
| 2015-06-30 | 25.42% |
| 2015-03-31 | 25.58% |
| 2014-12-31 | 25.55% |
| 2014-09-30 | 24.68% |
| 2014-06-30 | 24.13% |
| 2014-03-31 | 24.16% |
| 2013-12-31 | 24.92% |
| 2013-09-30 | 23.93% |
| 2013-06-30 | 23.32% |
| 2013-03-31 | 20.78% |
| 2012-12-31 | 19.92% |
| 2012-09-30 | 18.00% |
| 2012-06-30 | 18.57% |
| 2012-03-31 | 18.70% |
| 2011-12-31 | 19.99% |
| 2011-09-30 | 21.16% |
| 2011-06-30 | 21.50% |
| 2011-03-31 | 21.35% |
| 2010-12-31 | 22.24% |
| 2010-09-30 | 21.38% |
| 2010-06-30 | 21.60% |
| 2010-03-31 | 20.72% |
| 2009-12-31 | 19.16% |
| 2009-09-30 | 15.58% |
| 2009-06-30 | 14.33% |
| 2009-03-31 | 15.54% |
| 2008-12-31 | 18.18% |
| 2008-09-30 | 23.39% |
| 2008-06-30 | 29.08% |
| 2008-03-31 | 32.24% |
| 2007-12-31 | 34.35% |
| 2007-09-30 | 37.73% |
| 2007-06-30 | 37.53% |
| 2007-03-31 | 36.18% |
| 2006-12-31 | 37.59% |
| 2006-09-30 | 39.06% |
| 2006-06-30 | 43.10% |
| 2006-03-31 | 43.49% |
| 2005-12-31 | 44.66% |
| 2005-09-30 | 43.99% |
| 2005-06-30 | 44.08% |
| 2005-03-31 | 42.94% |
| 2004-12-31 | 41.84% |
| 2004-09-30 | 41.50% |
| 2004-06-30 | 42.09% |
| 2004-03-31 | 39.14% |
| 2003-12-31 | 39.31% |
| 2003-09-30 | 39.42% |
| 2003-06-30 | 44.58% |
