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    Connell SchmitzMorgan Stanley

    Connell Schmitz's questions to SEI Investments Co (SEIC) leadership

    Connell Schmitz's questions to SEI Investments Co (SEIC) leadership • Q1 2025

    Question

    Connell Schmitz, on behalf of Ryan Kenny, asked about SEI's ability to maintain its record 28% operating margin and questioned the expected cadence for deploying the new share repurchase authorization.

    Answer

    CFO & COO Sean Denham stated that the margin improvement stems from positive operating leverage as strong net sales convert to revenue, combined with disciplined cost control and thoughtful investment management. Regarding buybacks, Denham explained that the pace is determined on a quarterly basis, considering the company's capital needs, cash flow forecasts, and management's assessment of the stock's value, rather than a predetermined cadence.

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