Earnings summaries and quarterly performance for SEI INVESTMENTS.
Executive leadership at SEI INVESTMENTS.
Ryan P. Hicke
Detailed
Chief Executive Officer
CEO
Alfred P. West, Jr.
Detailed
Executive Chairman
Michael F. Lane
Detailed
Head of Global Asset Management
Michael N. Peterson
Detailed
General Counsel
Philip N. McCabe
Detailed
Executive Vice President, Investment Managers
Sean J. Denham
Detailed
Chief Financial Officer
Board of directors at SEI INVESTMENTS.
Research analysts who have asked questions during SEI INVESTMENTS earnings calls.
Crispin Love
Piper Sandler
5 questions for SEIC
Also covers: ABL, ABR, AGNC +24 more
Ryan Kenny
Morgan Stanley
4 questions for SEIC
Also covers: C, EVR, HLI +2 more
Jeffrey Schmitt
William Blair
3 questions for SEIC
Also covers: AIZ, AMP, CBOE +8 more
Kwun Sum Lau
Oppenheimer
3 questions for SEIC
Also covers: CBOE, CLVT, CME +9 more
Patrick O'Shaughnessy
Raymond James
3 questions for SEIC
Also covers: AMTD, BR, CBRE +7 more
Alex Bond
Keefe, Bruyette & Woods (KBW)
2 questions for SEIC
Also covers: EVR, HLI, LAZ +3 more
Aidan Hall
KBW
1 question for SEIC
Also covers: EVR, HLI, HLNE +5 more
Connell Schmitz
Morgan Stanley
1 question for SEIC
Jeff Schmitt
William Blair & Company, L.L.C.
1 question for SEIC
Also covers: AIZ, AMP, FRGE +8 more
Jeff Schmitz
William Blair
1 question for SEIC
Owen Lau
Oppenheimer & Co. Inc.
1 question for SEIC
Also covers: CLVT, CME, COIN +8 more
Recent press releases and 8-K filings for SEIC.
SEI Reports Strong Momentum in Global Wealth Management Markets
SEIC
New Projects/Investments
Revenue Acceleration/Inflection
- For the nine months ended September 30, 2025, SEI's global Private Banking business completed 13 client implementation projects and re-contracted 12 clients on the SEI Wealth Platform (SWP).
- During the same period, SEI signed 21 new professional services engagements and launched 14 projects across 13 unique firms.
- A notable implementation included Alerus, which migrated approximately 19,800 internal and external custody accounts totaling approximately $41.5 billion in assets under management to SWP.
- As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets.
Dec 4, 2025, 1:00 PM
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
SEIC
M&A
New Projects/Investments
- SEI Investments Company (SEIC) completed the first stage of its strategic investment in Stratos Wealth Holdings on December 3, 2025.
- SEI-Eclipse Holding Company, LLC, a newly formed entity, purchased the U.S.-based Stratos business for approximately $440.8 million.
- SEI will pay a total cash consideration of approximately $544 million for 57.5% of the equity of SEI-Eclipse Holding Company.
- The second stage of the transaction, involving the purchase of the Mexico-based NSC business, is expected to close in 2026.
- Stratos, which advises and services approximately $38 billion in client assets, will continue to operate under its brand and be led by Founder and CEO Jeff Concepcion.
Dec 3, 2025, 9:41 PM
SEI completes first stage of Stratos Wealth Holdings investment
SEIC
M&A
New Projects/Investments
- SEI (NASDAQ: SEIC) completed the first stage of its strategic investment in Stratos Wealth Holdings on December 3, 2025, purchasing the U.S.-based Stratos business for approximately $441 million. SEI paid a total cash consideration of approximately $544 million for 57.5% of the equity of SEI-Eclipse Holding Company.
- Stratos, a network of over 350 financial advisors across 29 states, advises and services approximately $38 billion in client assets. Founder and CEO Jeff Concepcion will continue to lead the business, which will operate under its existing brand.
- This partnership is intended to enhance SEI's ecosystem with an advice platform, complementing its existing administration and asset management capabilities.
- The second stage of the transaction, which involves the Mexico-based NSC business, is expected to close in 2026, subject to regulatory approval.
Dec 3, 2025, 5:00 PM
SEI Increases Stock Repurchase Program
SEIC
Share Buyback
- SEI Investments Company's Board of Directors approved an increase in its stock repurchase program by an additional $650 million.
- This increase raises the total available authorization under the program to approximately $773.2 million.
- The new authorization includes $123.2 million remaining from the company's existing share repurchase authorization as of October 20, 2025.
Oct 24, 2025, 8:25 PM
SEI Investments Company Announces Strong Q3 2025 Financial Results
SEIC
Earnings
Share Buyback
Revenue Acceleration/Inflection
- SEI Investments Company reported diluted earnings per share (EPS) of $1.30 for Q3 2025, representing a 9% increase compared to Q3 2024. Excluding one-time items, Q3 2025 EPS reached a record high for a single quarter.
- Total revenues for Q3 2025 increased by 8% to $578,511 thousand, and operating income grew by 11% to $159,961 thousand compared to the prior year's third quarter. The consolidated operating margin improved to 28%.
- Net sales events for Q3 2025 totaled $30.5 million, contributing to a record $106.3 million in net sales events year-to-date through the third quarter.
- During Q3 2025, SEI repurchased 1.6 million shares of common stock for $141.6 million at an average price of $90.02 per share.
Oct 22, 2025, 8:02 PM
SEI Investments Reports Strong Third-Quarter 2025 Financial Results
SEIC
Earnings
Share Buyback
- SEI Investments Company reported diluted earnings per share of $1.30 for the third quarter of 2025, representing a 9% increase compared to the prior year.
- Revenue grew by 8% to $578.5 million and operating income increased by 11% to $159.9 million in Q3 2025 compared to Q3 2024, with the consolidated operating margin rising to 28%.
- Net sales events for the third quarter of 2025 totaled $30.5 million, contributing to a record $106.3 million for the nine-month period.
- The company repurchased 1.6 million shares of common stock for $141.6 million during the third quarter of 2025 at an average price of $90.02 per share.
Oct 22, 2025, 8:01 PM
SEI Investments Outlines Growth Strategy and Financial Restructuring
SEIC
Guidance Update
New Projects/Investments
M&A
- SEI Investments reported strong financial performance from 2022 to 2024, with revenue growing by 21% and profit by 26%, driven by $250 million in net new sales from January 2022 to June 30, 2024. The company anticipates double-digit growth in its Investment Manager Services (IMS) business and high single-digit annualized AUM growth in asset management, largely from organic inflows.
- The company expects to improve operating margins by 25 to 50 basis points per year through disciplined cost optimization, including the Global Capability Center (GCC) opened in May 2025 in Hyderabad, India, which is projected to save $40 million over the next five years.
- SEI plans to shift its capital allocation strategy by targeting a positive one-time leverage ratio from its current negative one-time net debt to EBITDA, reducing cash balances from approximately $700 million to $300 million. Incremental capital will be allocated towards M&A, particularly increasing its ownership in Stratos to 100% over the next six years.
- To simplify financial reporting and align with operational structure, SEI will transition from five segments to three segments around 2026.
Sep 18, 2025, 1:00 PM
SEIC Outlines Strategic Shift and Growth Initiatives at Investor Day 2025
SEIC
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- **SEIC is implementing a strategic shift from a vertical to a horizontal operating model to simplify operations and drive growth, including centralizing functions like technology and procurement. **
- **The company aims for double-digit annualized total shareholder return by 2030 and expects to improve operating margins by 25-50 basis points annually through disciplined cost optimization and the new Global Capability Center in Hyderabad, India. **
- **SEIC plans to reorganize its business from five segments to three, effective around 2026, to enhance operational efficiency and investor clarity. **
- **Key growth drivers include the IMS business, which derives over 70% of its revenue from alternatives, international expansion, professional services (contributing nearly 50% of net new sales), and an expanded focus on the RIA and bank markets through an integrated "ecosystem" approach. **
Sep 18, 2025, 1:00 PM
SEI Investments Company Outlines Strategic Shift, Growth Targets, and Capital Allocation Plan at Investor Day
SEIC
Strategic Shift
Guidance Update
M&A
- SEI is undergoing a strategic shift from a vertical to a horizontal operating model to foster an integrated enterprise strategy, which includes consolidating technology, centralizing procurement, and developing an enterprise story.
- The company aims for double-digit annualized total shareholder return through 2030, driven by initiatives such as double-digit growth in its IMS business and high single-digit annualized AUM growth in asset management.
- SEI plans to restructure its financial reporting from five segments to three, effective around 2026, to simplify understanding and align with how the business is run.
- Capital allocation will become more balanced, with an anticipated reduction in cash balances from approximately $700 million to $300 million and potential use of debt. 90%-100% of free cash flow is expected to be returned to shareholders primarily through repurchases, with modest dividend increases.
- The company's M&A focus includes increasing ownership of Stratos to 100% over the next six years and supporting its acquisitions, while also being open to other attractive, sizable, and accretive M&A opportunities.
Sep 18, 2025, 1:00 PM
SEI Investments Company Outlines Strategic Shift, Growth Initiatives, and Financial Targets at 2025 Investor Day
SEIC
Guidance Update
New Projects/Investments
M&A
- SEI Investments Company is implementing a strategic shift from a vertical to a horizontal operating model to drive growth and efficiency, with a focus on doubling down on alternatives and international expansion.
- The company aims to achieve double-digit annualized total shareholder return through 2030 and expects to improve operating margins by 25-50 basis points per year through disciplined cost optimization and expense management, including the Global Capability Center (GCC) which opened in May 2025.
- Capital allocation will be more balanced, with plans to reduce cash balances from approximately $700 million to $300 million. While 90%-100% of free cash flow will still be returned to shareholders, incremental capital will be directed towards M&A and investments, such as the Stratos acquisition.
- SEI plans to reorganize its reporting structure from five segments to three segments around 2026 to simplify its business and align with its operational strategy.
Sep 18, 2025, 1:00 PM
Quarterly earnings call transcripts for SEI INVESTMENTS.
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