Earnings summaries and quarterly performance for SEI INVESTMENTS.
Executive leadership at SEI INVESTMENTS.
Ryan P. Hicke
Detailed
Chief Executive Officer
CEO
AP
Alfred P. West, Jr.
Detailed
Executive Chairman
MF
Michael F. Lane
Detailed
Head of Global Asset Management
MN
Michael N. Peterson
Detailed
General Counsel
PN
Philip N. McCabe
Detailed
Executive Vice President, Investment Managers
SJ
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
7 questions for SEIC
Also covers: ABL, ABR, AGNC +24 more
PO
Patrick O'Shaughnessy
Raymond James
5 questions for SEIC
Also covers: AMTD, BR, CBRE +7 more
Ryan Kenny
Morgan Stanley
4 questions for SEIC
Also covers: C, EVR, HLI +2 more
JS
Jeffrey Schmitt
William Blair
3 questions for SEIC
Also covers: AIZ, AMP, CBOE +8 more
KS
Kwun Sum Lau
Oppenheimer
3 questions for SEIC
Also covers: CBOE, CLVT, CME +9 more
AB
Alex Bond
Keefe, Bruyette & Woods (KBW)
2 questions for SEIC
Also covers: EVR, HLI, HLNE +4 more
JS
Jeff Schmitt
William Blair & Company, L.L.C.
2 questions for SEIC
Also covers: AIZ, AMP, CBOE +11 more
JS
Jeff Schmitz
William Blair
2 questions for SEIC
NN
Natalie Null
KBW
2 questions for SEIC
AH
Aidan Hall
KBW
1 question for SEIC
Also covers: EVR, HLI, HLNE +5 more
CS
Connell Schmitz
Morgan Stanley
1 question for SEIC
CS
Cornell Smith
Morgan Stanley
1 question for SEIC
KS
Kerner Smith
Morgan Stanley
1 question for SEIC
OL
Owen Lau
Oppenheimer & Co. Inc.
1 question for SEIC
Also covers: BLSH, CLVT, CME +9 more
Recent press releases and 8-K filings for SEIC.
SEI Investments Provides Business Segment Updates and Strategic Outlook
SEIC
M&A
New Projects/Investments
Guidance Update
- SEI's IMS business, described as a "crown jewel," has a strong pipeline, particularly in alternatives, and expects new wins in Q1 2026, though some Q1 margin pressure is anticipated due to investments and raises.
- The Private Banking business recorded $150 million in total sales events in 2025, with $50 million from non-recurring professional services, and its pipeline is currently the strongest it has ever been, focusing on regional and community banks.
- The Asset Management business, under new leadership, achieved $1.4 billion in total ETF flows in 2025 and secured two of its largest-ever engagements, indicating early success in its turnaround efforts.
- The recent Stratos acquisition completes SEI's three core financial services drivers (administration, asset management, and advice), with early synergy indications from advisors exploring SEI's broader offerings.
- SEI improved margins by approximately 140 basis points in 2025 and aims for 25-50 basis points annual improvement, driven by automation and AI, while committing to return 90%-100% of free cash flow to shareholders and potentially using debt for future investments, especially to support Stratos.
5 days ago
SEI Investments Discusses Strategic Growth, Margin Expansion, and Capital Allocation at UBS Conference
SEIC
M&A
New Projects/Investments
Share Buyback
- SEI Investments (SEIC) views its IMS business as a "crown jewel", characterized by steady double-digit growth, a strong pipeline, and a significant shift to alternatives, with new wins anticipated in Q1.
- The company has seen substantial growth in high-margin professional services, with sales events reaching $50 million in fiscal year 2025, up from zero two to three years prior, and plans to expand this model to its IMS business.
- SEIC's asset management business is undergoing a turnaround, marked by $200 million in positive inflows in Q1 or Q2, $1.4 billion in total ETF flows in 2025, and two of its largest-ever client engagements in 2025.
- The recent Stratos acquisition completes SEIC's "three A's" strategy (administration, asset management, and advice), with expected synergies from cross-selling SEI products to Stratos advisors rather than cost reductions.
- SEIC improved margins by approximately 140 basis points in 2025 and aims for annual improvements of 25-50 basis points, driven by automation and AI, while also returning 90%-100% of free cash flow to shareholders, including $600 million in buybacks in 2025.
5 days ago
SEI Investments Discusses Business Performance, Strategic Acquisitions, and Financial Outlook at UBS Conference
SEIC
M&A
New Projects/Investments
Guidance Update
- The IMS business, described as a "crown jewel," continues to exhibit strong performance with a shift to 70% alternatives and a robust pipeline, while the Private Banking business, despite a $15 million loss in Q3, reported strong sales events in 2025 and a robust pipeline driven by a focus on regional banks.
- SEI's Asset Management business is undergoing a turnaround, achieving $200 million in positive inflows and $1.4 billion in total ETF flows in 2025, and the recent Stratos acquisition, contributing one month of revenue to Q4, is expected to drive cross-selling synergies in the advice space.
- The company improved margins by approximately 140 basis points in 2025 and aims for 25-50 basis points of annual improvement through automation and AI, with a capital allocation strategy focused on returning 90%-100% of free cash flow to shareholders and potentially using debt for future tuck-in acquisitions, particularly to support Stratos.
5 days ago
KraneShares AGIX Portfolio Update: SpaceX Shares Acquired Post-xAI Merger
SEIC
M&A
New Projects/Investments
- The KraneShares Artificial Intelligence & Technology ETF (AGIX) has updated its portfolio, now holding shares in the combined SpaceX entity following the merger between SpaceX and xAI.
- AGIX's xAI shares, which represented approximately 3.38% of the portfolio as of February 2, 2026, have been converted into shares of the merged SpaceX entity.
- SpaceX is reportedly evaluating a potential initial public offering (IPO) later in 2026, which could serve as a future liquidity catalyst for existing private shareholders, though this transaction remains uncertain.
- AGIX continues to provide exposure to select private AI opportunities, including SpaceX and Anthropic, which are valued in accordance with AGIX’s established fair valuation procedures.
5 days ago
SEI Reports Strong Q4 2025 Earnings and Strategic Progress
SEIC
Earnings
Share Buyback
M&A
- SEI reported earnings per share of $1.38 for Q4 2025, representing its highest-ever quarterly earnings performance after accounting for unusual items. On a GAAP basis, EPS increased 16% year-over-year and 6% sequentially.
- The company achieved $44 million in total sales events in Q4 2025, marking its strongest quarter ever for sales events, with private banking contributing $28 million in net sales events. Investment Manager Services (IMS) also realized $20 million in net sales events.
- SEI completed the first close of its Stratos partnership, which contributed approximately $5 million in revenue and just under $1 million in operating income to the advisory segment in Q4 2025.
- In Q4 2025, SEI repurchased $101 million of shares, bringing full-year repurchases to $616 million, representing nearly 6% of total shares outstanding from the end of 2024. The company ended the year with $400 million of cash and no debt.
Jan 28, 2026, 10:00 PM
SEI Reports Strong Q4 2025 Earnings and Record Sales Events
SEIC
Earnings
New Projects/Investments
Share Buyback
- SEI reported Q4 2025 earnings per share of $1.38, representing its highest-ever quarterly earnings performance, driven by broad-based revenue growth and margin expansion across most business segments.
- The company achieved $44 million in total sales events in Q4 2025, with private banking contributing $28 million and IMS $20 million, marking its strongest year ever for sales events.
- SEI completed the first close of its Stratos partnership in Q4 2025 and made a strategic investment in Avantos, an AI-native operating system. Stratos contributed approximately $5 million in revenue to the advisory segment in Q4.
- In Q4 2025, SEI repurchased $101 million of shares, bringing full-year repurchases to $616 million, and ended the year with $400 million of cash and no debt.
- A targeted 3% workforce reduction was implemented in December 2025, with the severance charges largely offsetting annual compensation increases for 2026.
Jan 28, 2026, 10:00 PM
SEI Reports Record Q4 2025 Earnings and Strong Sales Events
SEIC
Earnings
Share Buyback
New Projects/Investments
- SEI reported Q4 2025 earnings per share of $1.38, marking its highest-ever quarterly performance and contributing to one of the strongest years in the company's 58-year history with double-digit earnings growth and operating margin expansion.
- The company achieved $44 million in total sales events in Q4 2025, its highest-ever quarterly result, significantly driven by $28 million in net sales events from private banking.
- Q4 2025 EPS was reduced by approximately $0.08 due to unusual items, including $20 million of elevated corporate overhead for severance and M&A fees, partially offset by tax benefits and a revenue accrual true-up.
- SEI repurchased $101 million of shares in Q4 2025, bringing the full-year total to $616 million, representing nearly 6% of total shares outstanding, and ended the year with $400 million in cash and no debt.
- Strategic initiatives included the first close of the Stratos partnership and an investment in Avantos, an AI-native operating system, with management expecting sales momentum to carry into 2026.
Jan 28, 2026, 10:00 PM
SEI Investments Company Reports Record Q4 and Full-Year 2025 Results
SEIC
Earnings
Share Buyback
Revenue Acceleration/Inflection
- SEI Investments Company (SEIC) reported a record Q4 2025, with revenues of $607.9 million and EPS of $1.38, marking year-over-year increases of 9.1% and 16.0%, respectively.
- The company achieved record full-year net sales events of $150 million in 2025, with Q4 2025 net sales events reaching $43.6 million, one of the highest quarters in SEI's history.
- Assets Under Management (AUM) increased to $554.6 billion and Assets Under Administration, Platform & Advisement (AUA) grew to $1,290.8 billion in Q4 2025, both showing sequential and year-over-year growth.
- SEIC ended Q4 2025 with $400 million in cash and no long-term debt, and returned $101 million to shareholders through buybacks in Q4, totaling $616 million for the full year.
Jan 28, 2026, 10:00 PM
SEI Investments Company Reports Strong Fourth-Quarter and Full-Year 2025 Financial Results
SEIC
Earnings
M&A
Share Buyback
- SEI Investments Company reported a strong fourth quarter and full year 2025, with Q4 2025 revenues increasing 9% to $607,925 thousand and diluted earnings per share (EPS) growing 16% to $1.38 compared to Q4 2024.
- For the full year 2025, revenues increased 8% to $2,297,381 thousand and diluted EPS rose 28% to $5.63 compared to 2024.
- The company's operating margin improved to 27% in Q4 2025 from 26% in Q4 2024.
- Net sales events totaled $43.6 million in Q4 2025, contributing to a record $149.9 million for the full year.
- SEI completed the first close of the Stratos acquisition for $440.8 million and repurchased 1.2 million shares of common stock for $101.0 million in Q4 2025.
Jan 28, 2026, 9:03 PM
SEI Investments Company Reports Strong Fourth Quarter and Full-Year 2025 Financial Results
SEIC
Earnings
M&A
Share Buyback
- SEI Investments Company (SEIC) reported strong financial results for the fourth quarter and full year ended December 31, 2025. For Q4 2025, diluted EPS increased by 16% to $1.38, revenue grew by 9% to $607,925 thousand, and operating income rose by 11% to $161,618 thousand compared to Q4 2024. Full-year 2025 diluted EPS increased by 28% to $5.63.
- The company's consolidated operating margin for Q4 2025 improved to 27%, reflecting solid revenue growth, margin expansion, and strong sales activity across all business segments.
- SEI completed the first and largest close of the Stratos acquisition for $440.8 million during Q4 2025, funded with balance sheet cash.
- SEI repurchased 1.2 million shares of common stock for $101.0 million in Q4 2025, bringing the total for the year to 7.5 million shares.
- Ending assets under administration increased by 3% and ending assets under management increased by 2% from Q3 to Q4 2025, with total assets managed, advised, or administered reaching approximately $1.9 trillion as of December 31, 2025.
Jan 28, 2026, 9:01 PM
Quarterly earnings call transcripts for SEI INVESTMENTS.
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