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, FRGE +8 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: CLVT, CME, COIN +8 more
Recent press releases and 8-K filings for SEIC.
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.
8 days ago
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.
8 days ago
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.
8 days ago
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.
8 days ago
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.
8 days ago
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.
8 days ago
KraneShares Launches KIQQ ETF
SEIC
Product Launch
New Projects/Investments
- KraneShares launched the KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF (Ticker: KIQQ) on January 7, 2026.
- KIQQ is designed to offer investors equity exposure to the Nasdaq-100 Index® through a systematic hedging and option income-generation process.
- The ETF's strategy includes an enhanced, daily-adjusted put replication strategy for downside risk management and generates option income by selling short-dated, out-of-the-money call options.
- Goldman Sachs has been initially engaged as a swap counterparty for the fund's option exposure.
Jan 7, 2026, 1:30 PM
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
Quarterly earnings call transcripts for SEI INVESTMENTS.
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