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Sei Investments Co

SEIC · Financials

Last earnings Oct 21, 2026

Key results

EPSquarter

9%

Relative to the third quarter 2024, EPS increased by 9%, and revenue and operating income grew by 8% and 11%, respectively, with operating margin increasing to 28%.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Operating incomequarter

8%

Relative to the third quarter 2024, EPS increased by 9%, and revenue and operating income grew by 8% and 11%, respectively, with operating margin increasing to 28%.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Operating marginquarter

28%

Relative to the third quarter 2024, EPS increased by 9%, and revenue and operating income grew by 8% and 11%, respectively, with operating margin increasing to 28%.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Growthquarter

up 9%

diluted EPS of $1.30, up 9% from the prior year, driven by strong revenue growth and margin expansion across the business.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Consolidated revenues and operating income increased by 8% and 11%, respectively, from Q3 2024.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

SEI's consolidated operating margin of 28% improved over both the prior year and prior quarter, reflecting operating leverage on strong revenue growth and cost discipline.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Revenuequarter

2%

Private Banks operating profit declined by 2% due to the benefit of unusual items in Q3 2024 absent these items both revenue and margins improved relative to the prior year.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Net revenuequarter

$31M

SEI Earnings PresentationQ3 2025 Delivered record EPS (excluding one-time items), driven by strong revenue growth and margin expansion Net sales events totaled $31M, led by record performance in Investment Managers; robust pipelines across all businesses Margins improved year over year, reflecting disciplined execution and operational leverage Continued momentum and execution against long-term strategy $ in millions except EPS; AUM; and Assets under administration, platform-only, and advisement; and platform-only assets Operating margin % change represents improvement or decline in margin rate vs.

SEC original ↗Sei Investments Co — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2025

AI analysis

Q3 2025 · reported Oct 22, 2025

Based on: Earnings release + Q3 2025 deck + parent 8-K — transcript not held

Net revenue · Q3 2025
$31M
EX-99 · Oct 22, 2025
Operating margin · Q3 2025
28%
EX-99 · Oct 22, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
EPS9%——
Operating income8%——
Operating margin28%——
Growthup 9%——
Revenue2%——
Net revenue$31M——

EX-99 · Oct 22, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin28%

Capital allocation

Buybacks dividend$64.6M

SEI repurchased 1.6 million shares of common stock for $141.6 million during the third quarter 2025 at an average price of $90.02 per share, bringing total shares repurchased to 9.3 million for the trailing 12 months.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Excluding one-time items, third-quarter earnings per share also hit a record high

Based on: Earnings release + Q3 2025 deck + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

SEI repurchased 1.6 million shares of common stock for $141.6 million during the third quarter 2025 at an average price of $90.02 per share, bringing total shares repurchased to 9.3 million for the trailing 12 months.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

SEI Earnings PresentationQ3 2025 Capital returned to shareholders ($M) Liquidity and capitalization ($M) $793 $0 $10,500 Cash Long-Term Debt Market Capitalization Ended Q3 with $793M cash*, no long-term debt Share repurchases totaled $142M in Q3; $775M over trailing 12 months (over 7% of shares outstanding) $50M anchor investment in LSV s new hedge fund; strong early returns Stratos acquisition expected to be funded with balance sheet cash; closing anticipated late 2025 or early 2026 Highlights 9 $142 $775 $123 Q3 '25 TTM Q3 '25 Buybacks Dividends *Excludes $64.6M of consolidated cash associated with LSV Variable Interest Entity For institutional investor and financial advisor use only.

SEC original ↗Sei Investments Co — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2025

Strategy & priorities

Our growth is underscored by the disciplined execution of our clear enterprise strategy, and we have confidence in our healthy sales pipelines, said CEO Ryan Hicke.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

We are making targeted investments in technology and talent, allocating capital to the highest-return opportunities, and driving margin expansion.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

SEI Earnings PresentationQ3 2025 Delivered record EPS (excluding one-time items), driven by strong revenue growth and margin expansion Net sales events totaled $31M, led by record performance in Investment Managers; robust pipelines across all businesses Margins improved year over year, reflecting disciplined execution and operational leverage Continued momentum and execution against long-term strategy $ in millions except EPS; AUM; and Assets under administration, platform-only, and advisement; and platform-only assets Operating margin % change represents improvement or decline in margin rate vs.

SEC original ↗Sei Investments Co — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2025

Risks & headwinds

You should not place undue reliance on our forward-looking statements, as they are based on the current beliefs and expectations of our management and subject to significant risks and uncertainties, many of which are beyond our control or are subject to change.

SEC original ↗Sei Investments Co — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Documents

Earnings deck slides

0 decks with slide view

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sei Investments Co — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials

Filings

41 documents

Earnings releases

8 documents

Presentations

11 documents

Transcripts

0 documents

No transcripts for Sei Investments Co are held in this edition of the library.

Mentioned by

6 companies

Other tracked companies whose held documents mention Sei Investments Co by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.