SEI Investments (NASDAQ:SEIC) Issues Earnings Results, Beats Expectations By $0.04 EPS

SEI Investments (NASDAQ:SEIC) posted its quarterly earnings data on Wednesday. The asset manager reported $1.38 EPS for the quarter, topping analysts’ consensus estimates of $1.34 by $0.04, Zacks reports. The firm had revenue of $607.93 million for the quarter, compared to analyst estimates of $596.97 million. SEI Investments had a return on equity of 30.67% and a net margin of 31.14%.The company’s revenue was up 9.1% on a year-over-year basis. During the same quarter last year, the company earned $1.19 EPS.

Here are the key takeaways from SEI Investments’ conference call:

• SEI reported a record-like Q4 with EPS of $1.38, broad-based revenue growth and margin expansion across nearly all segments, and management saying Q4 was one of the strongest quarters in company history.
• Sales momentum was strong with $44 million in total quarterly sales events (private banking led with $28 million) and advisors delivering their best net inflow year in over a decade, driven by professional services and product distribution gains.
• The firm completed the first close of its strategic Stratos partnership, which management expects will expand SEI’s advisor-channel reach and drive future roll-ups and organic growth as integration proceeds.
• Near-term results were reduced by roughly $0.08 of EPS from one-time items including ~$20 million of severance and M&A fees (from a targeted ~3% workforce reduction), and management flagged higher depreciation/amortization and ongoing hiring that may pressure near-term margins.
• Capital returns remained robust with $101 million of buybacks in Q4 ($616 million year-to-date, ~6% of shares) and the company exiting the year with $400 million cash, no debt, and a commitment to return 90%-100% of free cash flow to shareholders.

SEI Investments Trading Down 1.3%

Shares of SEI Investments stock traded down $1.11 during trading on Friday, hitting $86.94. The company’s stock had a trading volume of 137,495 shares, compared to its average volume of 587,845. The stock has a market cap of $10.64 billion, a price-to-earnings ratio of 15.52 and a beta of 0.97. SEI Investments has a 52 week low of $64.66 and a 52 week high of $93.96. The stock has a 50-day moving average price of $83.83 and a two-hundred day moving average price of $85.17. The company has a debt-to-equity ratio of 0.04, a current ratio of 5.73 and a quick ratio of 5.62.

SEI Investments Announces Dividend

The firm also recently declared a dividend, which was paid on Monday, January 12th. Stockholders of record on Monday, December 29th were paid a dividend of $0.52 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a dividend yield of 124.0%. SEI Investments’s dividend payout ratio (DPR) is presently 18.47%.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Raymond James Financial reissued an “outperform” rating and issued a $117.00 target price on shares of SEI Investments in a report on Monday, January 5th. Morgan Stanley raised their target price on SEI Investments from $115.00 to $117.00 and gave the company an “overweight” rating in a report on Tuesday, January 6th. Keefe, Bruyette & Woods boosted their price target on SEI Investments from $97.00 to $102.00 and gave the stock an “outperform” rating in a report on Thursday, January 8th. Piper Sandler raised their price objective on SEI Investments from $102.00 to $109.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, Zacks Research downgraded SEI Investments from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 11th. Six research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $109.20.

Insider Buying and Selling

In other SEI Investments news, Chairman Alfred P. West, Jr. sold 24,770 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $80.87, for a total value of $2,003,149.90. Following the sale, the chairman owned 6,942,812 shares in the company, valued at approximately $561,465,206.44. The trade was a 0.36% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 14.60% of the company’s stock.

Institutional Trading of SEI Investments

Several institutional investors have recently added to or reduced their stakes in SEIC. CIBC Private Wealth Group LLC lifted its position in shares of SEI Investments by 353.1% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 435 shares of the asset manager’s stock worth $37,000 after purchasing an additional 339 shares during the period. Captrust Financial Advisors raised its stake in SEI Investments by 1.9% during the third quarter. Captrust Financial Advisors now owns 21,887 shares of the asset manager’s stock worth $1,857,000 after buying an additional 417 shares during the last quarter. Danske Bank A S acquired a new position in SEI Investments in the third quarter valued at $4,535,000. Advisory Services Network LLC bought a new stake in SEI Investments during the third quarter valued at $101,000. Finally, Morningstar Investment Management LLC grew its holdings in SEI Investments by 875.6% during the 3rd quarter. Morningstar Investment Management LLC now owns 36,154 shares of the asset manager’s stock worth $3,068,000 after acquiring an additional 32,448 shares during the period. 70.59% of the stock is currently owned by institutional investors.

Trending Headlines about SEI Investments

Here are the key news stories impacting SEI Investments this week:

• Positive Sentiment: Q4 results beat expectations — SEIC reported $1.38 EPS vs. $1.34 expected and revenue of ~$608M (?+9% y/y); operating income and margins improved, and management called the quarter a record result. SEI Reports Fourth-Quarter 2025 Financial Results
• Positive Sentiment: Assets under management (AUM) and sales momentum drove top-line strength — AUM rose materially (reports cite ~16% y/y AUM growth) and leadership signaled continued sales momentum and a strategic focus for 2026, which supports recurring-fee revenue. SEI Investments signals continued sales momentum and strategic focus for 2026 following record Q4 results
• Positive Sentiment: New product/partner expansion — SEI partnered with TIFIN Give to offer white-labeled donor-advised fund solutions to bank/wealth clients, expanding distribution and product depth in wealth channels. TIFIN Give Partners with SEI to Deliver White-Labeled Donor-Advised Fund Solutions
• Positive Sentiment: Analyst sentiment and price-target upside — Coverage pieces and a Zacks roundup highlight analyst upgrades/positive commentary and point to meaningful upside from consensus price targets, which can support buying interest. Wall Street Analysts Think SEI (SEIC) Could Surge 27.18%
• Neutral Sentiment: Full call/transcript and slide deck available — Management’s prepared remarks and the slide deck give detail on client wins, expense items and FY26 priorities; useful for modeling but not new news by itself. SEI Investments Co (SEIC) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Analyst review roundups — Several outlets summarized analyst views (mixed nuance across brokers); helpful context for consensus but not a single directional catalyst. Demystifying SEI Investments: Insights From 5 Analyst Reviews
• Negative Sentiment: Higher expenses related to the Stratos deal — Zacks and company commentary note elevated costs tied to the Stratos acquisition/integration that weighed on near-term expenses, partially offsetting the revenue beat; monitor margin trajectory and integration execution. SEI Investments Beats on Q4 Earnings as Revenues & AUM Grow Y/Y

SEI Investments declared that its Board of Directors has approved a share repurchase program on Friday, October 24th that allows the company to buyback $650.00 million in outstanding shares. This buyback authorization allows the asset manager to reacquire up to 6.4% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its shares are undervalued.

SEI Investments Company Profile

SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.

The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.