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SEI Investments
SEI Investments (SEIC) investor relations material
SEI Investments Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Achieved record quarterly and annual results, with EPS up 16% to $1.38 in Q4, driven by broad-based revenue and margin expansion across all business segments and strong sales events.
Sales events totaled $44 million in Q4, led by Private Banking and strong IMS demand, with a robust pipeline and record annual net sales of $149.9 million.
Major milestone reached with the first and largest close of the Stratos partnership/acquisition, expanding reach in the advisor channel and funded entirely with cash.
Strategic investments in automation, AI, and professional services have strengthened client retention and unlocked new growth opportunities.
Performance was broad-based across all business segments, with no reliance on one-time events.
Financial highlights
Q4 2025 revenues were $607.9 million, up 9.1% year-over-year and 5.1% sequentially; operating income rose 11% to $161.6 million; net income attributable increased 10.7% to $172.5 million.
Diluted EPS for Q4 was $1.38, up 16% year-over-year and 6.2% sequentially, including $0.08 of unusual items.
Operating margin improved to 27% for both Q4 and full year, up from 26% year-over-year.
Full-year 2025 revenues were $2.30 billion (+8% YoY); operating income $627.3 million (+14% YoY); diluted EPS $5.63 (+28% YoY).
AUM at $554.6 billion, up 16.3% year-over-year; AUA at $1,290.8 billion, up 18.2% year-over-year.
Outlook and guidance
Sales momentum expected to continue into 2026, with anticipated positive developments in the IMS business by the April earnings call.
Ongoing investments in talent, technology, and product launches, particularly in ETFs, SMAs, and alternative products.
Management remains focused on leveraging automation and AI to lower costs and expand access while maintaining client experience at scale.
No formal earnings guidance provided, but noted seasonality and investment impacts expected in early 2026.
Committed to long-term double-digit earnings growth and consistent margin expansion.
Stratos acquisition's 2026 margin impact?
Strategy to reverse Institutional Investors' client losses?
Is Q4 sales event mix sustainable for future growth?
Update on large alternative manager outsourcing wins
Impact of professional services on PB margins?
How RIF supports future investment strategy?
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Next SEI Investments earnings date
UBS Financial Services Conference 202610 Feb, 2026
SEI Investments
Next SEI Investments earnings date
UBS Financial Services Conference 202610 Feb, 2026
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Frequently asked questions
SEI Investments Co. is a financial services company that provides investment processing, management, and advisory solutions to institutions, financial advisors, and individual investors. The company’s services include asset management, investment operations outsourcing, and technology platforms designed to streamline portfolio management and financial planning. SEI serves a diverse range of clients, including banks, investment managers, retirement plan sponsors, and family offices. Its offerings aim to enhance operational efficiency and support investment decision-making. The company is headquartered in Oaks, Pennsylvania, and its shares are listed on the NASDAQ.
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