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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 IMS, with a robust pipeline and strong execution.
Strategic partnership with Stratos closed, expanding reach in the advisor channel and enhancing technology and investment management integration.
Investments in automation, AI, and new product launches in ETFs, SMAs, and alternative products are supporting growth and operational efficiency.
Full-year net income attributable to shareholders increased 23% to $715.3 million, and diluted EPS rose 28% to $5.63.
Financial highlights
Q4 2025 revenues were $607.9 million, up 9% year-over-year and 5% sequentially; operating income rose 11% to $161.6 million.
Operating margin improved to 27% for both Q4 and full year, up from 26% year-over-year.
Net sales events reached $43.6 million in Q4 and $149.9 million for the year.
LSV assets under management rose 3.5% versus 2023, with $22 million in Q4 performance fees.
Assets under management at $554.6 billion, up 16.3% year-over-year; assets under administration at $1,290.8 billion, up 18.2%.
Outlook and guidance
Management expects sales momentum to continue into 2026, with anticipated positive developments in the IMS business.
Ongoing investments in talent, technology, and product launches to support future growth.
No formal earnings guidance provided, but noted seasonality in tax rates, performance fees, and compensation increases in Q1.
Continued focus on balancing investments with cost efficiency and resource reallocation.
Forward-looking statements highlight opportunities from industry tailwinds and continued execution of strategy.
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
Q1 202622 Apr, 2026
SEI Investments
Next SEI Investments earnings date
Q1 202622 Apr, 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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