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SEI Investments (SEIC) investor relations material
SEI Investments Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Achieved record Q3 2025 results with EPS of $1.30, up 9% year-over-year, and robust sequential and year-over-year growth driven by strong revenue and margin expansion, excluding one-time items.
Net sales events reached $31 million in Q3 and surpassed $100 million year-to-date, led by record performance in investment managers and significant wins in private banking and asset management.
Revenue for the nine months ended September 30, 2025, increased 8% year-over-year to $1.69 billion, with net income up 28% to $543.2 million and diluted EPS up 32% to $4.25.
Strategic initiatives in AI, tokenization, and technology investments are underway to drive efficiency and scalability.
The sale of the Family Office Services business in Q2 2025 resulted in a $94.4 million gain, boosting net income.
Financial highlights
Q3 2025 revenue was $578.5 million, up 8% year-over-year; operating income was $160 million, up 11% year-over-year; net income was $164.2 million, up 6% year-over-year.
Operating margin improved to 28% in Q3 2025, up from 27% in Q3 2024.
EPS was $1.30, up 9.6% year-over-year, with Q3 EPS benefiting from $0.03 in insurance proceeds and $0.01 from an earnout true-up, offset by $0.02 in M&A and $0.02 in severance expenses.
For the nine months, revenue was $1.69 billion (+8% YoY), net income $543.2 million (+28% YoY), and EPS $4.25 (+32% YoY).
Assets under management, administration, or advisement reached $1.8 trillion, up 14% from the prior year.
Outlook and guidance
Management expects continued M&A activity, ongoing stock repurchases, and sufficient liquidity for operational and strategic needs.
Professional fees related to the Stratos acquisition are expected to continue into Q4 2025.
Focus remains on maximizing opportunities in IMS, margin expansion, and leveraging technology and talent investments.
Anticipates benefits from partnership with Stratos Wealth Management and ongoing investments in AI and tokenization.
International strategy is in early phases, focusing on expanding in existing jurisdictions and leveraging current client relationships.
What was the Q3 EPS impact from Stratos M&A?
Analyze Q3 net recurring sales events by segment
Detail Investment Advisors' Q3 operating profit drivers
Outlook for large alternative manager outsourcing?
Private Banking: future of bank trust model clients?
Stratos acquisition impact on future share buybacks?
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Next SEI Investments earnings date
Q4 202529 Jan, 2026
Next SEI Investments earnings date
Q4 202529 Jan, 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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