SEIC
SEI Investments Company82.97
+0.98+1.2%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
10.26BP/E (TTM)
15.28Basic EPS (TTM)
5.43Dividend Yield
0.01%Recent Filings
8-K
8-K
SEI Q3 revenues up 8%
SEI Investments reported Q3 2025 results with revenues up 8% to $578.5 million and operating income rising 11% to $160 million, boosting EPS 9% to $1.30 versus last year. Investment Managers and Advisors segments led growth, fueled by alternatives demand and market gains, while net sales hit $30.5 million amid robust pipelines. Excluding one-offs, EPS set a record; yet Private Banks dipped slightly on prior benefits. Margins expanded to 28%, signaling disciplined execution.
8-K
SEI's growth strategy unveiled
SEI Investments unveiled its 2025 Investor Day strategy on September 18, 2025, highlighting a 133% surge in sales events, 310 basis points of margin expansion, and 54% EPS growth since the last event. The firm outlined five growth pillars—reimagining asset management, boosting international returns, investing in proven engines, enterprise excellence, and strategic capital allocation—to target double-digit annualized TSR through 2030. New reportable segments will launch in 2026 for clearer reporting. Forward-looking plans hinge on market trends and execution risks.
8-K
SEI secures $500M credit facility
SEI Investments Company secured a $500 million five-year senior unsecured revolving credit facility on August 18, 2025, replacing its prior $325 million arrangement set to expire in April 2026, with potential expansion to $750 million under specified conditions. Interest rates tie to the company's leverage ratio, ranging from Term SOFR plus 1.25% to 2.25% or base rate plus 0.25% to 1.25%, while commitment fees span 0.15% to 0.35% on unused portions. This bolsters liquidity for operations and growth, yet covenants cap leverage at 3.00:1.00, with temporary hikes to 3.50:1.00 post-material acquisitions. Defaults trigger acceleration.
10-Q
Q2 FY2025 results
SEI Investments posted solid Q2 FY2025 results, with revenues climbing 8% year-over-year to $559.6M, fueled by 12% growth in average assets under administration to $1.1T in the Investment Managers segment and a 14% revenue jump in Investment Advisors from the expanded SEI Integrated Cash Program. Operating income rose 9% to $148.6M, while diluted EPS surged 70% to $1.78, boosted by a $94.4M gain from divesting the Family Office Services business. Cash from operations hit $243.0M year-to-date, supporting $373.6M in share repurchases; free cash flow stood at $215.9M (derived). Liquidity remains strong with $746.3M in cash equivalents and $320.1M available on the $325M credit facility expiring April 2026. Yet regulatory pressures, like the FCA's ongoing review of SEI Investments (Europe) Limited's governance, could slow expansion.
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