SEIC
SEI Investments Company82.97
+0.98+1.2%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Sales win details emerge in Q&A.
Q&A unpacked private banking's $28 million sales, spotlighting two mandates born from 18-month advisory gigs with a U.S. regional bank and large private wealth manager switching rivals—one marking SEI's second SWP SaaS client. High-teens margins should hold amid pro services mix, per management. IMS $20 million sales blended new wins and cross-sells from alts; household-name outsourcers eyed for April reveal. Stratos chipped in $5 million Q4 revenue but under $1 million profit post-amortization, with roll-ups proceeding. UK institutional losses? Minor blip. Q&A largely reaffirmed prepared momentum. Execution trumps all.
Key Stats
Market Cap
10.26BP/E (TTM)
15.28Basic EPS (TTM)
5.43Dividend Yield
0.01%Recent Filings
8-K
SEI conference presentation filed
SEI Investments furnished its Raymond James Institutional Investor Conference presentation on March 2, 2026, under Item 7.01. It highlights business evolution from 7% average annual EPS growth (2017-2022) to 18% (2022-2025), with 2025 operating margins at 27% and $616M share repurchases. Momentum continues. Forward-looking statements note risks from market uncertainties.
10-K
FY2025 results
SEI Investments delivered FY2025 revenue of $2.3B, up 8% y/y, with operating income rising 14% to $627M amid asset growth to $1.9T. Q4 momentum shone through Investment Managers (20% ending assets y/y) and Investment Advisors (18% platform assets y/y, boosted by Stratos close), driving 12% and 13% segment revenue gains; Private Banks added 6% on SWP conversions. Margins expanded across segments—Investment Managers to 39%, Advisors to 46%—while operating cash flow held at $608M. Q4 repurchases totaled $100M at ~$82/share; $500M revolver available to 2030. Yet market declines could erode fee-based revenues.
8-K
SEI Q4 crushes estimates
SEI Investments crushed Q4 2025 with revenues up 9% to $607.9M, operating income up 11% to $161.6M, and EPS at $1.38, a 16% jump from last year. Broad-based gains hit all segments; Private Banks led with $27.5M net sales. Completed Stratos acquisition for $440.8M cash, expanding advice capabilities. Record $150M full-year sales. Share buybacks totaled $101M.
8-K
SEI renews CEO contract
SEI Investments inked a new employment deal with CEO Ryan Hicke on January 13, 2026, extending his term to June 1, 2031, with $900,000 base salary and $2.7M target bonus. It locks in rich severance—1.5x pay plus full equity vesting on without-cause exit—while binding him to 18-month non-compete. Leadership continuity secured.
8-K
West retires; Guarino named Chairman
SEI Investments founder Alfred P. West Jr. resigned from the Board and as officer effective January 1, 2026, after 57 years, with no disagreements cited; he transitions to non-voting Chairman Emeritus for ongoing guidance. Independent director Carl Guarino steps in as non-executive Chairman, shrinking the Board to eight. Smooth succession. Board also declared $0.52 per share dividend, payable January 12, 2026.
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