SEI's earnings call highlighted strategic investments and record sales, with improvements in asset management flows and EPS growth. However, challenges included private banking delays and margin declines. Despite these issues, the overall sentiment leans positive due to strong strategic positioning and leadership expansion.

Company Guidance -

Q3 2025

During SEI's Second Quarter 2025 Earnings Call, the company highlighted several key metrics and strategic initiatives. SEI reported an EPS of $1.78, which included significant one-time gains contributing $0.60 to EPS, and excluding these, the EPS was $1.20. The company achieved nearly $30 million in net sales events, with the Investment Manager segment leading the way and setting a new record on a trailing 12-month basis. SEI's Assets Under Management (AUM) and Assets Under Administration (AUA) grew sequentially and year-over-year. Despite a step down in margins due to ongoing investments in talent and technology, SEI is focused on maintaining strong operating leverage. The firm also discussed its transformative strategic investment in Stratos, which is expected to enhance long-term shareholder value. SEI's sales pipeline remains robust, particularly in the investment management sector, with significant interest from alternative asset managers. The company anticipates continued investments to support future growth while maintaining a disciplined capital allocation strategy.

Strategic Investment in Stratos

SEI announced a transformative strategic investment in Stratos, a leader in the independent advisory space, to enhance its client-centric model and integrate with SEI's technology and investment management capabilities.

Record Net Sales Events

SEI realized nearly $30 million in net sales events in Q2, marking a new record on a trailing 12-month basis, driven by strong momentum in the Investment Manager segment.

Leadership Expansion

SEI appointed Karin Risi and Tom Naratil to its Board of Directors, bringing significant experience from Vanguard and UBS, respectively, to strengthen strategic insight and leadership.

Improved Asset Management Flows

AUM net flows were roughly flat in the first half of 2025 compared to several billion of net outflows in the same period last year, indicating improvement in asset management strategies.

EPS Growth

Excluding one-time items, SEI realized an EPS of $1.20, reflecting an increase from both the prior year and prior quarter.

SEI Investments Company (SEIC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SEIC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.25 / -	1.19	―	―	―
Jul 23, 2025	2025 (Q2)	1.19 / 1.20	1.05	14.29% (+0.15)
Apr 23, 2025	2025 (Q1)	1.12 / 1.17	0.99	18.18% (+0.18)
Jan 29, 2025	2024 (Q4)	1.20 / 1.19	0.91	30.77% (+0.28)
Oct 23, 2024	2024 (Q3)	1.07 / 1.19	0.87	36.78% (+0.32)	―
Jul 24, 2024	2024 (Q2)	1.04 / 1.05	0.89	17.98% (+0.16)	―
Apr 24, 2024	2024 (Q1)	0.98 / 0.99	0.79	25.32% (+0.20)	―
Jan 31, 2024	2023 (Q4)	0.93 / 0.91	0.83	9.64% (+0.08)	―
Oct 25, 2023	2023 (Q3)	0.87 / 0.87	0.799	8.89% (+0.07)	―
Jul 26, 2023	2023 (Q2)	0.86 / 0.89	0.81	9.88% (+0.08)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SEIC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$89.98	$89.79	-0.21%
Apr 23, 2025	$72.58	$78.25	+7.81%
Jan 29, 2025	$82.48	$85.54	+3.71%
Oct 23, 2024	$69.89	$73.56	+5.25%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Sei Investments Company (SEIC) report earnings?

Sei Investments Company (SEIC) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is Sei Investments Company (SEIC) earnings time?

Sei Investments Company (SEIC) earnings time is at Oct 22, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SEIC EPS forecast?

SEIC EPS forecast for the fiscal quarter 2025 (Q3) is 1.25.

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