The earnings call highlighted SEI's strategic investments and strong sales performance in the Investment Manager segment, alongside positive growth in AUM and AUA. However, it also pointed out challenges with margin declines and private banking delays due to market volatility.

Company Guidance

During the SEI second quarter earnings call for fiscal year 2025, several key metrics and strategic directions were discussed. The company reported an EPS of $1.78, which included significant one-time items such as a $0.60 EPS gain from the sale of the family office services business and a vendor negotiation. Without these items, EPS would have been $1.20, an increase from both the prior year and the prior quarter. SEI's net sales events in Q2 reached nearly $30 million, a record on a trailing 12-month basis, with strong momentum in the Investment Manager segment. The company also highlighted a strategic investment in Stratos, an independent advisory leader, and announced new board appointments to bolster long-term growth. Despite a slight decline in margins due to strategic investments in talent and technology, SEI is focusing on long-term growth and accountability. The company returned over $700 million to shareholders through buybacks over the last year and plans to continue leveraging its balance sheet capacity for growth and shareholder returns.

Transformative Strategic Investment in Stratos

SEI announced a strategic investment in Stratos, a leader in the independent advisory space, expected to enhance SEI's platform for advisers and provide long-term shareholder value.

Record Net Sales in Investment Manager Segment

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

Positive AUM and AUA Growth

SEI's AUM and AUA grew both sequentially and year-over-year, reflecting positive market conditions and improving asset flows, signaling improving performance in adviser and institutional businesses.

Introduction of Experienced Board Members

Karin Risi and Tom Naratil joined SEI's Board of Directors, bringing significant experience from Vanguard and UBS, which is expected to strengthen SEI's leadership team.

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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