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SEI (SEIC) Reports Q3 Earnings: What Key Metrics Have to Say
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SEI Investments (SEIC - Free Report) reported $578.51 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.7%. EPS of $1.30 for the same period compares to $1.19 a year ago.
The reported revenue represents a surprise of -0.17% over the Zacks Consensus Estimate of $579.5 million. With the consensus EPS estimate being $1.25, the EPS surprise was +4%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Assets under management - Investments in New Business: $3.24 billion compared to the $3.29 billion average estimate based on six analysts.
Assets under management - Investment Advisors: $88.64 billion versus the six-analyst average estimate of $86.94 billion.
Assets under management - Private Banks: $31.21 billion versus $31.17 billion estimated by six analysts on average.
Assets under management - Institutional Investors: $84.26 billion compared to the $84.63 billion average estimate based on six analysts.
Assets under management - LSV - Equity and Fixed Income programs: $95.8 billion compared to the $93.64 billion average estimate based on six analysts.
Revenue- Investment Advisors: $147.47 million versus $143.82 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +16.3% change.
Revenue- Investment Managers: $207.05 million versus the five-analyst average estimate of $204.78 million. The reported number represents a year-over-year change of +12.2%.
Revenue- Private Banks: $143.99 million versus $145.32 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.8% change.
Revenue- Investments in New Business: $8.18 million compared to the $13.51 million average estimate based on five analysts. The reported number represents a change of -47.6% year over year.
Revenue- Institutional Investors: $71.83 million versus $72.05 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +0.3% change.
Revenue- Information processing and software servicing fees: $116.55 million versus $122.9 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.7% change.
Revenue- Asset management, administration and distribution fees: $461.96 million versus $461.68 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9% change.
Shares of SEI have returned -4.3% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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SEI (SEIC) Reports Q3 Earnings: What Key Metrics Have to Say
SEI Investments (SEIC - Free Report) reported $578.51 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.7%. EPS of $1.30 for the same period compares to $1.19 a year ago.
The reported revenue represents a surprise of -0.17% over the Zacks Consensus Estimate of $579.5 million. With the consensus EPS estimate being $1.25, the EPS surprise was +4%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for SEI here>>>
Shares of SEI have returned -4.3% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.