#USA #Financial Growth #SEI Investments #Oaks, Pennsylvania #Q4 2025

SEI Reports Outstanding Financial Performance for Q4 2025

SEI Investments Company, trading on NASDAQ as SEIC, announced its financial results for the fourth quarter of 2025, marking a notable performance compared to the same period in 2024. The highlights of this quarter reflect a 16% increase in earnings per share (EPS), a 9% rise in revenue, and an 11% growth in operating income, leading to an operating margin enhancement of 27%.

Financial Overview

The company reported revenues reaching approximately $607.9 million for Q4 2025, up from $557.2 million in Q4 2024. Likewise, for the twelve-month period ending December 31, 2025, total revenues approached $2.3 billion, representing an 8% growth from the previous year's $2.1 billion. The incremental increase in operating income was particularly notable, climbing to $161.6 million for the quarter and $627.3 million annually, underscoring the company's effective operational strategies.

Key Figures:

• - Q4 Revenues: $607,925, up 9% YoY
• - Annual Revenues: $2,297,381, up 8% YoY
• - Q4 Operating Income: $161,618, up 11% YoY
• - Annual Operating Income: $627,311, up 14% YoY

These solid quarterly results were attributed to a well-executed strategy that saw performance improvements across various business segments. This strong finish to 2025 was welcomed by CEO Ryan Hicke, who stated, “We closed 2025 with an exceptional fourth quarter, capping one of the strongest years in SEI's history.” He highlighted the diversified nature of the growth, emphasizing that it was not contingent on any single business or transient event.

Breakdown by Business Segment

The consolidated results underline a prosperous expansion across SEI's diverse business lines:

• - Investment Managers Segment: Revenues grew by 15% year-over-year, reaching over $220.8 million, while operating profit surged by 25%.
• - Private Banks: This segment recorded a revenue increase of 7%, indicating ongoing demand for SEI’s comprehensive service offerings, resulting in a significant operating profit growth of 47%.
• - Investment Advisors: Revenue ascended 12%, with continued strong performance in SEI-managed ETFs balancing out traditional mutual fund outflows.
• - Institutional Investors: Despite a dip in revenues by 3%, operating profit observed a 6% rise driven by effective cost management and market appreciation.

For the entirety of 2025, SEI’s strategic investments and the successful integration of technology propelled substantial growth, leading to exceptional operational outcomes across all segments.

Notable Financial Highlights

• - Net Income attributable to SEI: Q4 showed an 11% increase to $172.5 million, with diluted EPS reaching 1.38, a marked increase from 1.19 in 2024.
• - Corporate Overhead: Notably impacted by heightened corporate overhead expenses, particularly severance costs, the figures have led to an estimated decrement of approximately $0.08 in diluted EPS.
• - Shareholder Returns: The company also engaged in a share repurchase program, acquiring 1.2 million shares for approximately $101 million in Q4, reflecting a commitment to return value to shareholders.

Looking Forward

As SEI enters 2026, the optimistic outlook is underscored by anticipated growth driven by rising demands for outsourcing, convergence within public and private market dynamics, and the ongoing necessity for high-quality advisory services. The quarter's results indicate a robust foundation on which to build and expand SEI's capabilities in the financial services landscape.

The earnings conference call, scheduled for January 28, 2026, will allow analysts and investors to gain further insights into these results and the company's direction moving forward.

For more information, visit SEI's investor relations page at SEI Investor Relations.