SEI Investments Q2 EPS up 70%

SEI Investments

23/07/2025 21:12

Overview

SEI Q2 2025 EPS rises 70% yr/yr, aided by $94.4 mln gain on sale of SEI's Family Office Services business

Revenue grows 8% yr/yr but misses analyst expectations, per LSEG data

Operating income up 9%,  operating margin improves to 27%

Outlook

SEI Investments focuses on strategic investments for sustained growth

Company invests in talent, technology, infrastructure to enhance capabilities

SEI welcomes new directors to aid in executing growth strategies

Company continues capital investments in areas with long-term opportunities

Result Drivers

EPS BOOST - Q2 EPS increased by 70% yr/yr, benefiting from a $0.58 gain, primarily due to a $94.4 mln gain on the sale of SEI's Family Office Services business

REVENUE GROWTH - Revenue rose 8% yr/yr, driven by a balanced mix of wins across alternatives, traditional, and international investment managers

OPERATING MARGIN - Operating margin increased to 27% from 26% in Q2 2024, despite a decline from Q1 2025, due to increased investments in talent and technology

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$559.60 mln
$562 mln (5 Analysts)
Q2 EPS
$1.78
Q2 Net Income
$227.08 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the investment management & fund operators peer group is "buy"

Wall Street's median 12-month price target for SEI Investments Co is $101.00, about 10.3% above its July 22 closing price of $90.58

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn8lkSbVa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)