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Mar 31
SEI Q1 2025 Earnings Report
SEI reported strong earnings and operating income growth in Q1 2025.
Key Takeaways
SEI Investments Company delivered a solid Q1 2025 performance, with 18% EPS growth and 25% increase in operating income, supported by record net sales and improved segment profitability.
SEI
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SEI Revenue by Segment
Forward Guidance
SEI anticipates continued strong execution of growth strategies amid stable sales pipelines, with caution around market volatility and late-2024 AUM declines.
Positive Outlook
- Record high net sales events in Q1 2025 at $46.6 million.
- Stable and solid sales pipeline going into Q2.
- Strong operating margin at 28%, highest in three years.
- Continued growth in Private Banks and Investment Managers segments.
- Positive inflows into strategist and SMA offerings.
Challenges Ahead
- Earnings from LSV decreased year-over-year.
- Modest revenue declines in Advisors and Institutional Investors vs. Q4.
- Full-quarter impact of late-2024 AUM declines.
- Slightly lower incentive fees at LSV.
- Ongoing market volatility could impact future activity.