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Mar 31, 2025
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.
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.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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