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Jun 30
SEI Q2 2025 Earnings Report
SEI reported strong Q2 2025 results with higher revenue, net income, and operating income driven by solid performance across all core segments.
Key Takeaways
SEI posted $559.6 million in revenue and $227.1 million in net income for Q2 2025, with EPS rising 70% to $1.78. The Investment Advisors and Private Banks segments showed strong growth, while SEI repurchased 2.2 million shares during the quarter.
Revenue increased 8% year-over-year to $559.6 million:contentReference[oaicite:0]{index=0}
Net income rose 63% to $227.1 million, driven by a $94.4 million gain on the sale of the Family Office Services business:contentReference[oaicite:1]{index=1}
Operating income grew 9% to $148.6 million with a 27% operating margin:contentReference[oaicite:2]{index=2}
SEI repurchased 2.2 million shares for $180.8 million at an average price of $83.60:contentReference[oaicite:3]{index=3}
SEI
SEI
SEI Revenue by Segment
Revenue by Segment
Investment Managers Revenue
CapyFin.comPrivate Banks Revenue
CapyFin.comInvestment Advisors Revenue
CapyFin.comInstitutional Investors Revenue
CapyFin.comInvestments in New Businesses Revenue
CapyFin.com Forward Guidance
SEI expects continued growth driven by healthy sales pipelines and strong demand across Private Banks and Investment Advisors, while ongoing investments in technology and talent may impact near-term margins.
Positive Outlook
- Healthy sales pipelines across all businesses
- Continued momentum in Private Banks and Investment Advisors
- Improved net flows year-to-date compared to 2024
- Strong market appreciation boosting AUM
- Ongoing share repurchases support shareholder returns
Challenges Ahead
- Institutional Investors revenue growth remains flat
- Investments in talent and technology increase expenses
- Market volatility could affect traditional asset management fees
- Integration risk from Stratos Wealth acquisition
- Competitive pressure in wealth management solutions