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Dec 31, 2025
SEI Q4 2025 Earnings Report
SEI reported strong financial results for the fourth quarter of 2025, with significant increases in EPS, revenue, and operating income compared to the prior year.
Key Takeaways
SEI Investments Company announced an exceptional fourth quarter for 2025, capping one of its strongest years. Diluted EPS increased by 16% to $1.38, while revenue grew by 9% to $607.9 million and operating income rose by 11% to $161.6 million. The operating margin expanded to 27%, reflecting solid revenue growth, margin expansion, and outstanding sales activity across all business segments.
Diluted EPS increased by 16% to $1.38 in Q4 2025 compared to Q4 2024.
Revenue grew by 9% to $607.9 million in Q4 2025, up from $557.19 million in Q4 2024.
Operating income increased by 11% to $161.6 million, with the operating margin expanding to 27%.
Net sales events totaled $43.6 million for the quarter, contributing to a record full-year net sales of $149.9 million.
Revenue by Segment
Forward Guidance
SEI is entering 2026 with confidence, benefiting from increased demand for outsourcing, the convergence of public and private markets, and the continued need for high-quality advice. The company expects to continue its disciplined execution against its strategy and leverage the strength of its integrated enterprise model.
Positive Outlook
- Increased demand for outsourcing is expected to drive future growth.
- Convergence of public and private markets presents new opportunities.
- Continued need for high-quality advice supports demand for SEI's services.
- Disciplined execution against strategy is expected to continue yielding positive results.
- Strength of the integrated enterprise model provides a competitive advantage.
Challenges Ahead
- The pace of outflows in traditional mutual fund products could impact growth.
- Significant risks and uncertainties, many beyond SEI's control, could affect actual results.
- Assumptions underlying forward-looking statements could be inaccurate.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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