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%, operatingmargin improves to 27%

Outlook

* SEI Investments ( SEIC ) 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/Mis Actual Consensu

s s

Estimate

Q2 Miss $559.60 $562 mln

Revenue mln (5

Analysts

)

Q2 EPS $1.78

Q2 Net $227.08

Income 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 ( SEIC ) 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:

(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.)