Overview

* SEI Q3 revenue grows 8% yr/yr but misses analyst expectations

* EPS for Q3 increased by 9%, driven by revenue growth and margin expansion

* SEI repurchased 1.6 mln shares for $141.6 mln during Q3 2025

Outlook

* Company is making targeted investments in technology and talent for future growth

* SEI Investments ( SEIC ) sees significant opportunity ahead with focus on margin expansion

Result Drivers

* RECORD NET SALES - SEI achieved record net sales events totaling $106.3 mln for the nine-month period, led by Investment Managers

* DISCIPLINED STRATEGY EXECUTION - CEO Ryan Hicke attributes growth to disciplined execution of enterprise strategy and healthy sales pipelines

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Slight $578.51 $578.80

Revenue miss* mln mln (5

Analysts

)

Q3 EPS $1.30

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 18.3% above its October 21 closing price of $82.47

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 18 three months ago

* Applies to a deviation of less than 1%; not applicable for per-share numbers.

Press Release:

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(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.)