For the quarter ended December 2025, SEI Investments (SEIC) reported revenue of $607.93 million, up 9.1% over the same period last year. EPS came in at $1.38, compared to $1.19 in the year-ago quarter.
The reported revenue represents a surprise of +2.04% over the Zacks Consensus Estimate of $595.79 million. With the consensus EPS estimate being $1.34, the EPS surprise was +3.29%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Assets under management - Investments in New Business: $3.04 billion versus the five-analyst average estimate of $3.16 billion.
- Assets under management - LSV - Equity and Fixed Income programs: $86.5 billion versus $82.09 billion estimated by five analysts on average.
- Assets under management - Institutional Investors: $76.99 billion versus the five-analyst average estimate of $85.14 billion.
- Assets under management - Investment Advisors: $79.39 billion compared to the $97.05 billion average estimate based on five analysts.
- Assets under management - Private Banks: $28.22 billion versus $31.45 billion estimated by five analysts on average.
- Revenue- Asset management, administration and distribution fees: $485.43 million versus $472.28 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.5% change.
- Revenue- Information processing and software servicing fees: $122.5 million versus $123.71 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.1% change.
- Revenue- Investment Managers: $220.84 million compared to the $212.14 million average estimate based on four analysts. The reported number represents a change of +15.5% year over year.
- Revenue- Investments in New Business: $8.32 million versus $9.59 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -47.1% change.
- Revenue- Investment Advisors: $156.16 million versus the four-analyst average estimate of $152.43 million. The reported number represents a year-over-year change of +12.1%.
- Revenue- Institutional Investors: $72.82 million versus the four-analyst average estimate of $73.04 million. The reported number represents a year-over-year change of +2.8%.
- Revenue- Private Banks: $149.78 million versus the four-analyst average estimate of $147.29 million. The reported number represents a year-over-year change of +6.9%.
View all Key Company Metrics for SEI here>>>
Shares of SEI have returned +1.8% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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SEI Investments Company (SEIC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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