Custody Bank Stocks Q4 Results: Benchmarking SEI Investments (NASDAQ:SEIC)

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at custody bank stocks, starting with SEI Investments (NASDAQ:SEIC).

Custody banks safeguard financial assets and provide services like settlement, accounting, and regulatory compliance for institutional investors. Growth opportunities stem from increasing global assets under custody, demand for data analytics, and blockchain technology adoption for settlement efficiency. Challenges include fee pressure from large clients, substantial technology investment requirements, and competition from both traditional players and fintech firms entering the space.

The 16 custody bank stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.4%.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.3% since the latest earnings results.

SEI Investments (NASDAQ:SEIC)

Founded in 1968 as Simulated Environments Inc. to train bank loan officers using computer simulations, SEI Investments (NASDAQ:SEIC) provides technology platforms, investment management, and operational solutions for financial institutions, wealth managers, and investors.

SEI Investments reported revenues of $607.9 million, up 9.1% year on year. This print exceeded analysts’ expectations by 1.4%. Overall, it was a satisfactory quarter for the company with a narrow beat of analysts’ revenue estimates but a significant miss of analysts’ AUM estimates.

"We closed 2025 with an exceptional fourth quarter, capping one of the strongest years in SEI's history. Q4 results reflect solid revenue growth, margin expansion, and outstanding sales activity across the organization. What's most encouraging is that these results were not reliant on any single business or one-time event, but rather a result of disciplined execution against our strategy and the strength of our integrated enterprise model," said CEO Ryan Hicke.

Unsurprisingly, the stock is down 4.9% since reporting and currently trades at $81.84.

Is now the time to buy SEI Investments? Access our full analysis of the earnings results here, it’s free.

Best Q4: Franklin Resources (NYSE:BEN)

Operating under the widely recognized Franklin Templeton brand since 1947, Franklin Resources (NYSE:BEN) is a global investment management organization that offers financial services and solutions to individuals, institutions, and wealth advisors worldwide.

Franklin Resources reported revenues of $1.75 billion, up 3.8% year on year, outperforming analysts’ expectations by 1.9%. The business had an exceptional quarter with a beat of analysts’ EPS estimates and a decent beat of analysts’ revenue estimates.

The market seems content with the results as the stock is up 5% since reporting. It currently trades at $27.17.

Is now the time to buy Franklin Resources? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Voya Financial (NYSE:VOYA)

Originally spun off from Dutch financial giant ING in 2013 and rebranded with a name suggesting "voyage," Voya Financial (NYSE:VOYA) provides workplace benefits and savings solutions to U.S. employers, helping their employees achieve better financial outcomes through retirement plans and insurance products.

Voya Financial reported revenues of $2.01 billion, up 5.7% year on year, in line with analysts’ expectations. It was a slower quarter as it posted a significant miss of analysts’ EPS estimates and revenue in line with analysts’ estimates.

As expected, the stock is down 7.5% since the results and currently trades at $69.85.

Read our full analysis of Voya Financial’s results here.

Invesco (NYSE:IVZ)

With roots dating back to 1935 when it pioneered the first mutual fund with an objective of capital growth, Invesco (NYSE:IVZ) is a global asset management firm that offers investment solutions across equities, fixed income, alternatives, and multi-asset strategies.

Invesco reported revenues of $1.26 billion, up 8.8% year on year. This number surpassed analysts’ expectations by 0.9%. It was a strong quarter as it also produced a solid beat of analysts’ EBITDA estimates and a beat of analysts’ EPS estimates.

The stock is down 6.5% since reporting and currently trades at $26.77.

Read our full, actionable report on Invesco here, it’s free.

Ameriprise Financial (NYSE:AMP)

Founded in 1894 and spun off from American Express in 2005, Ameriprise Financial (NYSE:AMP) provides financial planning, wealth management, asset management, and insurance products to help individuals and institutions achieve their financial goals.

Ameriprise Financial reported revenues of $4.92 billion, up 10.2% year on year. This result beat analysts’ expectations by 3.6%. Overall, it was a strong quarter as it also recorded an impressive beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

The stock is down 4.1% since reporting and currently trades at $479.16.

Read our full, actionable report on Ameriprise Financial here, it’s free.

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