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 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

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 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: ID:nPn6zbKywa

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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.)