UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________to ________ Commission File Number: 0-10200 ___________________________________ ...

SEI Investments Company (NASDAQ:SEIC) Q1 2025 Results Conference Call April 23, 2025 5:00 PM ET Company Participants Brad Burke - Head of Investor Relations Ryan Hicke - Chief Executive Officer Sean Denham - EVP, Chief Financial Officer Sanjay Sharma - EVP and Global Head of Private Banking & Wealth Management, SEI Phil McCabe - EVP, Head of SEI's Investment Manager Services Michael Lane - EVP, Head of Asset Management Paul Klauder - EVP, Head of SEI’s Advisor business Conference Call Participants Owen Lau ...

SEI Investments (SEIC) reported $551.34 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 7.8%. EPS of $1.17 for the same period compares to $0.99 a year ago.The reported revenue represents a surprise of +0.86% over the Zacks Consensus Estimate of $546.67 million. With the consensus EPS estimate being $1.12, the EPS surprise was +4.46%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

SEI Investments (SEIC) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $0.99 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.46%. A quarter ago, it was expected that this investment management firm would post earnings of $1.20 per share when it actually produced earnings of $1.19, delivering a surprise of -0.83%.Over the last four quar ...

Investor contact: Media contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 bburke2@seic.com lwojcik@seic.com Pages: 10 FOR IMMEDIATE RELEASE SEI Reports First-Quarter 2025 Financial Results OAKS, Pa., April 23, 2025 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first quarter 2025. Relative to the first quarter 2024, EPS increased by 18%, and revenue and operating income grew by 8% and 25%, respectively, with operating margins increasing to 28%. Cons ...

In its upcoming report, SEI Investments (SEIC) is predicted by Wall Street analysts to post quarterly earnings of $1.12 per share, reflecting an increase of 13.1% compared to the same period last year. Revenues are forecasted to be $547.69 million, representing a year-over-year increase of 7.1%.The consensus EPS estimate for the quarter has undergone a downward revision of 6.9% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their ...

Public Invited to Monitor Conference Call at 5 p.m. Eastern Time OAKS, Pa., April 9, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) intends to release earnings for the first quarter 2025 on Wednesday, April 23, 2025, after the market closes. The company will hold a conference call to discuss these financial results beginning at 5 p.m. Eastern time. Investor Contact: Media Contact: | Brad Burke | Leslie Wojcik | | --- | --- | | SEI | SEI | | +1 610-676-5350 | +1 610-676-4191 | | [email protected] | [email protecte ...

文章核心观点 - 公司推出SEI Access平台，为财富管理人和金融顾问提供另类投资产品市场，以满足投资者对个性化和投资选择的需求，增强行业连接并推动增长 [1][2][4] 公司动态 - 2025年3月3日SEI宣布通过SEI Access推出另类投资产品市场，该平台面向美国注册投资顾问、财富管理人和经纪交易商开放，需符合相关资格和监管要求 [1] - 公司收购Altigo和LifeYield，前者为订阅自动化技术，后者助力公司提供实时、自动化统一管理家庭（UMH）功能 [4] 行业趋势 - 投资者对个性化和投资选择需求飙升，顾问、财富管理人和基金管理人持续关注另类投资 [2] 平台特点 - 提供直观设计的数字市场和教育论坛，顾问可评估基金并依据一致、易比较的基金属性做决策 [6] - 具备集成订阅处理能力，通过智能工作流程结合电子订阅文件、公司专有文件、托管人表格和电子签名工具，实现市场直接执行和投资管理，确保交易处理快速准确 [6][8] - 为基金管理人提供价值，作为美国私人资产前五的管理人，通过广泛独立财富管理人网络扩大分销机会，通过无纸化处理加速认购到资金注入，简化工作流程以提高顾问采用率和参与度 [6] 平台数据 - 截至2024年12月31日，SEI Access支持超250家财富管理公司和165家基金管理人，提供约300只另类投资基金的访问权限 [5] - 平台处理超22500笔认购，处理约49亿美元的另类投资交易 [5][8] 公司概况 - SEI提供连接金融服务行业的技术和投资解决方案，具备投资处理、运营和资产管理能力，与企业、金融机构和专业人士以及超高净值家庭合作，截至2024年12月31日管理、咨询或管理约16万亿美元资产 [6][7] 平台定位 - SEI Access是端到端的另类投资平台，旨在改善注册投资顾问、经纪交易商及其客户的产品选择和投资体验，帮助另类投资基金管理人扩大分销网络并简化认购流程 [8]

文章核心观点 自SEI Investments上次财报发布一个月以来，其股价下跌约7.9%，表现逊于标普500指数，近期负面趋势是否延续待察，公司2024年四季度及全年财报有喜有忧，未来估计呈下降趋势，预计短期内股票回报与预期相符 [1][11] 财务表现 盈利情况 - 2024年四季度每股收益1.19美元，低于Zacks共识预期1美分，但较上年同期增长30.8%，净利润1.558亿美元，同比增长29% [2] - 2024年每股收益4.41美元，低于Zacks共识预期1美分，同比增长27.5%，净利润增长25.7%至5.812亿美元 [3] 营收与资产 - 2024年四季度总营收5.572亿美元，同比增长14.9%，超Zacks共识预期，2024年总营收增长10.7%至21.3亿美元，也超预期 [4] - 截至2024年12月31日，资产管理规模（AUM）为4767亿美元，较上年同期增长10.4%，客户管理资产（AUA）为1.06万亿美元，同比增长12% [6] 费用与运营 - 2024年四季度总费用4.116亿美元，同比增长7.4%，运营收入同比增长43.1%至1.455亿美元 [5] 股份回购 - 四季度公司回购310万股，花费2.595亿美元，平均每股83.43美元 [7] 估值与评级 估值分数 - 公司目前增长评分为B，动量评分为D，价值评分为C，整体VGM评分为C [9][10] 评级展望 - 公司股票估计呈下降趋势，Zacks排名为3（持有），预计未来几个月股票回报与预期相符 [11]

文章核心观点 - 投资公司Aquiline与金融服务公司SEI达成最终协议，将收购SEI的家族办公室服务业务，交易预计2025年第二季度末完成 [1][5] 交易详情 - 收购业务为SEI的家族办公室服务业务，交易完成后将以Archway名义运营，利用Archway Platform品牌 [1] - 该业务提供技术和外包服务，连接并支持家族办公室及金融中介家族办公室部门的会计、投资管理和报告功能，截至2024年12月31日，Archway平台管理资产达7230亿美元 [2] - SEI印第安纳波利斯、丹佛和奥克斯办事处的家族办公室服务业务员工，包括核心领导团队成员将随业务转移 [2] - 交易总价1.2亿美元，预计2025年第二季度末完成，需获得相关监管批准和满足其他惯例成交条件 [5] - Morgan Stanley & Co. LLC为Aquiline提供财务顾问服务，Ropes & Gray LLP为其提供法律顾问服务，Holland & Knight为SEI提供法律顾问服务 [5] 各方表态 - Aquiline管理合伙人Vincenzo La Ruffa称Archway Platform是家族办公室会计和报告软件解决方案的首要提供商，将进一步投资和扩展该平台，很高兴与SEI合作 [3] - SEI家族办公室服务业务负责人Sandy Ewing表示，作为SEI更广泛增长战略的一部分，公司致力于在有增长潜力的领域投资，团队为业务发展付出很多，Aquiline能加速Archway Platform在私人财富领域的增长和应用 [4][5] 公司介绍 - Aquiline是专注金融服务和技术的私人投资公司，截至2024年9月30日，管理资产约113亿美元，已在私募股权、风险投资和信贷三个策略中投入约70亿美元资本 [7] - SEI是全球领先的金融技术、运营和资产管理服务提供商，截至2024年12月31日，管理、咨询或管理资产约1.6万亿美元 [9]