Sei Investments Company · NASDAQ:SEIC
Sei Investments — Q1 2025 Earnings Presentation
10 slides from Sei Investments's earnings presentation, Apr 23, 2025
Slide 1: SEI Investments Company Q1 2025 Earnings Presentation
SEI Investments Company (NASDAQ: SEIC) Q1 2025 Earnings Presentation
Slide 2: Safe Harbor Statement
Q1 2025 SEI Earnings Presentation Safe Harbor Statement This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward- looking statements by terminology, such as "may," "will," "
Slide 3: Q1 2025 highlights
Q1 2025 SEI Earnings Presentation Q1 2025 highlights. Q1 2025 Financial Snapshot Q1 2025 reflects business momentum % Change Q1 2025 vs. Q1 '24 vs. Q4 '24 Net sales events reflect highest quarter in SEI history, Revenues 551.3 7.8% -1.1% surpassing prior record achieved in Q3 2024 for both total and
Slide 4: Earnings per share
Q1 2025 SEI Earnings Presentation Earnings per share. +18% Q1 EPS grew 18% vs. prior year $0.07 $0.03 $1.17 $0.01 $0.01 $0.00 All business units realized operating $0.05 -$0.02 Year-Over-Year $0.03 profit and margin growth vs. Q1 2024; $0.99 share repurchases over the last 12 months were also a nota
Slide 5: Business unit performance
Q1 2025 SEI Earnings Presentation Business unit performance. Revenue ($M) Operating profit ($M) Business unit highlights +19% +11% Private Banking growth supported by recent sales momentum and increased $75 +15% $73 professional services work, which +6% $191 $192 quickly converts to revenue $63 $64
Slide 6: Operating margins
Q1 2025 SEI Earnings Presentation Operating margins. Business unit margin changes Consolidated operating margin Highlights Profitability in each business unit 30.0% increased relative to the prior year and 4.0% Quarter-Over-Quarter Year-Over-Year prior quarter Consolidated operating margin increased
Slide 7: Net sales events
Q1 2025 SEI Earnings Presentation Net sales events. Total net sales events ($M) Net sales events reached record $153M in TTM Q1 Broad-based growth in sales events across segments, geographies, existing and new clients Recurring Non-Recurring $9.7 $11.5 Investment Managers led sales in Q1, driven by
Slide 8: Client asset summary
Q1 2025 SEI Earnings Presentation Client asset summary. AUA and assets on platform ($B)* AUM ($B) +11% +10% +3% +2% $1,120 $477 $486 $1,092 $444 $1,013 Q1 2024 Q4 2024 Q1 2025 Q1 2024 Q4 2024 Q1 2025 Highlights • Both AUM and AUA increased relative to the prior year and prior quarter • Ending AUM in
Slide 9: Capital allocation, liquidity, and capitalization
Q1 2025 SEI Earnings Presentation Capital allocation, liquidity, and capitalization. Capital returned to shareholders ($M) Liquidity and capitalization ($M) Highlights SEI returned $255M of Buybacks Dividends capital to shareholders through dividends and $9,850 share repurchases in Q1 $123 2025 Comm
Slide 10: Thank you
Thank you. For institutional investor and financial advisor use only. Not for distribution to general public. 10
SEI Investments Company — Q1 2025 Earnings Presentation on 6ix