Sei Investments Company · NASDAQ:SEIC
Sei Investments — Q3 2025 Earnings Presentation
10 slides from Sei Investments's earnings presentation, Oct 22, 2025
Slide 1: SEI Investments Company Q3 2025 Earnings Presentation
SEI Investments Company (NASDAQ: SEIC) Q3 2025 Earnings Presentation
Slide 2: Safe Harbor Statement
Q3 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," "e
Slide 3: Q3 2025 highlights
Q3 2025 SEI Earnings Presentation Q3 2025 highlights. Q3 2025 financial snapshot Record Q3 2025 reflects strong execution % Change Q3 2025 vs. Q3 '24 vs. Q2 '25 Delivered record EPS (excluding one-time items), driven Revenues 578.5 7.7% 3.4% by strong revenue growth and margin expansion Operating In
Slide 4: Earnings per share
Q3 2025 SEI Earnings Presentation Earnings per share. +10% Record EPS, ex-unusual items $0.06 -$0.03 $1.30 Reported Q3 EPS of $1.30, including $0.04 Year-Over-Year $0.00 -$0.03 $0.06 $0.00 unusual items: $1.19 $0.00 • Benefit of $0.03 from insurance proceeds and $0.01 from Advisors earn-out adjustme
Slide 5: Business unit performance
Q3 2025 SEI Earnings Presentation Business unit performance. Revenue ($M) Operating profit ($M) Business unit highlights +12% +15% Sequential revenue and profit growth across all units $207 +21% $81 $195 +4% $185 $73 Private Banking revenue growth +16% $70 $68 driven by SEI Wealth Platform (SWP) $61
Slide 6: Operating margins
Q3 2025 SEI Earnings Presentation Operating margins. Business unit margin changes Consolidated operating margin Highlights Margins improved both YoY and QoQ 2.0% Quarter-Over-Quarter Year-Over-Year 30.0% Private Banking margin impacted by prior-year one-time items; ex-items margins improved ~60bps Y
Slide 7: Net sales events
Q3 2025 SEI Earnings Presentation Net sales events. Total net sales events ($M) Net sales events reached record $106M YTD Recurring Non-Recurring Net sales events of $31M in Q3; YTD net sales events surpass $100M—an all-time SEI record $9.7 Investment Managers led sales with a record quarter, with $
Slide 8: Client asset summary
Q3 2025 SEI Earnings Presentation Client asset summary. AUA and assets on platform ($B)* AUM ($B) +16% +10% +7% +5% $1,257 $517 $542 $1,177 $493 $1,083 Q3 2024 Q2 2025 Q3 2025 Q3 2024 Q2 2025 Q3 2025 Highlights • AUM and AUA both increased sequentially and YoY • Majority of AUA growth came from alte
Slide 9: Capital allocation, liquidity, and capitalization
Q3 2025 SEI Earnings Presentation Capital allocation, liquidity, and capitalization. Capital returned to shareholders ($M) Liquidity and capitalization ($M) Highlights Ended Q3 with $793M Buybacks Dividends cash*, no long-term debt $10,500 $123 Share repurchases totaled $142M in Q3; $775M over trail
Slide 10: Thank you
Thank you. For institutional investor and financial advisor use only. Not for distribution to general public. 10
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