Sei Investments Company · NASDAQ:SEIC
Sei Investments — Q4 2025 Earnings Presentation
10 slides from Sei Investments's earnings presentation, 2026
Slide 1: SEI Investments Company Q4 2025 Earnings Presentation
SEI Investments Company (NASDAQ: SEIC) Q4 2025 Earnings Presentation
Slide 2: Safe Harbor Statement
Q4 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: Q4 2025 highlights
Q4 2025 SEI Earnings Presentation Q4 2025 highlights Q4 2025 financial snapshot A standout quarter to close a record 2025 % Change Q4 2025 vs. Q4 '24 vs. Q3 '25 SEI delivered a record quarter and year, with broad- Revenues 607.9 9.1% 5.1% based revenue and operating profit growth across all business
Slide 4: Earnings per share
Q4 2025 SEI Earnings Presentation Earnings per share +16% Record EPS, ex-unusual items $0.03 $0.10 $1.38 $0.08 Reported Q4 EPS of $1.38, including Year-Over-Year $0.05 $0.01 $0.00 $0.08 of unusual items: $0.05 -$0.13 • $20M of Corporate Overhead $1.19 expense related to severance and M&A fees • $3M
Slide 5: Business unit performance
Q4 2025 SEI Earnings Presentation Business unit performance Revenue ($M) Operating profit ($M) Business unit highlights +15% +25% Broad-based strength across all segments $221 $91 +15% $207 $81 Private Banking professional services $191 +12% momentum accelerated revenue and +7% $73 $72 $68 expanded
Slide 6: Operating margins
Q4 2025 SEI Earnings Presentation Operating margins Business unit margin changes Consolidated operating margin Highlights Consolidated operating margins expanded meaningful year-over-year Quarter-Over-Quarter Year-Over-Year 30.0% and sequentially excluding $20M of severance and M&A costs 5.0% Privat
Slide 7: Net sales events
Q4 2025 SEI Earnings Presentation Net sales events Total net sales events ($M) Q4 sales strength caps a record $150M year Recurring Non-Recurring Net sales events of $44M in Q4 bringing full-year net sales events to a record $150M, up 17% vs. 2024 $9.7 Private Banking led Q4 with $28M in net sales e
Slide 8: Client asset summary
Q4 2025 SEI Earnings Presentation Client asset summary AUA and assets on platform ($B)* AUM ($B) +18% +16% +3% +2% $1,291 $1,257 $555 $542 $477 $1,092 Q4 2024 Q3 2025 Q4 2025 Q4 2024 Q3 2025 Q4 2025 Highlights • Both AUM and AUA increased on a sequential and year-over-year basis • AUA growth support
Slide 9: Capital allocation, liquidity, and capitalization
Q4 2025 SEI Earnings Presentation Capital allocation, liquidity, and capitalization Capital returned to shareholders ($M) Liquidity and capitalization ($M) Highlights Ended Q4 with $400M Buybacks Dividends cash*, no long-term debt $10,500 Share repurchases totaled $101M in Q4; $616M for the full yea
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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