Sei Investments Company · NASDAQ:SEIC
Sei Investments — Q4 2024 Earnings Presentation
10 slides from Sei Investments's earnings presentation, Jan 29, 2025
Slide 1: SEI Investments Company Q4 2024 Earnings Presentation
SEI Investments Company (NASDAQ: SEIC) Q4 2024 Earnings Presentation
Slide 2: Safe Harbor Statement
Q4 2024 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 2024 highlights
Q4 2024 SEI Earnings Presentation Q4 2024 highlights. Q4 2024 Financial Snapshot Q4 2024 reflects strong continued momentum % Change Q4 2024 vs. Q4 '23 vs. Q3 '24 Second consecutive quarter in which SEI has realized Revenues 557.2 14.9% 3.7% significant growth in net sales, revenue, and earnings Ope
Slide 4: Earnings per share
Q4 2024 SEI Earnings Presentation Earnings per share. +31% Q4 EPS grew 31% vs. prior year $0.09 $0.02 $0.01 $1.19 All business units realized revenue, -$0.01 -$0.01 $0.12 $0.01 operating profit, and margin growth vs. Year-Over-Year Q4 2023 $0.04 $0.91 Q4 EPS matches prior quarter’s record level desp
Slide 5: Business unit performance
Q4 2024 SEI Earnings Presentation Business unit performance. Revenue ($M) Operating profit ($M) Business unit highlights +26% +13% Private Banking growth supported by recent sales events, client retention +47% $70 $73 and conversion of client backlog $191 +14% $185 $169 +27% $62 Investment Managers
Slide 6: Operating margins
Q4 2024 SEI Earnings Presentation Operating margins. Business unit margin changes Consolidated operating margin Highlights Management is pleased with Q4 8.0% 30.0% margin performance, vs. both prior Quarter-Over-Quarter Year-Over-Year year and Q3 2024 6.0% SEI’s consolidated operating margin decline
Slide 7: Net sales events
Q4 2024 SEI Earnings Presentation Net sales events. Total net sales events ($M) Net sales events reached record $128M in 2024 Net sales events of $38M in Q4 bring full-year net sales events to record $128M; 58% above prior year 2023 Recurring Non-Recurring $11.5 Prior quarter (Q3) net sales events b
Slide 8: Client asset summary
Q4 2024 SEI Earnings Presentation Client asset summary. AUA and assets on platform ($B)* AUM ($B) +13% +10% +1% -3% $1,092 $493 $477 $1,083 $432 $969 Q4 2023 Q3 2024 Q4 2024 Q4 2023 Q3 2024 Q4 2024 Highlights • Both AUM and AUA reflect significant growth achieved during 2024. Sequential AUM decline
Slide 9: Capital allocation, liquidity, and capitalization
Q4 2024 SEI Earnings Presentation Capital allocation, liquidity, and capitalization. Capital returned to shareholders ($M) Liquidity and capitalization ($M) Highlights SEI returned $259M and Buybacks Dividends $620M of capital to $10,600 shareholders through dividends and share $120 repurchases in Q
Slide 10: Thank You
Thank You For institutional investor and financial advisor use only. Not for distribution to general public. 10
SEI Investments Company — Q4 2024 Earnings Presentation on 6ix