Sei Investments Company · NASDAQ:SEIC
Sei Investments — Q2 2025 Earnings Presentation
10 slides from Sei Investments's earnings presentation, Jul 23, 2025
Slide 1: SEI Investments Company Q2 2025 Earnings Presentation
SEI Investments Company (NASDAQ: SEIC) Q2 2025 Earnings Presentation
Slide 2: Safe Harbor Statement
Q2 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: Q2 2025 highlights
Q2 2025 SEI Earnings Presentation Q2 2025 highlights. Q2 2025 financial snapshot Q2 2025 reflects continued momentum % Change Q2 2025 vs. Q2 '24 vs. Q1 '25 EPS of $1.78 includes several non-recurring items – Revenues 559.6 7.8% 1.5% Excluding impact of these items, EPS increased on both Operating In
Slide 4: Earnings per share
Q2 2025 SEI Earnings Presentation Earnings per share. +69% Strong EPS growth ex-unusual items $0.06 $1.78 $0.61 Reported Q2 EPS of $1.78, including Year-Over-Year $0.00 $0.06 $0.00 $0.03 -$0.04 unusual items: $1.05 $0.01 • $0.60 gain on the sale of FOS and a vendor settlement gain, both reflected in
Slide 5: Business unit performance
Q2 2025 SEI Earnings Presentation Business unit performance. Revenue ($M) Operating profit ($M) Business unit highlights +7% +8% Private Banking revenue increase driven by several client go-lives during $75 $73 +19% Q2 $192 $195 $69 +7% $180 $64 +14% $61 Investment Managers revenue growth reflects d
Slide 6: Operating margins
Q2 2025 SEI Earnings Presentation Operating margins. Business unit margin changes Consolidated operating margin Highlights Positive operating leverage across all 4.0% 30.0% businesses except Investment Quarter-Over-Quarter Year-Over-Year Managers vs. prior year Margin performance vs. Q1 2025: 2.0% I
Slide 7: Net sales events
Q2 2025 SEI Earnings Presentation Net sales events. Total net sales events ($M) Net sales events reached record $160M in TTM Q2 Recurring Non-Recurring Investment Managers led sales in Q2, driven by balanced wins across alternatives, traditional and international. Strong $11.5 $9.7 pipeline driven b
Slide 8: Client asset summary
Q2 2025 SEI Earnings Presentation Client asset summary. AUA and assets on platform ($B)* AUM ($B) +12% +10% +5% +6% $1,177 $517 $486 $471 $1,120 $1,054 Q2 2024 Q1 2025 Q2 2025 Q2 2024 Q1 2025 Q2 2025 Highlights • Both AUM and AUA increased relative to the prior year and prior quarter • AUM growth re
Slide 9: Capital allocation, liquidity, and capitalization
Q2 2025 SEI Earnings Presentation Capital allocation, liquidity, and capitalization. Capital returned to shareholders ($M) Liquidity and capitalization ($M) Highlights Continued to return Buybacks Dividends significant capital to shareholders during Q2: $123 $11,500 TTM buybacks now exceed $700M Str
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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