Denham and Brad Burke, Head of Investor Relations, will host one-on-one or small group meetings throughout the day. Investors who wish to attend or request a meeting should contact UBS.A link to a replay of the webcast will be available following the conference in the Investor Relations section of SEI's website.SOURCE SEI Investments Company ...

A link to a replay of the webcast will be available following the conference in the Investor Relations section of SEI's website. ® About SEISEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. ...

SEI Investments Company (NASDAQ:SEIC) ranks among the biggest publicly traded asset managers. Piper Sandler boosted its price target for SEI Investments Company (NASDAQ:SEIC) to $109 from $102 on January 29, reiterating an Overweight rating on the company. The increase comes after SEI’s quarterly results, which indicated core earnings per share considerably higher than both Street and Piper Sandler projections. Furthermore, the company’s revenue came in at $607.93 million, exceeding the expected $596.9 mil ...

Key Takeaways SEI Investments posted Q4 EPS of $1.38, topping estimates and rising 16% y/y.SEIC's quarterly revenue rose 9% y/y to $607.9M, while AUM climbed 16% to $554.6B.SEI Investments faced higher expenses, including Stratos-related costs, even as net income grew.SEI Investments Co.’s (SEIC)  fourth-quarter 2025 earnings of $1.38 per share beat the Zacks Consensus Estimate of $1.34. Moreover, the bottom line reflected a rise of 16% from the prior-year quarter.Results were aided by higher revenues and a ...

Core Viewpoint - SEI Investments (SEIC) has shown a 5% gain over the past four weeks, with a mean price target of $109.5 indicating a potential upside of 27.2% from its current price of $86.1 [1] Price Targets and Analyst Estimates - The mean estimate consists of four short-term price targets with a standard deviation of $8.66, where the lowest estimate is $102.00 (an 18.5% increase) and the highest is $117.00 (a 35.9% increase) [2] - A low standard deviation suggests a high degree of agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Sentiment - Analysts are optimistic about SEIC's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which has shown a 0.5% increase in the Zacks Consensus Estimate over the past month [11][12] - SEIC holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating strong potential for upside [13] Caution on Price Targets - While price targets are a commonly referenced metric, they should be approached with skepticism as they may not reliably indicate actual stock price movements [3][10] - Analysts may set overly optimistic price targets due to business incentives, which can lead to inflated estimates [8]

Core Insights - TIFIN Give has partnered with SEI to provide a white-labeled donor-advised fund (DAF) solution for SEI's bank and wealth clients, enhancing innovation and growth in the industry [1][2] Group 1: Partnership Details - The collaboration allows SEI to offer a branded charitable giving experience directly to clients, combining donor experience with administrative and investment flexibility [2] - TIFIN Give addresses the gap in modern DAF offerings for banks and trust organizations, enabling them to retain charitable assets and deepen client relationships [3] Group 2: Strategic Importance - Charitable giving is increasingly recognized as a vital part of holistic wealth planning, with banks needing to retain this service in-house to avoid losing clients to larger providers [4] - The partnership positions philanthropy as a strategic growth lever for SEI's clients, enhancing asset retention and client loyalty [5] Group 3: Platform Features - The TIFIN Give platform offers a fully digital experience that simplifies administration for banks while providing transparency and flexibility for donors [4] - The solution supports branded donor-advised funds and streamlined workflows, aimed at reducing operational friction and improving client experience [4] Group 4: Company Background - TIFIN Give is part of TIFIN, which focuses on applying AI in financial services, particularly in wealth management and philanthropy [6][7] - SEI is a leading provider of financial technology and asset management services, managing approximately $1.9 trillion in assets as of December 31, 2025 [8]

Core Insights - TIFIN Give has partnered with SEI to provide a white-labeled donor-advised fund (DAF) solution for SEI's bank and affiliated wealth clients, enhancing innovation and growth in the industry [1][2] Group 1: Partnership Details - The collaboration allows SEI to offer a branded charitable giving experience directly to clients, combining donor experience with administrative and investment flexibility [2] - TIFIN Give addresses the gap in modern DAF offerings for banks and trust organizations, enabling them to retain charitable assets and deepen client relationships [3][4] Group 2: Strategic Importance - Charitable giving is increasingly recognized as a core component of holistic wealth planning, with banks needing to modernize their offerings to retain clients [4] - The partnership positions philanthropy as a strategic growth lever for SEI's clients, enhancing asset retention and client loyalty [5] Group 3: Platform Features - The TIFIN Give platform provides a fully digital experience that simplifies administration for bank teams while enhancing transparency and flexibility for donors [4] - The solution supports branded donor-advised funds and integrated workflows designed to improve the overall client experience [4] Group 4: Company Background - TIFIN Give is part of TIFIN, a company focused on applying AI in financial services, particularly in wealth management and philanthropy [6][7] - SEI is a leading global provider of financial technology and asset management services, managing approximately $1.9 trillion in assets as of December 31, 2025 [8]

Core Insights - SEI Investments (SEIC) reported a revenue of $607.93 million for the quarter ended December 2025, reflecting a year-over-year increase of 9.1% and surpassing the Zacks Consensus Estimate by 2.04% [1] - The earnings per share (EPS) for the quarter was $1.38, up from $1.19 in the same quarter last year, resulting in an EPS surprise of 3.29% over the consensus estimate of $1.34 [1] Financial Performance Metrics - SEI's assets under management (AUM) in New Business were reported at $3.04 billion, below the average estimate of $3.16 billion from five analysts [4] - AUM for LSV - Equity and Fixed Income programs reached $86.5 billion, exceeding the estimated $82.09 billion [4] - AUM for Institutional Investors was $76.99 billion, lower than the average estimate of $85.14 billion [4] - AUM for Investment Advisors stood at $79.39 billion, compared to the estimated $97.05 billion [4] - AUM for Private Banks was reported at $28.22 billion, below the average estimate of $31.45 billion [4] Revenue Breakdown - Revenue from asset management, administration, and distribution fees was $485.43 million, exceeding the estimate of $472.28 million and showing a year-over-year increase of 10.5% [4] - Revenue from information processing and software servicing fees was $122.5 million, slightly below the estimate of $123.71 million, with a year-over-year increase of 4.1% [4] - Revenue from Investment Managers was $220.84 million, surpassing the average estimate of $212.14 million, reflecting a year-over-year increase of 15.5% [4] - Revenue from Investments in New Business was $8.32 million, below the estimate of $9.59 million, showing a significant year-over-year decline of 47.1% [4] - Revenue from Investment Advisors was $156.16 million, exceeding the estimate of $152.43 million, with a year-over-year increase of 12.1% [4] - Revenue from Institutional Investors was $72.82 million, slightly below the estimate of $73.04 million, reflecting a year-over-year increase of 2.8% [4] - Revenue from Private Banks was reported at $149.78 million, exceeding the estimate of $147.29 million, with a year-over-year increase of 6.9% [4] Stock Performance - SEI shares have returned +1.8% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.8% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Denham said fourth-quarter results were “broad-based,” with each business segment contributing positive revenue and operating profit compared with both the prior year and the prior quarter. Private Banking revenue benefited from recent professional services wins that convert into revenue more quickly than recurring sales events, and Denham said those wins were margin accretive. IMS benefited from the revenue accrual true-up, but Denham said that even excluding it, the segment posted meaningful revenue and m ...

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