Core Insights - SEI has launched a streamlined implementation model and scalable platform specifically designed for community banks and trust companies managing less than $1 billion in assets, with Clermont Trust USA being the first to utilize this platform [1][3]. Company Overview - SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services, focusing on helping clients effectively deploy their capital [6][7]. - As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets [7]. Strategic Partnership - Clermont Trust USA aims to deliver customized trust and advice solutions, leveraging SEI's Wealth Platform to enhance operational efficiency and client service [2][3]. - The partnership emphasizes the need for scalable, integrated solutions to address complex wealth management challenges [2][4]. Platform Features - The SEI Wealth Platform offers a comprehensive suite of services, including advanced reporting and analytics tools, business process outsourcing, and access to SEI's asset management offerings [3][6]. - The platform is designed for quick implementation, allowing firms to enhance technology and user experience with minimal disruption [3][5]. Market Context - SEI has been serving trust companies and community banks for over 55 years, recognizing the challenges they face in a competitive wealth management landscape [4]. - The new model aims to reduce costs and improve access to modern solutions, addressing the limitations posed by high technology costs and complex implementations [4][5].

Financial Performance - Revenues for the three months ended September 30, 2025, increased by 8% to $578.5 million compared to $537.4 million in 2024[139] - Net income attributable to SEI Investments Company for the nine months ended September 30, 2025, rose by 28% to $542.8 million from $425.4 million in 2024[139] - Total revenues increased by $20.6 million, or 16%, in the three-month period and by $51.1 million, or 14%, in the nine-month period ended September 30, 2025, primarily driven by increased fee revenue from the SEI Integrated Cash Program[155] Assets and Management - Average assets under administration increased by $131.6 billion, or 13%, to $1.1 trillion during the first nine months of 2025 compared to $998.4 billion in 2024[139] - Total assets under management as of September 30, 2025, increased by 10% to $541.5 billion from $493.3 billion in 2024[143] - Client assets under administration rose by 16% to $1.2 trillion as of September 30, 2025, compared to $1.0 trillion in 2024[143] - Total assets for Institutional Investors increased to $88,886 million in Q3 2025, up 2% from $87,445 million in Q3 2024[152] - Total platform assets reached $119,123 million in Q3 2025, reflecting a 14% increase from $104,745 million in Q3 2024[152] Shareholder Actions - SEI repurchased 6.2 million shares of its common stock for $515.2 million in the first nine months of 2025[141] - Cash dividends paid were $123.3 million in the first nine months of 2025, compared to $120.3 million in the same period of 2024[187] Tax and Expenses - The effective tax rate for the first nine months of 2025 was 22.3%, down from 23.4% in the same period of 2024[141] - Corporate overhead expenses rose to $42.8 million in the three months ended September 30, 2025, compared to $37.9 million in 2024, primarily due to increased personnel costs and professional fees related to M&A activity[160] - Stock-based compensation expense increased to $42.0 million for the nine months ended September 30, 2025, compared to $37.2 million in 2024, driven by new equity awards granted[175] Acquisitions and Divestitures - The sale of the Family Office Services business resulted in a net gain of $94.4 million, contributing $0.58 to diluted earnings per share in Q2 2025[139] - SEI entered into an agreement to acquire 57.5% of Stratos Wealth Holdings for approximately $527.0 million, with the transaction expected to close in two stages[140] - The divestiture of the Family Office Services business was completed on June 30, 2025, resulting in a gain of $94.4 million, net of transaction costs[177] Regulatory and Compliance - The company has undergone or is scheduled for reviews and examinations by various regulatory authorities, which may result in remediation activities or enforcement proceedings[179] - Governmental scrutiny and regulatory inquiries have increased significantly, impacting management's focus and potentially affecting business operations[196] - Compliance with anti-money laundering and financial transparency laws is mandatory, which may lead to reduced sales or modifications of investment and banking solutions[197] - The company faces higher costs and compliance risks due to economic sanctions and anti-corruption laws globally[198] - Privacy and data protection regulations, such as GDPR and CCPA, require ongoing compliance efforts, incurring substantial costs[199] - Increased regulatory activity may significantly impact the company, leading to higher expenses and potential revenue reductions[201] - The financial services industry is experiencing extensive changes in regulations, affecting broker-dealers and investment advisors[201] Market Risks - Market risks, including changes in capital markets and interest rates, can significantly affect the company's revenues and earnings[204] - There have been no material changes to the company's market risk disclosures as reported in the Annual Report for 2024[204]

Core Viewpoint - The article compares Federated Hermes (FHI) and SEI Investments (SEIC) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Outlook - FHI has a Zacks Rank of 1 (Strong Buy), while SEIC has a Zacks Rank of 3 (Hold), indicating a stronger earnings outlook for FHI [3] - The Zacks Rank emphasizes stocks with positive revisions to earnings estimates, suggesting an improving earnings outlook for FHI [3] Group 2: Valuation Metrics - FHI has a forward P/E ratio of 10.35, compared to SEIC's forward P/E of 14.82, indicating that FHI may be undervalued [5] - FHI's PEG ratio is 0.53, while SEIC's PEG ratio is 1.23, further suggesting that FHI is a better value option when considering expected earnings growth [5] - FHI's P/B ratio is 3.35, whereas SEIC's P/B ratio is 4.22, reinforcing the notion that FHI is more attractively priced [6] Group 3: Value Grades - FHI has earned a Value grade of B, while SEIC has a Value grade of C, indicating that FHI is viewed as a superior value investment based on various valuation metrics [6]

blackrock apollo hamilton lane nomura brevan howard. $15 trillion combined aum chose sei for rwa settlement. dtcc processes $2 quadrillion annually. 0.01% of that flow puts sei at $200b. current market cap $1.8b. first chain to lock in cross-institution settlement wins the entire game ...

OAKS, Pa., Oct. 24, 2025 /PRNewswire/ -- The Board of Directors of SEI Investments Company approved an increase in its stock repurchase program by an additional $650 million, increasing the available authorization under the program to approximately $773.2 million, which includes $123.2 million as of October 20, 2025 remaining under the company's existing share repurchase authorization. About SEISEI (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services ...

Key Takeaways SEIC's Q3 EPS of $1.30 topped estimates and rose 9.2% year over year.Revenues grew 7.7% on higher fees, while AUM climbed nearly 10% to $541.5B.Expenses increased 6.3%, though operating income improved 11.2% year over year.SEI Investments Co.’s (SEIC) third-quarter 2025 earnings per share (EPS) of $1.30 beat the Zacks Consensus Estimate of $1.25. Moreover, the bottom line reflected a rise of 9.2% from the prior-year quarter.Results were aided by higher revenues and a rise in assets under manag ...

Core Insights - SEI Investments (SEIC) reported revenue of $578.51 million for the quarter ended September 2025, marking a year-over-year increase of 7.7% and an EPS of $1.30 compared to $1.19 a year ago, with an EPS surprise of +4% [1][3] Financial Performance - Revenue of $578.51 million represents a slight miss of -0.17% against the Zacks Consensus Estimate of $579.5 million [1] - The company’s shares have returned -4.3% over the past month, contrasting with the Zacks S&P 500 composite's +1.1% change [3] Assets Under Management - Investments in New Business: $3.24 billion, slightly below the $3.29 billion average estimate [4] - Investment Advisors: $88.64 billion, exceeding the $86.94 billion average estimate [4] - Private Banks: $31.21 billion, slightly above the $31.17 billion estimate [4] - Institutional Investors: $84.26 billion, below the $84.63 billion average estimate [4] - LSV - Equity and Fixed Income programs: $95.8 billion, surpassing the $93.64 billion average estimate [4] Revenue Breakdown - Revenue from Investment Advisors: $147.47 million, a +16.3% change year-over-year, exceeding the $143.82 million estimate [4] - Revenue from Investment Managers: $207.05 million, a +12.2% change year-over-year, above the $204.78 million estimate [4] - Revenue from Private Banks: $143.99 million, a +3.8% change year-over-year, slightly below the $145.32 million estimate [4] - Revenue from Institutional Investors: $71.83 million, a +0.3% change year-over-year, close to the $72.05 million estimate [4] - Revenue from Information processing and software servicing fees: $116.55 million, a +2.7% change year-over-year, below the $122.9 million estimate [4] - Revenue from Asset management, administration and distribution fees: $461.96 million, a +9% change year-over-year, slightly above the $461.68 million estimate [4]

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SEI Investments (SEIC) came out with quarterly earnings of $1.3 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.00%. A quarter ago, it was expected that this investment management firm would post earnings of $1.18 per share when it actually produced earnings of $1.78, delivering a surprise of +50.85%.Over the last four qua ...