SEI Investments (SEIC) Reports Next Week: Wall Street Expects Earnings Growth

Core Viewpoint - SEI Investments (SEIC) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with the consensus outlook suggesting a positive earnings picture [1][3]. Earnings Expectations - The consensus EPS estimate for SEI is $1.18 per share, reflecting a year-over-year increase of 12.4% [3]. - Expected revenues for the quarter are $561.07 million, which is an 8.1% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 7.78% higher in the last 30 days, indicating a reassessment by analysts [4]. - SEI's Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a positive reading being a strong predictor of an earnings beat [9][10]. - SEI currently holds a Zacks Rank of 1, but the combination with a 0% Earnings ESP makes it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, SEI exceeded the consensus EPS estimate of $1.12 by delivering earnings of $1.17, resulting in a surprise of 4.46% [13]. - Over the past four quarters, SEI has beaten consensus EPS estimates three times [14]. Industry Comparison - Invesco (IVZ), a peer in the investment management industry, is expected to report an EPS of $0.39 for the same quarter, indicating a year-over-year decline of 9.3% [18]. - Invesco's revenues are projected to be $1.1 billion, reflecting a 1% increase from the previous year, and it has an Earnings ESP of +3.4% with a Zacks Rank of 1, suggesting a likely earnings beat [19].