SEI Investments (SEIC) Q2 Earnings Surpass Estimates

Company Performance - SEI Investments (SEIC) reported quarterly earnings of $1.78 per share, exceeding the Zacks Consensus Estimate of $1.18 per share, and up from $1.05 per share a year ago, representing an earnings surprise of +50.85% [1] - The company posted revenues of $559.6 million for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.26%, but up from $518.99 million year-over-year [2] - Over the last four quarters, SEI has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.25 on revenues of $574.91 million, and for the current fiscal year, it is $4.91 on revenues of $2.27 billion [7] - The estimate revisions trend for SEI was favorable ahead of the earnings release, resulting in a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Financial - Investment Management industry, to which SEI belongs, is currently ranked in the top 6% of over 250 Zacks industries, suggesting a strong outlook for the sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]