Countdown to SEI (SEIC) Q3 Earnings: Wall Street Forecasts for Key Metrics

Core Insights - SEI Investments (SEIC) is expected to report quarterly earnings of $1.25 per share, reflecting a 5% increase year-over-year, with revenues projected at $579.5 million, a 7.8% increase from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 1.6% in the last 30 days, indicating analysts' reassessment of their initial projections [2] - Revisions to earnings projections are crucial for predicting investor behavior and are strongly correlated with short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenue- Investment Advisors' will reach $143.82 million, a 13.4% increase year-over-year [5] - 'Revenue- Investment Managers' is forecasted at $204.78 million, indicating a 10.9% year-over-year change [5] - 'Revenue- Private Banks' is expected to be $145.32 million, reflecting a 4.8% increase from the previous year [5] - 'Revenue- Investments in New Business' is projected at $13.51 million, showing a decline of 13.4% year-over-year [6] Assets Under Management - 'Assets under management - Investment Advisors' is expected to reach $86.94 billion, up from $81.15 billion year-over-year [7] - 'Assets under management - Private Banks' is projected at $31.17 billion, compared to $29.52 billion last year [7] - 'Assets under management - Institutional Investors' is estimated at $84.63 billion, up from $81.08 billion year-over-year [8] - 'Assets under management - Investment Managers' is forecasted at $231.23 billion, an increase from $204.66 billion last year [9] Client Assets Under Administration - 'Client assets under administration - Investment Managers' is expected to reach 1,171,891, compared to 1,022,515 in the same quarter last year [9] - 'Client assets under administration - Private Banks' is projected at 8,578, up from 8,349 year-over-year [10] Stock Performance - SEI shares have decreased by 6.2% in the past month, contrasting with the S&P 500 composite's increase of 1.2%, but SEIC holds a Zacks Rank 1 (Strong Buy), indicating expected outperformance in the near term [11]