Countdown to SEI (SEIC) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS

Core Viewpoint - Analysts expect SEI Investments (SEIC) to report quarterly earnings of $1.34 per share, reflecting a year-over-year increase of 12.6%, with revenues projected at $595.79 million, up 6.9% from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.9% higher over the last 30 days, indicating a collective reevaluation by analysts [1][2]. Revenue Projections - Revenue from Asset management, administration, and distribution fees is expected to be $472.28 million, a 7.5% increase year-over-year [4]. - Revenue from Information processing and software servicing fees is projected at $123.71 million, reflecting a 5.1% increase from the prior year [4]. - Revenue from Private Banks is anticipated to be $147.29 million, also a 5.1% increase from the previous year [5]. - Revenue from Investments in New Business is expected to decline to $9.59 million, a significant decrease of 38.9% year-over-year [5]. Assets Under Management - Assets under management for Investments in New Business are estimated at $3.16 billion, up from $3.04 billion year-over-year [5]. - Assets under management for Investment Advisors are projected to reach $97.05 billion, compared to $79.39 billion last year [6]. - Assets under management for Private Banks are expected to be $31.45 billion, an increase from $28.22 billion year-over-year [6]. - Institutional Investors' assets under management are forecasted to be $85.14 billion, up from $76.99 billion in the same quarter last year [7]. - Assets under management for LSV - Equity and Fixed Income programs are estimated at $82.09 billion, down from $86.50 billion year-over-year [7]. - Total assets under management for Investment Managers are projected to reach $240.47 billion, up from $202.57 billion last year [8]. Client Assets Under Administration - Client assets under administration for Investment Managers are expected to reach 1,223,549, compared to 1,032,812 in the previous year [8]. - Client assets under administration for Private Banks are projected to be 8,713, an increase from 8,340 year-over-year [9]. Stock Performance - Over the past month, SEI shares have returned +1.5%, outperforming the Zacks S&P 500 composite's +0.4% change, indicating a positive outlook for the stock [10].