Core Insights - SEI Investments Company reported strong financial results for Q3 2025, with EPS increasing by 9% year-over-year, and revenue and operating income growing by 8% and 11%, respectively, leading to an operating margin of 28% [1][6]. Financial Performance - Revenues for Q3 2025 reached $578.5 million, up from $537.4 million in Q3 2024, marking an 8% increase [1][10]. - Operating income rose to $160.0 million, an 11% increase from $143.8 million in the same quarter last year [1][10]. - Net income attributable to SEI Investments was $164.2 million, a 6% increase from $154.9 million in Q3 2024 [1][10]. - Diluted earnings per share (EPS) for Q3 2025 were $1.30, compared to $1.19 in Q3 2024, reflecting a 9% increase [1][10]. Business Segment Performance - **Investment Managers**: Revenues increased by 12% to $207.1 million, with operating profit rising by 15% to $81.1 million, maintaining an operating margin of 39% [2][3]. - **Private Banks**: Revenues grew by 4% to $144.0 million, but operating profit declined by 2% to $23.2 million, resulting in a 16% operating margin [2][3]. - **Investment Advisors**: Revenues surged by 16% to $147.5 million, with operating profit increasing by 21% to $68.3 million, achieving a 46% operating margin [2][3]. - **Institutional Investors**: Revenues remained flat at $71.8 million, with operating profit also stable at $33.8 million, maintaining a 47% operating margin [2][3]. Sales and Market Activity - SEI achieved record net sales events totaling $30.5 million for Q3 2025, bringing the year-to-date total to $106.3 million [6][4]. - The growth in sales was primarily driven by strong demand in the Investment Managers segment, particularly in outsourcing and client expansions [6][4]. Asset Management - Assets under administration increased by 7%, while assets under management rose by 5% from Q2 to Q3 2025 [6][4]. - The majority of growth in assets under administration was attributed to alternatives, which do not benefit from market appreciation [6][4]. Shareholder Returns - SEI repurchased 1.6 million shares for $141.6 million during Q3 2025, with an average price of $90.02 per share, totaling 9.3 million shares repurchased over the trailing 12 months [6][4].

Core Insights - SEI Investments Company reported strong financial results for Q2 2025, with a 70% increase in EPS, 8% growth in revenue, and 9% growth in operating income compared to Q2 2024 [1][2][8] - The operating margin improved to 27%, reflecting the company's strategic investments in talent, technology, and infrastructure to support growth [1][2][8] Financial Performance - **Earnings Per Share (EPS)**: Q2 2025 EPS was $1.78, up 70% from $1.05 in Q2 2024, benefiting from a $0.58 impact from various items, including a $94.4 million gain from the sale of the Family Office Services business [1][2][8] - **Revenue**: Total revenues for Q2 2025 were $559.6 million, an 8% increase from $519.0 million in Q2 2024 [2][8] - **Operating Income**: Operating income rose to $148.6 million, a 9% increase from $136.5 million in the same quarter last year [2][8] - **Net Income**: Net income for Q2 2025 was $227.1 million, a 63% increase from $139.1 million in Q2 2024 [2][8] Business Segment Performance - **Investment Managers**: Revenues increased by 8% to $195.1 million, with operating profit growing by 7% to $73.4 million [4][5] - **Private Banks**: Revenues grew by 7% to $141.4 million, and operating profit increased by 11% to $22.7 million [4][5] - **Investment Advisors**: Revenues rose by 14% to $137.2 million, with operating profit up 19% to $61.4 million [4][5] - **Institutional Investors**: Revenues decreased by 3% to $69.3 million, but operating profit remained stable at $33.5 million [5] Strategic Initiatives - The company is focused on innovation and growth, as highlighted by its strategic investment in Stratos Wealth Holdings [3] - SEI is enhancing its capabilities through investments in technology and talent to meet evolving client needs [1][3] Shareholder Actions - SEI repurchased 2.2 million shares for $180.8 million during Q2 2025, bringing total shares repurchased to 9.0 million over the trailing 12 months [8]