Core Insights - SEI Investments Co. (SEIC) reported a second-quarter 2025 earnings per share (EPS) of $1.78, exceeding the Zacks Consensus Estimate of $1.18, and reflecting a 70% increase from the prior-year quarter [1][9] - The net income for the quarter was $227.1 million, up 63% from the year-ago quarter, surpassing the estimate of $145.3 million [1] Revenue and AUM Performance - Total revenues reached $559.6 million, marking an 8% year-over-year increase, driven by higher asset management, administration, distribution fees, and information processing and software servicing fees, although it fell short of the Zacks Consensus Estimate of $561.1 million [2][9] - Assets under management (AUM) stood at $517.5 billion, reflecting a 10% increase from the prior-year quarter, while client assets under administration (AUA) rose 11% year over year to $1.14 trillion [4][9] Expense Analysis - Total expenses amounted to $411 million, up 7% year over year, primarily due to increases in almost all cost components, except for amortization and depreciation charges, and slightly above the estimate of $409.8 million [3] - Operating income increased by 9% year over year to $148.6 million, exceeding the estimate of $139.7 million [3] Share Repurchase Activity - In the reported quarter, SEIC repurchased 2.2 million shares for $180.8 million at an average price of $83.60 per share [5] Strategic Outlook - The company's global presence, diverse product offerings, solid balance sheet, strategic acquisitions, and robust AUM balance are expected to support revenue growth, despite concerns over elevated operating expenses and concentrated fee-based revenues [6]