A link to a replay of the webcast will be available following the conference in the Investor Relations section of SEI's website. ® About SEISEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. ...

Group 1 - SEI Investments Company declared a regular semi-annual dividend of $0.52 per share, an increase from the previous $0.49 per share [1] - The cash dividend will be payable to shareholders of record on December 29, 2025, with a payment date of January 12, 2026 [1] Group 2 - SEI is a leading global provider of financial technology, operations, and asset management services within the financial services industry [2] - As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets [2]

Core Viewpoint - SEI Investments Company has declared a semi-annual dividend increase from $0.49 to $0.52 per share, reflecting a positive financial performance and commitment to returning value to shareholders [1]. Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services within the financial services industry [2]. - As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets, indicating significant scale and influence in the market [2].

Core Insights - SEI has completed the first stage of its strategic investment in Stratos Wealth Holdings, acquiring the U.S.-based Stratos business for approximately $441 million, which constitutes about 81% of the total transaction value [1] - The partnership aims to enhance the wealth management ecosystem by combining SEI's strengths in advice, asset management, and administration with Stratos' independent advisory platform [3][4] - Stratos operates a national network of over 350 financial advisors across 29 states, advising approximately $38 billion in client assets [5][8] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.8 trillion in assets as of September 30, 2025 [7] - Stratos Wealth Holdings supports independent financial advisors through flexible affiliation models and offers practice management consulting, operations, IT, and compliance services [8] Transaction Details - SEI will pay a total cash consideration of approximately $544 million for 57.5% of the equity of SEI-Eclipse Holding Company, with legacy Stratos equity holders retaining 42.5% [5] - The second stage of the transaction, involving the purchase of the Mexico-based NSC business, is expected to close in 2026, subject to regulatory approval [6]

Core Insights - Cadeler A/S has announced the addition of a second unsecured green corporate term loan facility amounting to EUR 60 million, with a non-committed accordion option of up to EUR 80 million, aimed at strengthening its financial position [1][2][3] Financial Position - The Green Corporate Loan Facility has a tenor of up to five years and was arranged by HSBC and Clifford Capital, with both acting as lenders [2] - The facility will be utilized for general corporate purposes, enhancing Cadeler's balance sheet and financial flexibility, allowing the company to navigate market dynamics and support strategic priorities [3] Company Overview - Cadeler A/S is a global leader in offshore wind installation, operations, and maintenance services, focusing solely on the offshore wind industry [4] - The company operates the largest fleet of jack-up offshore wind installation vessels and has been a key supplier in offshore wind energy development for over a decade [4] - Cadeler is committed to sustainable growth and enabling the global energy transition towards renewable energy [4]

Group 1: Colgate-Palmolive (CL) - Colgate-Palmolive is a consumer products company formed in 1928, focusing on personal, household, and pet products [2] - The stock price is currently $78.80, with a forward P/E ratio of 20.5x [4] Group 2: TransDigm (TDG) - TransDigm develops and manufactures components and systems for military and commercial aviation, supplying parts for nearly all aircraft in service [5] - The stock price is $1,272 per share, trading at a forward P/E of 32.7x [7] Group 3: Accenture (ACN) - Accenture is a professional services firm with approximately 774,000 employees, serving clients in over 120 countries [8] - The company has a massive revenue base of $20.1 billion and a best-in-class gross margin of 60.3% [10] - Accenture has demonstrated average organic revenue growth of 13% over the past two years, with annual earnings per share growth of 24.9% [11] - The company has achieved annual revenue growth of 9.5% over the past five years, reflecting market share gains [12]

Core Insights - Investors are taking a bearish stance on Fluor (NYSE:FLR), with significant options activity indicating potential market movements [1][2] - The overall sentiment among large investors is 36% bullish and 54% bearish, suggesting a cautious outlook [2] - The price range targeted by large investors for Fluor over the last three months is between $40.0 and $67.5 [3] Options Trading Activity - A total of 11 uncommon options trades were detected for Fluor, with 3 puts amounting to $132,762 and 8 calls totaling $1,214,695 [2] - The volume and open interest metrics indicate strong liquidity and investor interest in Fluor's options, particularly within the $40.0 to $67.5 strike price range over the past 30 days [4] Company Overview - Fluor is a leading global provider of engineering, procurement, construction, fabrication, operations, and maintenance services, serving various sectors including oil and gas, chemicals, mining, metals, and transportation [11] - The company generated $16.3 billion in revenue in 2024, indicating a robust market presence [11] Analyst Insights - An industry analyst has set an average target price of $51.0 for Fluor, maintaining a Buy rating [12][13] - The current stock price of FLR is $50.03, reflecting a 3.16% increase, with upcoming earnings expected in 10 days [15]

Core Insights - SEI Investments Company has approved an increase in its stock repurchase program by an additional $650 million, raising the total authorization to approximately $773.2 million, which includes $123.2 million remaining as of October 20, 2025 [1] Company Overview - SEI (NASDAQ: SEIC) is a prominent global provider of financial technology, operations, and asset management services within the financial services industry, managing, advising, or administering approximately $1.8 trillion in assets as of September 30, 2025 [2]

Group 1 - SEI plans to release its third quarter 2025 earnings on October 22, 2025, after market close, followed by a conference call at 5 p.m. Eastern Time to discuss the financial results [1] - Analysts and investors can join the conference call by completing a registration form, and the public can listen to the call and its replay on the company's investor relations website [1] Group 2 - SEI is a leading global provider of financial technology, operations, and asset management services, helping clients effectively deploy their capital to achieve growth objectives [2] - As of June 30, 2025, SEI manages, advises, or administers approximately $1.7 trillion in assets [2]

Core Insights - Accenture plc has a market capitalization of $147.5 billion and operates in various sectors, including technology, consulting, and operations, with a focus on innovation through partnerships like that with Kyoto University on human-centered AI [1] Financial Performance - Accenture is expected to announce its fiscal Q4 2025 earnings on September 25, with analysts predicting an EPS of $2.98, reflecting a 6.8% increase from $2.79 in the same quarter last year [2] - For fiscal 2025, the anticipated EPS is $12.88, which represents a 7.8% growth from $11.95 in fiscal 2024 [3] Stock Performance - Over the past 52 weeks, Accenture's shares have decreased by 30.2%, underperforming compared to the S&P 500 Index's increase of 15.6% and the Technology Select Sector SPDR Fund's surge of 23.8% [4] - On June 20, shares fell by 6.9% despite reporting Q3 2025 earnings of $3.49 per share and revenues of $17.7 billion, with bookings down 6% year-over-year to $19.7 billion [5] Analyst Ratings - The consensus rating for Accenture stock is "Moderate Buy," with 13 out of 23 analysts recommending a "Strong Buy," one a "Moderate Buy," and nine suggesting "Holds" [6] - The average analyst price target for Accenture is $316.09, indicating a potential upside of 32.6% from current levels [6]