For the quarter ended December 2025, SEI Investments (SEIC) reported revenue of $607.93 million, up 9.1% over the same period last year. EPS came in at $1.38, compared to $1.19 in the year-ago quarter.
The reported revenue represents a surprise of +2.04% over the Zacks Consensus Estimate of $595.79 million. With the consensus EPS estimate being $1.34, the EPS surprise was +3.29%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Assets under management - Investments in New Business: $3.04 billion versus the five-analyst average estimate of $3.16 billion.
- Assets under management - LSV - Equity and Fixed Income programs: $86.5 billion versus $82.09 billion estimated by five analysts on average.
- Assets under management - Institutional Investors: $76.99 billion versus the five-analyst average estimate of $85.14 billion.
- Assets under management - Investment Advisors: $79.39 billion compared to the $97.05 billion average estimate based on five analysts.
- Assets under management - Private Banks: $28.22 billion versus $31.45 billion estimated by five analysts on average.
- Revenue- Asset management, administration and distribution fees: $485.43 million versus $472.28 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.5% change.
- Revenue- Information processing and software servicing fees: $122.5 million versus $123.71 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.1% change.
- Revenue- Investment Managers: $220.84 million compared to the $212.14 million average estimate based on four analysts. The reported number represents a change of +15.5% year over year.
- Revenue- Investments in New Business: $8.32 million versus $9.59 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -47.1% change.
- Revenue- Investment Advisors: $156.16 million versus the four-analyst average estimate of $152.43 million. The reported number represents a year-over-year change of +12.1%.
- Revenue- Institutional Investors: $72.82 million versus the four-analyst average estimate of $73.04 million. The reported number represents a year-over-year change of +2.8%.
- Revenue- Private Banks: $149.78 million versus the four-analyst average estimate of $147.29 million. The reported number represents a year-over-year change of +6.9%.
View all Key Company Metrics for SEI here>>>
Shares of SEI have returned +1.8% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Quantum Computing Stocks Set To Soar
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
