SEI INVESTMENTS COMPANY (NASDAQ:SEIC) Reports Strong Q2 2025 Earnings Beat with 70% EPS Growth

SEI INVESTMENTS COMPANY (NASDAQ:SEIC) reported its second-quarter 2025 earnings, delivering a significant beat on earnings per share (EPS) while slightly missing revenue expectations. The financial services provider posted EPS of $1.78, a 70% increase compared to the same quarter last year and well above the analyst consensus estimate of $1.22. Revenue came in at $559.6 million, up 8% year-over-year but below the estimated $573.3 million.

Key Takeaways from the Earnings Report

• Strong EPS Growth: The $0.58 boost from one-time items, including a $94.4 million gain from the sale of SEI’s Family Office Services business, contributed to the substantial earnings beat.
• Revenue Slightly Below Estimates: While revenue growth was solid, it fell short of expectations, likely due to softer performance in certain segments or timing-related factors.
• Operating Margin Expansion: Operating income rose 9% year-over-year, pushing the operating margin to 27%, indicating improved profitability despite the revenue miss.

Market Reaction

Following the earnings release, SEIC’s stock showed muted movement in after-hours trading, with no significant price change. Over the past month, shares have gained nearly 7%, suggesting that some optimism may have already been priced in ahead of the report. The lack of a strong post-earnings reaction could reflect a balancing act between the positive EPS surprise and the slight revenue shortfall.

Looking Ahead

Analysts expect SEIC to generate $586.7 million in revenue for Q3 2025, with EPS projected at $1.26. For the full year, sales are estimated at $2.3 billion, with revenue expected to reach $4.96 billion. The company did not provide explicit forward guidance in the press release, leaving investors to rely on these consensus estimates.

For a deeper dive into SEI Investments’ earnings trends and analyst projections, visit the earnings estimates page.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.