SEI INVESTMENTS COMPANY (NASDAQ:SEIC) Reports Mixed Q3 2025 Results, Beats on EPS but Misses Revenue Estimates

SEI INVESTMENTS COMPANY (NASDAQ:SEIC) has released its financial results for the third quarter of 2025, presenting a mixed performance relative to analyst expectations. The company demonstrated solid year-over-year growth in key financial metrics, though its quarterly revenue fell short of market forecasts. The immediate market reaction appears cautiously optimistic, with the stock trading higher in after-market activity following the announcement.

Earnings and Revenue Versus Estimates

The company's performance against analyst projections reveals a nuanced picture. While profitability exceeded expectations, the top-line revenue number did not meet the consensus view.

• Non-GAAP Earnings Per Share (EPS): Reported at $1.30, surpassing the analyst estimate of $1.28.
• Revenue (Sales): Reported at $578.51 million, coming in below the analyst estimate of $593.32 million.

This divergence highlights a quarter where SEI Investments Company was able to convert its revenue into profit more efficiently than anticipated, even as the total sales figure was lighter than expected.

Market Reaction and Recent Performance

The initial market response to the earnings report has been positive. The stock was up approximately 0.39% in after-hours trading, suggesting investors are focusing on the earnings beat and improved profitability. However, this near-term gain occurs against a backdrop of recent weakness. Over the past month, the stock has declined by about 4.3%, indicating that the earnings report may be helping to stabilize or reverse a recent negative trend.

Summary of Press Release Highlights

The company's press release emphasized strong year-over-year growth, underscoring the fundamental health of its operations. Compared to the third quarter of 2024, SEI Investments Company reported an 8% increase in revenue and an 11% jump in operating income. This operational leverage contributed to a significant expansion of the operating margin, which rose to 28%. Furthermore, diluted earnings per share grew by 9% compared to the same period last year. These figures point to a company that is successfully growing its earnings at a faster rate than its revenue.

Looking Ahead

Analysts have already established estimates for the company's future performance. For the upcoming fourth quarter of 2025, the consensus is for revenue of approximately $602.52 million and an EPS of $1.38. For the full fiscal year 2025, analysts are projecting sales of around $2.34 billion. The press release did not provide a specific financial outlook from management, so these analyst estimates serve as the current benchmark against which future performance will be measured.

For a detailed breakdown of historical earnings, future estimates, and analyst ratings, you can review the data available on the SEIC earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute financial advice or a recommendation to buy or sell any security. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.