SEI Investments Company (SEIC)

SEI Investments Co. reported strong third-quarter 2025 financial results, with consolidated revenues and operating income increasing. The company announced its highest quarterly earnings to date, surpassing analysts' expectations. SEI executed a strategic share repurchase. Ryan Hicke, Chief Executive Officer of SEI Investments Co., sold shares of common stock. UBS initiated coverage on SEI Investments with a "Buy" rating, and Piper Sandler raised its price target on SEI Investments. SEI made a strategic investment in Avantos and continued to see growing confidence in its strategic partnership with Stratos Wealth Holdings.

There is no explicit indication of significant demand seasonality for SEI Investments Co.'s products and services. Its revenue is largely derived from fees based on the value of assets under management and administration, as well as technology and processing fees. The company's robust sales pipelines across its businesses suggest a more consistent, ongoing demand for its outsourcing and wealth management solutions.

SEI Investments Co. is a publicly owned asset management holding company providing wealth management, retirement, and investment solutions. It offers investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors. Its major products and services include the SEI Wealth Platform (SWP), Outsourced Chief Investment Officer (OCIO) Services, Investment Operations & Fund Administration, and Investment Management Products.

SEI Investments Co. has a global presence with its headquarters in Oaks, Pennsylvania, U.S., and additional offices across the United States, Europe, Canada, South Africa, and India. The SEI Wealth Platform supports trading and transactions across 128 stock exchanges in 40 countries and 43 currencies.

SEI Investments has maintained a positive brand reputation, underscored by its consistent financial performance and strategic initiatives. The company achieved its highest quarterly earnings to date and reported double-digit earnings growth. Strong execution on professional services initiatives and the integration of new client wins have enhanced SEI's advisor channel presence. Industry recognition and continued strategic investments in innovation and product development reinforce its forward-thinking reputation. SEI's mission and core values contribute to its brand identity.

The ownership structure of SEI Investments Co. is primarily composed of institutional investors, with a significant portion also held by insiders and individual investors. Approximately 70.59% of the company's stock is owned by institutional investors, 14.60% by insiders, and 14.81% by retail/individual and other investors. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and Loomis Sayles & Company, L.P.