SEI Investments: 8% Revenue Growth in 2025, Significant Profitability Improvement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Source: NASDAQ.COM
- Revenue Growth: SEI Investments reported an 8% year-over-year revenue increase for the first nine months of 2025, while expenses rose only 5%, indicating strong cost control that enhances overall profitability.
- Profitability Improvement: The company's earnings surged by 32% during the same period, with an operating margin of 28%, up 8% from the previous year, providing ample capital for future investments and technology upgrades.
- Surge in Market Demand: With more fund managers and institutional investors opting for outsourcing services, 88% of fund managers plan to increase their outsourcing usage over the next 12 months, reflecting strong demand for SEI's offerings and further solidifying its market position.
- Valuation Advantage: Trading at a forward P/E of 15, SEI is relatively inexpensive, and combined with its industry-leading efficiency and growth catalysts, it presents a compelling opportunity for investors.
Get Free Real-Time Notifications for Any Stock
Monitor tickers like SEIC with instant alerts to capture every critical market movement.
Sign up for free to build your custom watchlist and receive professional-grade stock notifications.
Analyst Views on SEIC
Wall Street analysts forecast SEIC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEIC is 109.75 USD with a low forecast of 102.00 USD and a high forecast of 120.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 86.100
Low
102.00
Averages
109.75
High
120.00
Current: 86.100
Low
102.00
Averages
109.75
High
120.00
About SEIC
SEI Investments Company is a global provider of financial technology, operations, and asset management services within the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Investment Managers segment provides an outsourced investment management operating platform to alternative and traditional asset managers, fund companies, and sovereign wealth funds. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors and other investment professionals in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SEI Investments Reports Record Q4 2025 Earnings with Strong Sales Momentum
- Strong Performance: SEI Investments reported Q4 2025 earnings per share of $1.38, reflecting a 16% year-over-year increase and a 6% sequential rise, marking one of the strongest years in its 58-year history, driven by broad revenue growth and margin expansion.
- Private Banking Success: The Private Banking segment achieved $28 million in net sales events during Q4, highlighting rapid growth in professional services, with expectations that this sales momentum will carry into 2026, enhancing market competitiveness.
- Accelerated Strategic Investments: The company plans to accelerate the launch of ETFs, SMAs, and select alternative products in 2026, anticipating over $1 billion in net inflows, further solidifying its leadership position in investment management.
- Ongoing Share Buyback: SEI repurchased $101 million in shares during Q4, bringing total buybacks for 2025 to $616 million, representing nearly 6% of total shares outstanding, demonstrating the company's commitment to shareholder value and confidence in future growth.
Continue Reading
TIFIN Partners with SEI to Launch Donor-Advised Fund Platform
- Strategic Partnership: TIFIN Give partners with SEI to deliver a white-labeled donor-advised fund solution aimed at enhancing charitable asset management capabilities for banks and wealth clients, thereby strengthening client relationships and asset retention.
- Market Demand Response: This collaboration addresses the challenge faced by many banks and trust organizations that have lost charitable assets due to the absence of modern DAF offerings, providing an integrated digital platform that simplifies donation, reporting, and administration processes.
- Enhanced Client Experience: The TIFIN Give platform offers an intuitive digital experience that supports branded donor-advised funds, reduces operational friction, and improves client satisfaction, helping banks maintain a competitive edge.
- Long-term Strategic Value: This solution transforms charitable planning into a strategic growth lever while positioning it as a long-term revenue and relationship driver, promoting sustainable development for banks and trust organizations.
Continue Reading