SEIC Earnings Prediction
The chart below shows how SEIC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SEIC sees a -0.47% change in stock price 10 days leading up to the earnings, and a +3.45% change 10 days following the report. On the earnings day itself, the stock moves by -0.49%. This data can give you a slight idea of what to expect for the next quarter's release.
SEIC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
506.20M
15.31%
3.48%
Gross Margin
--
--
--
Operating Margin
28.64%
16.19%
-2.42%
Net Margin
30.77%
11.89%
-2.84%
EPS
1.19
30.77%
0.00%
No Data Available
SEIC Earnings Analysis
SEI Investments Co Corporation (SEIC.O) Earnings Conference Call
Positive
Q4 Sales Growth: Sales events for Q4 2024 totaled $38 million, with $28 million net recurring, marking the second consecutive quarter of significant growth in net sales events.
Q4 EPS Growth: EPS for Q4 reached $1.19, representing a 31% increase from the prior year, with all business units contributing positively to this growth.
Earnings Per Share Growth: For the full year, EPS grew 27% to $4.41, demonstrating strong overall earnings growth despite some one-time headwinds.
Shareholder Capital Returns: Total capital returns to shareholders, through share repurchases and dividends, amounted to $620 million for the full year, representing nearly 6% of the year-end market cap.
Stock Repurchase and Dividend Increase: SEI repurchased a record $259 million in stock during Q4, supported by strong free cash flow, and increased the semiannual dividend by 6.5%.
Negative
Asset Outflows Impact Stability: Institutional business experienced asset outflows due to planned terminations, impacting overall asset management stability.
Stagnant Asset Management: Assets under management and administration remained nearly flat at $1.6 trillion, indicating stagnation despite strong sales events.
Earnings Per Share Impact: The fourth quarter saw a $0.02 headwind from increased incentive compensation, negatively affecting earnings per share growth.
Investment Advisors Revenue Outlook: The Investment Advisors segment is expected to see a moderation in cash program benefits in 2025, impacting revenue projections.
Institutional Segment Challenges: The institutional segment faced larger-than-normal impacts from planned terminations, which are expected to persist through 2025 due to elevated funding rates.
SEIC FAQs
How does SEIC typically perform around its earnings report dates?
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SEIC Earning Call Sentiment
Earnings call transcript: SEI Investments Q4 2024 shows EPS growth
SEIC.O
0.22%Positive
The earnings call reveals strong financial performance, with a 31% YoY EPS growth and record share buybacks, signaling confidence in the company's prospects. Despite a slight decrease in Q4 sales events, net recurring sales increased significantly. The Q&A section highlights positive market engagement, strong client retention, and potential for M&A. The company's strategic investments and high cash reserves further support a positive outlook. However, some uncertainty remains regarding future terminations and alternative servicing revenue, slightly tempering the overall positive sentiment.