Analyst Consensus ?
ConsensusBuy14 ratings
Bullish1178.6%
Neutral321.4%
Bearish00.0%
SEI Investments Company · SEIC · FY2025 Q3 · Calendar Q4 2025
SEI highlights record profitability and alternative-manager demand
The supplied analysis supports a constructive but qualified view: record profitability, alternative-manager outsourcing demand, new mandates, and planned technology initiatives support SEI’s growth case, while the absence of provided guidance and the identified integration, margin, and execution risks argue for measured confidence.
Reported After market closeNASDAQFinancial Services
$13.01B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.30
Consensus $1.25
EPS surprise
+4.0%
Reported versus consensus
Reported revenue
$578.5M
Consensus $585.3M
Revenue surprise
-1.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+0.1%
Event window
SPY move
+0.6%
Same window
Abnormal move
-0.4%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
-3.3%
Up to 20 sessions
SEICSPY benchmark
Ask FN2 about SEIC FY2025 Q3
Transcript, numbers and history already loaded
Why did SEIC rise 0.1% after beating EPS estimates in FY2025 Q3?What changed in SEIC's guidance and outlook in FY2025 Q3?Give me the bull and bear case for SEIC after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The supplied Q3 analysis adds record EPS and margins, a diversified pipeline led by alternative-manager outsourcing, a private-banking win, a multibillion-dollar fixed-income mandate, progress on Stratos, and a disclosed one-off private-banking client loss.
Guidance delta
No guidance was provided in the supplied transcript analysis; the prior quarter’s guidance sentiment was maintained.
Key takeaways
- EPS and margins reached all-time highs, according to the supplied analysis.
- Alternative-manager outsourcing was a central growth driver, with two-thirds of sales events coming from alternative managers.
- A private-banking win and a multibillion-dollar fixed-income mandate add to the recurring-revenue opportunity.
- Stratos, AI, tokenization, and international expansion remain important execution priorities.
- The analysis also identifies margin, integration, contracting, and private-banking risks.
Management priorities
- Close the Stratos acquisition in late 2025 or early 2026.
- Scale AI and tokenization pilots with disciplined rollout.
- Expand international go-to-market strategy in the UK, Dublin, and Luxembourg.
- Maintain aggressive share repurchase using excess cash.
- Invest in talent and technology to support anticipated client onboarding.
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Beat
Miss
Match
Analyst 52W Price Targets
$108.43Previous close
$53Low
$106.18Average
$129High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 22, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Piper Sandler | Overweight | Overweight | Maintain | Oct 19, 2026 |
| William Blair | Outperform | Market Perform | Upgrade | Sep 15, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jul 23, 2026 |
| Keefe, Bruyette & Woods | Outperform | Outperform | Maintain | Jul 23, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Jul 6, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 8, 2025 |
| Goldman Sachs | Neutral | Neutral | Maintain | Nov 23, 2022 |
| Truist Securities | Hold | Hold | Maintain | Nov 3, 2021 |
| Keefe Bruyette & Woods | Market Perform | Outperform | Downgrade | Apr 15, 2019 |
| Mizuho | Buy | Buy | Maintain | Jun 28, 2017 |
| CLSA | Buy | Outperform | Maintain | Aug 27, 2015 |
| Sterne Agee | Buy | Buy | Maintain | Sep 16, 2014 |
| Stifel Nicolaus | Buy | Buy | Maintain | May 30, 2013 |
| Stifel | Buy | Buy | Maintain | May 30, 2013 |
Named analyst price targets
Upside is calculated against the persisted previous close $108.43. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Piper Sandler | Crispin Love | $127 | $104.94 | +17.1% | Oct 19, 2026 |
| Wells Fargo | Analyst unavailable | $129 | $103.87 | +19.0% | Oct 1, 2026 |
| UBS | Alex Kramm | $125 | $96.74 | +15.3% | Jul 23, 2026 |
| Piper Sandler | Crispin Love | $120 | $98.75 | +10.7% | Jul 23, 2026 |
| Piper Sandler | Crispin Love | $114 | $95.45 | +5.1% | Jul 13, 2026 |
| Raymond James | Patrick O'Shaughnessy | $124 | $95.06 | +14.4% | Jul 6, 2026 |
| Raymond James | Patrick O'Shaughnessy | $82 | $90.9 | -24.4% | Apr 29, 2026 |
| Piper Sandler | Analyst unavailable | $105 | $84.79 | -3.2% | Apr 23, 2026 |
| Piper Sandler | Crispin Love | $106 | $80.92 | -2.2% | Feb 20, 2026 |
| UBS | Alex Kramm | $115 | $84.13 | +6.1% | Feb 4, 2026 |
| Piper Sandler | Analyst unavailable | $109 | $86.1 | +0.5% | Jan 29, 2026 |
| Raymond James | Patrick O\'Shaughnessy | $117 | $87.26 | +7.9% | Jan 5, 2026 |
| Piper Sandler | Crispin Love | $102 | $84.35 | -5.9% | Dec 23, 2025 |
| Raymond James | Patrick O'Shaughnessy | $120 | $82.52 | +10.7% | Oct 14, 2025 |
| Morgan Stanley | Ryan Kenny | $115 | $86.62 | +6.1% | Sep 19, 2025 |
| Morgan Stanley | Ryan Kenny | $100 | $86.85 | -7.8% | Jun 26, 2025 |
| Morgan Stanley | Ryan Kenny | $84 | $84.97 | -22.5% | Jun 3, 2025 |
| Raymond James | Patrick O'Shaughnessy | $99 | $82.96 | -8.7% | Jan 30, 2025 |
| Morgan Stanley | Ryan Kenny | $75 | $75.1 | -30.8% | Oct 24, 2024 |
| Piper Sandler | Crispin Love | $77 | $74.69 | -29.0% | Oct 24, 2024 |
| Oppenheimer | Glenn Greene | $85 | $74.69 | -21.6% | Oct 24, 2024 |
| Piper Sandler | Crispin Love | $71 | $66.07 | -34.5% | Jul 25, 2024 |
| Piper Sandler | Crispin Love | $72 | $64.26 | -33.6% | Jul 10, 2024 |
| Piper Sandler | Crispin Love | $69 | $65.52 | -36.4% | Apr 25, 2024 |
| J.P. Morgan | Seth Seifman | $68 | $32.29 | -37.3% | Dec 26, 2023 |
| Piper Sandler | Crispin Love | $64 | $57 | -41.0% | Oct 3, 2023 |
| Morgan Stanley | Analyst unavailable | $53 | $62.94 | -51.1% | Dec 1, 2022 |
| Morgan Stanley | Analyst unavailable | $52 | $53.3 | -52.0% | Jul 21, 2022 |
| Morgan Stanley | Analyst unavailable | $55 | $53.56 | -49.3% | Jul 6, 2022 |
| Morgan Stanley | Analyst unavailable | $58 | $57.58 | -46.5% | Jun 2, 2022 |
| Morgan Stanley | Analyst unavailable | $62 | $59.25 | -42.8% | Apr 21, 2022 |
Track every rating change on SEIC the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers.…
Historical context
All SEIC earningsFinancial Services peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| SF Stifel Financial Corp | FY2026 Q3 · Calendar Q4 2026 | +1.4% | -0.6% | Stifel posts record Q3 EPS as wealth management and lending lead |
| SF-PB Stifel Financial Corp. | FY2026 Q3 · Calendar Q4 2026 | +1.4% | — | Stifel Q3: Wealth Management Strength and New Venture-Banking Tools |
| CME CME Group Inc. | FY2026 Q3 · Calendar Q4 2026 | +1.0% | +0.2% | CME posts record Q3 volume as products and international growth expand |
| MCO Moody's Corporation | FY2026 Q3 · Calendar Q4 2026 | -2.6% | +1.2% | Moody’s Reaffirms Guidance as AI Financing Supports Q3 Growth |
| NTRS Northern Trust Corporation | FY2026 Q3 · Calendar Q4 2026 | +11.5% | +0.9% | Northern Trust posts 40% EPS growth as AI and digital assets expand |
| NTRSO Northern Trust Corporation | FY2026 Q3 · Calendar Q4 2026 | +11.1% | +0.2% | Northern Trust pairs strong Q3 growth with 6–7% Q4 revenue outlook |
Latest beats and misses
Who reports nextBeat on EPS
- KMIFY2026 Q3 · October 21, 2026+9.2% EPS+1.2% move
- TXNFY2026 Q3 · October 21, 2026+7.4% EPS+2.5% move
- SEICFY2026 Q3 · October 21, 2026+3.8% EPS+1.2% move
- CSXFY2026 Q3 · October 21, 2026+7.3% EPS+0.7% move
- IBMFY2026 Q3 · October 21, 2026+3.5% EPS+3.9% move
- SFFY2026 Q3 · October 21, 2026+1.4% EPS-0.6% move
Missed on EPS
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
- MCOFY2026 Q3 · October 21, 2026-2.6% EPS+1.2% move
- CCIFY2026 Q3 · October 21, 2026-2.5% EPS-3.1% move
- PACFY2026 Q3 · October 20, 2026-2.2% EPS+7.1% move
- AGNCZFY2026 Q3 · October 19, 2026-0.6% EPS+0.3% move
Get the SEIC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-22T09:40:45.458725+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T09:40:45.455940+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-22. For educational purposes only; not investment advice.