For the quarter ended September 2026, SEI Investments (SEIC) reported revenue of $662.04 million, up 14.4% over the same period last year. EPS came in at $1.64, compared to $1.30 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $659.74 million, representing a surprise of +0.35%. The company delivered an EPS surprise of +3.15%, with the consensus EPS estimate being $1.59.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Assets under management - Investments in New Business: $3.69 billion versus $3.62 billion estimated by four analysts on average. Assets under management - Private Banks: $34.6 billion versus $34.34 billion estimated by four analysts on average. Assets under management - LSV - Equity and Fixed Income programs: $116.08 billion compared to the $117.59 billion average estimate based on four analysts. Assets under management - Institutional Investors: $86.02 billion versus the four-analyst average estimate of $88.17 billion. Client assets under administration - Private Banks: 9,784 versus 9,479 estimated by three analysts on average. Revenue- Asset management, administration and distribution fees: $531.42 million compared to the $528.08 million average estimate based on three analysts. The reported number represents a change of +15% year over year. Revenue- Information processing and software servicing fees: $130.63 million versus $133.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.1% change. Revenue- Private Banks: $160.44 million versus the three-analyst average estimate of $159.2 million. The reported number represents a year-over-year change of +11.4%. Revenue- Investments in New Business: $9.77 million versus the three-analyst average estimate of $9.7 million. The reported number represents a year-over-year change of +19.5%. Revenue- Institutional Investors: $70.64 million versus $71.47 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.7% change. Revenue- Investment Managers: $235.82 million versus the three-analyst average estimate of $236.17 million. The reported number represents a year-over-year change of +13.9%. Revenue- Investment Advisors: $185.38 million versus the three-analyst average estimate of $182.58 million. The reported number represents a year-over-year change of +25.7%.View all Key Company Metrics for SEI here>>>
Shares of SEI have returned +3.3% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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