Q4 2025 SEI Investments Co Earnings Call Transcript
Key Points
- SEI Investments Co (SEIC) reported its highest ever quarterly earnings performance with earnings per share totaling $1.38 for Q4 2025.
- The company achieved broad-based revenue growth and margin expansion across almost all business segments.
- Private Banking delivered a standout performance with $28 million in net sales events, contributing significantly to the company's strong sales results.
- SEI Investments Co (SEIC) achieved a major milestone with the first close of its Stratos partnership, enhancing its adviser and client-centric model.
- The company reported double-digit earnings growth for 2025, with more than a full percentage point of operating margin expansion.
- SEI Investments Co (SEIC) incurred $20 million of elevated corporate overhead expenses related to severance and M&A fees in Q4 2025.
- The financial impact of the Stratos acquisition was not meaningful to the fourth quarter results, with a fuller update expected next quarter.
- The company experienced client losses in the UK, negatively impacting the Institutional segment's sales events.
- SEI Investments Co (SEIC) faced continued pressure from mutual fund outflows across the asset management industry.
- The company implemented a targeted reduction in force in December, affecting approximately 3% of its global workforce.
Hello and thank you for standing by. Welcome to SEI fourth-quarter 2025 earnings conference call. (Operator Instructions)
I would now like to have the call over to Brad Burke, Head of Investor Relations. You may begin.
Thank you, and welcome, everyone. We appreciate you joining us today for SEI's fourth-quarter 2025 earnings call. On the call, we have Ryan Hicke, SEI's Chief Executive Officer; Sean Denham, Chief Financial Officer and Chief Operating Officer; and members of our executive management team, including Michael Lane, Phil McCabe, Mike Peterson, Sneha Shah, Sanjay Sharma and Amy Sliwinski.
Before we begin, I'd like to point out that our earnings press release and the presentation accompanying today's call can be found under the Investor Relations section of our website at seic.com. This call is being webcast live, and a replay will be available on the events and webcast page of our website.
With that, I'll now turn the call over to Ryan. Ryan?
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