SEIC Q3 Earnings Beat Estimates as Revenues & AUM Rise Y/Y, Stock Down

SEI Investments Co.’s SEIC third-quarter 2025 earnings per share (EPS) of $1.30 beat the Zacks Consensus Estimate of $1.25. Moreover, the bottom line reflected a rise of 9.2% from the prior-year quarter.Results were aided by higher revenues and a rise in assets under management (AUM). However, higher expenses acted as a spoilsport. As a result, shares of SEI Investments declined 2.4% in yesterday’s after-market trading hours. Net income attributable to SEI Investments was $164.2 million, up 6% from the year-ago quarter. Our estimate for the metric was $148.2 million.SEIC’s Revenues & AUM Improve, Expenses RiseTotal revenues were $578.5 million, up 7.7% year over year. The rise was driven by higher asset management, administration and distribution fees, as well as information processing and software servicing fees. However, the top line missed the Zacks Consensus Estimate of $579.5 million.Total expenses were $418.6 million, up 6.3% year over year. The increase was driven by a rise in almost all cost components, except for facilities, supplies and other costs and depreciation charges. Our estimate for the metric was $429.4 million.Operating income increased 11.2% year over year to $160 million. Our estimate for the metric was $139.2 million.As of Sept. 30, 2025, AUM was $541.5 billion, reflecting a rise of 9.8% from the prior-year quarter. Client assets under administration (AUA) were $1.21 trillion, up 16% year over year. Client AUA did not include $11.5 billion related to Funds of Funds assets reported as of Sept. 30, 2025.SEI Investments’ Share Repurchase UpdateIn the reported quarter, SEIC bought back 1.6 million shares for $141.6 million at an average price of $90.02 per share.Our View on SEICSEI Investments’ global presence, diverse product offerings, solid balance sheet, strategic acquisitions and a robust AUM balance are expected to keep supporting the top line. However, elevated operating expenses, led by technological upgrades alongside concentrated fee-based revenues, are concerning.SEI Investments Company Price, Consensus and EPS Surprise SEI Investments Company price-consensus-eps-surprise-chart | SEI Investments Company QuoteCurrently, SEI Investments carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Performance of Another Asset ManagerBlackRock’s BLK third-quarter 2025 adjusted earnings of $11.55 per share handily surpassed the Zacks Consensus Estimate of $11.25. The figure reflects a marginal rise from the year-ago quarter.BlackRock’s results benefited from a rise in revenues. The AUM balance witnessed robust growth, reaching a record high of $13.46 trillion, driven by net inflows. However, higher expenses acted as a headwind.Earnings Release Date of Another Asset ManagerInvesco IVZ is scheduled to announce third-quarter 2025 numbers on Oct. 28.Over the past seven days, the Zacks Consensus Estimate for IVZ’s quarterly earnings has been revised 2.2% lower to 45 cents. The figure implies a rise of 2.3% from the prior-year quarter.Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BlackRock (BLK): Free Stock Analysis Report Invesco Ltd. (IVZ): Free Stock Analysis Report SEI Investments Company (SEIC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks