SEI Reports Strong Q4 & Record Full-Year 2025 Results, Completes Stratos Acquisition, and Boosts Share Buybacks
Summary
SEI Investments announced strong Q4 and record full-year 2025 financial results, highlighted by double-digit EPS and revenue growth, a strategic $440.8 million acquisition, and significant share repurchases.
Key Events
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Strong Q4 and Record Full-Year 2025 Financial Performance
SEI reported a 16% increase in diluted EPS to $1.38 and a 9% rise in revenue to $607.9 million for Q4 2025 compared to Q4 2024. For the full year 2025, diluted EPS grew 28% to $5.63 and revenue increased 8% to $2.297 billion, marking one of the strongest years in company history.
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Strategic Stratos Acquisition Completed
The company completed the first and largest close of the Stratos acquisition for $440.8 million, funded entirely with balance sheet cash. This acquisition is expected to advance SEI's expansion into advice, deepen client insights, and broaden distribution across RIA and broker-dealer channels.
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Record Net Sales Events and Asset Growth
Net sales events reached a record $149.9 million for the full year 2025, with Q4 contributing $43.6 million, driven by strong demand in Private Banks and Investment Managers. Ending assets under administration (AUA) increased by 3% and assets under management (AUM) by 2% quarter-over-quarter.
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Significant Share Repurchase Program
SEI repurchased 1.2 million shares for $101.0 million in Q4 2025, bringing total share repurchases for the full year to 7.5 million shares for $616.0 million, representing a substantial return of capital to shareholders.
Analysis
SEI Investments delivered an exceptional fourth quarter and a record-setting full year in 2025, driven by robust revenue growth, margin expansion, and outstanding sales activity across its business segments. The company's strategic acquisition of Stratos for $440.8 million significantly expands its presence in the advisory space and broadens distribution channels. Additionally, SEI's substantial share repurchase program, totaling $616 million for the year, underscores its commitment to returning capital to shareholders. These combined factors signal strong operational performance, strategic execution, and confidence in future growth.
At the time of this filing, SEIC was trading at $86.10 on NASDAQ in the Crypto Assets sector, with a market capitalization of approximately $10.5B. The 52-week trading range was $64.66 to $93.96. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.