Asset manager SEI Investments' Q4 revenue rises

Overview

• Financial services firm's Q4 revenue rose 9%, beating analyst expectations

• EPS for Q4 increased 16% yr/yr

• Company completed $440.8 mln Stratos acquisition, enhancing advisory capabilities

Outlook

• SEI Investments sees increased demand for outsourcing and market convergence in 2026

Result Drivers

• OUTSOURCING DEMAND - Co benefited from increased demand for outsourcing, supporting revenue growth across segments

• STRATOS ACQUISITION - Acquisition of Stratos Wealth Holdings enhanced advisory capabilities and expanded distribution channels

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the investment management & fund operators peer group is "buy"

• Wall Street's median 12-month price target for SEI Investments Co is $109.50, about 29.4% above its January 27 closing price of $84.64

• The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn3Kz7YMa

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