SEI Investments Co

SEIC: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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SEI Earnings: Markets Boosting Fees, Private Banks Cancellation Weighs on Net Sales Events

Rajiv Bhatia

Oct 22, 2025

SEI reported 8% revenue growth (which we expect was closer to 9% when excluding the Achway divestiture) and 11% operating income growth as markets boosted asset-based fee growth. Net recurring sales events of $21 million declined from $24 million sequentially and $35 million in the year-ago quarter.

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SEI Investments Co

SEI Earnings: Markets Boosting Fees, Private Banks Cancellation Weighs on Net Sales Events

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