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SEI Investments (SEIC) reported $641.62 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 14.7%. EPS of $1.66 for the same period compares to $1.78 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $637.92 million, representing a surprise of +0.58%. The company delivered an EPS surprise of +14.48%, with the consensus EPS estimate being $1.45.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Assets under management - Investments in New Business: $3.59 billion compared to the $3.37 billion average estimate based on four analysts.
- Assets under management - Investment Advisors: $97.78 billion versus the four-analyst average estimate of $105.62 billion.
- Assets under management - Private Banks: $34.23 billion versus the four-analyst average estimate of $33.24 billion.
- Assets under management - Institutional Investors: $88.25 billion versus the four-analyst average estimate of $88.21 billion.
- Assets under management - LSV - Equity and Fixed Income programs: $117.15 billion versus $103.76 billion estimated by four analysts on average.
- Revenue- Asset management, administration and distribution fees: $513.48 million compared to the $506.94 million average estimate based on three analysts. The reported number represents a change of +17.4% year over year.
- Revenue- Information processing and software servicing fees: $128.14 million versus the three-analyst average estimate of $128.71 million. The reported number represents a year-over-year change of +5%.
- Revenue- Private Banks: $156.88 million versus the three-analyst average estimate of $152.63 million. The reported number represents a year-over-year change of +10.9%.
- Revenue- Investments in New Business: $9.46 million versus the three-analyst average estimate of $8.06 million. The reported number represents a year-over-year change of -42.8%.
- Revenue- Institutional Investors: $69.7 million versus $71.91 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change.
- Revenue- Investment Managers: $227.68 million versus the three-analyst average estimate of $230.45 million. The reported number represents a year-over-year change of +16.7%.
- Revenue- Investment Advisors: $177.9 million versus $171.66 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.7% change.
View all Key Company Metrics for SEI here>>>
Shares of SEI have returned +8.3% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.This article originally published on Zacks Investment Research (zacks.com).
