SEI Investments Q4 diluted EPS rises 16% to $1.38 on 9% revenue growth
SEI Investments reported fourth-quarter 2025 revenue of $607.9 million, up 9% from a year earlier, and diluted earnings per share of $1.38, up 16%. Results included about $0.08 of EPS reduction from $20.1 million of severance and M&A fees tied to the Stratos acquisition, which was completed in the quarter for $440.8 million in cash.
Key points
- Q4 2025 operating income was $161.6 million, up 11%, and operating margin was 27%.
- Full-year 2025 revenue was $2.30 billion, up 8%, and diluted EPS was $5.63, up 28% from $4.41.
- SEI repurchased 1.2 million shares for $101.0 million in Q4 2025, bringing 2025 repurchases to 7.5 million shares.
- Fourth-quarter net sales events totaled $43.6 million, and full-year net sales events reached $149.9 million.
The filing
Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 28, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.