secwatch.observer — SEC 8-K summary
======================================

Issuer:     SEI INVESTMENTS CO (SEIC)
CIK:        0000350894
Form:       8-K
Filed at:   2025-10-22T23:59:59+00:00
Accession:  0000350894-25-000113
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SEI Q3 EPS $1.30 (+9% YoY), revenue $578.5M (+8%), record YTD net sales $106.3M
-------------------------------------------------------------------------------

- Diluted EPS $1.30 (+9% YoY); revenue $578.5M (+8%); operating income $160.0M (+11%); margin 28%.
- YTD net sales events record $106.3M; Q3 net sales $30.5M; led by Investment Managers alternatives.
- Investment Advisors op profit +21% to $68.3M; integrated cash program contributed $21M, up $10M YoY.
- Ending AUA +7% QoQ; AUM +5% QoQ; repurchased 1.6M shares for $141.6M in Q3.
- Excluding unusual items, adjusted EPS hit record; net impact of one-time items was negligible.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/350894/000035089425000113/0000350894-25-000113-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/350894/000035089425000113/seic-20251022.htm
  HTML page:      https://secwatch.observer/filing/0000350894-25-000113

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer