Understanding SEI Investments' Near-Term Earnings and Outlook
SEI Investments' Upcoming Earnings Release
SEI Inv (NASDAQ: SEIC) is gearing up to deliver its latest quarterly earnings report. Investors are keenly awaiting this announcement, where insights into the company's performance will be unveiled.
What to Anticipate
Analysts have projected that SEI Inv will report an earnings per share (EPS) of $1.16. This anticipation sets a stage for potential market reactions based on whether the company meets, exceeds, or falls short of these estimates, in addition to the guidance provided for upcoming quarters.
Examining Earnings History
The previous earnings release demonstrated a slight beat, with SEI Inv surpassing EPS estimates by $0.03, which resulted in a notable 7.81% rise in share price the following trading session. This trend illustrates how earnings surprises can significantly influence investor sentiment and stock movements.
Analysis of Past Performance
Reviewing SEI Inv's recent earnings history reveals a pattern of resilience. For example, the actual earnings compared to the expected EPS in previous quarters show the following:
| Quarter | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|
| EPS Estimate | 1.14 | 1.19 | 1.07 | 1.04 |
| EPS Actual | 1.17 | 1.19 | 1.19 | 1.05 |
| Price Change % | 8.0% | 4.0% | 5.0% | -0.0% |
Current Share Performance
As of the last trading session, SEI Inv shares were priced at $90.92, marking a 36.72% increase over the past 52 weeks. This positive trajectory has fostered bullish sentiment among long-term investors as they approach the earnings release, signaling confidence in continued growth.
Analyst Sentiment
Understanding the market sentiment towards SEI Inv is essential for investors. With nine analyst ratings, SEI Inv currently holds a consensus rating of Outperform. The average one-year price target among analysts is set at $91.56, suggesting a modest upside from current levels, indicating an optimistic outlook.
Industry Comparison and Competitors
In evaluating SEI Inv's performance, it is insightful to compare it to industry peers. Blue Owl Capital, Franklin Resources, and Invesco are noteworthy comparisons:
- Blue Owl Capital holds an Outperform rating with a one-year price target suggesting a 75.19% downside.
- Franklin Resources carries a Neutral rating, also showcasing potential downside.
- Invesco shares a Neutral consensus, indicating cautious perspective from analysts.
Metrics Among Competitors
When understanding SEI Inv's standing against peers, the following metrics demonstrate its strengths and opportunities for growth:
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| SEI Investments | Outperform | 7.77% | $303.95M | 6.72% |
| Blue Owl Capital | Outperform | 33.14% | $357.55M | 0.33% |
| Franklin Resources | Neutral | -1.92% | $1.67B | 1.11% |
| Invesco | Neutral | 3.65% | $555.60M | 1.61% |
Insights into SEI Inv’s Core Business
SEI Investments specializes in providing operational, management, and processing services to a variety of financial institutions. The company operates across significant segments, including private banking, asset management, and advisory services, managing approximately $1.6 trillion in assets along with LSV Asset Management.
Financial Health Overview
Market Capitalization: SEI Inv's market cap is noticeably lower than its industry peers, indicating a smaller operational footprint in the market.
Revenue Growth: The company has reported a solid revenue growth of 7.77% as of March 31, showcasing its ability to grow in a challenging landscape.
Net Margin: While SEI Inv’s net margin of 27.48% suggests profitability, it exhibits challenges relative to its competitors.
Return Metrics: Its Return on Equity (ROE) stands at 6.72%, reflecting healthy management of shareholder equity.
Debt Management: SEI Inv maintains a conservative 0.01 debt-to-equity ratio, depicting its preference for low leverage in financing.
Frequently Asked Questions
When is SEI Inv's next earnings report expected?
The next earnings report for SEI Inv is scheduled for July 23, 2025.
What is the anticipated EPS for SEI Inv?
Analysts estimate the earnings per share (EPS) to be $1.16.
How have shares of SEI Inv performed recently?
SEI Inv shares are currently trading at $90.92, up 36.72% over the last year.
What is SEI Inv's current analyst rating?
SEI Inv has a consensus rating of Outperform according to market analysts.
What makes SEI Inv stand out among its peers?
SEI Inv leads in revenue growth and gross profit metrics compared to its industry peers.
About The Author
Contact Olivia Taylor privately here. Or send an email with ATTN: Olivia Taylor as the subject to contact@investorshangout.com.
About Investors Hangout
Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/
The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.