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**【CEO Summary Section】**
- **Record EPS achievement**: Q3 EPS reached $1.30, excluding one-time items, marking an all-time high for SEI. 
- **Sales momentum in Investment Managers**: IMS posted $31 million in net sales, driven by alternative asset managers (2/3 of events) and client wallet share expansion (2/3 of wins). 
- **Strategic wins offset losses**: A $13 million private banking win with a regional bank outweighed a one-off client loss, maintaining net sales at $31 million. 
- **Pipeline confidence**: 2026 clarity on large alternative manager contracts, with 2025 sales events surpassing $100 million year-to-date. 
- **AI and tokenization initiatives**: Early-stage AI adoption in workflows and tokenization pilots to enhance efficiency and scalability. 

**【CFO Financial Commentary】**
- **Margin expansion**: IMS operating profit growth of 25%+ QoQ, Advisors margin improvement from $2 million earn-out and $10 million integrated cash program gains. 
- **Capital allocation**: $142 million in share buybacks (12-month total: $775M) and $50M strategic investment in a market-neutral hedge fund. 
- **Balance sheet strength**: $793M cash position, supporting Stratos acquisition and disciplined capital deployment. 

**【Q&A Highlights】**
- **Sales diversification**: Alternatives (60%+ AUA growth) and private banking backlog delivery, with no single client >10% impact. 
- **International strategy**: Early-stage focus on existing client expansion in U.K., Dublin, and Luxembourg, with 2026 segment disclosure planned. 
- **Risk mitigation**: Private credit servicer resilience, with fee-based revenue model insulated from market volatility. 
- **Buyback policy**: 90-100% free cash flow return via buybacks/dividends, with Stratos close anticipated in late 2025. 
- **Client retention**: Private banking engagement success (e.g., client campus event attendance), reinforcing pipeline confidence. 


SEI Investments Company (SEIC) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SEIC

SEIC fundamentals

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