• SEI Investments Company recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$607.93 million and net income of US$172.5 million, and full-year revenue of US$2.30 billion and net income of US$715.31 million, all higher than the prior year.
• The company also continued returning cash to shareholders, repurchasing 1,200,000 shares for US$101 million in the quarter and completing a very large multi-year buyback program initiated in 2005.
• With these stronger earnings and the extensive share repurchase program in mind, we’ll now explore how this shapes SEI Investments’ investment narrative.

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What Is SEI Investments' Investment Narrative?

To own SEI Investments, you have to believe in its ability to turn consistent, fee-based technology and investment services into high returns on equity, while managing competitive and regulatory pressures. The latest results, with higher 2025 revenue and net income, reinforce that earnings power, but the recent share price has barely moved over the past year, suggesting the market has not materially re-rated the stock on this news alone. Completion of the long-running buyback program and continued repurchases can support per-share metrics in the short term, yet they also heighten the importance of capital allocation discipline and governance, especially with no fully independent board. The key near-term catalysts remain client asset flows and platform wins, while risks around slower profit growth and recent insider selling now feel more relevant in light of stronger reported numbers.

However, there is one governance-related risk here that investors should not overlook. Despite retreating, SEI Investments' shares might still be trading 40% above their fair value. Discover the potential downside here.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community span roughly US$75 to about US$139.71, showing that private investors see very different outcomes. Set against SEI’s stronger recent earnings and heavy use of buybacks, this spread underscores how differently people are weighing growth, capital returns and governance risks, and why it can pay to compare several viewpoints before forming your own.

Explore 4 other fair value estimates on SEI Investments - why the stock might be worth as much as 65% more than the current price!

Build Your Own SEI Investments Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SEI Investments research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free SEI Investments research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SEI Investments' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.