• SEI Investments reported past fourth-quarter 2025 results with revenue of US$607.93 million and net income of US$172.5 million, capping a full year of higher sales and earnings versus 2024.
• The quarter marked SEI’s highest-ever earnings performance, supported by broad-based margin improvement, strong private banking wins, continued share repurchases, and progress on partnerships such as Stratos and TIFIN Give.
• We’ll now examine how this record quarter, underpinned by broad-based margin expansion, shapes SEI Investments’ investment narrative for investors.

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What Is SEI Investments' Investment Narrative?

To be comfortable owning SEI Investments, you need to believe in its ability to keep monetising its technology and services across banks, advisers and asset managers, while managing fee pressure and market-sensitive revenue. The latest quarter helps that case: record earnings, broad margin expansion, strong private banking wins and a steady buyback all reinforce the short term catalysts around operating leverage, Advice-focused initiatives like Stratos, and expanding distribution. The TIFIN Give partnership and the hire of Paul Lehman also point to a clearer push into bank wealth channels, which could matter more for the story than the modest post-results share price move suggests. On the risk side, softer-than-expected AUM and ongoing insider selling temper the otherwise upbeat picture and keep execution in focus.

However, heavy recent insider selling is something investors should have on their radar. SEI Investments' shares are on the way up, but they could be overextended by 24%. Uncover the fair value now.

Exploring Other Perspectives

Four Simply Wall St Community fair value estimates for SEI range from about US$70.64 to US$101.60, showing how far apart individual views can be. When you set that against the recent record margins and bank-channel push, it underlines why some investors may focus on execution risk while others pay more attention to potential operating leverage. Exploring several of these perspectives can help you frame where you stand on SEI’s current share price.

Explore 4 other fair value estimates on SEI Investments - why the stock might be worth as much as 16% 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.