SEI Investments (SEIC) reported $551.34 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 7.8%. EPS of $1.17 for the same period compares to $0.99 a year ago.

The reported revenue represents a surprise of +0.86% over the Zacks Consensus Estimate of $546.67 million. With the consensus EPS estimate being $1.12, the EPS surprise was +4.46%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Assets under management - Private Banks: $29.26 billion versus $28.26 billion estimated by six analysts on average.
• Assets under management - Investment Advisors: $78.84 billion versus $78.75 billion estimated by six analysts on average.
• Assets under management - Institutional Investors: $78.07 billion versus the six-analyst average estimate of $75.06 billion.
• Assets under management - Investments in New Business: $2.95 billion compared to the $2.99 billion average estimate based on six analysts.
• Assets under management - LSV - Equity and Fixed Income programs: $87.11 billion versus $85.52 billion estimated by six analysts on average.
• Revenue- Investment Advisors: $136.58 million versus the five-analyst average estimate of $133.40 million. The reported number represents a year-over-year change of +11.3%.
• Revenue- Investment Managers: $192.05 million versus the five-analyst average estimate of $188.36 million. The reported number represents a year-over-year change of +11.2%.
• Revenue- Private Banks: $137.71 million compared to the $140.19 million average estimate based on five analysts. The reported number represents a change of +5.8% year over year.
• Revenue- Investments in New Business: $16.50 million versus $15.70 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +15.4% change.
• Revenue- Institutional Investors: $68.51 million compared to the $67.54 million average estimate based on five analysts. The reported number represents a change of -4.6% year over year.
• Revenue- Information processing and software servicing fees: $119.20 million versus $116.64 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11.2% change.
• Revenue- Asset management, administration and distribution fees: $432.14 million compared to the $429.49 million average estimate based on four analysts. The reported number represents a change of +6.9% year over year.

View all Key Company Metrics for SEI here>>>

Shares of SEI have returned -8.1% over the past month versus the Zacks S&P 500 composite's -6.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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