SEIC Earnings

SEIC reported its earnings on 2026-01-28, showcasing a revenue of 607.92M against an estimate of 595.41M, resulting in a 2.1% surprise. The EPS was 1.38, surpassing the expected 1.34 by 2.99%. The stock experienced a 2.25% price change on the earnings day and a -2.29% change over the next five days, reflecting market reactions to the results.

Following SEIC's earnings announcement on 2026-01-28, the stock price moved by 2.25% on the day of the release. Over the subsequent five days, it saw a -2.29% change. Historically, SEIC's stock price tends to shift by an average of -1.11% in the 10 days leading up to earnings and 0.99% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate SEIC's annual revenue to reach 602.99M, while the EPS is projected at 1.31. These estimates reflect recent revisions, with revenue estimates revised upward by 0.02% and EPS estimates revised upward by 0.08% over the past three months, indicating analyst expectation in the company's performance.

The correlation between SEIC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.02%, while EPS estimates moved revised upward by 0.08%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SEIC's stock price typically moves by -1.11% in the 10 days before its earnings and 0.99% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.31 and revenue of 602.99M.

The earnings call highlights strong financial performance with a 16% YoY EPS increase, significant share repurchases, and robust sales in the Private Banking segment. Despite some management ambiguity in the Q&A, the overall sentiment is positive due to strong revenue growth, margin expansion, and strategic partnerships. The company's initiatives in AI and tokenization, along with a disciplined capital allocation strategy, further bolster confidence. While potential risks exist, the positive financial metrics and strategic direction suggest a likely positive stock price movement over the next two weeks.