A link to a replay of the webcast will be available following the conference in the Investor Relations section of SEI's website. ® About SEISEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. ...

Core Insights - SEI Investments Co. (SEIC) reported fourth-quarter 2025 earnings of $1.38 per share, exceeding the Zacks Consensus Estimate of $1.34, reflecting a 16% increase from the prior-year quarter [1][10] - The company's net income attributable to SEI Investments was $172.5 million, up 11% year-over-year, supported by higher revenues and a rise in assets under management (AUM) [3][10] - Total quarterly revenues reached $607.9 million, a 9% year-over-year increase, driven by higher asset management and administration fees, surpassing the Zacks Consensus Estimate of $595.8 million [5][10] Financial Performance - For the full year 2025, SEIC's earnings were $5.63 per share, exceeding the Zacks Consensus Estimate of $4.99, with net income attributable to SEI Investments at $715.3 million, up 23% from the previous year [4] - Total quarterly expenses were $446.3 million, an 8% increase year-over-year, influenced by various cost components, while operating income rose 11% to $161.6 million [6] - As of December 31, 2025, AUM was $554.6 billion, reflecting a 16% increase from the prior-year quarter, with client assets under administration (AUA) at $1.25 trillion, up 18% year-over-year [7] Strategic Developments - SEIC completed the first stage of its strategic collaboration with Stratos Wealth Holdings, investing approximately $527 million for a 57.5% stake [2] - The reported quarter included $20.1 million in elevated corporate overhead due to severance expenses and third-party M&A fees related to Stratos, alongside a $3 million tax benefit from purchased energy credits [3] Shareholder Actions - In the reported quarter, SEIC repurchased 1.2 million shares for $101 million at an average price of $82.61 per share [8] Industry Context - SEI Investments' global presence, diverse product offerings, and robust AUM balance are expected to support revenue growth, despite concerns over elevated operating expenses and concentrated fee-based revenues [9]

Core Insights - SEI Investments Company reported strong financial results for Q4 2025, with a 16% increase in EPS, 9% growth in revenue, and 11% growth in operating income compared to Q4 2024, achieving an operating margin of 27% [1][2][6] Financial Performance - Q4 2025 revenues reached $607.9 million, up from $557.2 million in Q4 2024, marking a 9% increase. For the full year, revenues totaled $2.3 billion, an 8% increase from $2.1 billion in 2024 [2][6] - Operating income for Q4 2025 was $161.6 million, an 11% increase from $145.5 million in Q4 2024. For the full year, operating income was $627.3 million, a 14% increase from $551.7 million in 2024 [2][6] - Net income attributable to SEI Investments was $172.5 million for Q4 2025, up 11% from $155.8 million in Q4 2024, and $715.3 million for the full year, a 23% increase from $581.2 million in 2024 [2][6] Business Segment Performance - Investment Managers segment revenues increased by 15% to $220.8 million in Q4 2025, with operating profit rising by 25% to $91.3 million [3][4] - Private Banks segment revenues grew by 7% to $149.8 million, with operating profit increasing by 47% to $29.1 million [3][4] - Investment Advisors segment revenues rose by 12% to $156.2 million, with operating profit growing by 15% to $71.9 million [3][4] - Institutional Investors segment revenues increased by 3% to $72.8 million, with operating profit rising by 6% to $34.5 million [3][4] Sales and Market Activity - SEI achieved record net sales events of $149.9 million for the full year, with Q4 net sales events totaling $43.6 million [6] - Private Banks led Q4 with $27.5 million in net sales events, while Investment Managers generated $20.5 million, primarily from U.S.-based alternative asset managers [6] - Institutional Investors recorded negative net sales events of $5.0 million due to client losses in the UK [6] Strategic Initiatives - SEI completed the acquisition of Stratos for $440.8 million, enhancing its capabilities in advisory services and expanding distribution channels [6] - The company emphasized its alignment with long-term industry trends, including increased demand for outsourcing and the convergence of public and private markets [3][6] Shareholder Actions - SEI repurchased 1.2 million shares for $101.0 million during Q4 2025, bringing total shares repurchased for the year to 7.5 million [7]

Core Viewpoint - Solaris Energy Infrastructure, Inc. will host a conference call to discuss its full year and fourth quarter 2025 results on February 25, 2026 [1] Group 1: Conference Call Details - The conference call is scheduled for 8:00 a.m. Central Time (9:00 a.m. Eastern Time) [1] - The earnings release will be issued after the market closes on February 24, 2026 [1] - Participants can join the call by dialing (844) 413-3978 within the U.S. or (412) 317-6594 from outside the U.S. [2] Group 2: Replay Information - An audio replay of the conference call will be available shortly after the call and will remain accessible for approximately seven days [3] - The replay can be accessed by dialing (855) 669-9658 within the U.S. or (412) 317-0088 from outside the U.S. [3] - The conference call replay access code is 1195904 [3] Group 3: Company Overview - Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for distributed power generation and management of raw materials in oil and natural gas well completion [4] - The company is headquartered in Houston, Texas, and serves multiple U.S. end markets, including energy, data centers, and other commercial and industrial sectors [4]

Core Viewpoint - SEI has appointed Paul Lehman as Head of Bank Asset Management Distribution to enhance its investment solutions for wealth management, focusing on building relationships with banks and affiliated wealth organizations [1][2][3] Group 1: Appointment and Responsibilities - Paul Lehman will lead SEI's bank asset management distribution strategy, overseeing investment sales and partnership development across various banking sectors [1] - Lehman is tasked with deepening relationships with existing bank clients and expanding asset management capabilities to new clients [2] - He will collaborate with investment product development leaders to deliver coordinated investment solutions that align with banks' evolving business models and regulatory structures [2] Group 2: Strategic Importance - SEI aims to help banks differentiate their wealth and trust platforms by providing integrated investment strategies that meet the needs of the market [3] - The company emphasizes the importance of streamlined, comprehensive investment solutions that can be integrated within its technology platform [3] Group 3: Lehman's Background - Paul Lehman brings over 30 years of experience in leading and advising bank trust and wealth organizations, previously serving as Head of the Bank Trust Group at Dimensional Fund Advisors [4] - His past roles include Chief Investment Officer and Head of Capital Management at First Citizens Bank, where he advised high-net-worth clients [4] - Lehman is a Chartered Financial Analyst and holds degrees in business psychology and finance [5] Group 4: Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.8 trillion in assets as of September 30, 2025 [6]

Core Insights - Solaris Energy Infrastructure, Inc. (NYSE:SEI) experienced a significant share price increase of 14.64% from December 30, 2025, to January 6, 2026, ranking it among the top-performing energy stocks for that week [1] Group 1: Price Target and Analyst Ratings - Northland raised the price target for Solaris Energy Infrastructure from $61 to $70, suggesting an upside potential of over 32% from the current share price [3] - The analyst maintained an 'Outperform' rating on SEI's shares and designated it as a 2026 Top Pick [3] Group 2: Capacity Expansion - Solaris Energy Infrastructure announced plans to secure an additional 500 MW, increasing its total generation capacity to approximately 2.2 gigawatts by early 2028, with 900 MW expected to be contracted in the first half of 2026 [4] Group 3: Market Position and Growth Potential - Northland identified Solaris as the leading off-grid power provider to data centers, highlighting the company's growth strategy through enhanced equipment and value-added services, which are expected to support its EBITDA growth [5] - Solaris successfully began providing primary power to a second data center in the third quarter of 2025, indicating its operational capabilities and market demand [5]

Core Viewpoint - Sintana Energy Inc. has successfully listed its common shares on the AIM market of the London Stock Exchange, marking a significant milestone following its acquisition of Challenger Energy Group and aiming to enhance liquidity for shareholders [1][3]. Company Overview - Sintana Energy holds a diversified portfolio of interests in high-impact assets across multiple jurisdictions, including eight licenses in Namibia and Uruguay, and a pending interest in Angola, along with legacy assets in Colombia and The Bahamas [4][27]. - The portfolio is anchored by significant discoveries at Mopane in Namibia, providing exposure to various geological plays and regulatory environments [5][27]. Market Position and Strategy - The company’s market capitalization at the time of admission is approximately £128 million, positioning it as a notable player in the small-cap exploration sector [11]. - Sintana's strategy focuses on maintaining a portfolio that is predominantly carried through exploration and development by experienced operators, minimizing capital exposure for shareholders [9][11]. Exploration Focus - Sintana's current exploration activities are concentrated in Namibia and Uruguay, both recognized as global exploration hotspots, with ongoing seismic campaigns and drilling expected over the next 24 months [6][7]. Partnerships and Collaborations - The company has established partnerships with reputable operators such as Chevron and Galp in Namibia and Uruguay, enhancing its operational capabilities and resource access [7][10]. Financial Arrangements - Sintana has entered into a facility agreement with Charlestown Energy Partners for a working capital facility of up to US$4 million, intended as a standby source of funding [13][14]. - The facility is unsecured and available until June 30, 2028, with specific terms regarding drawdowns and interest rates [15][17]. Share Issuance and Severance - In connection with the acquisition, Sintana issued 2,512,943 common shares as severance payments to certain directors and officers, valued at a total of CDN$1,417,030 [21][22]. - The issuance of these shares is classified as a related party transaction but is exempt from formal valuation and minority shareholder approval under applicable regulations [23][19]. Total Voting Rights - Following the admission, Sintana's issued and outstanding share capital will consist of 510,356,240 common shares, which shareholders can use to determine their interest in the company [25].

Core Viewpoint - 7-Eleven, Inc. announces the retirement of long-serving CEO Joe DePinto and appoints Stan Reynolds and Doug Rosencrans as Interim Co-CEOs while a search for a permanent successor is conducted [1][2][3]. Company Leadership Transition - Joe DePinto will retire at the end of 2025 after over 20 years as CEO, during which he significantly expanded the company's store network and led digital and logistics transformations [1][3]. - Stan Reynolds, previously President of SEI since 2023, and Doug Rosencrans, Executive Vice President & COO since 2022, have been appointed as Interim Co-CEOs [1][5][8]. - The Board of Directors is working with an executive search firm to find a successor to DePinto [2]. Company Performance and Strategy - Under DePinto's leadership, 7-Eleven became the world's largest convenience store chain, focusing on international expansion and digital transformation [3]. - The company aims to enhance performance and drive corporate value through transformational leadership and business initiatives [4]. - The goal is to unlock SEI's full potential and redefine convenience for customers across North America [4]. Background of Interim Co-CEOs - Stan Reynolds has been with SEI since 1997, serving in various financial and strategic roles, including Chief Financial Officer since 2005 [5][6]. - Doug Rosencrans has been with SEI since 2010, holding leadership positions focused on store growth and profitability for over 13,000 stores in the U.S. and Canada [8][9]. Company Overview - 7-Eleven, Inc. operates more than 13,000 stores in the U.S. and Canada, offering a variety of food options and convenience products [11]. - The company is known for its iconic brands and loyalty programs, which have over 100 million members [11].

Core Insights - SEI Investments Company (SEIC) has announced a semi-annual cash dividend of 52 cents per share, marking a 6.1% increase from the previous payout [1][6] - The company has a history of increasing dividends for 24 consecutive years, with a five-year annualized dividend growth rate of 7% [2][6] - SEIC's board approved a $600 million increase to its stock buyback program, raising total authorization to approximately $773.2 million [3][6] - As of September 30, 2025, SEIC has a strong balance sheet with total debt of $43.8 million and cash and cash equivalents of $792.8 million, supporting ongoing capital returns [4][6] - Over the past three months, SEI Investments shares have declined by 4.2%, while the industry has seen a decline of 11.7% [5] Dividend and Share Repurchase - The recent dividend increase to 52 cents per share continues the company's trend of consistent hikes over the past 24 years [2][6] - The current dividend yield stands at 1.25%, based on a closing price of $83.08 [2] - The share repurchase program is part of SEIC's strategy to enhance shareholder value through efficient capital deployment [4][6] Financial Health - SEIC's low payout ratio of 18% of earnings indicates a sustainable capital distribution plan [2] - The company's strong liquidity position, with cash significantly exceeding its debt, supports ongoing dividend and buyback initiatives [4][6]

Core Viewpoint - Sintana Energy Inc. is set to admit its common shares to trading on the AIM market of the London Stock Exchange, with trading expected to commence on December 23, 2025, following a transformational acquisition of Challenger Energy Group [1][3]. Company Overview - Sintana holds a diversified portfolio of interests in high-impact assets across multiple jurisdictions, including eight licenses in Namibia and Uruguay, and a pending interest in Angola, along with legacy assets in Colombia and The Bahamas [3][4][20]. - The portfolio is anchored by significant discoveries at Mopane in Namibia, providing exposure to various geological plays and geopolitical regimes [4][11]. Strategic Attributes - The company’s portfolio is characterized by diversification across different countries and geological plays, with a focus on high-value activities in exploration hotspots like Namibia and Uruguay [5][6]. - Established partnerships with reputable operators such as Chevron and Galp enhance the company's operational capabilities and reduce capital exposure through carried interests in several offshore licenses [6][7]. Financial Position - Sintana's market capitalization at the time of admission is expected to be approximately £107 million, with cash and liquid resources exceeding US$10 million, indicating a strong financial position to support growth and exploration activities [10]. Exploration and Development - The company is focused on near-term exploration activities, with significant seismic campaigns and well drilling planned over the next 24 months in its key jurisdictions [5][10]. - The portfolio includes highly prospective exploration prospects, particularly in the Mopane area, which has already yielded significant discoveries [11][13]. Recent Developments - The Uruguayan Ministry of Environment has issued permits for seismic acquisition, although the company is currently facing a legal challenge from local environmental groups regarding its licenses [13][14]. - Sintana plans to issue 2,512,943 common shares as severance payments to directors and officers, totaling CDN$1,417,030, as part of the acquisition process [15][16].