- Advisers segment posted highest year-over-year revenue growth, supported by market appreciation and integrated cash program.
- Institutional revenue and operating profit were flat, impacted by lower equity exposure and less market appreciation benefit.
- Margins improved meaningfully year-over-year and sequentially, with IMS margins exceeding prior guidance.
- Net sales events totaled $31 million, led by investment managers segment (IMS) with a record sales quarter.
- Private banking revenue increased 4% year-over-year, driven by growth on the SWP platform.
- Q3 2025 EPS reached 1.3¢, an all-time high excluding one-time items, with 8% sequential and 17% year-over-year growth.
- SEI ended the quarter with $793 million cash, no net debt, and repurchased $142 million in shares during Q3.
Explore Similar Insights
- Employee Benefits segment earnings rose 15% to $69 million, driven by improved loss ratios and favorable claims experience.
- Investment Management net inflows were about $2 billion in Q2, contributing to nearly $10 billion year-to-date.
- Investment Management segment posted $51 million in adjusted operating earnings for Q2 and $214 million over the last 12 months, increases of 2% and 15% respectively.
- Retirement segment generated $235 million in adjusted operating earnings for the quarter, up 10% year-over-year, with over $860 million in the last 12 months, up 19%.
- Total defined contribution net inflows were approximately $12 billion in Q2, with year-to-date net flows exceeding $40 billion.
- Voya Financial reported adjusted operating earnings per share of $2.46 in Q2 2025, a 13% increase year-over-year.
- Voya generated approximately $200 million of excess capital in Q2 and $400 million year-to-date, strengthening the balance sheet.
- Consolidated net investment income increased 2% to $59.3 million due to higher portfolio yields.
- Diluted earnings per share increased to $1.93 from $1.91 year-over-year and $1.69 sequentially.
- Essent Group Ltd. reported net income of $195 million for Q2 2025, slightly down from $204 million a year ago.
- Essent Re's risk in force was $2.3 billion, supporting diversification and growth.
- Mortgage insurance in force grew 3% year-over-year to $247 billion with strong credit quality (weighted average FICO 746, original LTV 93%).
- Mortgage insurance net premium earned was $234 million, including $13.6 million from Essent Re third-party business.
- Operating expenses declined to $36.3 million with an expense ratio of 15.5%.
- Persistency remained stable at 86% for 12-months ending June 30, 2025.
- Provision for losses and loss adjustment expenses decreased to $15.4 million from $30.7 million in the prior quarter.
- Return on average equity was 14% annualized for the quarter.
- The company repurchased nearly 7 million shares year-to-date for approximately $390 million and declared a $0.31 dividend for Q3 2025.
- Blue Owl Capital reported fee-related earnings (FRE) of $0.23 per share and distributable earnings (DE) of $0.21 per share for Q2 2025.
- Direct lending portfolio gross returns were 3% in Q2 and 13.5% over the last 12 months; alternative credit gross returns were 2% in Q2 and 15.7% over last 12 months.
- Equity fundraising hit a record with over $12 billion raised in Q2 and over $36 billion over the last 12 months, nearly 90% increase from prior year.
- FRE margin guidance for the year is 57% to 58%, with Q2 printing at 57%.
- Management fees increased by 32% over the last 12 months, with 87% from permanent capital vehicles.
- Net lease gross returns were 4.1% for Q2; real estate credit investments yielded 8.1% yield to maturity and 11.1% debt yield.
- The company declared a dividend of $0.225 per share for Q2 payable on August 28 to holders of record as of August 14.
- The company maintained strong credit quality with average annual realized losses at 13 basis points in direct lending.
- The listing of the technology-focused BDC, OTF, contributed approximately $6 million in incremental management fees in Q2.
- Year-over-year on a last 12 months basis, FRE revenues grew by 29%, FRE by 23%, and DE by 20%.
- Book value per diluted share, excluding AOCI, increased 6% to $38.05.
- Capital and liquidity remain strong with a consolidated RBC ratio of 378% and Holdco liquidity of $187 million.
- CNO delivered strong Q2 2025 results with operating earnings per diluted share of $0.87, benefiting from favorable insurance product margins and solid investment results.
- Net investment income grew 2% year-over-year, with average yield on allocated investments at 4.92%, up 11 basis points.
- Operating return on equity was 11.8% on a trailing 12-month basis and 11.2% excluding significant items, on track to meet 2025 and 3-year targets.
- Record total new annualized premiums reached $120 million, up 17%, with double-digit insurance sales growth in both Consumer and Worksite divisions.
- Share repurchases totaled $100 million in the quarter, reducing weighted average diluted shares outstanding by 8%.
- Adjusted net income was $33 million, excluding gains and losses from investment portfolios.
- Consumer spot trading volume was $43 billion, down 45%, and consumer trading revenue was $650 million, down 41%.
- Headcount increased 8% to just under 4,300 full-time employees.
- Institutional spot trading volume was $194 billion, down 38%, with institutional transaction revenue of $61 million, down 38%.
- Net income was $1.4 billion, including a $307 million expense from a data theft incident, a $1.5 billion unrealized gain on strategic investments, and a $362 million gain from crypto investment portfolio remeasurements.
- Operating expenses were $1.5 billion, including the $307 million data theft expense; excluding this, expenses declined 9%.
- Subscription and services revenues were $656 million, with growth in USDC, staking, custody, and Prime financing loan balances offset by asset price headwinds.
- Total revenue was $1.5 billion with positive adjusted EBITDA of $512 million.
Dafinchi