SS&C Technologies Holdings, Inc. (SSNC) Stock Price & Analysis
SS&C Technologies Holdings, Inc. (SSNC) closed at USD 89.54 on Thursday, October 22, 2026, up 2.81% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 87.09; the Oct 22, 2026 session ranged USD 87.33–89.81 on volume of 2,785,237 shares. Market capitalization is $21.01B, with a 52-week range of USD 61.4–89.93 (NMS). Source: Nexqual, retrieved October 23, 2026 at 08:36 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SSNC.md
Latest Earnings Results (SSNC)
SS&C Technologies Holdings, Inc. (SSNC) reported Q3 2026 results on Oct 22, 2026, 4:24:53 PM ET: adjusted EPS $1.78 vs. estimate $1.77 (beat), revenue $1.69B vs. estimate $1.69B (beat). Guidance: Q4 2026 adjusted diluted EPS is expected to be between $1.88 and $1.94. Source: SEC 8-K filing. Nexqual published it 56 seconds after release. Read the SEC filing.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $1.78 (adjusted (non-GAAP) diluted) | $1.69B | Oct 22, 2026, 4:24:53 PM ET · on Nexqual +56 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (SSNC)
- Last four reported quarters (through Jun 30, 2026): revenue $6.56B, net income $864M (13.2% margin), free cash flow $1.75B (SEC filings).
- Valuation: P/E 24.3x (avg 26.2x at the last 3 fiscal year-ends), EV/EBITDA 14.4x, net debt $7.14B.
- 2 of 80 tracked superinvestors hold SSNC (13F, Q2 2026): 0 new, 1 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $584K; 2 not under a Rule 10b5-1 plan ($584K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.10 on a 1–5 scale) (10 analysts), mean target USD 96.11 (range 82–110).
- Total return with dividends: 1Y +12.3% vs S&P 500 +14.9%; 5Y +28.7% vs S&P 500 +80.3%.
- Next earnings: 2026-10-22, EPS estimate USD 1.91, revenue estimate $1.74B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SSNC)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.05B | $5.28B | $5.50B | $5.88B | $6.27B | $6.56B |
| Gross profit | $2.41B | $2.52B | $2.65B | $2.86B | $3.02B | — |
| Operating income | $1.24B | $1.14B | $1.21B | $1.34B | $1.44B | $1.55B |
| Net income | $800M | $650M | $607M | $761M | $797M | $864M |
| EPS (diluted) | $2.99 | $2.48 | $2.39 | $3.00 | $3.15 | — |
| Free cash flow | $1.38B | $1.07B | $1.16B | $1.33B | $1.66B | $1.75B |
| Gross margin | 47.7% | 47.6% | 48.2% | 48.7% | 48.2% | — |
| Operating margin | 24.6% | 21.6% | 22.0% | 22.8% | 22.9% | 23.6% |
| Net margin | 15.8% | 12.3% | 11.0% | 12.9% | 12.7% | 13.2% |
| Revenue growth | +8.2% | +4.6% | +4.2% | +6.9% | +6.6% | — |
| Cash + short-term investments | $564M | $440M | $432M | $567M | $462M | — |
| Total debt | $5.95B | $7.08B | $6.72B | $7.01B | $7.43B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SSNC)
P/E 24.3x · P/S 3.2x · EV/EBITDA 14.4x · EV/Sales 4.3x · P/FCF 12.0x · P/B 3.2x · FCF yield 8.34% · Earnings yield 4.11% · Dividend yield (paid, TTM) 1.24% · Buyback yield (TTM) 5.54% · Net debt $7.14B · EV $28.2B
P/E at fiscal year-ends: Dec 2025 27.8x, Dec 2024 25.3x, Dec 2023 25.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (SSNC)
2 of 80 tracked investors hold SSNC. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 2.01% | $685M | Added +13.8% |
| William Von Mueffling | Cantillon Capital Management | 1.61% | $10.7M | Reduced -95.4% |
Insider sales (SEC Form 4, open-market, last ~7 months) (SSNC)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-20…2026-05-22 | Zamkow Michael Jay | Director | 6,000 | $400K | 17.4% | No | Too little history (no open-market trades in 2023) |
| 2026-05-20 | Michael Jonathan E | Director | 2,740 | $183K | 1.8% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (SSNC)
Consensus Buy (mean 2.10 on a 1–5 scale), 10 analysts; mean target USD 96.11 (low 82, high 110).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | DA Davidson | Target raised | Buy | $96 → $104 |
| 2026-08-31 | RBC Capital | Target raised | Outperform | $92 → $101 |
| 2026-07-27 | DA Davidson | Maintained | Buy | $96 |
| 2026-07-24 | RBC Capital | Target raised | Outperform | $89 → $92 |
| 2026-07-24 | Needham | Reiterated | Buy | $90 |
| 2026-07-20 | Jefferies | Target lowered | Buy | $92 → $83 |
| 2026-07-20 | JP Morgan | Target lowered | Neutral | $94 → $87 |
| 2026-07-15 | DA Davidson | Maintained | Buy | $96 |
Total return (dividends reinvested) (SSNC)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +12.3% | +28.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +12.3% | +5.2% |
| Volatility (annualized) | 28.6% | 24.6% |
| Max drawdown | -30.2% (Dec 2025→Jun 2026) | -43.1% (Jan 2022→Oct 2022) |
SSNC suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | DomaniRx | “We will perform development work, day-to-day management, services related to the fulfillment of the assigned services agreement and certain shared services under subcontract with DomaniRx in exchange for market-based fees.” |
| Partner | IFDS | “For instance, under the partnership agreement of IFDS L.P., in the event of a change of control of the Company, the other partner would have the option to purchase our interests in IFDS L.P. at a price equal to book value, unless another purchase provision in the partnership agreement was triggered prior to the change of control.” |
| Partner | STATE STREET CORP (STT) | “International Financial Data Services L.P. ("IFDS L.P.") is a 50% owned joint venture with State Street Corporation with operations in Canada.” |
| Competitor | Microsoft (MSFT) | “SS&C competes with a range of technology providers including companies such as Microsoft, Pega, UiPath, Appian, and emerging agentic AI providers such as n8n and Lyzr.” |
Quoted from the company's 10-K filed Feb 26, 2026.
Companies that name SSNC in their SEC reports
| Relationship to SSNC | Company | Filing | Sentence |
|---|---|---|---|
| partner | Chicago Atlantic BDC, Inc. (LIEN) | 10-K Mar 19, 2026 | “In accordance with the Administration Agreement, and with the approval of the Board, the Company and the Adviser have entered into a services agreement with SS&C Technologies Inc. ("SS&C"), as sub-administrator (the "Services Agreement").” |
SSNC analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $1.91 | $1.90 | +0.6% | $1.74B | 6 |
| Next quarter (ends Mar 2027) | $1.86 | $1.86 | -0.2% | $1.74B | 8 |
| Current fiscal year (ends Dec 2026) | $7.07 | $7.06 | +0.1% | $6.76B | 10 |
| Next fiscal year (ends Dec 2027) | $7.69 | $7.73 | -0.5% | $7.09B | 10 |
SSNC options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 34.2% | ±8.9% |
| Dec 18, 2026 | 56 | 32.1% | ±11.2% |
| Jan 15, 2027 | 84 | 29.1% | ±12.1% |
| Apr 16, 2027 | 175 | 29.0% | ±16.8% |
30-day implied volatility 31.3% vs 19.1% realized over the last 30 trading days. Put/call ratio (volume) 0.89. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:36 UTC)
| Price | USD 89.54 |
|---|---|
| Change | ▲ 2.81% (up) |
| Previous Close | USD 87.09 |
| Open | USD 87.33 |
| Day Range | USD 87.33 – 89.81 |
| 52-Week Range | USD 61.4 – 89.93 |
| Volume | 2,785,237 shares |
| Market Cap | $21.01B |
| Exchange | NMS |
Technical Analysis (SSNC)
Nexqual's technical model rates SSNC "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 08:36 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 76.79 (overbought) |
| vs SMA50 | Above (USD 81.4) |
| MACD | 2 (positive) |
Analyst Ratings (SSNC)
Wall Street analysts rate SSNC "Buy" based on 10 analysts, with a mean price target of USD 96.11 (range USD 82–110), per Nexqual as of October 23, 2026 at 08:36 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 96.11 |
| High Target | USD 110 |
| Low Target | USD 82 |
| Buy / Hold / Sell | 7 / 3 / 0 |
Earnings (SSNC)
| Next Earnings Date | 2026-10-22 |
|---|---|
| EPS Estimate | USD 1.91 |
| Revenue Estimate | $1.74B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 1.78 vs est 1.77 ▲ beat |
| 2026-06-30 | USD 1.76 vs est 1.68 ▲ beat |
| 2026-03-31 | USD 1.69 vs est 1.65 ▲ beat |
| 2025-12-31 | USD 1.69 vs est 1.61 ▲ beat |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Financials & Fundamentals (SSNC)
| Total Revenue | $6.56B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.30% |
| Gross Margin | +48.10% |
| Operating Margin | +24.60% |
| Profit Margin | +13.16% |
| ROE | +12.62% |
| Debt / Equity | 1.16 |
| Current Ratio | 1.07 |
| Total Cash | $434.80M |
| Total Debt | $7.78B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.75B (26.7% of revenue) |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Financial Health Score (SSNC)
Nexqual rates SS&C Technologies Holdings, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 08:36 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 48%, operating 25% (last 12 months) |
| Balance Sheet | Mixed — $435M cash and investments vs $7.58B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $1.75B (last 4 quarters to Jun 2026, SEC), 27% margin |
| Efficiency | Mixed — ROE 13%, ROA 4.9% |
Ownership (SSNC)
| Insider Ownership | +14.43% |
|---|---|
| Institutional Ownership | +88.76% |
| Shares Outstanding | 234.65M |
| Float | 200.11M |
| Short % of Float | +3.32% |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Leadership (SSNC)
SS&C Technologies Holdings, Inc. is led by William C. Stone, Founder, Chairman of the Board & CEO, per Nexqual as of October 23, 2026 at 08:36 UTC.
| Founder, Chairman of the Board & CEO | William C. Stone |
|---|---|
| President & COO | Rahul Kanwar |
| Executive VP & CFO | Brian Norman Schell |
| Chief Technology Officer | Anthony Caiafa |
| Senior Vice President & Global Head of Corporate Development | Ezra Baylin |
Major Backers & Investors (SSNC)
Notable institutional backers of SS&C Technologies Holdings, Inc. include FMR, LLC, Pzena Investment Management LLC, AQR Capital Management, LLC, according to Nexqual as of October 23, 2026 at 08:36 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 5.13% |
| Pzena Investment Management LLC | 4.7% |
| AQR Capital Management, LLC | 2.59% |
| Citadel | 2.52% |
| Swedbank AB | 2.07% |
| Bank of Montreal /CAN/ | 2.03% |
| Fidelity | 1.91% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.14% |
| BlackRock | 7.17% |
| State Street | 2.67% |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
From SS&C Technologies Holdings, Inc.'s Latest SEC 10-K Filing (filed 2026-02-26)
Key Strengths & Strategy (as disclosed to the SEC)
- SS&C's Salentica CRM is purpose-built for asset and wealth managers and built on top of the leading CRM platforms at Salesforce and Microsoft.
- Black Diamond Wealth Platform – Black Diamond Wealth Platform is a comprehensive single-source suite combining industry-leading wealth and trust management technology and solutions.
- SS&C's unique business model combines end-to-end expertise across financial services operations with software and solutions to deliver value to customers of any size, scale, or complexity in the financial services and healthcare industries.
- Our software-enabled services, which combine the strengths of our proprietary software with our domain expertise, enable our clients to contract with us to provide many of their mission-critical and complex business processes.
Partnerships
- As investment managers look to grow through diversified offerings (alternative assets, real assets, and private equity) in global markets, they require technology investments and servicing partners with the depth, experience, and flexibility to deliver a return on their investment for different types of businesses models.
- Finally, institutional and individual investors, faced with increasingly competitive low-fee and automated choices, push investment managers for greater efficiencies and lower fees.
Legal & Regulatory Risks (Item 1A, quoted)
- Our businesses expose us to risks of claims and losses that could be significant and damage our reputation and business prospects.
- Our role as a fund administrator has in the past, and may in the future, expose us to claims and litigation from clients, their investors, regulators or other third parties.
- We could become subject to litigation regarding our or a third party's intellectual property rights or other confidential or proprietary information, which could seriously harm our business and require us to incur significant costs.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| PTC | PTC Inc. | USD 194 | ▼ 0.2% |
| DT | Dynatrace, Inc. | USD 63.37 | ▼ 2.18% |
| FICO | Fair Isaac Corporation | USD 823.27 | ▲ 3.53% |
| U | Unity Software Inc. | USD 40.27 | ▼ 2.28% |
| TYL | Tyler Technologies, Inc. | USD 392.45 | ▲ 4.44% |
| DOCU | DocuSign, Inc. | USD 84.41 | ▲ 3.6% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:36 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt