Inceptionr LLC Makes New $1.96 Million Investment in SS&C Technologies Holdings, Inc. $SSNC

Inceptionr LLC acquired a new stake in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) in the 1st quarter, HoldingsChannel.com reports. The firm acquired 29,002 shares of the technology company’s stock, valued at approximately $1,960,000. SS&C Technologies accounts for about 0.5% of Inceptionr LLC’s investment portfolio, making the stock its 19th biggest position.

Other institutional investors have also recently made changes to their positions in the company. Teacher Retirement System of Texas raised its stake in SS&C Technologies by 374.3% in the fourth quarter. Teacher Retirement System of Texas now owns 137,799 shares of the technology company’s stock valued at $12,046,000 after buying an additional 108,746 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of SS&C Technologies by 8.1% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 217,237 shares of the technology company’s stock worth $18,628,000 after acquiring an additional 16,278 shares during the period. Kepler Cheuvreux Suisse SA boosted its stake in shares of SS&C Technologies by 29.4% during the 4th quarter. Kepler Cheuvreux Suisse SA now owns 121,773 shares of the technology company’s stock worth $10,645,000 after acquiring an additional 27,686 shares during the period. Assenagon Asset Management S.A. increased its holdings in shares of SS&C Technologies by 245.4% during the 4th quarter. Assenagon Asset Management S.A. now owns 46,397 shares of the technology company’s stock worth $4,056,000 after acquiring an additional 32,963 shares during the last quarter. Finally, Foster Victor Wealth Advisors LLC increased its holdings in shares of SS&C Technologies by 8.0% during the 4th quarter. Foster Victor Wealth Advisors LLC now owns 295,413 shares of the technology company’s stock worth $25,341,000 after acquiring an additional 21,950 shares during the last quarter. Institutional investors and hedge funds own 96.90% of the company’s stock.

SS&C Technologies Price Performance

Shares of NASDAQ SSNC opened at $66.95 on Friday. The firm has a market cap of $16.12 billion, a P/E ratio of 20.73 and a beta of 1.11. The business’s 50 day moving average is $66.79 and its 200-day moving average is $71.63. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.06. SS&C Technologies Holdings, Inc. has a 1-year low of $61.40 and a 1-year high of $91.07.

SS&C Technologies (NASDAQ:SSNC) last released its quarterly earnings results on Thursday, July 23rd. The technology company reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.68 by $0.08. SS&C Technologies had a return on equity of 20.15% and a net margin of 12.65%.The business had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.66 billion. During the same period in the previous year, the company posted $1.45 EPS. The firm’s quarterly revenue was up 10.3% on a year-over-year basis. SS&C Technologies has set its FY 2026 guidance at 6.930-7.250 EPS and its Q3 2026 guidance at 1.730-1.790 EPS. Equities research analysts predict that SS&C Technologies Holdings, Inc. will post 6.17 earnings per share for the current year.

SS&C Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Monday, June 1st. SS&C Technologies’s payout ratio is presently 33.44%.

Analyst Ratings Changes

Several brokerages have issued reports on SSNC. DA Davidson reaffirmed a “buy” rating and set a $96.00 price target on shares of SS&C Technologies in a report on Wednesday, July 15th. Jefferies Financial Group decreased their price objective on shares of SS&C Technologies from $92.00 to $83.00 and set a “buy” rating on the stock in a report on Monday. Morgan Stanley dropped their price objective on shares of SS&C Technologies from $86.00 to $78.00 and set an “equal weight” rating on the stock in a research report on Friday, April 24th. Wall Street Zen upgraded shares of SS&C Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Finally, Needham & Company LLC reduced their target price on shares of SS&C Technologies from $95.00 to $90.00 and set a “buy” rating for the company in a report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, SS&C Technologies presently has an average rating of “Moderate Buy” and an average target price of $94.12.

SS&C Technologies News Roundup

Here are the key news stories impacting SS&C Technologies this week:

• Positive Sentiment: SS&C posted Q2 EPS of $1.76, beating expectations of $1.68, while revenue of $1.70 billion also topped estimates. The company said revenue rose 10.3% year over year, showing solid operating momentum. Article Title
• Positive Sentiment: The company raised guidance: Q3 EPS guidance of $1.73-$1.79 came in above consensus, and full-year FY2026 EPS guidance of $6.93-$7.25 also exceeded analyst expectations, suggesting management is confident in continued growth. Article Title
• Positive Sentiment: Company commentary around a record quarter and continued demand for its technology and automation offerings, including news that Marsh is scaling agentic automation with SS&C’s WorkHQ, may have reinforced the growth narrative. Article Title
• Neutral Sentiment: Several recap and earnings-call articles mainly restate the same beats and guidance, likely adding to investor focus but not providing much new information beyond the headline results. Article Title
• Negative Sentiment: Some analyst coverage turned cautious, including a lower JPMorgan price target and a pessimistic forecast from Jefferies, which may be limiting upside after the earnings rally. Article Title

Insider Activity

In related news, Director Jonathan E. Michael sold 2,740 shares of the company’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $66.86, for a total value of $183,196.40. Following the transaction, the director directly owned 79,384 shares in the company, valued at approximately $5,307,614.24. This represents a 3.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Michael Jay Zamkow sold 3,000 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $66.68, for a total transaction of $200,040.00. Following the transaction, the director directly owned 18,404 shares in the company, valued at approximately $1,227,178.72. This represents a 14.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 8,740 shares of company stock worth $583,576 over the last 90 days. 16.00% of the stock is currently owned by corporate insiders.

SS&C Technologies Company Profile

SS&C Technologies is a global provider of software and services for the financial services industry, offering technology and outsourcing solutions that support investment managers, asset servicing firms, insurance companies, private equity and real estate managers, hedge funds, wealth managers and other financial institutions. The company’s offerings span front-, middle- and back-office functionality, enabling clients to automate trading, portfolio accounting, reconciliation, performance measurement, risk and compliance, and client reporting.

SS&C delivers its capabilities through a mix of licensed software, cloud-based SaaS platforms and managed services.