SS&C Technologies (NASDAQ:SSNC) Posts Quarterly Earnings Results, Beats Expectations By $0.07 EPS

SS&C Technologies (NASDAQ:SSNC) issued its quarterly earnings results on Thursday. The technology company reported $1.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.62 by $0.07, Briefing.com reports. SS&C Technologies had a return on equity of 19.80% and a net margin of 13.86%.The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.62 billion. During the same quarter last year, the company posted $1.58 EPS. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. SS&C Technologies updated its Q1 2026 guidance to 1.620-1.680 EPS and its FY 2026 guidance to 6.700-7.020 EPS.

Here are the key takeaways from SS&C Technologies’ conference call:

• Reported record Q4 results with $1.655B adjusted revenue, $1.69 adjusted diluted EPS and record adjusted EBITDA of $651M, driving a 39.3% adjusted EBITDA margin.
• Strong cash generation — FY operating cash flow of $1.745B (up 26%) — and aggressive capital returns, with over $1B in share repurchases in 2025 and a stated priority on buybacks going forward.
• 2026 outlook calls for revenue of $6.65–$6.74B, ~5.1% organic growth at the midpoint, targeted EBITDA expansion of 50 bps and adjusted EPS of $6.70–$7.02 (≈12% growth at midpoint).
• Healthcare remains a weaker, lumpy business (seasonal/license timing issues) with uncertain near-term momentum and an unclear path to onboarding large prospects like Elevance.
• Balance sheet and growth posture are mixed — net debt of $7B (2.8x net leverage) while early integration of the Calastone deal shows client engagement and management remains open to large M&A if accretive but will otherwise prioritize repurchases.

SS&C Technologies Trading Up 3.9%

SSNC stock traded up $2.89 during trading on Friday, hitting $77.87. The company had a trading volume of 477,880 shares, compared to its average volume of 1,622,487. The stock has a market cap of $19.00 billion, a PE ratio of 23.14 and a beta of 1.17. The business has a 50-day moving average of $85.87 and a 200-day moving average of $85.92. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 0.94. SS&C Technologies has a one year low of $69.61 and a one year high of $91.07.

SS&C Technologies Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Monday, December 1st. SS&C Technologies’s payout ratio is currently 32.05%.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. Wall Street Zen upgraded shares of SS&C Technologies from a “hold” rating to a “buy” rating in a report on Sunday, October 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of SS&C Technologies in a research report on Thursday, January 22nd. Royal Bank Of Canada boosted their price target on SS&C Technologies from $97.00 to $99.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Raymond James Financial reiterated a “strong-buy” rating on shares of SS&C Technologies in a report on Wednesday, January 21st. Finally, DA Davidson lifted their target price on shares of SS&C Technologies from $102.00 to $106.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $101.00.

SS&C Technologies News Roundup

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

• Positive Sentiment: Q4 results beat consensus — EPS $1.69 vs $1.62 estimate and revenue $1.65B vs $1.62B; revenue rose ~8.1% year‑over‑year and margins/ROE remained healthy. This outperformance is the primary driver of the stock rally today. MarketBeat Earnings Report
• Positive Sentiment: Company raised guidance — FY‑2026 EPS guide 6.700–7.020 (above consensus ~6.36) and Q1 EPS guide 1.620–1.680 (above consensus ~1.56); revenue guidance was nudged above Street expectations. Forward guidance expansion supports the bullish reaction. Investing.com: Rises on Results & Guidance
• Positive Sentiment: Management commentary and slide deck/earnings call highlighted record revenue and operational detail that reinforced the beat and guidance — provides incremental confidence for investors evaluating forward momentum. Yahoo: Q4 Earnings Call Highlights
• Neutral Sentiment: Analyst update: Needham cut its price target from $105 to $95 but kept a “buy” rating — the lower target is a mild headwind, though the PT still implies significant upside relative to the current price. TickerReport: Needham Price Target Change

Insider Activity

In other news, Director Normand A. Boulanger sold 150,000 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $85.85, for a total value of $12,877,500.00. Following the sale, the director directly owned 386,924 shares of the company’s stock, valued at approximately $33,217,425.40. This represents a 27.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 16.40% of the company’s stock.

Hedge Funds Weigh In On SS&C Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Verition Fund Management LLC bought a new position in shares of SS&C Technologies in the third quarter valued at $312,000. Northwestern Mutual Wealth Management Co. increased its position in shares of SS&C Technologies by 17.1% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 3,446 shares of the technology company’s stock worth $306,000 after acquiring an additional 504 shares in the last quarter. National Bank of Canada FI raised its holdings in shares of SS&C Technologies by 12.2% in the 3rd quarter. National Bank of Canada FI now owns 3,030 shares of the technology company’s stock worth $269,000 after acquiring an additional 329 shares during the last quarter. Lido Advisors LLC lifted its position in SS&C Technologies by 19.1% in the 3rd quarter. Lido Advisors LLC now owns 3,288 shares of the technology company’s stock valued at $292,000 after acquiring an additional 528 shares in the last quarter. Finally, Lighthouse Investment Partners LLC acquired a new position in SS&C Technologies during the 3rd quarter valued at about $293,000. Institutional investors and hedge funds own 96.90% of the company’s stock.

About SS&C Technologies

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.