Skip to main content
SSNC logo

SS&C Technologies Holdings, Inc. (SSNC) Stock: Price, Forecast & Analyst Target

SS&C Technologies Holdings, Inc. (SSNC) — MoonshotScore 62/100 (Fair band), calculated Oct 26, 2026. Price $82.01 (-1.15%), as of the Oct 26, 2026 trading session; market cap $19.2B. Expected results Feb 4, 2027.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 36.54× (market value Oct 26, 2026; cash Sep 30, 2026) · expected results Feb 4, 2027

$82.01 −$0.95 (-1.15%) Market Cap $19.2B

SS&C Technologies Holdings, Inc. · SSNC · NASDAQ · Technology · Software - Application

Research dated 2026-09-13: SS&C Technologies runs software and software-enabled operations for investment managers, wealth platforms, retirement providers and healthcare administrators, with service revenue far outweighing conventional license sales. The case rests on whether expanding revenue and cash generation can keep strengthening earnings while the company carries debt far above its liquid resources.

Price as of Oct 26, 2026

Key Statistics

62 of 100

MoonshotScore v2 · SS&C Technologies Holdings (SSNC)

Fair
Business Quality Solid (67)
Financial Safety Strained (28)
Valuation Fair (73)
Growth Durability Growing (69)
Momentum Surging (80)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

Durable growth, at a cheap price, but a strained balance sheet; the market is already moving on it. The score also carries a risk penalty for a bankruptcy-risk score in the grey zone. Business Quality: Solid; Financial Safety: Strained; Valuation: Fair; Growth Durability: Growing; Momentum: Surging.

  • EPS beat 7 of 8
  • Altman Z 1.34 · Piotroski F 8
  • ROE 12.7% · ROA 4.2% · current ratio 1.06 · earnings yield 4.1% · free-cash-flow yield 8.5%

Holding back: balance-sheet strain

Helping: an attractive price, durable growth, positive momentum

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for SSNC (42 recorded, newest six shown)
RecordedScoreBand
66Strong
66Strong
67Strong
67Strong
65Strong
62Fair

The score moved from 63 in the stored Oct 24, 2026 snapshot to 62 in the current publication computed Oct 26, 2026 (-1).

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$82.01
Change on the day-1.15%
52-week range$61.40–$89.93
Market capitalisation$19.2B
Price / earnings (trailing)23.24
Shares traded on the day2.31M
Beta (volatility vs the S&P 500)1.09
Dividends per share (last 12 months)$1.11
Dividend yield (last 12 months)1.34%

Why SS&C Technologies Holdings scores 62

Momentum carries the score; Financial Safety is what holds it back.

What the price assumes

-0.7% a year of free-cash-flow growth for ten years is what a $19.86B market value asks for.

  • Free cash flow, last 5 years: 9.1% a year
  • Revenue, last 5 years: 6.1% a year
  • Analysts' revenue path, 2026–2030: 5.3% a year

The price asks for less growth than the business has been producing. The question it leaves open is how long that pace lasts, not whether it exists.

Reverse discounted cash flow: 10% discount rate, 3% growth after year ten, starting from trailing twelve months free cash flow of $1.76B. Inputs: FMP statements, estimates and quote.

How the stock reacts to earnings

EPS beat in 11 of 12 reports; the stock still fell the next session after 4 of those beats. Average first-session move: 4.7% either way.

Last 12 reports. Moves run from the close before the report to the first and fifth closes after it.
ReportEPSRevenueNext session5 sessions
BeatBeat+10.2%+15.1%
BeatBeat-4.8%-2.0%
BeatBeat+5.0%-3.4%
BeatBeat+3.1%+1.9%
BeatBeat+2.9%+2.3%
BeatIn line-4.8%-0.9%
BeatBeat+6.0%+8.3%
BeatBeat-7.6%-7.7%
BeatBeat+7.4%+7.2%
BeatBeat-0.5%-0.0%
BeatBeat+3.0%+4.2%
In lineIn line-1.3%+3.6%

Beats have usually been rewarded — 7 of 11 drew a higher close the next session.

What management is saying differently

Management's own words on the Q2 FY2026 call () against Q1 FY2026 (). Analysts' questions are left out.

  • New this call: “organic growth”, “license renewals”, “digital investment”, “margin expansion” — none of them came up in Q1 FY2026.
  • Gone quiet: “deeply embedded”, “black diamond”, “deep domain”, “domain expertise” — regular themes last call, absent this time.
  • Hedging words (may, could, uncertain, headwind…): 2.9 per 1,000 words, from 3.4. Confidence words (record, strong, accelerating…): 3.2, from 3.9.

The tone held steady from one call to the next; what changed is the subject matter, not the confidence.

Our track record on this stock

Since the score went from 64 to 62 while the share price moved +1.3%.

MoonshotScore (0–100, band floors 45 · 65 · 80) Share price, scaled to its own range
Band changes, newest first. “Right” means the price moved the way the change pointed over the next three months.
DateBand3 months6 monthsCall
Strong → Fair———
Fair → Strong———
Strong → Fair———
Fair → Strong———
Strong → Fair———
Fair → Strong———

The score has stayed in the Fair band across the stretch we have recorded; we grade each band change three months after it happens.

The crowd against our signals

  • Analysts: 71% of 24 rate it a buy; the average target sits +7.1% from today's price.
  • Last 90 days: 4 rating actions, every one a reaffirmation.
  • Our signals: Fair band; strongest pillar Momentum (80), weakest Financial Safety (28).

The crowd is more enthusiastic than our signals. Our Financial Safety reading is the main reason.

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 26, 2025 to Oct 26, 2026: low $64, high $90, latest $82. 4 reported quarters marked, 4 above and 0 below the recorded estimate. 1 other dated event marked. $90 $64 high $90 Feb 5, 2026 · Earnings results · reported above the recorded estimate · close $771Apr 23, 2026 · Earnings results · reported above the recorded estimate · close $672Jul 23, 2026 · Earnings results · reported above the recorded estimate · close $743Oct 22, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $834Oct 22, 2026 · Earnings results · reported above the recorded estimate · close $835 Sep 26, 2025 Oct 26, 2026 · $82 $88Sep 26, 2025$82Oct 10, 2025$85Oct 24, 2025$84Nov 7, 2025$84Nov 21, 2025$88Dec 5, 2025$88Dec 19, 2025$86Jan 2, 2026$86Jan 16, 2026$82Jan 30, 2026$72Feb 13, 2026$75Feb 27, 2026$72Mar 13, 2026$65Mar 27, 2026$67Apr 10, 2026$67Apr 24, 2026$69May 8, 2026$67May 22, 2026$70Jun 5, 2026$65Jun 18, 2026$66Jul 2, 2026$70Jul 17, 2026$77Jul 31, 2026$82Aug 14, 2026$83Aug 28, 2026$80Sep 11, 2026$79Sep 25, 2026$81Oct 9, 2026$83Oct 23, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • For the fourth quarter of 2026, we expect revenue to be in the range of $1.7 billion to $1.74 billion and 4% organic revenue growth at the midpoint.

    Brian Norman Schell · Statement from

  • As we look forward to the fourth quarter and full year 2026, with respect to guidance, we will continue to focus on client service and expect that retention rates will be in the range of our most recent results. We will continue to manage our business to support our long-term growth and manage our expenses by controlling and aligning variable expenses, increasing productivity, and leveraging technology, and AI tools to improve our operating margins, strategically investing in the business, especially with respect to R&D and sales and marketing.

    Brian Norman Schell · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Council Score · weighted blend of 2 available disciplines

Council score for SS&C Technologies Holdings (SSNC): Bullish Lean

61/100 · B+

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Moderate
Momentum Strong
Business Quality Moderate
Financial Safety Weak
Valuation Moderate

Legends Council

6 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Favorable read
Simons-style lens (simulated) Jim Simons Neutral read
Englander-style lens (simulated) Izzy Englander Neutral read
Klarman-style lens (simulated) Seth Klarman Favorable read
Moon AI lens (model) Favorable read

Read on: Oct 21, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation

Financial Health Neutral
Margin of Safety Undervalued
Profit Margin Moderate
Revenue Growth Neutral
Debt/Equity Negative
ROE Moderate
Gross Margin Moderate

Read on: Oct 26, 2026

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

The Munger lens reads the current price as undervalued against its own estimate of value.

Readings on this page are from Oct 26, 2026, except a card that shows its own read date.

Watch the SSNC film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is SS&C Technologies Holdings (SSNC), and what does it report?

Short answer · as of

SS&C sells the systems and operating support behind securities accounting, trading, portfolio reporting, fund administration, regulatory work, retirement processing and healthcare claims.

Research dated 2026-09-13.

SS&C sells the systems and operating support behind securities accounting, trading, portfolio reporting, fund administration, regulatory work, retirement processing and healthcare claims. Customers are buying workflow infrastructure and outsourced processing as well as software, so demand reflects assets and accounts serviced, transaction and administrative workloads, client retention, new mandates and implementation activity.

Reported revenue is predominantly software-enabled services, followed by maintenance and term licenses; perpetual licenses and professional services are much smaller contributors. SS&C therefore resembles a financial and healthcare operations provider with embedded software more than a license-led application vendor.

Sources (as of 2026-09-13): Business description; Sector / industry (provider taxonomy); Revenue by segment; Annual revenue and net result (USD millions)

2 · Latest results

What do the latest results show for SS&C Technologies Holdings (SSNC)?

Research dated 2026-09-13.

The latest period extended the revenue advance and lifted gross profit, net income and diluted earnings from the preceding period. Operating profit remained broadly steady, however, because selling and administrative expense increased, leaving less operating leverage than the top-line movement alone suggests.

Results have also exceeded revenue and earnings expectations throughout the reported run. Management expects organic growth to continue around its stated midpoint and says it will protect margins through variable-cost alignment, productivity gains and technology use while continuing to invest in research, sales and marketing; that is an operating agenda, not yet proof of further margin expansion.

Sources (as of 2026-09-13): Quarterly income statement (USD thousands); Annual revenue and net result (USD millions); Reported versus estimated, last 8 quarters; Management outlook — dated call excerpts; Trailing twelve-month ratio set

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$1.69B Sep 30, 2026
Latest quarter · R&D
$131.50M Sep 30, 2026
Latest quarter · SG&A
$273.00M Sep 30, 2026
Latest quarter · FMP standardized operating result
$409.30M Sep 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Sep 30, 2026$1.69B$131.50M$273.00M$409.30M
Jun 30, 2026$1.70B$132.30M$279.00M$407.00M
Mar 31, 2026$1.65B$134.60M$258.90M$408.30M
Dec 31, 2025$1.65B$131.70M$289.50M$368.60M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$1.69B Oct 22, 2026
Latest report · revenue estimate
$1.69B Oct 22, 2026
Latest report · revenue vs estimate
In line Oct 22, 2026
Latest report · EPS vs estimate
Above estimate Oct 22, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Oct 22, 2026$1.69B$1.69B$1.7800$1.7700
Jul 23, 2026$1.70B$1.66B$1.7600$1.6800
Apr 23, 2026$1.65B$1.63B$1.6900$1.6500
Feb 5, 2026$1.65B$1.62B$1.6900$1.6100

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Sep 2026$1.69B$199M$0.83 (diluted)
Q2 FY2026$1.70B$235M$0.97 (diluted)
Q1 FY2026$1.65B$226M$0.91 (diluted)
Q4 FY2025$1.65B$193M$0.77 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for SS&C Technologies Holdings (SSNC)?

Short answer

Cash and short-term investments were $525.40M at the Sep 30, 2026 balance-sheet date. Operating cash flow was $499.90M for the quarter ended Sep 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.

Research dated 2026-09-13.

SS&C converts earnings into substantial operating cash flow while requiring modest capital spending in most reported periods. That combination supports debt service, reinvestment and distributions, and the latest liquidity ratios indicate near-term obligations are covered on the reported basis.

Leverage is the constraint. Debt greatly exceeds cash and investments, the company sits in a large net-debt position, and its distress screen is less reassuring than its quality screen. A loss of major processing mandates, weaker retention or sustained pressure on operating profit would matter more here because cash generation must serve the capital structure as well as the business.

Sources (as of 2026-09-13): Operating cash flow by quarter (USD millions); Cash, investments and debt; Cash and investment components; Cash against market value; Trailing twelve-month ratio set; Distress and quality screens

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$499.90M Sep 30, 2026
Previous quarter · operating cash flow
$416.70M Jun 30, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Sep 30, 2026$499.90M−$82.00M
Jun 30, 2026$416.70M−$13.30M
Mar 31, 2026$299.70M−$6.00M
Dec 31, 2025$655.10M−$10.50M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at SS&C Technologies Holdings (SSNC)?

Short answer · as of

The next earnings report is expected on Feb 4, 2027.

Research dated 2026-09-13.

Watch whether revenue remains near management's outlook while gross profit and operating profit resume moving together. Continued expectation beats would be encouraging, but the more useful confirmation would be operating leverage alongside stable research investment rather than growth purchased through persistently higher overhead.

Cash conversion and debt reduction deserve equal attention. The recent cash history is volatile, including a temporary surge followed by a sharp reversal, so operating cash flow, liquid resources and borrowings should be read together rather than treating the cash balance in isolation. Retention commentary will also help distinguish durable processing demand from growth that may be harder to repeat.

Sources (as of 2026-09-13): Next earnings report; Reported versus estimated, last 8 quarters; Management outlook — dated call excerpts; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash and short-term investments over time (USD millions); Cash decline over the reported window; Cash, investments and debt

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. For the fourth quarter of 2026, we expect revenue to be in the range of $1.7 billion to $1.74 billion and 4% organic revenue growth at the midpoint.

    Brian Norman Schell ·

  2. As we look forward to the fourth quarter and full year 2026, with respect to guidance, we will continue to focus on client service and expect that retention rates will be in the range of our most recent results. We will continue to manage our business to support our long-term growth and manage our expenses by controlling and aligning variable expenses, increasing productivity, and leveraging technology, and AI tools to improve our operating margins, strategically investing in the business, especially with respect to R&D and sales and marketing.

    Brian Norman Schell ·

  3. We exceeded expectations on revenue and margins and we are raising our outlook for the full year.

    William C. Stone ·

5 · Peer comparison

How does SS&C Technologies Holdings compare with its peers?

Short answer

SS&C Technologies Holdings's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-13.

SS&C spans investment accounting, fund administration, wealth technology, retirement processing and healthcare administration inside the same company. That breadth differs from a focused application vendor because customers can outsource operational work through GlobeOp and related services while also adopting platforms such as Black Diamond, Bluedoor and Advent.

The revenue mix reinforces the distinction: software-enabled services dominate, while perpetual licenses contribute little. Comparisons based mainly on software valuation labels can therefore miss the labor, retention, processing scale and execution demands embedded in SS&C's model.

Sources (as of 2026-09-13): Business description; Sector / industry (provider taxonomy); Revenue by segment; Employees; Trailing twelve-month ratio set

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Manhattan Associates, Inc. (MANH) Same industry, near in market value$240.27 Oct 26, 2026$14.0B93 5-pillar Oct 26, 2026
PTC Inc. (PTC) Named competitor$193.80 Oct 23, 2026$21.1B91 5-pillar Oct 26, 2026
Paycom Software, Inc. (PAYC) Same industry, near in market value$274.59 Oct 23, 2026$12.4B91 5-pillar Oct 26, 2026
Full Truck Alliance Co. Ltd. (YMM) Same industry, near in market value$8.35 Oct 26, 2026$8.73B91 5-pillar Oct 26, 2026
Zoom Communications, Inc. (ZM) Named competitor$98.04 Oct 26, 2026$28.6B89 5-pillar Oct 26, 2026
DocuSign (DOCU) Same industry, near in market value$85.27 Oct 23, 2026$15.9B89 5-pillar Oct 26, 2026
Fair Isaac Corporation (FICO) Same industry, near in market value$708.07 Oct 26, 2026$15.3B85 5-pillar Oct 26, 2026
Elastic N.V. (ESTC) Same industry, near in market value$106.29 Oct 26, 2026$11.2B84 5-pillar Oct 26, 2026
Paylocity Holding Corporation (PCTY) Same industry, near in market value$176.46 Oct 26, 2026$9.21B82 5-pillar Oct 26, 2026
Check Point Software Technologies Ltd. (CHKP) Named competitor$159.03 Oct 23, 2026$16.2B81 5-pillar Oct 26, 2026
InterDigital, Inc. (IDCC) Same industry, near in market value$324.26 Oct 26, 2026$8.37B81 5-pillar Oct 26, 2026
HubSpot, Inc. (HUBS) Same industry, near in market value$263.99 Oct 26, 2026$13.5B79 5-pillar Oct 26, 2026
SS&C Technologies Holdings (SSNC) — this page$82.01$19.2B62

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Technology stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$100.00 – $104.00
Consensus target
$101.50
Median target
$101.00

Consensus record · Captured .

Measured against a quoted price of $82.01 (as of Oct 26, 2026).

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 15, 2026

Transactions
33
Identified insiders
8
Purchases
0
Sales
3
Other transactions
30

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
84.3% Period end Jun 30, 2026
Previous quarter · ownership
82.5% Prior to period end Jun 30, 2026
Reporting holders
735 Period end Jun 30, 2026
Previous quarter · holders
734 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.16,824,938
Vanguard Portfolio Management LLC12,171,365
Fmr LLC12,049,021
Pzena Investment Management LLC11,036,568
Vanguard Capital Management LLC9,270,783

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What Investors Ask About SS&C Technologies Holdings (SSNC) — Technology

Research dated 2026-09-13; the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.

What does SS&C GlobeOp contribute to the business model?

GlobeOp is part of SS&C's software-enabled service offering for investment operations, placing the company inside recurring fund and portfolio workflows rather than limiting it to software delivery. Its importance is best understood through the service-heavy revenue mix, not as a separately disclosed segment.

Sources (as of 2026-09-13): Business description; Revenue by segment

Why does Black Diamond matter to SS&C?

Black Diamond extends SS&C into wealth-management portfolio technology, complementing its fund administration, accounting and data capabilities. It illustrates how the company can serve different parts of the investment-management workflow through platforms and operating services.

Sources (as of 2026-09-13): Business description; Revenue by segment

How does healthcare fit beside SS&C's investment software?

Healthcare adds claims adjudication, benefits administration, care management and business intelligence to SS&C's financial-services operations. The common thread is automating complex, information-heavy administration, even though the customer workflows differ.

Sources (as of 2026-09-13): Business description; Sector / industry (provider taxonomy)

Can SS&C's software-enabled cash generation offset its debt burden?

Operating cash flow is strong relative to capital spending, but liquid resources remain far below total debt. Continued cash conversion can support the burden; weakening retention or operating profit would reduce that cushion.

Sources (as of 2026-09-13): Revenue by segment; Operating cash flow by quarter (USD millions); Cash, investments and debt; Cash against market value; Management outlook — dated call excerpts

What is the SSNC stock price today?

The last price recorded on this page for SS&C Technologies Holdings, Inc. (SSNC) is $82.01, as of the Oct 26, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the SSNC price target?

The analyst consensus price target for SS&C Technologies Holdings, Inc. (SSNC) is $101.50 (range $100.00 to $104.00, median $101.00), per FMP data captured Oct 26, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

Does SSNC pay a dividend?

Yes. SS&C Technologies Holdings, Inc. (SSNC) shows a trailing 12-month dividend yield of 1.34%, as of Oct 23, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-13): Business description; Revenue by segment; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Cash, investments and debt; Cash against market value

Sources — records for every figure on this page (84 figures)

The 84 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsBrian Norman Schell (Oct 22, 2026): For the fourth quarter of 2026, we expect revenue to be in the range of $1.7 billion to $1.74 billion and 4% organic revenue growth at the midpoint. Brian Norman Schell (Oct 22, 2026): As we look forward to the fourth quarter and full year 2026, with respect to guidance, we will continue to focus on client service and expect that retention rates will be in the range of our most recent results. We will continue to manage our business to support our long-term growth and manage our expenses by controlling and aligning variable expenses, increasing productivity, and leveraging technology, and AI tools to improve our operating margins, strategically investing in the business, especially with respect to R&D and sales and marketing. William C. Stone (Oct 22, 2026): We exceeded expectations on revenue and margins and we are raising our outlook for the full year.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business addressWindsor, CTOFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "80 Lamberton Road, Windsor, CT, 06095, US".

FMP — 72 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateFeb 4, 2027FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
px.lastLatest provided price$82.01FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-26T22:04:49.162Z.
px.changeChange on the day-1.15%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$19.2BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-26. FMP quote timestamp: 2026-10-26T20:00:00.000Z. Captured from FMP at 2026-10-26T22:04:47.774Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars−$0.95FMPFinancial Modeling Prep (FMP) · quote
px.range5252-week range$61.40–$89.93FMPFinancial Modeling Prep (FMP) quote
px.pePrice / earnings (trailing)23.24FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day2.31MFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta1.09FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveWilliam C. StoneFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees28,800FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $5.05B, net result $800.00M; FY2022 revenue $5.28B, net result $650.20M; FY2023 revenue $5.50B, net result $607.10M; FY2024 revenue $5.88B, net result $760.50M; FY2025 revenue $6.27B, net result $796.90MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsPerpetual Licenses $44.80M · Professional Services $103.80M · Software Enabled Services $5.21B · Maintenance And Term Licenses $912.50MFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)48.2%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-09-30.revenue_kRevenue — period end 2026-09-30$1.69BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-09-30.rd_kR&D — period end 2026-09-30$131.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-09-30.sga_kSG&A — period end 2026-09-30$273.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-09-30.operating_result_kFMP standardized operating result — period end 2026-09-30$409.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$1.70BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.rd_kR&D — period end 2026-06-30$132.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.sga_kSG&A — period end 2026-06-30$279.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$407.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$1.65BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.rd_kR&D — period end 2026-03-31$134.60MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.sga_kSG&A — period end 2026-03-31$258.90MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$408.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$1.65BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.rd_kR&D — period end 2025-12-31$131.70MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.sga_kSG&A — period end 2025-12-31$289.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$368.60MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-10-22.revenue_actualRevenue · reported — report date 2026-10-22$1.69BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-10-22.revenue_estimatedRevenue · estimate — report date 2026-10-22$1.69BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-10-22.eps_actualEPS · reported — report date 2026-10-22$1.7800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-10-22.eps_estimatedEPS · estimate — report date 2026-10-22$1.7700Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-23.revenue_actualRevenue · reported — report date 2026-07-23$1.70BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-23.revenue_estimatedRevenue · estimate — report date 2026-07-23$1.66BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-23.eps_actualEPS · reported — report date 2026-07-23$1.7600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-23.eps_estimatedEPS · estimate — report date 2026-07-23$1.6800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-23.revenue_actualRevenue · reported — report date 2026-04-23$1.65BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-23.revenue_estimatedRevenue · estimate — report date 2026-04-23$1.63BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-23.eps_actualEPS · reported — report date 2026-04-23$1.6900Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-23.eps_estimatedEPS · estimate — report date 2026-04-23$1.6500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-05.revenue_actualRevenue · reported — report date 2026-02-05$1.65BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-05.revenue_estimatedRevenue · estimate — report date 2026-02-05$1.62BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-05.eps_actualEPS · reported — report date 2026-02-05$1.6900Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-05.eps_estimatedEPS · estimate — report date 2026-02-05$1.6100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.cash_investmentsCash and short-term investments$525.40MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$499.90MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-09-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$418.60MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$7.65BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value2.91×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-09-30.operating_cash_flow_mOperating cash flow — period end 2026-09-30$499.90MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30$416.70MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-09-30.capex_mCapital expenditure (reported) — period end 2026-09-30−$82.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$13.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31$299.70MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$6.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31$655.10MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$10.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$100.00 – $104.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$101.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$101.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP33 transactions · 0 purchases, 3 sales, 30 other transactions · 8 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 15, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership84.3%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership82.5%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders735FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders734FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesBlackrock, INC. — shares in provider snapshot16,824,938FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesVanguard Portfolio Management LLC — shares in provider snapshot12,171,365FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesFmr LLC — shares in provider snapshot12,049,021FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesPzena Investment Management LLC — shares in provider snapshot11,036,568FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesVanguard Capital Management LLC — shares in provider snapshot9,270,783FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 3 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 7 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-25
fin.scoresDistress and quality screensAltman Z 1.34 · Piotroski F 8UNRECORDEDStored financial-scores observation — Captured 2026-10-25 · Expired observation
fin.ratiosReturn and yield ratios (trailing twelve months)ROE 12.7% · ROA 4.2% · current ratio 1.06 · earnings yield 4.1% · free-cash-flow yield 8.5%—UNRECORDEDStored key metrics — Date unknown

COMPUTED — 5 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments36.54×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $525.40M at Sep 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-26. Balance-sheet reference date: 2026-09-30. The inputs do not establish a single common source date for this ratio.
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$1.11COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-26, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months1.34%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-10-22.revenue_actual.comparisonLatest report · revenue vs estimateIn lineReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.69B) with the recorded estimate ($1.69B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-10-22.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.7800) with the recorded estimate ($1.7700) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v262 of 100 · Fair · pillars 67 / 28 / 73 / 69 / 80OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement63 (stored snapshot Oct 24, 2026) → 62 (current publication computed Oct 26, 2026) (-1)OURSStock Expert AI current score publication and immutable score snapshots

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-09-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-09-30.revenue_k, fin.q_table.depth.2026-09-30.rd_k, fin.q_table.depth.2026-09-30.sga_k, fin.q_table.depth.2026-09-30.operating_result_k, fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.rd_k, fin.q_table.depth.2026-06-30.sga_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.rd_k, fin.q_table.depth.2026-03-31.sga_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.rd_k, fin.q_table.depth.2025-12-31.sga_k, fin.q_table.depth.2025-12-31.operating_result_k.
  2. Earnings-history note. Source series as of 2026-10-22. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-10-22.revenue_actual, earn.history.depth.2026-10-22.revenue_estimated, earn.history.depth.2026-10-22.revenue_actual.comparison, earn.history.depth.2026-10-22.eps_actual.comparison, earn.history.depth.2026-10-22.eps_actual, earn.history.depth.2026-10-22.eps_estimated, earn.history.depth.2026-07-23.revenue_actual, earn.history.depth.2026-07-23.revenue_estimated, earn.history.depth.2026-07-23.eps_actual, earn.history.depth.2026-07-23.eps_estimated, earn.history.depth.2026-04-23.revenue_actual, earn.history.depth.2026-04-23.revenue_estimated, earn.history.depth.2026-04-23.eps_actual, earn.history.depth.2026-04-23.eps_estimated, earn.history.depth.2026-02-05.revenue_actual, earn.history.depth.2026-02-05.revenue_estimated, earn.history.depth.2026-02-05.eps_actual, earn.history.depth.2026-02-05.eps_estimated.
  3. Cash-flow note. Source series as of 2026-09-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-09-30.operating_cash_flow_m, fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-09-30.capex_m, fin.opcf.depth.2026-06-30.capex_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-13

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Business description
SS&C Technologies Holdings, Inc. offers a diverse portfolio of software solutions and related services, catering primarily to the financial services and healthcare industries. The company's sophisticated technology infrastructure spans various critical functions within finance, including securities accounting; front-office capabilities such as trading and financial modeling; middle-office tasks like portfolio oversight and reporting; and comprehensive back-office operations encompassing general accounting, performance measurement, data reconciliation, processing, clearing, regulatory compliance, and tax reporting. In the healthcare sector, SS&C provides specialized solutions for claims adjudication, benefits administration, care management, and business intelligence. These offerings are instrumental in helping professionals in both domains automate intricate business processes and efficiently handle their extensive information processing demands. SS&C's wide array of software-enabled services includes prominent platforms like SS&C GlobeOp, Global Investor and Distribution Solutions, SS&C Retirement Solutions, Black Diamond Wealth Platform, Bluedoor, Advent Outsourcing Services, Advent Data Solutions, ALPS Advisors, and Virtual Data Rooms, alongside specific services for pharmacy, healthcare administration, and health outcomes optimization. Its core software products feature tools for portfolio and investment accounting and analytics, holistic portfolio management, trading, digital process automation, and banking and lending, complemented by research, risk analysis, and training applications. Additionally, the company extends professional services, offering expert consulting and implementation support, along with dedicated product assistance. Operating on a global scale, SS&C maintains a significant footprint across the United States, the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific region including Japan, Canada, and the broader Americas. Established in 1986, the company is based in Windsor, Connecticut.
2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
Perpetual Licenses: $44.80M; Professional Services: $103.80M; Software Enabled Services: $5.21B; Maintenance And Term Licenses: $912.50M
2025-12-31FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — EPS: $0.97 per share, R&D: $132.30M, SG&A: $279.00M, EPS basic: $0.98 per share, EPS basis: diluted, Revenue: $1.70B, EPS diluted: $0.97 per share, Net result: $234.80M, Gross profit: $818.30M, Operating result: $407.00M
  • Quarter ended 2026-03-31 — EPS: $0.91 per share, R&D: $134.60M, SG&A: $258.90M, EPS basic: $0.94 per share, EPS basis: diluted, Revenue: $1.65B, EPS diluted: $0.91 per share, Net result: $226.10M, Gross profit: $801.80M, Operating result: $408.30M
  • Quarter ended 2025-12-31 — EPS: $0.77 per share, R&D: $131.70M, SG&A: $289.50M, EPS basic: $0.8 per share, EPS basis: diluted, Revenue: $1.65B, EPS diluted: $0.77 per share, Net result: $193.10M, Gross profit: $789.80M, Operating result: $368.60M
  • Quarter ended 2025-09-30 — EPS: $0.83 per share, R&D: $118.60M, SG&A: $263.50M, EPS basic: $0.86 per share, EPS basis: diluted, Revenue: $1.57B, EPS diluted: $0.83 per share, Net result: $210.00M, Gross profit: $747.80M, Operating result: $365.70M
  • Quarter ended 2025-06-30 — EPS: $0.72 per share, R&D: $128.10M, SG&A: $264.30M, EPS basic: $0.74 per share, EPS basis: diluted, Revenue: $1.54B, EPS diluted: $0.72 per share, Net result: $180.80M, Gross profit: $736.90M, Operating result: $344.50M
  • Quarter ended 2025-03-31 — EPS: $0.84 per share, R&D: $129.10M, SG&A: $260.10M, EPS basic: $0.87 per share, EPS basis: diluted, Revenue: $1.51B, EPS diluted: $0.84 per share, Net result: $213.00M, Gross profit: $747.10M, Operating result: $357.90M
  • Quarter ended 2024-12-31 — EPS: $0.98 per share, R&D: $136.80M, SG&A: $259.20M, EPS basic: $1.01 per share, EPS basis: diluted, Revenue: $1.53B, EPS diluted: $0.98 per share, Net result: $248.20M, Gross profit: $753.90M, Operating result: $357.90M
  • Quarter ended 2024-09-30 — EPS: $0.65 per share, R&D: $131.30M, SG&A: $247.80M, EPS basic: $0.67 per share, EPS basis: diluted, Revenue: $1.47B, EPS diluted: $0.65 per share, Net result: $164.40M, Gross profit: $704.20M, Operating result: $325.10M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — Capital expenditure: -$13.30M, Operating cash flow: $416.70M
  • Quarter ended 2026-03-31 — Capital expenditure: -$6.00M, Operating cash flow: $299.70M
  • Quarter ended 2025-12-31 — Capital expenditure: -$10.50M, Operating cash flow: $655.10M
  • Quarter ended 2025-09-30 — Capital expenditure: -$34.70M, Operating cash flow: $456.20M
  • Quarter ended 2025-06-30 — Capital expenditure: -$22.90M, Operating cash flow: $372.90M
  • Quarter ended 2025-03-31 — Capital expenditure: -$12.70M, Operating cash flow: $272.20M
  • Quarter ended 2024-12-31 — Capital expenditure: $130.00M, Operating cash flow: $462.20M
  • Quarter ended 2024-09-30 — Capital expenditure: -$75.40M, Operating cash flow: $336.60M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Cash, investments and debt
Total debt: $7.78B; Liquidity basis: cash and short-term investments; Total liabilities: $13.90B; Cash and short-term investments: $434.80M; Cash and investments: $609.40M; Long-term investments: $174.60M; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-06-30FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Cash against market value
As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$7.34B; Total debt: $7.78B; Cash and investments: $434.80M

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them.

2026-06-30COMPUTEDComputed from the balance sheet and the latest market capitalization
Sector / industry (provider taxonomy)
Technology / Software - Application

The company's SEC filings classify it under SIC 7372 — Services-Prepackaged Software.

2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2025 — R&D: $507.50M, Revenue: $6.27B, Period end: 2025-12-31, Net result: $796.90M
  • FY2024 — R&D: $517.70M, Revenue: $5.88B, Period end: 2024-12-31, Net result: $760.50M
  • FY2023 — R&D: $473.80M, Revenue: $5.50B, Period end: 2023-12-31, Net result: $607.10M
  • FY2022 — R&D: $447.30M, Revenue: $5.28B, Period end: 2022-12-31, Net result: $650.20M
  • FY2021 — R&D: $414.90M, Revenue: $5.05B, Period end: 2021-12-31, Net result: $800.00M
2025-12-31FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-07-23 — EPS actual: $1.76 per share, EPS estimated: $1.68 per share, Revenue actual: $1.70B, Revenue estimated: $1.66B
  • Reported 2026-04-23 — EPS actual: $1.69 per share, EPS estimated: $1.65 per share, Revenue actual: $1.65B, Revenue estimated: $1.63B
  • Reported 2026-02-05 — EPS actual: $1.69 per share, EPS estimated: $1.61 per share, Revenue actual: $1.65B, Revenue estimated: $1.62B
  • Reported 2025-10-23 — EPS actual: $1.57 per share, EPS estimated: $1.47 per share, Revenue actual: $1.57B, Revenue estimated: $1.55B
  • Reported 2025-07-23 — EPS actual: $1.45 per share, EPS estimated: $1.39 per share, Revenue actual: $1.54B, Revenue estimated: $1.51B
  • Reported 2025-04-24 — EPS actual: $1.44 per share, EPS estimated: $1.41 per share, Revenue actual: $1.51B, Revenue estimated: $1.50B
  • Reported 2025-02-06 — EPS actual: $1.58 per share, EPS estimated: $1.33 per share, Revenue actual: $1.53B, Revenue estimated: $1.48B
  • Reported 2024-10-24 — EPS actual: $1.29 per share, EPS estimated: $1.26 per share, Revenue actual: $1.47B, Revenue estimated: $1.44B
2026-07-23FMPFinancial Modeling Prep (FMP) earnings
Management outlook — dated call excerpts
Captured record · 2 entries
  • Call of 2026-07-23 — Quote: For the third quarter of '26, we expect revenue to be in the range of $1.657 billion to $1.697 billion and 5% organic revenue growth at the midpoint., Speaker: Brian Schell
  • Call of 2026-07-23 — Quote: As we look forward to the third quarter and the full year 2026 with respect to guidance, we will continue to focus on client service and expect that retention rates will be in the range of our most recent results. We will continue to manage our business to support our long-term growth and manage our expenses by controlling and aligning variable expenses, increasing productivity and leveraging technology and AI tools to improve our operating margins and strategically investing in the business, especially with respect to R&D, sales and marketing., Speaker: Brian Schell

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-07-23OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Trailing twelve-month ratio set
Quick ratio: 1.06; Current ratio: 1.06; Debt to equity: 1.17; Net margin: 13.2%; Gross margin: 48.1%; Operating margin: 23.6%; Return on assets: 4.2%; Return on equity: 12.7%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-12FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Cash and investment components
Total basis: cash short and long-term investments; Total: $609.40M; Cash and short-term investments: $434.80M; Long-term investments: $174.60M; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-06-30COMPUTEDComputed from the balance sheet
Distress and quality screens
Altman Z-score: 1.69; Piotroski F-score: 7

Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading.

2026-09-12FMPFinancial Modeling Prep (FMP) financial scores
Next earnings report
Date: 2026-10-22; EPS estimate: $1.77 per share; Revenue estimate: $1.69B

The date is our provider's estimate until the company confirms it.

2026-09-12FMPFinancial Modeling Prep (FMP) earnings calendar
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-06-30 — Amount: $434.80M, Cash basis: cash and short-term investments
  • 2026-03-31 — Amount: $420.90M, Cash basis: cash and short-term investments
  • 2025-12-31 — Amount: $3.57B, Cash basis: cash and short-term investments
  • 2025-09-30 — Amount: $388.30M, Cash basis: cash and short-term investments
  • 2025-06-30 — Amount: $480.30M, Cash basis: cash and short-term investments
  • 2025-03-31 — Amount: $515.00M, Cash basis: cash and short-term investments
  • 2024-12-31 — Amount: $567.10M, Cash basis: cash and short-term investments
  • 2024-09-30 — Amount: $694.70M, Cash basis: cash and short-term investments
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash decline over the reported window
To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $434.80M; Decline: $259.90M; Opening balance: $694.70M; Average change per period: $37.10M

Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length.

2026-06-30COMPUTEDComputed from reported balances
Employees
Count: 28,800
2025-12-31FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

ETFs that hold SSNC

Funds in our ETF coverage that list SSNC among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.

ETFWeightHoldings as of
Harbor Active Small Cap ETF (SMLL) (SMLL)3.14%