Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Current price $84.36
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 23, 26 |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Aug 15, 26 | Schell Brian N | officer: EVP & CFO | M-Exempt | 40,170 | — |
| Needham |
| maintain |
| Buy |
| Buy |
| Oct 22, 26 | DA Davidson | maintain | Buy | Buy |
| Oct 21, 26 | Jefferies | maintain | Buy | Buy |
| Aug 31, 26 | RBC Capital | maintain | Outperform | Outperform |
| Jul 27, 26 | DA Davidson | maintain | Buy | Buy |
| Jul 24, 26 | Needham | maintain | Buy | Buy |
| Jul 24, 26 | RBC Capital | maintain | Outperform | Outperform |
| Jul 20, 26 | Jefferies | maintain | Buy | Buy |
| Jul 20, 26 | JP Morgan | maintain | Neutral | Neutral |
| Aug 15, 26 |
| Schell Brian N |
| officer: EVP & CFO |
| F-InKind |
| 17,937 @ $81.50 |
| $1.46M |
| Aug 15, 26 | Schell Brian N | officer: EVP & CFO | M-Exempt | 40,170 | — |
| May 22, 26 | Zamkow Michael Jay | director | M-Exempt | 3,000 @ $30.45 | $91.33K |
| May 20, 26 | Zamkow Michael Jay | director | M-Exempt | 3,000 @ $30.45 | $91.33K |
| May 20, 26 | Zamkow Michael Jay | director | M-Exempt | 2,580 | — |
| May 22, 26 | Zamkow Michael Jay | director | S-Sale | 3,000 @ $66.68 | $200.0K |
| May 20, 26 | Zamkow Michael Jay | director | S-Sale | 3,000 @ $66.78 | $200.4K |
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure
Stock news · updated daily
SS&C Technologies NASDAQ: SSNC reported higher third-quarter revenue, earnings and margins, while raising several elements of its full-year outlook as the company cited continued demand for outsourcing, technology and AI-enabled services.
SS&C Technologies Holdings, Inc. (SSNC) Q3 2026 Earnings Call Transcript
The headline numbers for SS&C Technologies (SSNC) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
SS&C Technologies (SSNC) came out with quarterly earnings of $1.78 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.57 per share a year ago.
WINDSOR, Conn.--(BUSINESS WIRE)--SS&C Technologies Releases Q3 2026 Financial Results.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for SS&C Technologies (SSNC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2026.
WINDSOR, Conn.--(BUSINESS WIRE)--SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Thornburg Investment Management, a global investment firm with USD 62 billion1 in assets, has selected SS&C to support its exchange-traded fund (ETF) share class structure.
SS&C Technologies Holdings is rated a Buy, driven by its compounding growth model, robust free cash flow, and disciplined capital allocation. SSNC's recurring revenue, high client retention above 95%, and sticky software solutions underpin a sustainable compounding flywheel. Capital allocation is shifting toward share repurchases, with $7.29 in projected operating cash per share for the year, while maintaining an acquisitive strategy.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Oct 22, 2026 | 1.77 | 1.78 | Beat 0.6% | $1.69B |
| Jul 23, 2026 | 1.68 | 1.76 | Beat 4.8% | $1.70B |
| Apr 23, 2026 | 1.65 | 1.69 | Beat 2.4% | $1.65B |
| Feb 5, 2026 | 1.61 | 1.69 | Beat 5.0% | $1.65B |
| Oct 23, 2025 | 1.47 | 1.57 | Beat 6.8% | $1.57B |
| Jul 23, 2025 | 1.39 | 1.45 | Beat 4.3% | $1.54B |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Oct 22, 2026 | 2026-10-22 16:24:53 | View |
| SC 13G | Oct 19, 2026 | 2026-10-19 12:52:25 | View |
| 4 | Aug 18, 2026 | 2026-08-18 16:05:06 | View |
| SC 13G | Aug 6, 2026 | 2026-08-06 10:41:05 | View |
| SC 13G | Jul 31, 2026 | 2026-07-31 11:38:26 | View |
| 10-Q | Jul 30, 2026 | 2026-07-30 16:07:12 | View |
| SC 13G | Jul 30, 2026 | 2026-07-30 11:18:26 | View |
| S-8 | Jul 29, 2026 | 2026-07-29 17:18:42 | View |
| 8-K | Jul 23, 2026 | 2026-07-23 16:10:26 | View |
| 4 | May 22, 2026 | 2026-05-22 16:41:35 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | SSNC | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 23.6x | 24.6x · sector 44.2x | Discount |
| Forward P/E (FY26E) | 11.8x | EPS est. 7.12 | Discount |
| Price / Book | 3.0x | 2.8x | In line |
| Price / Sales | 3.0x | 3.2x | In line |
| EV / EBITDA | 12.0x | 12.0x | In line |
| Return on equity | 12.6% | — | Healthy |
| Gross margin | 48.2% | 48.1% | In line |
| Debt / Equity | 1.14 | 1.10 | Moderate |
| Piotroski / Altman Z | 8/9 | Z 1.40 | Distress |
Discounted cash flow model
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 55.86 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 83.01 | Oscillator | Sell |
| Williams %R (14) | -45.45 | Oscillator | Neutral |
| MACD (12, 26, 9) | 1.84 (Hist 0.65) | Oscillator | Strong Buy |
| Average Directional Index (14) | 29.20 (+DI 32.4 / -DI 21.6) | Trend | Strong Buy |
| EMA 20 | 83.01 | MA | Buy |
| SMA 20 | 81.61 | MA | Strong Buy |
| EMA 50 | 80.61 | MA | Strong Buy |
| SMA 50 | 81.44 | MA | Strong Buy |
| SMA 200 | 74.36 | MA | Strong Buy |