SS&C Technologies Holdings, Inc. (SSNC) AI Stock Analysis

SS&C Technologies Holdings, Inc. delivers software products and software-enabled services tailored for financial services and healthcare clients. Its technology stack spans securities accounting, front-office trading and modeling, middle-office portfolio management, and back-office functions including clearing, compliance, reconciliation, and tax reporting. In healthcare, SS&C provides claims adjudication, benefit management, care management, and business intelligence solutions. The company's platforms automate complex business processes and support operational efficiency. Notable software-enabled service offerings include SS&C GlobeOp, Global Investor and Distribution Solutions, Retirement Solutions, Black Diamond Wealth Platform, Bluedoor, Advent Outsourcing Services, and Advent Data Solutions.

SS&C expanded revenue from $5.05B in FY2021 to $6.27B in FY2025, delivering a 5-year revenue CAGR of 6.1%. Over that period, net income moved from $800.0M in FY2021 to $796.9M in FY2025, while diluted EPS increased from $5.02 to $6.15. Gross margin was 48.2% in FY2025, matching FY2023 and near 48.7% in FY2024. Operating margin stood at 22.9% in FY2025, compared to 24.6% in FY2021. For the trailing twelve months, revenue reached $6.56B with an operating margin of 24.6% and a net profit margin of 13.2%. In the latest quarter ended June 30, 2026, quarterly revenue grew 10.3% year-over-year, and quarterly earnings grew 34.7%.

As of June 30, 2026, SS&C held $434.8M in cash and short-term investments alongside $7.78B in total debt, resulting in net debt of $7.34B. Total assets stood at $20.61B against shareholders' equity of $6.64B, reflecting a debt-to-equity ratio of 1.17 and a current ratio of 1.06. In FY2025, operating cash flow reached $1.75B and capital expenditures were $80.8M. The company deployed this cash toward $1.04B in share buybacks and $253.8M in dividends paid, reducing its 5-year share count by 8.4%.

At a last close of $84.07, SS&C has a market capitalization of $19.73B and an enterprise value of $26.05B. The stock trades at a trailing P/E of 24.2x and a forward P/E of 10.6x, compared to medians of 28.1x and 18.8x, respectively, for US-listed Technology peers. Its EV/EBITDA of 11.6x is also lower than the peer median of 16.6x, while its price-to-sales of 3.0x sits slightly above the peer median of 2.8x. Over the past year, SS&C shares gained 7.2%, trailing the S&P 500 return of 16.8%, and its 5-year return of 24.4% lagged the benchmark return of 83.0%.

SS&C pays a quarterly dividend with an annual forward payout of $1.20 per share, representing a 1.43% dividend yield. The company has paid dividends for 13 consecutive years, delivering a 5-year annualized dividend growth rate of 14.4%. The payout ratio is 17.1%, and the last ex-dividend date was September 1, 2026.

Wall Street analysts coverage includes 5 Strong Buy, 3 Buy, and 2 Hold recommendations, with zero Sell ratings. The mean price target is $93.56, which sits 11.3% above the last close of $84.07. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $7.06 on revenue of $6.77B. For the following fiscal year, 10 analysts expect EPS of $7.73 on revenue of $7.10B. SS&C beat EPS estimates in each of the last 4 quarters, and its next earnings date is October 22, 2026.

This page is an AI-written research summary of SS&C Technologies Holdings, Inc. (SSNC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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