SS&C Technologies
Software and outsourced operations for financial-services and healthcare workflows.
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Profile
Provides financial-services and healthcare software plus software-enabled services. The portfolio spans front-, middle-, and back-office workflows and healthcare administration, while the business is reported as a single operating segment and has broadened through acquisitions.
Software and software-enabled services support financial-services and healthcare clients. In finance, the portfolio covers front-, middle-, and back-office work—from trading and modeling to portfolio management, accounting, reconciliation, reporting, processing, and clearing. In healthcare, it supports claims adjudication, benefit management, care management, and business intelligence.
Rather than reporting separate divisions, SS&C runs one operating segment. It has increased its focus on software-enabled services by automating delivery, expanding its offerings, and acquiring complementary businesses.
Founded and still led by William C. Stone, the company pairs a global operating footprint with an acquisition program that broadens products, specialized capabilities, market coverage, and delivery.
Company facts
Categories
Key statistics
Year to date −2.7% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 13, 2026 | UBS | Reiterate | Buy | $115 | $99 |
| Jul 24, 2026 | RBC Capital | Reiterate | Outperform | $99 | $92 |
| Jul 20, 2026 | Jefferies | Reiterate | Buy | $92 | $83 |
| Apr 24, 2026 | UBS | Reiterate | Buy | $112 | $115 |
| Apr 24, 2026 | Morgan Stanley | Reiterate | Equal Weight | $86 | $78 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026Q2 FY26 | $1.68 | $1.76 | +4.8% | $1.66B | $1.70B | +2.0% | +10.35% |
| Apr 23, 2026Q1 FY26 | $1.66 | $1.69 | +1.8% | $1.63B | $1.65B | +1.2% | −3.95% |
| Feb 5, 2026Q4 FY25 | $1.61 | $1.69 | +5.0% | $1.62B | $1.65B | +1.8% | +3.21% |
| Oct 23, 2025Q3 FY25 | $1.47 | $1.57 | +6.8% | $1.55B | $1.57B | +1.0% | +4.64% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.51B | $1.54B | $1.57B | $1.65B | $1.65B | $1.70B | |
| Gross profit | $747.1M | $736.9M | $747.8M | $789.8M | $801.8M | $818.3M | |
| Operating income | $357.9M | $344.5M | $365.7M | $368.6M | $408.3M | $407.0M | |
| Net income | $213.0M | $180.8M | $210.0M | $193.1M | $226.1M | $234.8M | |
| Diluted EPS | $0.84 | $0.72 | $0.83 | $0.77 | $0.91 | $0.97 | |
| Gross margin | 49.3% | 48.0% | 47.7% | 47.8% | 48.7% | 48.3% | |
| Operating margin | 23.6% | 22.4% | 23.3% | 22.3% | 24.8% | 24.0% |
Fiscal years (4-quarter sums)FY21 $5.05B · FY22 $5.28B · FY23 $5.50B · FY24 $5.88B · FY25 $6.27B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $434.8M · Total debt $7.78B · Total assets $20.61B · Shareholders' equity $6.64B
Dividends
Raised for 10 straight years — most recently to $0.27 from $0.25 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jun 15 | $0.27 | |
| Mar 2, 2026 | Mar 2 | Mar 16 | $0.27 | |
| Dec 1, 2025 | Dec 1 | Dec 15 | $0.27 | |
| Sep 2, 2025 | Sep 2 | Sep 15 | $0.27 | raised from $0.25 |
| Jun 2, 2025 | Jun 2 | Jun 16 | $0.25 | |
| Mar 3, 2025 | Mar 3 | Mar 17 | $0.25 | |
| Dec 2, 2024 | Dec 2 | Dec 16 | $0.25 | |
| Sep 3, 2024 | Sep 3 | Sep 16 | $0.25 | raised from $0.24 |
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 234.66M · Float 204.43M · 87.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| William C. Stone · director, 10 percent owner, officer: Chairman of the Board & CEO | 32.47M | 13.84% | Form 4 | Mar 3, 2026 |
| Vanguard Portfolio Management | 12.24M | 5.08% | 13G | Jul 31, 2026 |
| FMR LLC | 12.05M | 5.13% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 12.05M | 5.00% | 13G | Jul 30, 2026 |
| Pzena Investment Management LLC | 11.04M | 4.70% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 20, 2026 | Jonathan E. Michael | director | −2,740 | $66.86 |
| May 20, 2026 | Michael Jay Zamkow | director | −3,000 | $66.78 |
| May 22, 2026 | Michael Jay Zamkow | director | −3,000 | $66.68 |
| Nov 25, 2025 | Normand A. Boulanger | director | −150,000 | $85.85 |
Peers
- State Street
Institutional asset servicing across fund administration and accounting
- Northern Trust
Asset servicing and investment-operations outsourcing for institutions
- SEI Investments
Integrated wealth technology, fund administration, and outsourcing
- FIS
Capital-markets software for investment operations and asset servicing
- Broadridge Financial Solutions
Wealth, investment-management, and post-trade operations technology
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SS&C Technologies | $83.42 | −0.02% | $19.57B | 24.0 | 11.2 | 3.0 | +10.4% |
| State Street | $193.32 | +0.01% | $53.51B | 17.1 | 13.5 | 2.3 | −30.2% |
| Northern Trust | $186.79 | +0.01% | $34.17B | 16.0 | 15.7 | 2.3 | −24.9% |
| SEI Investments | $111.63 | −0.01% | $13.40B | 19.7 | 16.9 | 5.5 | +14.7% |
| FIS | $41.31 | −0.33% | $21.42B | 6.3 | 6.5 | 1.7 | +29.1% |
| Broadridge Financial Solutions | $183.64 | −0.04% | $21.24B | 19.1 | 17.4 | 2.8 | +7.5% |
| Median | 17.1 | 15.7 | 2.3 | +7.5% |