SSNC · SS&C Technologies Holdings Inc

Track SSNC — free

$83.42 -0.05 (-0.06%) At close · Aug 28

Russell 1000 member Rebalance outlook locked

Market Cap

$19.62B

234.65M

Up next

Next earnings call

Oct 23, 2026 Est · unconfirmed · in 8 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Jul 30, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate

Market backdrop VIX 14.4 · calm Equity put/call 0.39

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg +11%

above

Price vs 50-day avg +14%

above

RSI (14) 69

neutral

MACD trend Negative

52-week position 76%

mid-range

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Strong

1-month return +8%

trailing

6-month return +12%

trailing

YTD return −5%

this year

Relative strength −1%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $73 › 200d $75 — 200d above 50d

Institutional flow Flat

0% holders QoQ · +97 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

2.04% of float · ▼ -19.5% MoM · 2.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

721 holders — mid 3-yr range

Squeeze score 52

elevated · 0–100

Fundamentals

Excellent

Revenue growth +13%

Y/Y

Gross margin 180%

contracting

EPS growth +5%

Y/Y

Free cash flow $1.7B

Valuation P/E 24.1

below peers

Buyback $1.5B

authorized

Balance sheet $690.0M

net debt

Quant / Vol

risk profile

Moderate

Volatility 28%

annualized · 1-yr

Max drawdown −31%

past year

ATR 2.2%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 7 of last 8

Latest guidance · from the Earnings Call filed Jun 30, 2026

Revenue · the full year of 2026 Non-GAAP Initiated $6.67B – $6.83B

Targeted EBITDA growth · the full year of 2026 Non-GAAP Initiated 9.3%

Adjusted net income · the full year of 2026 Non-GAAP Initiated $1.67B – $1.77B

Adjusted diluted EPS · the full year of 2026 Non-GAAP Initiated $6.93 – $7.25

Prior guidance period ended · from the 8-K filed Apr 23, 2026

Adjusted Diluted Earnings per Share · Q2 2026 $1.64 – $1.70

Effective Income Tax Rate · Q2 2026 21.5% – 23.5%

Organic growth Midpoint · Q2 2026 5.6%

Guided vs delivered · last 8 settled

Revenue full year 2024

guided $5.67B – $5.87B

guided $5.67B – $5.87B $5.88B Beat +2.0%

Revenue first quarter of 2024

guided $1.4B – $1.44B

guided $1.4B – $1.44B $1.44B In line

Revenue fourth quarter of 2023

guided $1.37B – $1.41B

guided $1.37B – $1.41B $1.41B Beat +1.6%

Revenue full year 2023

guided $5.46B – $5.5B

guided $5.46B – $5.5B $5.5B In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral

1 · 4 · 2

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+11% Bullish

Price vs 50-day avg

+14% Bullish

RSI (14)

69 Neutral

MACD trend

Negative Bearish

52-week position

76% Neutral

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 1 of 6

Trend (MA cross) No cross

50d $73 › 200d $75 — 200d above 50d

Institutional flow Flat

0% holders QoQ · +97 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

2.04% of float · ▼ -19.5% MoM · 2.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

721 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $62 Now $83 · 76% Range high $90

vs 200-day avg +11% vs 50-day avg +14%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted Consolidated EBITDA non-GAAP	$2.6B	Twelve Months Ended June 30	—

Adjusted Consolidated EBITDA attributable to SS&C common stockholders non-GAAP	$2.59B	Twelve Months Ended June 30	—

Adjusted consolidated EBITDA margin non-GAAP	39.5%	Q2 2026	—

Adjusted diluted earnings per share attributable to SS&C common stockholders non-GAAP	$3.45	Six Months Ended June 30, 2026	—

Adjusted net income non-GAAP	$846.1M	Six Months Ended June 30	—

Adjusted net income attributable to SS&C common stockholders non-GAAP	$843.3M	Six Months Ended June 30	—

Adjusted operating income non-GAAP	$1.29B	Six Months Ended June 30	—

Adjusted operating income attributable to SS&C common stockholders non-GAAP	$1.29B	Six Months Ended June 30	—

Adjusted Organic Revenue Growth non-GAAP	7.6%	Q2 2026	—

Adjusted revenues non-GAAP	$3.35B	Six Months Ended June 30	—

Average share repurchase price	$67.57	Q2 2026	—

Common stock dividends	$64M	Q2 2026	—

Consolidated EBITDA non-GAAP	$2.61B	Twelve Months Ended June 30	—

EBITDA non-GAAP	$2.24B	Twelve Months Ended June 30	—

LTM consolidated EBITDA non-GAAP	$2.61B	Q2 2026	—
Net cash generated from operating activities	$716.4M	Six months ended June 30, 2026	—
Organic Revenue Growth Rate non-GAAP	7.6%	Q2 2026	—

Returned to shareholders	$499.2M	Q2 2026	—

Shares repurchased	6.4M	Q2 2026	—

Adjusted consolidated EBITDA attributable to SS&C non-GAAP	$651M	Q4 2025	—
Adjusted Consolidated EBITDA margin attributable to SS&C non-GAAP	39.3%	Q4 2025	—
Adjusted Operating Income attributable to SS&C non-GAAP	$634.2M	Q4 2025	—
Adjusted organic growth - Consolidated non-GAAP	4.8%	FY 2025	—
Adjusted organic growth - GIDS and related non-GAAP	7.1%	FY 2025	—
Adjusted organic growth - GlobeOp non-GAAP	9.2%	FY 2025	—
Adjusted organic growth - Healthcare non-GAAP	-3.3%	FY 2025	—
Adjusted organic growth - Intelligent Automation & Analytics non-GAAP	0.1%	FY 2025	—
Adjusted organic growth - Intralinks non-GAAP	-0.3%	FY 2025	—
Adjusted organic growth - Wealth and Investment Technologies non-GAAP	2.9%	FY 2025	—
Adjusted Organic Revenue Growth Rate non-GAAP	4.8%	FY 2025	—
Alternative Assets Under Administration (change over 2 years)	$637B	over 2 years	—
Capital returned to shareholders	$384.2M	Q4 2025	—
Consolidated net leverage ratio	2.8	FY 2025	—
LTM consolidated EBITDA attributable to SS&C	$2.5B	Q4 2025	—
Net secured leverage ratio	1.7	FY 2025	—
Operating cash flow per weighted average diluted shares outstanding	$6.89	FY 2025	—
Share repurchase amount	$318.7M	Q4 2025	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Software - Application — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
SSNC SS&C Technologies Holdings Inc this stock	$19.62B	-4.6%	+13.1%	24.1	2.0%
SAP Sap SE	$254.76B	-8.8%	—	—	0.7%
SHOP Shopify Inc.	$197.14B	-5.0%	+30.1%	102.8	1.2%
CRM Salesforce, Inc.	$169.23B	-3.4%	+25.9%	18.8	3.2%
UBER Uber Technologies, Inc	$160.99B	-3.5%	+18.3%	—	2.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

721

% held: 85.8%
Net QoQ: +58.7K sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

493

View

Short & Settlement

Short Interest Falling

Shares short

4.8M

Days to cover: 2.7d
Change: -1.2M sh

View

Short Volume

Short vol %

32%

As of: Aug 28, 2026

Short Total

View

Fails to Deliver

FTD shares

3.1K

Value: $244.9K
As of: Jul 29, 2026

View

Off-Exchange

Off-exchange %

47.1%

Week of: Jul 20, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

Gilbert Cisneros

Amount: $1.0K–$15.0K
Traded: May 1, 2026

View

Financials

Revenue (FY)

$6.3B

Net income (FY): $796.9M
EPS diluted: $3.15

View

Buybacks

Authorized

$1.5B

View

Filings

SEC Filings

Latest

10-Q

Filed: Jul 30, 2026
This year: 9

View

Proposed Sales

Value

$200.0K

Shares: 3.0K
Filed: May 22, 2026

View

Earnings & Events

Earnings Calls

Last call

Jul 23, 2026

View

Performance

	5D	20D	120D	MTD	YTD
SSNC	+0.6%	+8.3%	+12.1%	+8.3%	-4.6%
SPY	+0.5%	+3.0%	+13.4%	+3.0%	+12.8%
vs SPY	+0.1%	+5.3%	-1.3%	+5.3%	-17.4%

Capital returns

Latest dividend

$0.27 / share · ex Jun 1, 2026

Declared · upcoming

$0.30 / share · ex Sep 1, 2026

Raised 8%

Paid (TTM)

$1.08 / share · 4 payouts

Dividend yield (TTM, derived)

1.29%

Buyback program · as of May 21, 2026

Authorized

$1.50B

Spent (derived)

—

Remaining

—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1402436 CUSIP 78467J100 13F (30d) 544 filings 537 filers Visit website Investor relations

SSNC · SS&C Technologies Holdings Inc

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns