Diamond Hill Capital Management Inc. Decreases Position in SS&C Technologies Holdings, Inc. $SSNC

Diamond Hill Capital Management Inc. trimmed its position in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 21.6% in the third quarter, Holdings Channel.com reports. The firm owned 3,409,176 shares of the technology company’s stock after selling 939,207 shares during the period. Diamond Hill Capital Management Inc.’s holdings in SS&C Technologies were worth $302,598,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SSNC. Caldwell Trust Co acquired a new position in SS&C Technologies during the 2nd quarter worth $27,000. Cornerstone Planning Group LLC lifted its position in shares of SS&C Technologies by 1,890.9% during the third quarter. Cornerstone Planning Group LLC now owns 438 shares of the technology company’s stock worth $39,000 after purchasing an additional 416 shares during the last quarter. Quent Capital LLC acquired a new position in SS&C Technologies in the third quarter worth about $39,000. Root Financial Partners LLC bought a new stake in SS&C Technologies in the third quarter valued at about $42,000. Finally, Osterweis Capital Management Inc. acquired a new position in shares of SS&C Technologies in the 2nd quarter worth approximately $40,000. 96.90% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. Needham & Company LLC decreased their target price on SS&C Technologies from $105.00 to $95.00 and set a “buy” rating for the company in a research note on Friday. Royal Bank Of Canada raised their target price on SS&C Technologies from $97.00 to $99.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Raymond James Financial reaffirmed a “strong-buy” rating on shares of SS&C Technologies in a report on Wednesday, January 21st. DA Davidson restated a “buy” rating and issued a $106.00 target price on shares of SS&C Technologies in a research report on Friday. Finally, Jefferies Financial Group lifted their price target on SS&C Technologies from $98.00 to $105.00 and gave the company a “buy” rating in a report on Tuesday, October 28th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $101.00.

Insider Transactions at SS&C Technologies

In related news, Director Normand A. Boulanger sold 150,000 shares of the firm’s stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $85.85, for a total transaction of $12,877,500.00. Following the completion of the sale, the director directly owned 386,924 shares of the company’s stock, valued at $33,217,425.40. This trade represents a 27.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 16.40% of the stock is owned by corporate insiders.

Key SS&C Technologies News

Here are the key news stories impacting SS&C Technologies this week:

• Positive Sentiment: Q4 results beat expectations — SS&C reported $1.69 EPS vs. $1.62 consensus and $1.65B revenue vs. $1.62B, with revenue up ~8.1% year-over-year; margins and ROE remained healthy. This is the core catalyst driving the rally. Read More.
• Positive Sentiment: Management raised guidance — Q1 FY26 EPS guide of $1.62–1.68 (vs. ~1.56 consensus) and FY26 EPS guide of $6.70–7.02 (above the ~6.36 street estimate); revenue guide increased to ~$6.7–6.8B. The beat + raise combination supports upward revisions to investor models. Read More.
• Neutral Sentiment: Call/transcript and highlights—earnings call and investor presentation are available for detail on revenue drivers (SaaS, asset management services) and margin outlook; useful for modeling forward growth and churn metrics. Read More.
• Neutral Sentiment: Third‑party summaries and analysis (Zacks, Yahoo Finance, Seeking Alpha) reinforce the beat/guide story and provide metric breakouts to help update estimates. Read More.
• Negative Sentiment: Analyst price target cut — Needham lowered its target from $105 to $95 while retaining a Buy rating; the reduction narrows perceived upside despite the buy rating and could limit near-term analyst-driven gains. Read More.

SS&C Technologies Trading Up 3.2%

Shares of NASDAQ:SSNC opened at $77.39 on Friday. The firm has a fifty day moving average of $85.70 and a two-hundred day moving average of $85.90. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 0.94. SS&C Technologies Holdings, Inc. has a 12-month low of $69.61 and a 12-month high of $91.07. The firm has a market capitalization of $18.89 billion, a P/E ratio of 24.49 and a beta of 1.17.

SS&C Technologies (NASDAQ:SSNC) last released its quarterly earnings results on Thursday, February 5th. The technology company reported $1.69 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.07. The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.62 billion. SS&C Technologies had a net margin of 12.70% and a return on equity of 19.60%. The company’s quarterly revenue was up 8.1% compared to the same quarter last year. During the same quarter last year, the firm posted $1.58 earnings per share. SS&C Technologies has set its Q1 2026 guidance at 1.620-1.680 EPS and its FY 2026 guidance at 6.700-7.020 EPS. On average, equities analysts expect that SS&C Technologies Holdings, Inc. will post 5.35 EPS for the current fiscal year.

SS&C Technologies Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were given a dividend of $0.27 per share. The ex-dividend date was Monday, December 1st. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.4%. SS&C Technologies’s dividend payout ratio (DPR) is 32.05%.

SS&C Technologies Profile

SS&C Technologies is a global provider of software and services for the financial services industry, offering technology and outsourcing solutions that support investment managers, asset servicing firms, insurance companies, private equity and real estate managers, hedge funds, wealth managers and other financial institutions. The company’s offerings span front-, middle- and back-office functionality, enabling clients to automate trading, portfolio accounting, reconciliation, performance measurement, risk and compliance, and client reporting.

SS&C delivers its capabilities through a mix of licensed software, cloud-based SaaS platforms and managed services.