SS&C Technologies Holdings, Inc. $SSNC Shares Bought by Fullcircle Wealth LLC

Fullcircle Wealth LLC grew its holdings in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 290.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,019 shares of the technology company’s stock after acquiring an additional 8,939 shares during the period. Fullcircle Wealth LLC’s holdings in SS&C Technologies were worth $1,030,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Caldwell Trust Co purchased a new position in SS&C Technologies in the second quarter valued at about $27,000. Cornerstone Planning Group LLC grew its stake in shares of SS&C Technologies by 1,890.9% in the third quarter. Cornerstone Planning Group LLC now owns 438 shares of the technology company’s stock valued at $39,000 after buying an additional 416 shares in the last quarter. Quent Capital LLC acquired a new stake in shares of SS&C Technologies in the third quarter valued at about $39,000. Root Financial Partners LLC purchased a new stake in shares of SS&C Technologies during the 3rd quarter valued at about $42,000. Finally, Osterweis Capital Management Inc. acquired a new position in SS&C Technologies during the 2nd quarter worth approximately $40,000. Institutional investors and hedge funds own 96.90% of the company’s stock.

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.

Insider Buying and Selling

In other news, Director Normand A. Boulanger sold 150,000 shares of SS&C Technologies stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $85.85, for a total value of $12,877,500.00. Following the completion of the transaction, the director owned 386,924 shares in the company, valued at approximately $33,217,425.40. This trade represents a 27.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 16.40% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Royal Bank Of Canada increased their price objective on shares of SS&C Technologies from $97.00 to $99.00 and gave the company an “outperform” rating in a research report on Friday, October 24th. Needham & Company LLC decreased their target price on shares of SS&C Technologies from $105.00 to $95.00 and set a “buy” rating for the company in a research note on Friday. Wall Street Zen raised shares of SS&C Technologies from a “hold” rating to a “buy” rating in a report on Sunday, October 12th. DA Davidson reiterated a “buy” rating and issued a $106.00 price objective on shares of SS&C Technologies in a report on Friday. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of SS&C Technologies in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, SS&C Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $101.00.

SS&C Technologies Trading Up 3.2%

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

SS&C Technologies (NASDAQ:SSNC) last issued its earnings results on Thursday, February 5th. The technology company reported $1.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.62 by $0.07. SS&C Technologies had a net margin of 12.70% and a return on equity of 19.60%. The business had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.62 billion. During the same quarter in the prior year, the business posted $1.58 EPS. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. 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. As a group, research analysts predict that SS&C Technologies Holdings, Inc. will post 5.35 earnings per share 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. Shareholders of record on Monday, December 1st were issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Monday, December 1st. SS&C Technologies’s dividend payout ratio (DPR) is currently 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.