Capital Investment Services of America Inc. Lowers Stock Position in SS&C Technologies Holdings, Inc. $SSNC

Capital Investment Services of America Inc. decreased its position in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 4.5% in the fourth quarter, HoldingsChannel reports. The fund owned 278,129 shares of the technology company’s stock after selling 13,124 shares during the quarter. SS&C Technologies makes up 2.3% of Capital Investment Services of America Inc.’s portfolio, making the stock its 18th largest position. Capital Investment Services of America Inc.’s holdings in SS&C Technologies were worth $24,314,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of SSNC. V Square Quantitative Management LLC purchased a new stake in SS&C Technologies during the fourth quarter valued at approximately $37,000. Quent Capital LLC purchased a new stake in SS&C Technologies during the third quarter valued at approximately $39,000. Cornerstone Planning Group LLC lifted its position in 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 valued at $39,000 after acquiring an additional 416 shares during the last quarter. Osterweis Capital Management Inc. purchased a new stake in SS&C Technologies during the second quarter valued at approximately $40,000. Finally, Root Financial Partners LLC purchased a new stake in SS&C Technologies during the third quarter valued at approximately $42,000. Hedge funds and other institutional investors own 96.90% of the company’s stock.

Key Stories Impacting SS&C Technologies

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

• Positive Sentiment: Q1 results beat consensus: adjusted EPS $1.69 and revenue ~$1.65B, with revenue +8.8% YoY and management raising full-year 2026 EPS and revenue ranges — a fundamental positive for growth and profitability. SS&C Technologies Releases Q1 2026 Financial Results
• Positive Sentiment: UBS raised its price target to $115 and kept a Buy rating, signaling conviction from a large shop and implying meaningful upside versus current levels. Benzinga
• Neutral Sentiment: Q2 guidance: EPS guided to $1.640–1.700 (slightly above consensus EPS) but revenue guided to ~$1.6–1.7B (broadly in line or modestly below some estimates). Guidance is not conservative, but it lacked a big step-up that some investors hoped to see after the beat. SS&C Q1 Results – Press Release / Slide Deck
• Neutral Sentiment: Full earnings call and transcripts are available — useful for color on client wins, backlog, margins and M&A commentary that will matter for upcoming quarters. SS&C Q1 2026 Earnings Call Transcript (InsiderMonkey)
• Negative Sentiment: Several analysts trimmed price targets or moved to a more cautious stance (Morgan Stanley cut target to $78 and set Equal Weight; Needham trimmed to $90 though kept Buy; Jefferies reduced its target to $92) — analyst mark-downs and talk of sector multiple compression can pressure the stock even when results are solid. Benzinga (analyst moves)
• Negative Sentiment: Market commentary suggests a post-earnings “sell-the-news” reaction; Quiver notes an analyst price-target cut cited sector multiple compression as a headwind. SS&C Technologies falls 4% as investors digest Q1 results and a price-target cut
• Negative Sentiment: Insider selling: a disclosed sale of 150,000 shares by Normand A. Boulanger was reported, which can weigh on near-term sentiment even if not indicative of company fundamentals. Quiver Quantitative (insider activity)

SS&C Technologies Stock Down 4.0%

NASDAQ:SSNC opened at $67.29 on Friday. The firm has a market capitalization of $16.20 billion, a P/E ratio of 20.83 and a beta of 1.19. SS&C Technologies Holdings, Inc. has a 1-year low of $65.05 and a 1-year high of $91.07. The company’s fifty day moving average price is $70.96 and its 200-day moving average price is $79.59. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.07 and a quick ratio of 1.07.

SS&C Technologies (NASDAQ:SSNC) last released its quarterly earnings results on Thursday, April 23rd. The technology company reported $1.69 EPS for the quarter, beating the consensus estimate of $1.65 by $0.04. The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.63 billion. SS&C Technologies had a net margin of 12.65% and a return on equity of 20.09%. The firm’s revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the business earned $1.44 earnings per share. SS&C Technologies has set its Q2 2026 guidance at 1.640-1.700 EPS. As a group, equities research analysts anticipate that SS&C Technologies Holdings, Inc. will post 6.2 EPS for the current year.

SS&C Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were given a $0.27 dividend. The ex-dividend date was Monday, March 2nd. This represents a $1.08 annualized dividend and a dividend yield of 1.6%. SS&C Technologies’s dividend payout ratio (DPR) is 33.44%.

Wall Street Analyst Weigh In

A number of research firms recently commented on SSNC. Weiss Ratings cut shares of SS&C Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, April 7th. Jefferies Financial Group cut their price target on shares of SS&C Technologies from $105.00 to $92.00 and set a “buy” rating on the stock in a research note on Tuesday, April 21st. DA Davidson cut their price target on shares of SS&C Technologies from $106.00 to $96.00 and set a “buy” rating on the stock in a research note on Friday, April 17th. Needham & Company LLC cut their price target on shares of SS&C Technologies from $95.00 to $90.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Wall Street Zen upgraded shares of SS&C Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, April 11th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $96.13.

About SS&C Technologies

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.