SS&C Technologies Holdings Inc(SSNC)Stock Analysis
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Rank #477 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SSNC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for SS&C Technologies Holdings Inc (SSNC), a Technology sector company. 13F Pro's AI-powered ranking engine scores SSNC at 67.2/100 on a 32-signal composite quality model, placing it at rank #477 of 2,879 stocks — the top 25% of the AI-ranked universe. SSNC scores in the top quartile across revenue scale (81.6), free cash flow (79.1), profitability (76.6). Shareholder dilution risk is elevated at 28.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), SS&C Technologies Holdings Inc reports quarterly revenue of $1.6B, net income of $226.1M, an operating margin of 24.2%. Top institutional holders of SSNC by reported 13-F value include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SSNC trades on the Nasdaq exchange and files with the SEC under CIK 1402436. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SSNC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SS&C Technologies Holdings Inc directly from SEC EDGAR. SS&C Technologies Holdings Inc's 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 67.2 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving SSNC's Business? Latest 10-Q Breakdown
AI-extracted from SS&C Technologies Holdings Inc's 10-Q filed 2026-04-30 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
SS&C Technologies reported Q1 2026 revenues of $1,647.1M (+8.8% YoY), driven by 10.8% growth in technology-enabled services to $1,407.3M, with operating income of $398.2M (+11.2% YoY).
Biggest Revenue Drivers
Total revenue: $1,647.1M+8.8% YoY
Organic revenue growth of $86.2M, acquisitions added $34.9M, favorable FX translation of $16.3M
Organic revenue decline of $10.3M, partially offset by favorable FX translation of $6.1M
Largest Expense Items
Organic cost increase of $40.1M reflecting continued investment in client service delivery
Organic cost increase of $2.7M
Enhancement of existing products and development of new software products
Acquisition impact of $15.6M and unfavorable FX of $9.1M, partially offset by lower organic personnel costs
Watch Items from the Filing
- Client funds obligations of $3,617.5M at March 31, 2026 represent significant passthrough liabilities; net decrease of $470.2M in Q1 2026 impacted financing cash flows materially.
- Operating lease liabilities of $202.9M and long-term debt of $7,320.5M (excluding current portion) represent significant leverage; consolidated net secured leverage ratio of 1.69x versus 6.25x covenant requirement provides headroom.
- Approximately 35% of revenues from non-US clients and 24% from non-USD currencies create foreign exchange exposure; Q1 2026 saw favorable FX translation of $22.4M on revenues but negative impact on foreign goodwill of $58.7M.
- Three recent acquisitions—FPS Trust Company (Feb 2025), Calastone Limited (Oct 2025), Curo Fund Services (Nov 2025)—contributed $34.9M of revenues in Q1 2026; integration execution and synergy realization critical.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.6B
Net Income
Q1 2026
$226.1M
Free Cash Flow
Q1 2026
$293.7M
Operating Margin
Q1 2026
24.2%
ROIC
Q1 2026
2.8%
D/E Ratio
Q1 2026
1.09
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+6.6% YoYNet Income
+4.8% YoYOperating Income
+6.9% YoYEPS (Diluted)
+5.0% YoYTotal Assets
+8.8% YoYTotal Debt
+6.0% YoYOp. Cash Flow
+25.7% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2019 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $6.27B +6.6% | $5.88B +11.3% | $5.28B +4.6% | $5.05B +9.0% | $4.63B +176.5% | $1.68B |
| Net Income | $796.9M +4.8% | $760.5M +17.2% | $649.0M -18.9% | $800.6M +82.6% | $438.5M +33.3% | $328.9M |
| Operating Income | $1.44B +6.9% | $1.34B +17.6% | $1.14B -8.0% | $1.24B +35.9% | $914.4M +130.4% | $396.9M |
| EPS (Diluted) | $3.15 +5.0% | $3.00 +21.0% | $2.48 -17.1% | $2.99 +80.1% | $1.66 +7.1% | $1.55 |
| Total Assets | $20.71B +8.8% | $19.04B +14.4% | $16.65B -3.9% | $17.33B +3.5% | $16.74B +202.2% | $5.54B |
| Total Debt | $7.43B +6.0% | $7.01B -1.0% | $7.08B +19.0% | $5.95B -16.8% | $7.15B +249.8% | $2.05B |
| Operating Cash Flow | $1.74B +25.7% | $1.39B +22.4% | $1.13B -20.6% | $1.43B +7.6% | $1.33B +181.5% | $471.8M |
AI Insight: SSNC Financial Trends
Revenue growth accelerated to 8.8% year-over-year in Q1 2026 while operating leverage improved with margins expanding to 24.2%.
• Revenue grew from $1,514M in Q1 2025 to $1,647M in Q1 2026, an 8.8% year-over-year increase.
• Operating margin expanded from 23.6% in Q1 2025 to 24.2% in Q1 2026, demonstrating operational leverage.
• Total debt increased from $6,857M in Q1 2025 to $7,430M in Q1 2026, up 8.4% year-over-year.
⚠ Operating cash flow volatility persists with Q1 2026 at $300M versus $644M in Q4 2025.
⚠ Debt-to-equity ratio deteriorated from 1.01x in Q1 2025 to 1.09x in Q1 2026.
AI Insight: SSNC Ratio Trends
Operating margin reached 24.2% in Q1 2026, the highest level in nearly two years, while ROIC improved to 11.2%.
• Operating margin expanded from 22.3% in Q4 2025 to 24.2% in Q1 2026, reaching highest level since Q1 2025.
• ROIC improved from 10.3% in Q4 2025 to 11.2% in Q1 2026, marking the strongest return on capital in the dataset.
• Debt-to-equity ratio remained stable at 1.09 in Q1 2026, consistent with Q4 2025 levels after declining mid-2025.
⚠ Net profit margin volatility persists, fluctuating between 11.2% and 16.2% across recent quarters without clear trend direction.
⚠ ROE shows inconsistent pattern, ranging from 9.7% to 15.2% over past eight quarters with no sustained improvement.
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13F Pro tracks comprehensive data for SS&C Technologies Holdings Inc including:
Top Institutional Holders of SSNC
BlackRock, Inc.
$1.4B20,195,611 shFMR LLC
$744.7M11,021,815 shVANGUARD PORTFOLIO MANAGEMENT LLC
$741.5M10,974,325 shPZENA INVESTMENT MANAGEMENT LLC
$655.4M9,699,260 shVANGUARD CAPITAL MANAGEMENT LLC
$624.8M9,247,187 shJANUS HENDERSON GROUP PLC
$569.3M8,425,246 shSTATE STREET CORP
$422.6M6,254,406 shCITADEL ADVISORS LLC
$376.7M5,575,290 shBANK OF MONTREAL /CAN/
$338.2M5,005,253 shSwedbank AB
$291.1M4,307,795 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.4B | 20,195,611 |
| FMR LLC | $744.7M | 11,021,815 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $741.5M | 10,974,325 |
| PZENA INVESTMENT MANAGEMENT LLC | $655.4M | 9,699,260 |
| VANGUARD CAPITAL MANAGEMENT LLC | $624.8M | 9,247,187 |
| JANUS HENDERSON GROUP PLC | $569.3M | 8,425,246 |
| STATE STREET CORP | $422.6M | 6,254,406 |
| CITADEL ADVISORS LLC | $376.7M | 5,575,290 |
| BANK OF MONTREAL /CAN/ | $338.2M | 5,005,253 |
| Swedbank AB | $291.1M | 4,307,795 |
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Is SSNC a good stock to buy?
13F Pro's AI-powered analysis of SS&C Technologies Holdings Inc (SSNC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SSNC are available on the SSNC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SSNC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SSNC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SS&C Technologies Holdings Inc's investment landscape.