SS&C Technologies Holdings, Inc. $SSNC Shares Bought by Foster Victor Wealth Advisors LLC

Key Points

• Foster Victor Wealth Advisors boosted its stake in SS&C Technologies (NASDAQ:SSNC) by 8.0% to 295,413 shares, worth about $25.34 million, making SS&C roughly 1.5% of the fund's portfolio and its 12th-largest holding.
• Analyst sentiment is mixed but positive on average: MarketBeat shows a "Moderate Buy" consensus with a $101 target despite recent downgrades and reiterations, while the stock trades around $70 with a P/E of ~22 and a 52-week range of $65.05–$91.07.
• Fundamentals and payouts: SS&C beat Q4 estimates (EPS $1.69 vs. $1.62; revenue $1.65B vs. $1.62B), issued Q1 and FY2026 guidance, and pays a $0.27 quarterly dividend (annualized yield ~1.5%).

Foster Victor Wealth Advisors LLC raised its holdings in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC - Free Report) by 8.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 295,413 shares of the technology company's stock after acquiring an additional 21,950 shares during the quarter. SS&C Technologies accounts for about 1.5% of Foster Victor Wealth Advisors LLC's portfolio, making the stock its 12th biggest holding. Foster Victor Wealth Advisors LLC owned 0.12% of SS&C Technologies worth $25,341,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Argent Trust Co lifted its holdings in SS&C Technologies by 0.8% in the 3rd quarter. Argent Trust Co now owns 15,914 shares of the technology company's stock valued at $1,413,000 after acquiring an additional 126 shares during the last quarter. Whalen Wealth Management Inc. lifted its holdings in SS&C Technologies by 4.2% in the 3rd quarter. Whalen Wealth Management Inc. now owns 3,242 shares of the technology company's stock valued at $288,000 after acquiring an additional 130 shares during the last quarter. J.Safra Asset Management Corp raised its holdings in SS&C Technologies by 3.6% during the 3rd quarter. J.Safra Asset Management Corp now owns 3,750 shares of the technology company's stock worth $333,000 after buying an additional 130 shares during the period. AXA S.A. raised its holdings in SS&C Technologies by 1.4% during the 2nd quarter. AXA S.A. now owns 9,372 shares of the technology company's stock worth $776,000 after buying an additional 130 shares during the period. Finally, Dynamic Advisor Solutions LLC raised its holdings in SS&C Technologies by 2.0% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 7,248 shares of the technology company's stock worth $643,000 after buying an additional 141 shares during the period. 96.90% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

SSNC has been the topic of several recent analyst reports. Weiss Ratings downgraded SS&C Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, April 7th. Raymond James Financial restated a "strong-buy" rating on shares of SS&C Technologies in a report on Wednesday, January 21st. Needham & Company LLC cut their price objective on SS&C Technologies from $105.00 to $95.00 and set a "buy" rating on the stock in a report on Friday, February 6th. Wall Street Zen upgraded SS&C Technologies from a "hold" rating to a "buy" rating in a report on Saturday. Finally, DA Davidson restated a "buy" rating and set a $106.00 price objective on shares of SS&C Technologies in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $101.00.

SS&C Technologies Price Performance

Shares of SSNC opened at $70.03 on Wednesday. The company has a market capitalization of $16.86 billion, a price-to-earnings ratio of 22.16 and a beta of 1.19. SS&C Technologies Holdings, Inc. has a fifty-two week low of $65.05 and a fifty-two week high of $91.07. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.07 and a quick ratio of 1.07. The business's 50-day moving average is $71.53 and its 200-day moving average is $80.50.

SS&C Technologies (NASDAQ:SSNC - Get Free Report) last issued its earnings results on Thursday, February 5th. The technology company reported $1.69 earnings per share 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 the consensus estimate of $1.62 billion. SS&C Technologies had a return on equity of 19.60% and a net margin of 12.70%.The firm's quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.58 EPS. 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. Equities research analysts expect that SS&C Technologies Holdings, Inc. will post 5.35 EPS for the current fiscal year.

SS&C Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were issued a $0.27 dividend. The ex-dividend date was Monday, March 2nd. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.5%. SS&C Technologies's dividend payout ratio is currently 34.18%.

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.

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