SS&C Technologies Holdings, Inc. $SSNC Shares Purchased by Teacher Retirement System of Texas

Key Points

• Teacher Retirement System of Texas increased its stake in SS&C by 374.3% in Q4, buying 108,746 shares to hold 137,799 shares worth about $12.05 million (0.06% of the company).
• Q1 results beat expectations — adjusted EPS $1.69 vs. $1.65 estimate and revenue ~$1.65B (+8.8% YoY) — and management raised full-year 2026 EPS and revenue ranges.
• Market reaction was mixed: UBS raised its price target to $115 and kept a Buy, while several firms cut targets (e.g., Morgan Stanley), and an insider sale of 150,000 shares was reported, creating near-term pressure despite the beat.

Teacher Retirement System of Texas raised its holdings in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC - Free Report) by 374.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 137,799 shares of the technology company's stock after purchasing an additional 108,746 shares during the quarter. Teacher Retirement System of Texas owned 0.06% of SS&C Technologies worth $12,046,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in SSNC. V Square Quantitative Management LLC purchased a new stake in SS&C Technologies in the 4th quarter valued at approximately $37,000. Quent Capital LLC purchased a new stake in SS&C Technologies in the 3rd quarter valued at approximately $39,000. Cornerstone Planning Group LLC boosted its holdings in SS&C Technologies by 1,890.9% in the 3rd quarter. Cornerstone Planning Group LLC now owns 438 shares of the technology company's stock valued at $39,000 after purchasing an additional 416 shares in the last quarter. Osterweis Capital Management Inc. purchased a new stake in SS&C Technologies in the 2nd quarter valued at approximately $40,000. Finally, Root Financial Partners LLC purchased a new stake in SS&C Technologies in the 3rd 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)

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. UBS Group lifted their price objective on SS&C Technologies from $112.00 to $115.00 and gave the company a "buy" rating in a report on Friday. Raymond James Financial reaffirmed a "strong-buy" rating on shares of SS&C Technologies in a report on Wednesday, January 21st. Weiss Ratings lowered SS&C Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, April 7th. Morgan Stanley lowered their price objective on SS&C Technologies from $86.00 to $78.00 and set an "equal weight" rating on the stock in a report on Friday. Finally, Wall Street Zen raised SS&C Technologies from a "hold" rating to a "buy" rating in a report on Saturday, April 11th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $96.13.

SS&C Technologies Price Performance

Shares of NASDAQ:SSNC opened at $67.29 on Friday. The business's 50 day simple moving average is $70.96 and its 200-day simple moving average is $79.64. The firm has a market capitalization of $16.20 billion, a price-to-earnings ratio of 20.83 and a beta of 1.19. 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 Holdings, Inc. has a 12 month low of $65.05 and a 12 month high of $91.07.

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

SS&C Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $1.08 annualized dividend and a dividend yield of 1.6%. SS&C Technologies's payout ratio is 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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