SS&C Technologies Holdings, Inc. $SSNC Stock: Tectonic Advisors LLC Increases Stake

Key Points

• Tectonic Advisors increased its SS&C Technologies stake by 16.7% in the third quarter, adding 18,127 shares to own 126,683 shares valued at approximately $9.8 million. Institutional investors collectively own 96.9% of the company.
• SS&C reported third-quarter adjusted EPS of $1.78, ahead of the $1.77 consensus, while revenue rose 7.7% year over year to $1.69 billion. However, weaker-than-expected revenue guidance raised concerns about slowing growth and contributed to a 7.3% share-price decline to $82.96.
• Analyst sentiment remains generally positive, with a “Moderate Buy” consensus and an average price target of $96.57, despite a recent Zacks downgrade to “Strong Sell.” The company also raised its quarterly dividend to $0.30 per share, or $1.20 annually.

Tectonic Advisors LLC grew its stake in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC - Free Report) by 16.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 126,683 shares of the technology company's stock after purchasing an additional 18,127 shares during the quarter. Tectonic Advisors LLC owned approximately 0.05% of SS&C Technologies worth $9,763,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in SSNC. Jones Financial Companies Lllp bought a new stake in SS&C Technologies during the 2nd quarter valued at $25,000. Pension & Wealth Management Advisors Inc. bought a new stake in SS&C Technologies in the 3rd quarter worth $29,000. Ameritas Advisory Services LLC bought a new stake in SS&C Technologies in the 2nd quarter worth $31,000. Johnson Financial Group Inc. purchased a new position in shares of SS&C Technologies in the second quarter valued at about $43,000. Finally, Westpac Banking Corp purchased a new position in shares of SS&C Technologies in the second quarter valued at about $46,000. Institutional investors own 96.90% of the company's stock.

Key Headlines Impacting SS&C Technologies

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

• Positive Sentiment: SS&C reported third-quarter adjusted earnings of $1.78 per share, slightly above the $1.77 consensus estimate, while revenue rose 7.7% year over year to $1.69 billion, in line with expectations. Earnings also increased from $1.57 per share in the prior-year quarter. SS&C Technologies Reports Third-Quarter Results
• Positive Sentiment: Full-year 2026 EPS guidance of $7.11-$7.17 is above the $6.90 analyst consensus, and fourth-quarter EPS guidance of $1.88-$1.94 also exceeds expectations. Management continues to emphasize AI, automation, margin expansion and potential mergers and acquisitions. SS&C 2026 Revenue Outlook and EBITDA Margin Target
• Positive Sentiment: Jefferies raised its price target to $100 from $83 and maintained a Buy rating. DA Davidson likewise lifted its target to $104 from $96, providing bullish analyst support. Jefferies Price Target
• Neutral Sentiment: The quarterly revenue result was solid but failed to provide an upside surprise, and reports highlighted moderating growth despite a fifth consecutive earnings beat. SS&C Q3 Earnings Results
• Negative Sentiment: Fourth-quarter revenue guidance of approximately $1.7 billion is below the $1.8 billion consensus estimate. Full-year revenue guidance of $6.7-$6.8 billion is also at or below expectations, raising concerns that sales growth is slowing. Why SS&C Shares Are Under Pressure
• Negative Sentiment: The mismatch between better-than-expected EPS and weaker revenue guidance is the primary reason investors are selling SSNC. A recent Zacks downgrade to Strong Sell adds further negative sentiment. SS&C Q3 Earnings Beat

Analysts Set New Price Targets

SSNC has been the subject of several recent analyst reports. DA Davidson upped their price objective on shares of SS&C Technologies from $96.00 to $104.00 and gave the company a "buy" rating in a research note on Thursday. Royal Bank Of Canada boosted their price target on SS&C Technologies from $92.00 to $101.00 and gave the company an "outperform" rating in a report on Monday, August 31st. Evercore raised SS&C Technologies to an "outperform" rating in a research report on Friday. Zacks Research cut SS&C Technologies from a "hold" rating to a "strong sell" rating in a report on Tuesday. Finally, Needham & Company LLC increased their price objective on SS&C Technologies from $90.00 to $105.00 and gave the stock a "buy" rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, SS&C Technologies has an average rating of "Moderate Buy" and an average target price of $96.57.

SS&C Technologies Stock Down 7.3%

Shares of NASDAQ:SSNC traded down $6.58 during trading on Friday, hitting $82.96. The stock had a trading volume of 2,508,662 shares, compared to its average volume of 1,329,720. SS&C Technologies Holdings, Inc. has a 12 month low of $61.40 and a 12 month high of $89.93. The company has a market capitalization of $19.47 billion, a PE ratio of 23.84 and a beta of 1.09. The firm's fifty day moving average is $81.46 and its 200 day moving average is $73.70. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.09.

SS&C Technologies (NASDAQ:SSNC - Get Free Report) last released its earnings results on Thursday, October 22nd. The technology company reported $1.78 EPS for the quarter, beating analysts' consensus estimates of $1.77 by $0.01. The company had revenue of $1.69 billion during the quarter, compared to analysts' expectations of $1.69 billion. SS&C Technologies had a return on equity of 21.74% and a net margin of 12.76%. The firm's revenue for the quarter was up 7.7% compared to the same quarter last year. During the same quarter last year, the business posted $1.57 EPS. Analysts anticipate that SS&C Technologies Holdings, Inc. will post 6.26 EPS for the current fiscal year.

SS&C Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st were issued a dividend of $0.30 per share. The ex-dividend date was Tuesday, September 1st. This is a positive change from SS&C Technologies's previous quarterly dividend of $0.27. This represents a $1.20 annualized dividend and a dividend yield of 1.4%. SS&C Technologies's dividend payout ratio (DPR) is 34.48%.

SS&C Technologies Profile

SS&C Technologies Holdings, Inc is a global provider of software and technology-enabled services for the financial services and healthcare industries. The company helps investment firms, banks, insurers, corporations and healthcare organizations manage operations, data, reporting and regulatory requirements through integrated technology platforms and outsourced services.

Its financial services offerings support areas including investment and fund accounting, portfolio and wealth management, trading and risk management, alternative investments, private markets, transfer agency, fund administration and investor communications.

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