SS&C Technologies (SSNC)
Software and outsourced operations for financial-services and healthcare workflows.
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Provides financial-services and healthcare software plus software-enabled services. The portfolio spans front-, middle-, and back-office workflows and healthcare administration, while the business is reported as a single operating segment and has broadened through acquisitions.
Software and software-enabled services support financial-services and healthcare clients. In finance, the portfolio covers front-, middle-, and back-office work—from trading and modeling to portfolio management, accounting, reconciliation, reporting, processing, and clearing. In healthcare, it supports claims adjudication, benefit management, care management, and business intelligence.
Rather than reporting separate divisions, SS&C runs one operating segment. It has increased its focus on software-enabled services by automating delivery, expanding its offerings, and acquiring complementary businesses.
Founded and still led by William C. Stone, the company pairs a global operating footprint with an acquisition program that broadens products, specialized capabilities, market coverage, and delivery.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | UBS | Reiterate | Rating: —Target: $99 | Target: $101 |
| Aug 31, 2026 | RBC Capital | Reiterate | Rating: —Target: $92 | Target: $101 |
| Aug 13, 2026 | UBS | Reiterate | Rating: —Target: $115 | Target: $99 |
| Jul 24, 2026 | RBC Capital | Reiterate | Rating: —Target: $99 | Target: $92 |
| Jul 20, 2026 | Jefferies | Reiterate | Rating: —Target: $92 | Target: $83 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $434.8M · Total debt $7.78B · Total assets $20.61B · Shareholders' equity $6.64B
- Revenue
- $1.70B
- Operating income
- $407.0M
- Net income
- $234.8M
HistoryDividendAnnual yield
| Institutions | 86.60% | 203.20M shares | |
|---|---|---|---|
| 734 holders · as of Jun 30, 2026 | |||
| Insiders | 15.55% | 36.50M shares | |
| 11 holders · as of Aug 18, 2026 | |||
| Adds to | 102.15% | ||
234.65M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 102.15%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
William C. Stone1Insiderdirector, 10 percent owner, officer: Chairman of the Board & CEO | 15.14% | 35.20M | filed Mar 3, 2026 |
BlackRock, Inc.Institution | 7.17% | 16.82M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.19% | 12.17M | as of Jun 30, 2026 |
FMR LLCInstitution | 5.13% | 12.05M | as of Jun 30, 2026 |
Pzena Investment Management LLCInstitution | 4.70% | 11.04M | as of Jun 30, 2026 |
- William C. Stone's transaction reports restate only vehicles that traded; the 2026 ownership statement (35.20M) plus the 319.5K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 20, 2026 | Jonathan E. Michael | director | −2,740 | $66.86 |
| May 20, 2026 | Michael Jay Zamkow | director | −3,000 | $66.78 |
| May 22, 2026 | Michael Jay Zamkow | director | −3,000 | $66.68 |
| Nov 25, 2025 | Normand A. Boulanger | director | −150,000 | $85.85 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SS&C Technologies | $79.33 | −1.33% | $18.87B | 23.1 | 10.6 | 2.9 | +10.4% |
| State Street | $180.47 | −2.13% | $51.04B | 16.3 | 12.5 | 2.2 | −30.2% |
| Northern Trust | $174.67 | −2.39% | $32.74B | 15.4 | 14.7 | 2.2 | −24.9% |
| SEI Investments | $103.82 | −1.48% | $12.65B | 18.6 | 15.6 | 5.2 | +14.7% |
| FIS | $35.03 | −0.45% | $18.19B | 5.4 | 5.5 | 1.5 | +29.1% |
| Broadridge Financial Solutions | $163.47 | −0.70% | $19.04B | 17.1 | 15.5 | 2.5 | +7.5% |
| Median | 16.3 | 14.7 | 2.2 | +7.5% |