Dimensional Fund Advisors LP Has $210.51 Million Position in SS&C Technologies Holdings, Inc. $SSNC

Dimensional Fund Advisors LP grew its stake in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 2.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 3,115,616 shares of the technology company’s stock after buying an additional 60,089 shares during the quarter. Dimensional Fund Advisors LP’s holdings in SS&C Technologies were worth $210,508,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its stake in shares of SS&C Technologies by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 20,532,012 shares of the technology company’s stock worth $1,794,908,000 after purchasing an additional 74,170 shares during the last quarter. Pzena Investment Management LLC boosted its position in SS&C Technologies by 1.4% during the fourth quarter. Pzena Investment Management LLC now owns 10,313,582 shares of the technology company’s stock worth $901,613,000 after purchasing an additional 137,691 shares during the period. State Street Corp grew its stake in SS&C Technologies by 2.1% in the 4th quarter. State Street Corp now owns 6,064,115 shares of the technology company’s stock valued at $530,125,000 after buying an additional 125,580 shares in the last quarter. Bank of Montreal Can lifted its holdings in SS&C Technologies by 4,424.6% during the 4th quarter. Bank of Montreal Can now owns 5,126,190 shares of the technology company’s stock worth $448,132,000 after purchasing an additional 5,012,893 shares in the last quarter. Finally, Swedbank AB boosted its position in shares of SS&C Technologies by 15.0% in the first quarter. Swedbank AB now owns 4,307,795 shares of the technology company’s stock valued at $291,078,000 after acquiring an additional 563,196 shares during the period. Institutional investors and hedge funds own 96.90% of the company’s stock.

SS&C Technologies Stock Up 10.4%

SSNC opened at $73.88 on Friday. The company has a debt-to-equity ratio of 1.06, a quick ratio of 1.10 and a current ratio of 1.10. SS&C Technologies Holdings, Inc. has a fifty-two week low of $61.40 and a fifty-two week high of $91.07. The firm’s fifty day moving average is $66.98 and its 200 day moving average is $71.64. The stock has a market cap of $17.79 billion, a price-to-earnings ratio of 21.23 and a beta of 1.11.

SS&C Technologies (NASDAQ:SSNC) last released its earnings results on Thursday, July 23rd. The technology company reported $1.76 EPS for the quarter, topping the consensus estimate of $1.68 by $0.08. SS&C Technologies had a net margin of 13.16% and a return on equity of 21.02%. The firm had revenue of $1.70 billion for the quarter, compared to the consensus estimate of $1.66 billion. During the same quarter in the previous year, the firm earned $1.45 earnings per share. The company’s quarterly revenue was up 10.3% compared to the same quarter last year. SS&C Technologies has set its FY 2026 guidance at 6.930-7.250 EPS and its Q3 2026 guidance at 1.730-1.790 EPS. On average, sell-side analysts forecast that SS&C Technologies Holdings, Inc. will post 6.17 earnings per share for the current fiscal year.

SS&C Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Monday, June 1st were given a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 1.5%. The ex-dividend date was Monday, June 1st. SS&C Technologies’s payout ratio is currently 33.44%.

Analyst Ratings Changes

A number of research firms recently commented on SSNC. Jefferies Financial Group reduced their target price on SS&C Technologies from $92.00 to $83.00 and set a “buy” rating on the stock in a research note on Monday, July 20th. UBS Group lifted their price target on SS&C Technologies from $112.00 to $115.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Morgan Stanley decreased their target price on shares of SS&C Technologies from $86.00 to $78.00 and set an “equal weight” rating for the company in a research note on Friday, April 24th. Wall Street Zen raised shares of SS&C Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Finally, DA Davidson reissued a “buy” rating and issued a $96.00 target price on shares of SS&C Technologies in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, SS&C Technologies currently has an average rating of “Moderate Buy” and an average price target of $93.25.

More SS&C Technologies News

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

• Positive Sentiment: SS&C beat Q2 expectations with earnings of $1.76 per share versus $1.68 expected, and revenue of $1.70 billion versus $1.66 billion expected, alongside 10.3% year-over-year revenue growth. SS&C Technologies Releases Record Q2 2026 Financial Results
• Positive Sentiment: The company raised guidance, projecting Q3 2026 EPS of $1.73-$1.79 and FY 2026 EPS of $6.93-$7.25, both above consensus, which supports expectations for continued earnings momentum. SS&C Technologies Holdings, Inc. 2026 Q2 – Results – Earnings Call Presentation
• Positive Sentiment: Royal Bank of Canada lifted its price target on SS&C from $89 to $92 and reiterated an “outperform” rating, signaling higher confidence in the stock’s upside. Benzinga
• Neutral Sentiment: Additional post-earnings coverage, including transcript and earnings snapshot articles, mostly reiterates the same message: SS&C’s quarter topped estimates and the company sounded constructive about its outlook. SS&C Technologies Holdings, Inc. (SSNC) Q2 2026 Earnings Call Transcript

Insider Transactions at SS&C Technologies

In related news, Director Michael Jay Zamkow sold 3,000 shares of SS&C Technologies stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $66.68, for a total value of $200,040.00. Following the completion of the transaction, the director owned 18,404 shares in the company, valued at approximately $1,227,178.72. This trade represents a 14.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Jonathan E. Michael sold 2,740 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $66.86, for a total value of $183,196.40. Following the completion of the sale, the director directly owned 79,384 shares of the company’s stock, valued at $5,307,614.24. The trade was a 3.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 8,740 shares of company stock worth $583,576. Insiders own 16.00% of the company’s stock.

SS&C Technologies Company 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.