Bradley Foster & Sargent Inc. CT Reduces Stock Position in SS&C Technologies Holdings, Inc. $SSNC

Bradley Foster & Sargent Inc. CT cut its holdings in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 14.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 178,809 shares of the technology company’s stock after selling 29,858 shares during the period. Bradley Foster & Sargent Inc. CT’s holdings in SS&C Technologies were worth $12,082,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Havemeyer Place LP purchased a new position in SS&C Technologies in the fourth quarter worth about $26,000. EFG International AG bought a new stake in SS&C Technologies during the fourth quarter worth approximately $29,000. V Square Quantitative Management LLC purchased a new stake in SS&C Technologies during the fourth quarter valued at approximately $37,000. Osterweis Capital Management Inc. purchased a new stake in SS&C Technologies during the second quarter valued at approximately $40,000. Finally, Fifth Third Bancorp lifted its stake in shares of SS&C Technologies by 216.4% in the 4th quarter. Fifth Third Bancorp now owns 481 shares of the technology company’s stock valued at $42,000 after purchasing an additional 329 shares during the last quarter. Institutional investors own 96.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on SSNC shares. Needham & Company LLC reiterated a “buy” rating and issued a $90.00 target price on shares of SS&C Technologies in a report on Friday. Morgan Stanley decreased their price target on SS&C Technologies from $86.00 to $78.00 and set an “equal weight” rating on the stock in a report on Friday, April 24th. Wall Street Zen upgraded SS&C Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. JPMorgan Chase & Co. dropped their price objective on shares of SS&C Technologies from $94.00 to $87.00 and set a “neutral” rating for the company in a research note on Monday, July 20th. Finally, DA Davidson reiterated a “buy” rating and set a $96.00 price objective on shares of SS&C Technologies in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $93.25.

SS&C Technologies Stock Up 10.4%

Shares of NASDAQ:SSNC opened at $73.88 on Friday. SS&C Technologies Holdings, Inc. has a 1 year low of $61.40 and a 1 year high of $91.07. The business has a 50 day simple moving average of $66.98 and a two-hundred day simple moving average of $71.64. The firm has a market capitalization of $17.79 billion, a PE ratio of 21.23 and a beta of 1.11. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.10 and a quick ratio of 1.10.

SS&C Technologies (NASDAQ:SSNC) last released its earnings results on Thursday, July 23rd. The technology company reported $1.76 EPS for the quarter, beating analysts’ consensus estimates of $1.68 by $0.08. SS&C Technologies had a return on equity of 21.02% and a net margin of 13.16%.The firm had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.66 billion. During the same quarter in the prior year, the firm posted $1.45 earnings per share. The company’s quarterly revenue was up 10.3% on a year-over-year basis. 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, equities analysts predict that SS&C Technologies Holdings, Inc. will post 6.17 EPS for the current year.

SS&C Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders 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 of this dividend was Monday, June 1st. SS&C Technologies’s dividend payout ratio is 33.44%.

Insiders Place Their Bets

In other news, Director Michael Jay Zamkow sold 3,000 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $66.68, for a total transaction of $200,040.00. Following the completion of the sale, the director directly owned 18,404 shares of the company’s stock, valued at approximately $1,227,178.72. The trade was a 14.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jonathan E. Michael sold 2,740 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $66.86, for a total transaction of $183,196.40. Following the completion of the transaction, the director owned 79,384 shares in the company, valued at approximately $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. In the last quarter, insiders sold 8,740 shares of company stock worth $583,576. Insiders own 16.00% of the company’s stock.

Key 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

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.