Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

SS&C Technologies Holdings Inc
Next earnings Jul 21, 2026 · consensus $1.71 EPS, $1.70B rev
Last earnings -0.9% on 2026-04-23
Sticky, recurring-revenue fund-admin and fintech leader at 20.8x earnings, throwing off $1.74B cash; leverage the main caveat.
Sources: SEC EDGAR (CIK 0001402436, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:49:44 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~18% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
SS&C is the world's leading hedge fund and private equity administrator and a deeply entrenched financial-software provider, serving more than 23,000 clients with mission-critical, contractually recurring services. FY2025 revenue grew 6.6% to $6.27B, continuing a steady climb from $5.05B in FY2021, and software-enabled services revenue rose to $5,211.1 million. Profitability is strong and durable: a 48.2% gross margin, 22.9% operating margin, operating income of $1.44B (+6.9%), net income of $797M (+4.8%), and diluted EPS of $3.15. The model converts beautifully to cash, generating $1,744.8 million of operating cash flow (+25.7%) on just $80.8M of capex.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $5.05B | $5.28B | $5.50B | $5.88B | $6.27B |
| Gross profit | $2.41B | $2.52B | $2.65B | $2.86B | $3.02B |
| Operating income | $1.24B | $1.14B | $1.21B | $1.34B | $1.44B |
| Net income | $800M | $650M | $607M | $761M | $797M |
| Diluted EPS | $2.99 | $2.48 | $2.39 | $3.00 | $3.15 |
| Net margin | 15.8% | 12.3% | 11.0% | 12.9% | 12.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
4 sells · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 3 sales
| 2026-05-22 | ZAMKOW MICHAEL JAY Director | Exercise | 3.00K @ $30.45 | $91.3K |
| 2026-05-22 | ZAMKOW MICHAEL JAY Director | Sell | 3.00K @ $66.68 | $200K |
| 2026-05-20 | ZAMKOW MICHAEL JAY Director | Exercise | 3.00K @ $30.45 | $91.3K |
| 2026-05-20 | ZAMKOW MICHAEL JAY Director | Sell | 3.00K @ $66.78 | $200K |
| 2026-05-20 | ZAMKOW MICHAEL JAY Director | Exercise | 2.58K | |
| 2026-05-20 | Walton Debra Director | Exercise | 2.58K | |
| 2026-05-20 | Varsano David Director | Exercise | 2.58K | |
| 2026-05-20 | Vanni d'Archirafi Francesco Paolo Director | Exercise | 2.58K | |
| 2026-05-20 | MICHAEL JONATHAN E Director | Exercise | 6.00K @ $30.45 | $183K |
| 2026-05-20 | MICHAEL JONATHAN E Director | Sell | 2.74K @ $66.86 | $183K |
| 2026-05-20 | MICHAEL JONATHAN E Director | Exercise | 2.58K | |
| 2026-05-20 | Conjeevaram Smita Director | Exercise | 2.58K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.