Punch & Associates Investment Management Inc. Has $10.05 Million Stock Holdings in SS&C Technologies Holdings, Inc. $SSNC

Punch & Associates Investment Management Inc. boosted its stake in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 23.4% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 148,755 shares of the technology company’s stock after buying an additional 28,219 shares during the quarter. Punch & Associates Investment Management Inc.’s holdings in SS&C Technologies were worth $10,051,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of SSNC. Vanguard Group Inc. grew its holdings in shares of SS&C Technologies by 0.4% during the 4th quarter. Vanguard Group Inc. now owns 20,532,012 shares of the technology company’s stock valued at $1,794,908,000 after acquiring an additional 74,170 shares in the last quarter. Pzena Investment Management LLC raised its holdings in shares of 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 acquiring an additional 137,691 shares in the last quarter. State Street Corp boosted its position in SS&C Technologies by 2.1% during the fourth quarter. State Street Corp now owns 6,064,115 shares of the technology company’s stock valued at $530,125,000 after purchasing an additional 125,580 shares during the last quarter. Bank of Montreal Can boosted its position in SS&C Technologies by 4,424.6% during the fourth quarter. Bank of Montreal Can now owns 5,126,190 shares of the technology company’s stock valued at $448,132,000 after purchasing an additional 5,012,893 shares during the last quarter. Finally, Swedbank AB grew its stake in 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 purchasing an additional 563,196 shares in the last quarter. Institutional investors and hedge funds own 96.90% of the company’s stock.

Wall Street Analysts Forecast Growth

SSNC has been the subject of a number of recent research reports. Needham & Company LLC reaffirmed a “buy” rating and set a $90.00 price target on shares of SS&C Technologies in a research note on Friday. DA Davidson reissued a “buy” rating and issued a $96.00 price target on shares of SS&C Technologies in a research note on Wednesday, July 15th. UBS Group increased their price objective on SS&C Technologies from $112.00 to $115.00 and gave the stock a “buy” rating in a report on Friday, April 24th. Wall Street Zen upgraded SS&C Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Finally, Royal Bank Of Canada boosted their target price on shares of SS&C Technologies from $89.00 to $92.00 and gave the stock an “outperform” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $93.25.

SS&C Technologies News Roundup

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 Activity at SS&C Technologies

In related news, Director Jonathan E. Michael sold 2,740 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $66.86, for a total transaction of $183,196.40. Following the completion of the sale, the director directly owned 79,384 shares of the company’s stock, valued at approximately $5,307,614.24. This represents a 3.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael Jay Zamkow sold 3,000 shares of the firm’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 transaction, the director owned 18,404 shares in the company, valued at $1,227,178.72. The trade was a 14.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 8,740 shares of company stock worth $583,576. Corporate insiders own 16.00% of the company’s stock.

SS&C Technologies Price Performance

Shares of NASDAQ:SSNC opened at $73.88 on Friday. SS&C Technologies Holdings, Inc. has a fifty-two week low of $61.40 and a fifty-two week high of $91.07. The business has a 50-day moving average of $66.98 and a two-hundred day moving average of $71.64. The stock has a market capitalization of $17.79 billion, a P/E 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 issued its quarterly earnings data 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 business had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.66 billion. During the same quarter in the prior year, the firm posted $1.45 EPS. The firm’s revenue for the quarter 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 research analysts predict that SS&C Technologies Holdings, Inc. will post 6.17 EPS for the current fiscal year.

SS&C Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were issued a dividend of $0.27 per share. 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 dividend payout ratio (DPR) is 33.44%.

About SS&C Technologies

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.