← BackSS&C Technologies Holdings Inc · SoftwareSSNC
Low riskNext report: Around Feb 4, 2027 (est.)
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 10% in the latest quarter vs a year ago
- Profitable every year for 10 years
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 4.7% to their holdings in the quarter ending June 2026 (380 bought, 334 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$82.02-1.1% that day
- Company value
- $19.2B
- Share price times all shares
- Price vs profit (P/E)
- 23.6x
- You pay about $24 for each $1 of yearly profit
- Price vs sales
- 2.9x
- Company value is 2.9 times a year of sales
- Dividend yield
- 1.3%
- Yearly dividend as a share of today's price
- Cash vs value
- 2%
- Cash as a share of company value
- Debt vs value
- 39%
- Debt as a share of company value
From SSNC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$1.7B+10% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $6.6B, up 8.6% from the 12 months before. Over 5 years, sales grew about 6.1% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.11.9%
- MissDebt under half of equityNot relying on borrowed money.1.08x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.12.7%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.7B
- PassShare count not growingNot diluting owners. Falling means buybacks.-3.4% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.48.2%
- Revenue
- $6.3B
- +6.6% vs prior year
- 5-year growth
- +6.1%/yr
- revenue, per year
- Total debt
- $7.4B
- 1.08x equity
- Current ratio
- 1.07x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Sep 30, 2026Reported Oct 22After close4:24 pm ET - Revenue
- $1.7B
- +7.8% YoY
- EPS
- $0.83
- vs $0.83
- Op. margin
- 24.2%
- +0.9 pts
- Gross margin
- 48.2%
- +0.5 pts
From the press release, checked against last year's SEC filing. Cash flow and share count update with the 10-Q.
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
62/ 100
- This week
- 1
- Normal week
- 0.6
- vs normal
- 1.6x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+4.7%Institutions added 4.7% to their holdings. 380 bought, 334 sold.
Shares held by institutions202.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.8%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.1x · $7.6B debtShares outstandingLatest reported
235MNext reportAround Feb 4, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 22
- Results filedJul 23
- Results filedApr 23
- Results filedFeb 5
- Results filedOct 23, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Option exerciseBrian N SchellEVP & CFO
40,170 shares
- +44% of holdings
- Now owns 132,249 shares
- Filed 3 days after trade
- Also: Shares withheld for taxes
Option exerciseNormand A BoulangerDirector
2,580 shares
- +1% of holdings
- Now owns 389,504 shares
- Filed 2 days after trade
- Also: Stock award
Option exerciseSmita ConjeevaramDirector
2,580 shares
- +20% of holdings
- Now owns 15,504 shares
- Filed 2 days after trade
- Also: Stock award
SoldJonathan E MichaelDirector
2,740 shares at $66.86 · $183K
- -3% of holdings
- Now owns 79,384 shares
- Not a pre-planned sale
- Filed 2 days after trade
- Also: Option exercise, Stock award
Option exerciseD'archirafi Francesco Paolo VanniDirector
2,580 shares
- +211% of holdings
- Now owns 3,804 shares
- Filed 2 days after trade
- Also: Stock award