97,461 Shares in SS&C Technologies Holdings, Inc. $SSNC Bought by EP Wealth Advisors LLC

Posted by Stanley Muller on Aug 22nd, 2026

EP Wealth Advisors LLC bought a new position in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC – Free Report) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 97,461 shares of the technology company’s stock, valued at approximately $6,047,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Havemeyer Place LP acquired a new position in shares of SS&C Technologies during the fourth quarter worth about $26,000. EFG International AG acquired a new stake in SS&C Technologies in the 4th quarter valued at approximately $29,000. Osterweis Capital Management Inc. bought a new stake in SS&C Technologies in the 2nd quarter valued at approximately $40,000. Fifth Third Bancorp lifted its stake in 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 acquiring an additional 329 shares in the last quarter. Finally, Johnson Financial Group Inc. acquired a new position in SS&C Technologies during the 2nd quarter worth approximately $43,000. Institutional investors and hedge funds own 96.90% of the company’s stock.

SS&C Technologies Price Performance

Shares of SSNC opened at $82.95 on Friday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.09. The company’s fifty day simple moving average is $71.82 and its 200 day simple moving average is $70.80. SS&C Technologies Holdings, Inc. has a 1-year low of $61.40 and a 1-year high of $91.07. The company has a market cap of $19.46 billion, a price-to-earnings ratio of 23.84 and a beta of 1.07.

SS&C Technologies (NASDAQ:SSNC – Get Free Report) last announced 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. The company had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.66 billion. SS&C Technologies had a net margin of 13.16% and a return on equity of 21.20%. The company’s quarterly revenue was up 10.3% on a year-over-year basis. During the same quarter last year, the firm posted $1.45 EPS. 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, research analysts forecast that SS&C Technologies Holdings, Inc. will post 6.28 earnings per share for the current fiscal year.

SS&C Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be given a $0.30 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This is a positive change from SS&C Technologies’s previous quarterly dividend of $0.27. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.4%. SS&C Technologies’s payout ratio is 31.03%.

Wall Street Analysts Forecast Growth

SSNC has been the topic of a number of recent research reports. Morgan Stanley lowered their price objective on shares of 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. Jefferies Financial Group decreased their target price on shares of SS&C Technologies from $92.00 to $83.00 and set a “buy” rating for the company in a research report on Monday, July 20th. JPMorgan Chase & Co. cut their price target on shares of SS&C Technologies from $94.00 to $87.00 and set a “neutral” rating on the stock in a research report on Monday, July 20th. DA Davidson restated a “buy” rating and set a $96.00 price objective on shares of SS&C Technologies in a research note on Monday, July 27th. Finally, Needham & Company LLC restated a “buy” rating and issued a $90.00 price objective on shares of SS&C Technologies in a report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $91.25.

Check Out Our Latest Stock Report on SS&C Technologies

SS&C Technologies Company Profile

(Free Report)

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.