Impact Partnership Wealth LLC Invests $923,000 in SS&C Technologies Holdings, Inc. $SSNC

Posted by Brian Himes on Jul 1st, 2026

Impact Partnership Wealth LLC bought a new position in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 13,661 shares of the technology company’s stock, valued at approximately $923,000.

Other institutional investors have also bought and sold shares of the company. Bank of Montreal Can boosted its stake in shares of SS&C Technologies by 4,424.6% in the 4th 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 in the last quarter. Norges Bank acquired a new stake in shares of SS&C Technologies during the 4th quarter worth about $242,846,000. Lyrical Asset Management LP acquired a new stake in shares of SS&C Technologies during the 4th quarter worth about $220,573,000. Alliancebernstein L.P. lifted its holdings in SS&C Technologies by 503.0% during the 3rd quarter. Alliancebernstein L.P. now owns 1,261,559 shares of the technology company’s stock valued at $111,976,000 after purchasing an additional 1,052,331 shares during the last quarter. Finally, Junto Capital Management LP bought a new position in SS&C Technologies during the 3rd quarter valued at about $89,281,000. Institutional investors and hedge funds own 96.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on SSNC shares. UBS Group upped their price objective on shares of SS&C Technologies from $112.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Weiss Ratings cut shares of SS&C Technologies from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, May 8th. Wall Street Zen raised SS&C Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. DA Davidson restated a “buy” rating and set a $96.00 price target on shares of SS&C Technologies in a research report on Monday, April 27th. Finally, Jefferies Financial Group dropped their price target on SS&C Technologies from $105.00 to $92.00 and set a “buy” rating for the company in a report on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $96.12.

View Our Latest Stock Analysis on SS&C Technologies

SS&C Technologies Stock Down 1.4%

Shares of NASDAQ:SSNC opened at $62.05 on Wednesday. SS&C Technologies Holdings, Inc. has a 12 month low of $61.40 and a 12 month high of $91.07. The company’s 50-day moving average price is $67.35 and its two-hundred day moving average price is $74.11. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.06. The firm has a market cap of $14.94 billion, a P/E ratio of 19.21 and a beta of 1.09.

SS&C Technologies (NASDAQ:SSNC – Get Free Report) last announced its earnings results on Thursday, April 23rd. The technology company reported $1.69 earnings per share for the quarter, topping analysts’ consensus estimates of $1.65 by $0.04. SS&C Technologies had a net margin of 12.65% and a return on equity of 20.15%. The company had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.63 billion. During the same period in the previous year, the firm posted $1.44 earnings per share. The company’s revenue was up 8.8% on a year-over-year basis. SS&C Technologies has set its Q2 2026 guidance at 1.640-1.700 EPS. As a group, research analysts forecast that SS&C Technologies Holdings, Inc. will post 6.17 EPS for the current fiscal year.

SS&C Technologies Dividend Announcement

The company also recently disclosed 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. The ex-dividend date of this dividend was Monday, June 1st. This represents a $1.08 annualized dividend and a yield of 1.7%. SS&C Technologies’s dividend payout ratio is currently 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 stock was sold at an average price of $66.68, for a total transaction of $200,040.00. Following the completion of the sale, 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 value of $183,196.40. Following the transaction, the director directly owned 79,384 shares in the company, valued at $5,307,614.24. This trade represents a 3.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 8,740 shares of company stock worth $583,576 over the last quarter. Corporate insiders own 16.00% of the company’s stock.

About SS&C Technologies

(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.