SS&C Technologies falls 4% as investors digest Q1 results and a price-target cut

SS&C Technologies Holdings, Inc. (SSNC) is down 4.0% today. Here is some analysis on what might have caused this price movement.

Analysis: SSNC appears to be moving lower as the market digests its Q1 earnings release and forward outlook, with trading action resembling a post-earnings “sell-the-news” reaction despite solid headline results. A notable analyst price-target reduction that cited sector multiple compression may have also weighed on sentiment.

Details:

SS&C reported Q1 2026 adjusted EPS of $1.69 on revenue of about $1.65 billion, both ahead of typical analyst expectations.

The company’s Q2 2026 outlook was broadly in line with consensus on revenue and slightly above on EPS, which can still disappoint investors looking for a larger guidance step-up after a quarterly beat.

Management raised full-year 2026 guidance ranges for adjusted EPS and revenue versus prior views, but investors may be focusing on valuation and near-term growth pacing rather than the raised full-year midpoint.

An analyst maintained a positive rating but lowered its price target (citing software multiple compression), which can pressure shares even when fundamentals are improving.

Sources:

SS&C Technologies Investor Relations (Business Wire), StreetInsider, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SSNC Insider Trading Activity

$SSNC insiders have traded $SSNC stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $SSNC stock by insiders over the last 6 months:

NORMAND A BOULANGER sold 150,000 shares for an estimated $12,878,130

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$SSNC Hedge Fund Activity

We have seen 331 institutional investors add shares of $SSNC stock to their portfolio, and 357 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BANK OF MONTREAL /CAN/ added 5,012,893 shares (+4424.6%) to their portfolio in Q4 2025, for an estimated $438,227,106
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,925,461 shares (-71.4%) from their portfolio in Q4 2025, for an estimated $255,743,800
LYRICAL ASSET MANAGEMENT LP added 2,523,146 shares (+inf%) to their portfolio in Q4 2025, for an estimated $220,573,423
JANUS HENDERSON GROUP PLC removed 2,519,381 shares (-15.2%) from their portfolio in Q4 2025, for an estimated $220,244,287
FMR LLC added 2,138,049 shares (+38.1%) to their portfolio in Q4 2025, for an estimated $186,908,243
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC removed 1,057,705 shares (-81.0%) from their portfolio in Q4 2025, for an estimated $92,464,571
QUBE RESEARCH & TECHNOLOGIES LTD added 1,007,967 shares (+210.8%) to their portfolio in Q4 2025, for an estimated $88,116,475

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$SSNC Analyst Ratings

Wall Street analysts have issued reports on $SSNC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Jefferies issued a "Buy" rating on 10/28/2025

To track analyst ratings and price targets for $SSNC, check out Quiver Quantitative's $SSNC forecast page.

$SSNC Price Targets

Multiple analysts have issued price targets for $SSNC recently. We have seen 5 analysts offer price targets for $SSNC in the last 6 months, with a median target of $92.0.

Here are some recent targets:

Mayank Tandon from Needham set a target price of $90.0 on 04/24/2026
James Faucette from Morgan Stanley set a target price of $78.0 on 04/24/2026
Kevin Mcveigh from UBS set a target price of $115.0 on 04/24/2026
Surinder Thind from Jefferies set a target price of $92.0 on 04/21/2026
Peter Heckmann from DA Davidson set a target price of $96.0 on 04/17/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.