Chief Financial Officer Brian Schell provided additional detail, saying GAAP fourth-quarter revenue was $1.654 billion and net income was $193 million, or $0.77 per diluted share. On an adjusted basis, the $124 million year-over-year revenue increase was “primarily driven” by incremental contributions from GIDS ($49 million) and GlobeOp ($40 million), plus $27 million from acquisitions, partly offset by a $16 million favorable foreign exchange impact.Stone also said Intralinks showed “signs of improvement, ...

For the quarter ended December 2025, SS&C Technologies (SSNC) reported revenue of $1.65 billion, up 8.1% over the same period last year. EPS came in at $1.69, compared to $1.58 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.63 billion, representing a surprise of +1.45%. The company delivered an EPS surprise of +4.48%, with the consensus EPS estimate being $1.62.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

SS&C Technologies (NasdaqGS:SSNC) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAlexei Gogolev - Executive DirectorBill Stone - Chairman and CEOBrian Schell - CFODan Perlin - Managing DirectorJustine Stone - Head of Investor RelationsPeter Heckmann - Managing DirectorRahul Kanwar - President and COOConference Call ParticipantsJeff Schmitt - Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this ...

SS&C Technologies (NasdaqGS:SSNC) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAlexei Gogolev - Executive DirectorBill Stone - Chairman and CEOBrian Schell - CFODan Perlin - Managing DirectorJustine Stone - Head of Investor RelationsPeter Heckmann - Managing DirectorRahul Kanwar - President and COOConference Call ParticipantsJeff Schmitt - Research AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this ...

Financial Data and Key Metrics Changes - SS&C Technologies reported record adjusted revenue of $1.655 billion for Q4 2025, an increase of 8% year-over-year, and adjusted diluted earnings per share of $1.69, reflecting an 18% increase [5][10] - Adjusted consolidated EBITDA reached a record $651 million, up 9%, with an adjusted EBITDA margin of 39.3% [5][11] - Cash from operating activities for the full year was $1.745 billion, up 26% year-over-year, with operating cash flow per share at $6.89, an increase of $1.42 from 2024 [6][12] Business Line Data and Key Metrics Changes - GIDS experienced a revenue growth of 13.2%, while GlobeOp saw a 9.6% revenue increase, contributing significantly to the overall performance [5][10] - Intralinks showed signs of improvement with modest growth in Q4, indicating potential momentum for 2026 [6] Market Data and Key Metrics Changes - The company is focusing on international growth opportunities, particularly in Australia, leveraging recent superannuation mandates [5] - The healthcare business is viewed as a long-term play, with expectations for future growth despite current headwinds [20] Company Strategy and Development Direction - The company is optimistic about the AI boom, viewing it as a tailwind for growth, and is rapidly deploying AI solutions to enhance efficiency and scalability [4][9] - SS&C is prioritizing share repurchases and is open to high-quality, accretive acquisitions, with over $1 billion allocated for share repurchases in 2025 [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of growth drivers, emphasizing long-term partnerships that create recurring revenue [8][9] - The company anticipates continued strong performance in 2026, with guidance for revenue in the range of $6.65 billion to $6.74 billion and organic growth of 5.1% at the midpoint [15][16] Other Important Information - The effective non-GAAP tax rate for Q4 2025 was 19.2%, with a full-year effective tax rate of 22% [12] - The company ended Q4 with $462 million in cash and cash equivalents and a net debt of $7 billion, resulting in a net leverage ratio of 2.8 times [13] Q&A Session Summary Question: What drove the weakness in the healthcare business? - Management noted that healthcare is a long-term play and highlighted the lumpy nature of large license sales, with optimism for future growth due to new technology [20][21] Question: Update on the Elevance relationship? - Management indicated that DomaniRx is ready for onboarding, but challenges exist due to the size and complexity of Elevance's existing relationships [22] Question: Insights on alternative fund administration growth? - Management confirmed strong organic growth in the alternative fund administration sector, with expectations for continued growth in 2026, partly driven by the acquisition of Curo Fund Services [25] Question: Outlook for the intelligent automation business? - Management expressed optimism for the intelligent automation business, noting that it is a key area for innovation and growth, particularly with AI advancements [26][27] Question: Organic growth guidance for 2026? - Management stated that the consistent organic growth guidance reflects a stronger business with more predictability and recurring revenue [31] Question: Competitive advantage against emerging AI fintechs? - Management emphasized the challenges of building a large organization compared to starting a fintech, highlighting the importance of regulatory compliance and established client relationships [32][33] Question: Medium-term outlook for wealth and investment management? - Management expressed optimism for the wealth management business, citing the strength of the Black Diamond platform and ongoing integration efforts [36][38] Question: M&A environment insights? - Management indicated ongoing interest in acquisitions, noting that they are well-positioned to pursue larger opportunities if the right targets are identified [39][40]

SS&C Technologies (NASDAQ:SSNC) Q4 2025 Earnings Results SAFE HARBOR STATEMENT This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, objectives, goals, strategies, expectations, intentions, projections, developments, future events, performance or products, underlying assumptions, and ot ...

Q4 2025 GAAP revenue $1,653.5 million, up 8.1%, Fully Diluted GAAP Earnings Per Share $0.77, down 21.4% Record adjusted revenue $1,654.6 million, up 8.1%, Adjusted Diluted Earnings Per Share $1.69, up 18.2% WINDSOR, CT, February 5, 2026 (BUSINESS WIRE) -- SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial and healthcare software and software-enabled services, today announced its financial results for the fourth quarter and full year ended December 31, 2025. | | Three ...

If you ask the average investor about SS&C Technologies ( SSNC ), they will likely describe it as a boring back-office roll-up. It’s the plumbing of the financial world. It's necessary, sticky, but hardly exciting. The stock price reflects this sentiment, languishingI'm a fundamental investor who targets situations where the market has pushed a company’s valuation far out of line with its underlying economics. My professional background in corporate financial analysis has deeply shaped my investment perspec ...

Core Insights - Vulcan Value Partners reported positive results across all its investment strategies for Q4 2025, with the Large Cap Composite returning -1.5% in Q4 and 7.9% YTD, and the All-Cap Composite returning 1.3% in Q4 and 10.7% YTD, despite overvalued markets [1] Investment Performance - The Small Cap Composite (Net) gained 3.2% in Q4 and 9.5% YTD, while the Focus Composite (Net) and Focus Plus Composite (Net) both returned 0.1% in Q4, with YTD returns of 7.1% and 6.2% respectively [1] - The firm emphasized a focus on safety and long-term gains over short-term performance, drawing parallels to the late 1990s dot-com bubble [1] Company Specifics - Vulcan Value Partners exited its holdings in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) during Q4 2025, which had a one-month return of -4.23% and a 52-week gain of 7.31% [2] - As of January 22, 2026, SS&C Technologies had a market capitalization of $20.961 billion, with shares closing at $85.83 [2] Investment Rationale - The company had initially invested in SS&C Technologies in the summer of 2023, anticipating positive outcomes from its investments in sales, marketing, and product development [3] - SS&C Technologies exceeded expectations in organic revenue growth, margins, and free cash flow, leading Vulcan Value Partners to sell its position and reallocate to more attractive opportunities [3]

Partnership expansion streamlines 401(k) rollover process, giving job changers direct access to PensionBee's award-winning IRA platformNEW YORK, Jan. 12, 2026 (GLOBE NEWSWIRE) -- PensionBee (LON:PBEE), a leading retirement savings provider, and SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a financial technology company, today announced an expansion of their partnership to streamline the outdated 401(k) rollover process. Beginning January 12, 2026, all customers who use SS&C’s RolloverCentral® platform c ...