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(Nasdaq: SSNC), a financial technology company, today announced an expansion of their partnership to streamline the outdated 401(k) rollover process.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 ...

Core Viewpoint - SS&C ALPS Advisors has transferred the listing of several ETFs from Cboe BZX Exchange to NYSE Arca to enhance operational efficiency and market profile [1][2]. Group 1: ETF Listing Transfer - The ETFs transferred include ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (Ticker: OUSM), ALPS | O'Shares U.S. Quality Dividend ETF (Ticker: OUSA), ALPS | O'Shares Global Internet Giants ETF (Ticker: OGIG), and ALPS | O'Shares International Developed Quality Dividend ETF (Ticker: OEFA) [1]. - The funds will continue trading under their existing ticker symbols, CUSIPs, and identifiers, with no required action from shareholders [2]. Group 2: Company Overview - SS&C ALPS Advisors is a subsidiary of SS&C Technologies, managing over $31.84 billion as of September 30, 2025, and focuses on providing investment products for advisors and institutions [5]. - SS&C Technologies, founded in 1986 and headquartered in Windsor, Connecticut, serves over 23,000 financial services and healthcare organizations globally [4].

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

PresentationKevin McVeighUBS Investment Bank, Research Division Great. Why don't we get started? Next up, we're thrilled to have Bill Stone, the CEO of SS&C. Part of our goal here today is to try to keep this as iterative as possible. So we'll start with a couple of questions. It's always great to get your perspective on a lot of things. But part of this year, well, I just need to read the kind of standard disclaimer, and then we'll get right into it. But as a research analyst, I'm required to provide cert ...

Summary of SS&C Technologies Conference Call Company Overview - **Company**: SS&C Technologies (NasdaqGS:SSNC) - **Conference Date**: December 03, 2025 - **CEO**: Bill Stone Key Industry Insights - **Technological Evolution**: SS&C has navigated various technological changes since its inception in 1986, including the rise of AI, which is seen as the latest inflection point in the industry [4][6][8] - **Generative AI**: The company is positioned to leverage generative AI, with a focus on maintaining service quality alongside software offerings, differentiating itself from newer entrants lacking service support [10][11] Financial Performance - **Revenue Growth**: SS&C is projected to achieve revenues of approximately $6.2-$6.3 billion in 2025, a significant increase from $1 billion in 2015, indicating a strong compound annual growth rate [26][39] - **Organic Growth**: The company has experienced a structural shift in organic growth, with a range of 4-8%, consistently achieving 5-6% over recent quarters, up from a previous range of 1-2% [16][18] - **Cash Flow**: SS&C expects to generate around $1.5 billion in free cash flow for the year, with a cash flow yield of approximately 7% [32][34] Client Base and Market Position - **Client Sophistication**: The company serves large, sophisticated clients in the fund administration sector, including major firms like Point72 and Citadel, which require advanced services due to regulatory complexities [18][19] - **Retention Rates**: SS&C boasts a high retention rate of 97%, indicating strong client loyalty and satisfaction [26] Strategic Initiatives - **Acquisitions**: The company has made strategic acquisitions, such as Blue Prism and Calastone, to enhance its technological capabilities and geographic reach [36][41] - **Investment in AI**: SS&C has deployed over 3,000 digital workers since acquiring Blue Prism, leading to significant operational efficiencies and cost savings estimated at $200 million [24][28] Risk Management - **Cybersecurity**: The company emphasizes the importance of internal security measures to protect intellectual property, acknowledging that threats can often come from within [12][13] - **Regulatory Compliance**: SS&C navigates a complex regulatory landscape across multiple jurisdictions, which adds to the demand for its services [12] Market Trends - **Consolidation in the Industry**: The market has seen consolidation among competitors, which supports SS&C's growth strategy and validates its business model [43][44] Conclusion - SS&C Technologies is well-positioned for continued growth, leveraging technological advancements, maintaining high client retention, and executing strategic acquisitions to enhance its market presence and operational efficiency [26][39][41]

Core Insights - The retirement industry is experiencing significant developments in 2024, with major record keepers like Fidelity and Empower launching new retirement income products [1][5][8] - Adoption of retirement income products is gradually increasing, driven by ongoing education and infrastructure improvements within the industry [3][4][6] - The introduction of middleware solutions is facilitating better connectivity between retirement plans and record keepers, enhancing the availability of retirement income products [9][12][14] Industry Developments - The retirement industry is evolving slowly, but recent announcements indicate a growing number of solutions being introduced, with around 30 new products from major asset managers [2][6] - The Pension Protection Act of 2006 significantly boosted the popularity of target date funds, suggesting that similar regulatory changes could enhance the adoption of auto income solutions [7] - 2025 is anticipated to be a pivotal year for in-plan guaranteed solutions as record keepers continue to strategize on product offerings [5][8] Adoption and Education - There is a focus on educating various stakeholders, including advisors, consultants, and plan sponsors, to facilitate the adoption of retirement income products [3][4] - The due diligence process for retirement plan advisors is crucial, especially given the variety of new products available, which requires careful consideration of plan demographics and participant needs [16][17] Technology and Infrastructure - The technology side of the retirement industry is seeing increased activity, with many record keepers working on connecting to middleware solutions to offer a range of retirement income products [12][14] - The infrastructure for accommodating retirement income products is being built out, with some record keepers already connected and others in the process of establishing connections [11][13]

Core Insights - SS&C Technologies has received approval from the Central Bank of Ireland for its new entity, SS&C Wealth Services Europe, allowing it to provide wealth management technology and services across the EU from Dublin [1][2] - The approval is under the EU Markets in Financial Instruments Directive (MiFID), which supports SS&C's strategy to enhance its wealth management operations in Europe [1][2][3] Company Developments - The new entity aims to assist financial institutions in modernizing and expanding their wealth management activities, delivering integrated wealth platforms, custody, and back-office services [3] - SS&C currently employs over 550 staff in Ireland and manages over €95 billion in assets across various fund structures, along with €25 billion in Life & Pension products [4] Market Position - SS&C supports private wealth assets exceeding $6.1 trillion for over 3,000 firms globally, indicating a strong market presence [4] - The establishment of SS&C Wealth Services Europe is seen as a significant milestone in the company's European growth strategy, enhancing its ability to meet evolving client and regulatory expectations [2][3] Industry Context - IDA Ireland highlights the importance of SS&C's announcement in reinforcing Ireland's status as a key location for global financial services firms, emphasizing the combination of a skilled workforce and a stable business environment [5]

Group 1 - The recent Deliver Conference held in Phoenix was the largest ever for the company, with over 1,000 attendees and 200 sessions, indicating strong customer engagement [2] - Half of the conference sessions were moderated or presented by customers, highlighting the importance of customer feedback in technology development [2] - The conference served as a platform to showcase the company's innovations, particularly in relation to their software and technology offerings [2] Group 2 - Key announcements made during the conference included the AI Agent catalog, Gateway, and SS&C Agent Services, which are significant developments for the company [1] - The event was utilized as a feedback loop for understanding customer requirements and enhancing product offerings [2] - The high level of engagement at the conference reflects the company's commitment to building strong relationships with its customers [2]