SS&C Technologies Holdings Inc
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+ FollowMarket Cap$18.57B
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Earnings Call Q3 2026
October 22, 2026 - AI Summary
Strong Q3 performance + margin expansion (beat momentum)
- Adjusted revenue $1.691B (+7.8% YOY); adjusted organic growth 5.2% (constant currency), driven by renewals, large deal implementation milestones, and market tailwinds.
- Adjusted diluted EPS $1.78 (+14.8% YOY).
- Record adjusted consolidated EBITDA $674.8M (+9%); adjusted EBITDA margin 39.9% (+40 bps)—notably continuing to expand as scale and productivity improve.
Cash generation + shareholder returns (dividend raise + buybacks)
- Operating cash flow (9 months ended Sept 30, 2026): $1.216B (+10.4% YOY).
- Q3 shareholder returns: $225M total ($154.8M buybacks: 1.9M shares + $70.5M dividends).
- Dividend increased 11.1% in August to $1.20/share annually (signals confidence in consistent cash flow).
- Management emphasis: they believe they can do buybacks, dividends, debt paydown, and acquisitions without having to choose.
FY2026 outlook raised (clear forecasts)
- Q4 guidance: revenue $1.70B–$1.74B with ~4% organic growth at midpoint; adjusted net income $454M–$470M; adjusted diluted EPS $1.88–$1.94.
- FY2026 guidance raised: revenue $6.736B–$6.776B with 5.5% organic growth at midpoint; adjusted net income $1.726B–$1.742B; adjusted diluted EPS $7.11–$7.17.
- Profitability targets: ~10% EBITDA growth, +90 bps EBITDA margin expansion, and ~41% exiting EBITDA margin.
- Key assumptions mentioned: interest rates assumed stable at current levels, effective tax rate ~22.5%, capex 4.4%–4.8% of revenue.
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$90.14
13.4% upside
Current Fair Value
13.4% upsideUndervalued by 13.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $18.57 Billion |
|---|---|
| Enterprise Value | $26.14 Billion |
| Annual dividend | $1.11 |
| Dividend yield | 1.43% |
| Earnings per Share | $3.26 |
| Beta | 1.04 |
| Outstanding Shares | 234,600,000 |
Return
| Return on Equity | 12.73% |
|---|---|
| Return on Assets | 4.18% |
| Return on Invested Capital | 11.98% |
Valuation & Multiples
| P/E Ratio | 21.77 |
|---|---|
| PEG | -411.82 |
| Price to Sales | 2.84 |
| Price to Book Ratio | 2.84 |
| Enterprise Value to Revenue | 3.91 |
| Enterprise Value to EBIT | 16.52 |
| Enterprise Value to Net Income | 30 |
| Total Debt to Enterprise | 0.31 |
| Debt to Equity | 1.21 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 22, 2026
EPS
$1.78
Est. $1.77Revenue
$1.69 B
Est. $1.69 BNext Earnings Call
Expected Date
February 4, 2027
EPS Estimate
$1.93
Consensus analyst estimateRevenue Estimate
$1.73 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 109.03% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 46,800▼ 52.68% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 20.70%▼ 63.58% |
|---|---|
| Total Invested | $3.85B▼ 69.55% |
| Investors Holding | 339▼ 400.00% |
About SS&C Technologies Holdings Inc
22,600 employees
CEO: William Stone
SS&C is a global provider of services and software for the Unancial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has o ces around the world. Some 18,000 Enancial services and hea...