SS&C Technologies Q4 adjusted revenue slightly beats estimates

Overview

• Global software provider's Q4 adjusted revenue slightly beat analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company repurchased 3.7 mln shares for $318.7 mln in Q4

Outlook

• SS&C expects Q1 2026 adjusted revenue between $1.608 bln and $1.648 bln

• Company forecasts FY 2026 adjusted diluted EPS of $6.70 to $7.02

• SS&C anticipates FY 2026 cash from operating activities between $1,713 mln and $1,813 mln

Result Drivers

• SOFTWARE-ENABLED SERVICES - Revenue from software-enabled services increased, contributing to overall revenue growth

• AI ADVANCEMENTS - CEO Bill Stone cited AI advancements as reshaping the software landscape, driving long-term value

• SHARE REPURCHASES - SS&C allocated over $1 bln in share repurchases in 2025, enhancing shareholder value

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the it services & consulting peer group is "buy"

• Wall Street's median 12-month price target for SS&C Technologies Holdings Inc is $104.50, about 41.8% above its February 4 closing price of $73.70

• The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBw6qKBSha

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