Highest-materiality recent filing
SS&C Q2 2026 revenue up 10.3% to $1.70B; adj. EPS $1.76, up 18.1%
GAAP revenue $1,695.7M (+10.3% YoY); GAAP diluted EPS $0.97 (+34.7%).
SS&C authorizes $1.5B repurchase, declares $0.27 quarterly dividend
Board renewed stock buyback program for up to $1.5B in aggregate, valid for one year.
SS&C Q1 revenue up 8.8% to $1.65B; adj EPS $1.69 (+14.2%); issues FY adj EPS $6.74-7.06
Q1 GAAP revenue $1,647.1M (+8.8%); adjusted diluted EPS $1.69 vs $1.48 YoY.
SS&C Q4 record revenue $1.654B, adj. EPS $1.69 +18.2%; FY25 adj. EBITDA $2.46B +7.9%
GAAP revenue $1,653.5M, +8.1% YoY; GAAP diluted EPS $0.77, -21.4%.
Q3 GAAP revenue $1,568M (+7.0% YoY); GAAP EPS $0.83 (+27.7%); adjusted EPS $1.57 (+17.2%).
SS&C completes $1.03B acquisition of Calastone; funds with $1.05B term loan
Purchase price ~£766M (~US $1.03B); funded with debt and cash; expected accretive within 12 months.
GAAP revenue $1,536.8M (+5.9%), diluted EPS $0.72 (-4.0%).
SS&C to acquire Calastone from Carlyle for ~$1.03B (£766M); expected close Q4 2025
Purchase price approximately £766M (~$1.03B); expected to close Q4 2025 subject to regulatory approvals.
SS&C increases stock repurchase program to $1.5B, declares $0.25/share dividend
Board authorized $1.5B share repurchase program, a 50% increase over the prior authorization.
SS&C Q1 revenue $1.51B (+5.5%), EPS $0.84 (+35.5%), adjusted EBITDA $591.9M (+6.3%)
GAAP revenue $1,513.9M, up 5.5%; GAAP net income $213.0M, up 35.2%; GAAP EPS $0.84 (+35.5%).
SS&C Technologies elects Francesco Vanni d'Archirafi to its Board of Directors
Francesco Vanni d'Archirafi elected as Class III director effective March 24, 2025, filling a vacancy from board expansion to eight members.
SS&C Q4 2024 revenue up 8.4%, adjusted EPS $1.58 (+25.4%), guides FY2025 revenue $6.1B+
Q4 GAAP revenue $1,529.7M (+8.4% YoY); GAAP diluted EPS $0.98 (+27.3%).
SS&C Q3 2024 GAAP revenue $1.47B (+7.3% YoY); adj. EPS $1.29 (+10.3%); acquires Battea for ~$670M
GAAP revenue $1,465.8M (+7.3% YoY); GAAP diluted EPS $0.65 (+6.6%).
SS&C completes $670M acquisition of Battea-Class Action Services, funded partly with $800M debt
Purchase price ~$670M; financed with $800M incremental term A-9 loans and cash.
SS&C to acquire Battea-Class Action Services for ~$670M; expects accretive close in 2024
Purchase price approximately $670M, subject to adjustments; expected to close in 2024.
SS&C Q2 revenue up 6.5% to $1.45B; adj. EPS $1.27 beats; $1B buyback authorized
GAAP revenue $1,451.5M (+6.5%); GAAP diluted EPS $0.75 (+47.1%).
SS&C stockholders elect two Class II directors, approve 2.6M share plan increase
Elected Jonathan E. Michael (196.9M for, 28.1M against) and Debra Walton-Ruskin (222.0M for, 3.2M against) as Class II directors.
SS&C issues $750M 6.500% notes due 2032, borrows $3.935B term loans to refinance existing debt
Issued $750M of 6.500% Senior Notes due 2032 at 100% of face value.
SS&C prices $750M 6.5% Senior Notes due 2032; increases term B-8 loan to $3.935B
Pricing of $750M aggregate principal of 6.500% senior notes due 2032, issued at 100% of face value.
SS&C subsidiary to offer $750M Senior Notes due 2032 to refinance existing term loans
SS&C Technologies, Inc. intends to offer $750M aggregate principal amount of Senior Notes due 2032 in a private placement.
SS&C announces $2,775M incremental term B-8 loan refinancing to repay existing term loans
Intends to borrow up to $2,775M in incremental term B-8 loans under existing credit agreement.
SS&C Q1 GAAP revenue $1.435B (+5.3%), adj. EPS $1.28 (+12.3%), record adjusted revenue
GAAP revenue $1,435M (+5.3% YoY); GAAP diluted EPS $0.62 (+26.5%).
GAAP revenue $1,411.6M (+5.5%); GAAP diluted EPS $0.77 (-4.9%); adjusted diluted EPS $1.26 (+8.6%)
Director Michael E. Daniels to retire at SS&C's 2024 annual meeting
Michael E. Daniels, Class III director and Compensation Committee Chair, to retire effective May 29, 2024.
SS&C appoints Debra Walton-Ruskin to Board of Directors
Debra Walton-Ruskin elected as Class II director effective Jan 4, 2024, to serve until 2024 annual meeting.
SS&C Q3 2023 GAAP rev $1.366B (+3.4%), adj EPS $1.17 (+1.7%)
GAAP rev $1,365.9M (+3.4%), GAAP EPS $0.61 flat; adj rev $1,366.7M (+3.4%), adj EPS $1.17 (+1.7%).
SS&C Q2 revenue up 2.6% to $1.36B, GAAP EPS $0.51; announces $1B buyback, new CFO
Q2 GAAP revenue $1,362.6M (+2.6% YoY), GAAP diluted EPS $0.51 (+21.4%), adjusted diluted EPS $1.08 (-1.8%).
SS&C Technologies reaches $124.6M global settlement of DST ERISA litigation
DST, Ruane, and Goldfarb to pay $124.625 million total; DST's share ~$55.1 million.
SS&C appoints Brian Schell as CFO; Patrick Pedonti retires after 24 years
Brian Schell named Executive VP and CFO, effective August 7, 2023; succeeds retiring Patrick Pedonti.
Stockholders approved the 2023 Stock Incentive Plan authorizing 11.5 million new common shares plus carryover from the prior 2014 Plan.
SS&C Q1 2023: Revenue $1.36B (+5.2%); GAAP EPS $0.49 (-23.4%); adj EPS $1.11 (-11.2%)
Q1 GAAP revenue $1,362.7M (+5.2% YoY); diluted GAAP EPS $0.49 (-23.4%); adjusted diluted EPS $1.11 (-11.2%).
SS&C grants $36.5M in 2023 LTI awards to NEOs under redesigned program
CEO Stone: $15M target; COO Kanwar: $12M; CFO Pedonti: $5M; CLO White: $4.5M.
SS&C Q4 revenue $1.34B (+3.4%); GAAP EPS $0.81 (-13.8%); FY2023 adj. EPS guided $4.67-$4.97
Q4 GAAP revenue $1,338.3M (+3.4%); GAAP diluted EPS $0.81 (down 13.8% YoY).
Revolving commitments increased from $250M to $600M.
SS&C Technologies adopts majority voting and proxy access in bylaw amendments
Uncontested director elections will now use majority of votes cast; contested elections remain plurality.
SS&C Q3 GAAP EPS $0.61 down 11.6%, adjusted EPS $1.15 down 12.9%; revenue up 4.5%
GAAP revenue $1,321M, up 4.5% YoY; GAAP diluted EPS $0.61 vs $0.69 (-11.6%).
SS&C Technologies redesigns executive compensation program effective 2022
Compensation Committee approved new formulaic annual cash bonus based on four equally-weighted financial metrics: total revenue, organic revenue growth, operating cash flow, and adjusted EBITDA.
SS&C Technologies authorizes $1B stock repurchase program, citing undervaluation
Board authorized up to $1B in common stock repurchases; program runs for one year.
SS&C Q2 GAAP EPS plummets 40.8%; adjusted EPS $1.10, revenue up 5.5%
GAAP revenue $1,328.7M (+5.5%); GAAP diluted EPS $0.42 (-40.8% YoY).
SS&C shareholders reject advisory say-on-pay; elect three directors
Say-on-pay vote: 111,728,637 for, 120,602,182 against, 280,608 abstained – not approved.
SS&C Q1 2022: Adjusted EPS up 5.9% to $1.25; FY22 guidance $4.99-$5.21
Q1 GAAP revenue $1,295M (+5.0%); GAAP diluted EPS $0.64 (-1.5%).
SS&C completes Blue Prism acquisition; secures $1.53B in incremental term loans
Completion of previously announced acquisition of Blue Prism Group plc on March 16, 2022.
SS&C Q4 adj revenue $1.30B +7.5%; adj EPS $1.28 +13.3%; dividend up 25%; FY22 adj EPS $5.10-$5.40
GAAP revenue $1.294B, +7.5% YoY; diluted EPS $0.94, +27% YoY.
SS&C to acquire Blue Prism for £1.24B ($1.65B) in cash, financed by $1.68B debt facility
Offer price £12.75 per Blue Prism share, implying equity value of ~£1,243M (approx. $1,650M).
SS&C Q3 GAAP revenue $1.26B, up 9.7%; adjusted EPS $1.32, up 20%
GAAP revenue $1,264.4M (+9.7% YoY); diluted EPS $0.69 (+15%).
SS&C appoints Jason White as General Counsel; Joseph Frank departs with $1.3M severance
Joseph Frank resigned as Chief Legal Officer effective Aug 31 to pursue other opportunities.
SS&C Q2 GAAP EPS $0.71 (+10.9%), adjusted EPS $1.24 (+19.2%); authorizes $1B stock buyback
Revenue $1,259M (+10.6% GAAP); adjusted revenue $1,261M (+10.5%); organic growth 7.2%.
SS&C enters joint venture with Anthem and Humana to create cloud-based PBM platform DomaniRx
SS&C holds 80.2% stake; total committed capital up to $925M from partners.
On March 24, 2025, the Board of Directors (the “Board”) of SS&C Technologies Holdings, Inc. (the “Company”) elected Francesco Vanni d’Archirafi to the Board to fill a vacancy resulting from an increase in the size of the Board from seven directors to eight directors.
Michael E. Daniels, a Class III director on the Board of Directors (the “Board”) of SS&C Technologies Holdings, Inc. (the “Company”) and Chairman of its Compensation Committee and member of its Nominating and Governance Committee, notified the Company of his intention to retire and resign from the Board for personal reasons, effective as of the conclusion of the Company’s next annual shareholders meeting, which will occur on or near May 29, 2024.
On January 4, 2024, the Board of Directors (the “Board”) of SS&C Technologies Holdings, Inc. (the “Company”) elected Debra Walton-Ruskin to the Board to fill a vacancy resulting from an increase in the size of the Board from seven directors to eight directors.
Mr. Schell is replacing Patrick J. Pedonti, the Company’s current Senior Vice President, Chief Financial Officer and Treasurer, who is retiring as of August 7, 2023.
On July 6, 2023, SS&C Technologies Holdings, Inc. (the “Company”) announced the appointment of Brian N. Schell to serve as the Company’s Executive Vice President and Chief Financial Officer, effective as of August 7, 2023.
Joseph J. Frank, Senior Vice President, Chief Legal Officer and Secretary of the Company, will be leaving the Company to pursue other opportunities.
Max materiality 0.85 · Median 0.70 · Most common event earnings