Source-grounded facts extracted from SS&C Technologies Holdings Inc's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
SS&C Technologies Holdings Inc reported the first quarter ended March 31, 2026 results: revenue $1,647.1 million, net income $226.1 million, EPS $0.91. Guidance reaffirmed.
“set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q1 2026 Financial Results Q1 2026 GAAP revenue $1,647.1 million, up 8.8%, Fully Diluted GAAP Earnings Per Share $0.91, up 8.3% Adjusted revenue $1,648.2 million, up 8.8%, Adjusted Diluted Earnings Per Share $1.69, up 14.2% WINDSOR, CT, April”
Debt Financings
SS&C Technologies Holdings Inc incurred term loan of $1,050 million with Morgan Stanley Senior Funding, Inc. at Base Rate, plus 1.00% per annum, or the Term SOFR Rate, plus 2.00% per annum maturing May 9, 2031.
“Funding, Inc., as the administrative agent, certain lenders party thereto and the other parties from time to time party thereto. Pursuant to the Amendment, SS&C Tech borrowed $1,050 million in aggregate principal amount of incremental term B-8 loans (the “Incremental Term B-8 Loans”). The net proceeds of the Incremental Term B-8 Loans were used to finance the”
“On October 14, 2025, SS&C Technologies Holdings, Inc. (the “Company”) completed its previously announced acquisition of Colossus Topco Limited, the parent company of Calastone Limited”
Francesco Vanni d’Archirafi was elected as Class III director at SS&C Technologies Holdings Inc.
“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.”
Debt Financings
SS&C Technologies Holdings Inc incurred senior notes of $750 million aggregate principal amount with Wilmington Trust, National Association at 6.500% per annum maturing June 1, 2032.
“Notes due 2032 (the “Notes”), at a price equal to 100% of their face value, pursuant to an indenture, dated as of May 9, 2024 (the “Indenture”), among the Issuer, the Parent, the other guarantors party thereto (together with the Parent, the “Guarantors”) and Wilmington Trust, National Association, as trustee. The Notes were offered and sold in a private placement sale in the United States to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and to certain non-U.S.”
Material Agreements
SS&C Technologies Holdings Inc entered into Incremental Joinder & First Amendment to Credit Agreement with Morgan Stanley Senior Funding, Inc. (effective 2024-05-09).
“On May 9, 2024, SS&C Technologies, Inc. (the “Term B-8 Borrower”) entered into the Incremental Joinder & First Amendment to Credit Agreement (the “Amendment”), which amends its existing amended and restated credit agreement, dated as of April 16, 2018 (as amended, restated, amended and restated, supplemented or otherwise modified from time to time, the “Credit Agreement”), by and among the Term B-8 Borrower, SS&C Financing LLC, SS&C European Holdings SARL and SS&C Technologies Holdings Europe SARL, as the borrowers, Morgan Stanley Senior Funding, Inc., as the administrative agent, certain lenders party thereto and the other parties from time to time party thereto.”
Material Agreements
SS&C Technologies Holdings Inc entered into Indenture with Wilmington Trust, National Association valued at $750 million aggregate principal amount (effective 2024-05-09).
“On May 9, 2024, SS&C Technologies, Inc. (the “Issuer”), a direct, wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (the “Parent”), issued $750 million aggregate principal amount of 6.500% Senior Notes due 2032 (the “Notes”), at a price equal to 100% of their face value, pursuant to an indenture, dated as of May 9, 2024 (the “Indenture”), among the Issuer, the Parent, the other guarantors party thereto (together with the Parent, the “Guarantors”) and Wilmington Trust, National Association, as trustee.”
Earnings Releases
SS&C Technologies Holdings Inc reported first quarter ended March 31, 2024 results: revenue $1,435.0 million, net income $157.6 million, EPS $0.62. Guidance initiated.
“set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q1 2024 Earnings Results Q1 2024 GAAP revenue $1,435.0 million, up 5.3%, Fully Diluted GAAP Earnings Per Share $0.62, up 26.5% Record Adjusted revenue $1,435.8 million, up 5.3%, Adjusted Diluted Earnings Per Share $1.28, up 12.3% WINDSOR,”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.