Callodine Capital Management LP Has $30.37 Million Stock Position in SS&C Technologies Holdings, Inc. $SSNC

Callodine Capital Management LP increased its position in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) by 89.4% in the first quarter, Holdings Channel.com reports. The firm owned 449,401 shares of the technology company’s stock after acquiring an additional 212,148 shares during the period. SS&C Technologies comprises approximately 2.1% of Callodine Capital Management LP’s portfolio, making the stock its 19th largest holding. Callodine Capital Management LP’s holdings in SS&C Technologies were worth $30,366,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Punch & Associates Investment Management Inc. raised its holdings in SS&C Technologies by 23.4% in the first quarter. Punch & Associates Investment Management Inc. now owns 148,755 shares of the technology company’s stock worth $10,051,000 after purchasing an additional 28,219 shares during the period. Entropy Technologies LP acquired a new position in shares of SS&C Technologies in the 1st quarter valued at $2,803,000. Sunriver Management LLC increased its position in shares of SS&C Technologies by 26.5% in the 1st quarter. Sunriver Management LLC now owns 797,849 shares of the technology company’s stock valued at $53,911,000 after buying an additional 166,970 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund bought a new stake in shares of SS&C Technologies in the 1st quarter valued at $3,537,000. Finally, Aristides Capital LLC raised its stake in SS&C Technologies by 82.9% during the 1st quarter. Aristides Capital LLC now owns 39,839 shares of the technology company’s stock worth $2,692,000 after buying an additional 18,063 shares during the period. Institutional investors own 96.90% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on SSNC. UBS Group lifted their price objective on SS&C Technologies from $112.00 to $115.00 and gave the company a “buy” rating in a report on Friday, April 24th. Needham & Company LLC reissued a “buy” rating and set a $90.00 target price on shares of SS&C Technologies in a research note on Friday. JPMorgan Chase & Co. dropped their target price on shares of SS&C Technologies from $94.00 to $87.00 and set a “neutral” rating on the stock in a report on Monday, July 20th. Wall Street Zen raised shares of SS&C Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Finally, Weiss Ratings cut shares of SS&C Technologies from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $93.25.

Key Stories Impacting SS&C Technologies

Here are the key news stories impacting SS&C Technologies this week:

• Positive Sentiment: SS&C beat Q2 expectations with earnings of $1.76 per share versus $1.68 expected, and revenue of $1.70 billion versus $1.66 billion expected, alongside 10.3% year-over-year revenue growth. SS&C Technologies Releases Record Q2 2026 Financial Results
• Positive Sentiment: The company raised guidance, projecting Q3 2026 EPS of $1.73-$1.79 and FY 2026 EPS of $6.93-$7.25, both above consensus, which supports expectations for continued earnings momentum. SS&C Technologies Holdings, Inc. 2026 Q2 – Results – Earnings Call Presentation
• Positive Sentiment: Royal Bank of Canada lifted its price target on SS&C from $89 to $92 and reiterated an “outperform” rating, signaling higher confidence in the stock’s upside. Benzinga
• Neutral Sentiment: Additional post-earnings coverage, including transcript and earnings snapshot articles, mostly reiterates the same message: SS&C’s quarter topped estimates and the company sounded constructive about its outlook. SS&C Technologies Holdings, Inc. (SSNC) Q2 2026 Earnings Call Transcript

SS&C Technologies Stock Performance

Shares of SS&C Technologies stock opened at $73.88 on Friday. The firm has a market cap of $17.79 billion, a price-to-earnings ratio of 21.23 and a beta of 1.11. The stock’s 50-day moving average is $66.98 and its 200-day moving average is $71.64. SS&C Technologies Holdings, Inc. has a one year low of $61.40 and a one year high of $91.07. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.10 and a quick ratio of 1.10.

SS&C Technologies (NASDAQ:SSNC) last posted its quarterly earnings data on Thursday, July 23rd. The technology company reported $1.76 earnings per share for the quarter, topping the consensus estimate of $1.68 by $0.08. The company had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.66 billion. SS&C Technologies had a return on equity of 21.02% and a net margin of 13.16%.SS&C Technologies’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.45 earnings per share. SS&C Technologies has set its FY 2026 guidance at 6.930-7.250 EPS and its Q3 2026 guidance at 1.730-1.790 EPS. Equities analysts predict that SS&C Technologies Holdings, Inc. will post 6.17 earnings per share for the current fiscal year.

SS&C Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, June 1st. This represents a $1.08 dividend on an annualized basis and a yield of 1.5%. SS&C Technologies’s dividend payout ratio is 33.44%.

Insider Buying and Selling

In other news, Director Michael Jay Zamkow sold 3,000 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $66.68, for a total transaction of $200,040.00. Following the completion of the transaction, the director directly owned 18,404 shares of the company’s stock, valued at $1,227,178.72. This trade represents a 14.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jonathan E. Michael sold 2,740 shares of SS&C Technologies stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $66.86, for a total transaction of $183,196.40. Following the completion of the sale, the director owned 79,384 shares in the company, valued at $5,307,614.24. This trade represents a 3.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 8,740 shares of company stock valued at $583,576. Insiders own 16.00% of the company’s stock.

About SS&C Technologies

SS&C Technologies is a global provider of software and services for the financial services industry, offering technology and outsourcing solutions that support investment managers, asset servicing firms, insurance companies, private equity and real estate managers, hedge funds, wealth managers and other financial institutions. The company’s offerings span front-, middle- and back-office functionality, enabling clients to automate trading, portfolio accounting, reconciliation, performance measurement, risk and compliance, and client reporting.

SS&C delivers its capabilities through a mix of licensed software, cloud-based SaaS platforms and managed services.