Financial Data and Key Metrics Changes - SS&C Technologies reported record adjusted revenue of $1.655 billion for Q4 2025, an increase of 8% year-over-year, and adjusted diluted earnings per share of $1.69, reflecting an 18% increase [5][11] - Adjusted consolidated EBITDA reached a record $651 million, up 9%, with an adjusted EBITDA margin of 39.3% [5][12] - Cash from operating activities for the full year was $1.745 billion, up 26% year-over-year, with operating cash flow per share at $6.89, an increase of $1.42 from 2024 [7][14] Business Line Data and Key Metrics Changes - GIDS experienced a revenue growth of 13.2%, while GlobeOp saw a 9.6% increase in revenue [6] - Intralinks showed signs of improvement with modest growth in Q4, indicating potential momentum for 2026 [6] - The healthcare business faced challenges, with management noting that it is a long-term play and subject to regulatory complexities [21][23] Market Data and Key Metrics Changes - The company is focusing on international growth opportunities, particularly in Australia, leveraging recent superannuation mandates [6] - The alternative fund administration business showed exceptional growth in assets under administration, with expectations for continued strong performance in 2026 [27] Company Strategy and Development Direction - SS&C is prioritizing investments in artificial intelligence and automation, believing these will enhance efficiency and scalability, thereby strengthening competitive positioning [4][10] - The company is committed to returning capital to shareholders through share repurchases, having allocated over $1 billion in 2025 for this purpose [8][19] - Management expressed optimism about the Calastone acquisition and its potential for geographic expansion and growth opportunities [8][19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the sell-off in software company shares but emphasized SS&C's strong market position and deep expertise [4] - The company expects to maintain strong organic growth and margin expansion, with guidance for Q1 2026 revenue between $1.608 billion and $1.648 billion [16][17] - Management remains confident in the sustainability of growth driven by long-term client partnerships and the advancement of AI technologies [9][10] Other Important Information - The effective non-GAAP tax rate for Q4 2025 was 19.2%, with a full-year effective tax rate of 22% [13] - SS&C ended Q4 with $462 million in cash and cash equivalents and a net debt of $7 billion, resulting in a net leverage ratio of 2.8 times [15] Q&A Session Summary Question: Concerns about the healthcare business's organic growth - Management noted that healthcare is a long-term play and highlighted the challenges of quarter-to-quarter comparisons, mentioning a notable multimillion-dollar license closed in early January 2026 [21][22] Question: Update on the Elevance relationship - Management indicated that DomaniRx is ready for onboarding but acknowledged the complexities of relationships within large healthcare organizations [24] Question: Growth expectations for alternative fund administration - Management confirmed strong organic growth in the alternative fund administration business and high expectations for 2026, attributing part of the growth to the acquisition of Curo Fund Services [27] Question: Outlook for the intelligent automation business - Management expressed optimism about the intelligent automation business, noting that it is a key area for innovation and expected to align with overall corporate organic growth rates [28][30] Question: Organic growth guidance for 2026 - Management stated that the strength of the business allows for more predictability in organic growth, with expectations for strong performance throughout the year [33] Question: Competitive advantage against emerging AI fintechs - Management emphasized the challenges of building a large organization and the importance of regulatory compliance, asserting that SS&C is well-positioned to maintain its competitive edge [34][35] Question: Medium-term outlook for wealth and investment management - Management expressed optimism about the wealth management business, highlighting the success of the Black Diamond platform and its integration with other services [38] Question: M&A environment and acquisition strategy - Management indicated ongoing interest in acquisitions, noting that they are well-positioned to pursue larger opportunities if the right targets are identified [40][41]

Financial Data and Key Metrics Changes - SS&C Technologies reported record adjusted revenue of $1.655 billion for Q4 2025, an increase of 8% year-over-year, and adjusted diluted earnings per share of $1.69, reflecting an 18% increase [5][10] - Adjusted consolidated EBITDA reached a record $651 million, up 9%, with an adjusted EBITDA margin of 39.3% [5][11] - Cash from operating activities for the full year was $1.745 billion, up 26% year-over-year, with operating cash flow per share at $6.89, an increase of $1.42 from 2024 [6][12] Business Line Data and Key Metrics Changes - GIDS experienced a revenue growth of 13.2%, while GlobeOp saw a 9.6% revenue increase, contributing significantly to the overall performance [5][10] - Intralinks showed signs of improvement with modest growth in Q4, indicating potential momentum for 2026 [6] Market Data and Key Metrics Changes - The company is focusing on international growth opportunities, particularly in Australia, leveraging recent superannuation mandates [5] - The healthcare business is viewed as a long-term play, with expectations for future growth despite current headwinds [20] Company Strategy and Development Direction - The company is optimistic about the AI boom, viewing it as a tailwind for growth, and is rapidly deploying AI solutions to enhance efficiency and scalability [4][9] - SS&C is prioritizing share repurchases and is open to high-quality, accretive acquisitions, with over $1 billion allocated for share repurchases in 2025 [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of growth drivers, emphasizing long-term partnerships that create recurring revenue [8][9] - The company anticipates continued strong performance in 2026, with guidance for revenue in the range of $6.65 billion to $6.74 billion and organic growth of 5.1% at the midpoint [15][16] Other Important Information - The effective non-GAAP tax rate for Q4 2025 was 19.2%, with a full-year effective tax rate of 22% [12] - The company ended Q4 with $462 million in cash and cash equivalents and a net debt of $7 billion, resulting in a net leverage ratio of 2.8 times [13] Q&A Session Summary Question: What drove the weakness in the healthcare business? - Management noted that healthcare is a long-term play and highlighted the lumpy nature of large license sales, with optimism for future growth due to new technology [20][21] Question: Update on the Elevance relationship? - Management indicated that DomaniRx is ready for onboarding, but challenges exist due to the size and complexity of Elevance's existing relationships [22] Question: Insights on alternative fund administration growth? - Management confirmed strong organic growth in the alternative fund administration sector, with expectations for continued growth in 2026, partly driven by the acquisition of Curo Fund Services [25] Question: Outlook for the intelligent automation business? - Management expressed optimism for the intelligent automation business, noting that it is a key area for innovation and growth, particularly with AI advancements [26][27] Question: Organic growth guidance for 2026? - Management stated that the consistent organic growth guidance reflects a stronger business with more predictability and recurring revenue [31] Question: Competitive advantage against emerging AI fintechs? - Management emphasized the challenges of building a large organization compared to starting a fintech, highlighting the importance of regulatory compliance and established client relationships [32][33] Question: Medium-term outlook for wealth and investment management? - Management expressed optimism for the wealth management business, citing the strength of the Black Diamond platform and ongoing integration efforts [36][38] Question: M&A environment insights? - Management indicated ongoing interest in acquisitions, noting that they are well-positioned to pursue larger opportunities if the right targets are identified [39][40]

SS&C Technologies (NASDAQ:SSNC) Q4 2025 Earnings Results SAFE HARBOR STATEMENT This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, objectives, goals, strategies, expectations, intentions, projections, developments, future events, performance or products, underlying assumptions, and ot ...

Q4 2025 GAAP revenue $1,653.5 million, up 8.1%, Fully Diluted GAAP Earnings Per Share $0.77, down 21.4% Record adjusted revenue $1,654.6 million, up 8.1%, Adjusted Diluted Earnings Per Share $1.69, up 18.2% WINDSOR, CT, February 5, 2026 (BUSINESS WIRE) -- SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial and healthcare software and software-enabled services, today announced its financial results for the fourth quarter and full year ended December 31, 2025. | | Three ...

If you ask the average investor about SS&C Technologies ( SSNC ), they will likely describe it as a boring back-office roll-up. It’s the plumbing of the financial world. It's necessary, sticky, but hardly exciting. The stock price reflects this sentiment, languishingI'm a fundamental investor who targets situations where the market has pushed a company’s valuation far out of line with its underlying economics. My professional background in corporate financial analysis has deeply shaped my investment perspec ...

Core Insights - Vulcan Value Partners reported positive results across all its investment strategies for Q4 2025, with the Large Cap Composite returning -1.5% in Q4 and 7.9% YTD, and the All-Cap Composite returning 1.3% in Q4 and 10.7% YTD, despite overvalued markets [1] Investment Performance - The Small Cap Composite (Net) gained 3.2% in Q4 and 9.5% YTD, while the Focus Composite (Net) and Focus Plus Composite (Net) both returned 0.1% in Q4, with YTD returns of 7.1% and 6.2% respectively [1] - The firm emphasized a focus on safety and long-term gains over short-term performance, drawing parallels to the late 1990s dot-com bubble [1] Company Specifics - Vulcan Value Partners exited its holdings in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) during Q4 2025, which had a one-month return of -4.23% and a 52-week gain of 7.31% [2] - As of January 22, 2026, SS&C Technologies had a market capitalization of $20.961 billion, with shares closing at $85.83 [2] Investment Rationale - The company had initially invested in SS&C Technologies in the summer of 2023, anticipating positive outcomes from its investments in sales, marketing, and product development [3] - SS&C Technologies exceeded expectations in organic revenue growth, margins, and free cash flow, leading Vulcan Value Partners to sell its position and reallocate to more attractive opportunities [3]

Core Insights - PensionBee and SS&C Technologies have expanded their partnership to enhance the 401(k) rollover process, allowing customers to transfer retirement accounts directly into PensionBee's IRA platform starting January 12, 2026 [1][2]. Company Overview - PensionBee is a leading retirement savings provider managing over $9 billion in assets and serving approximately 300,000 customers globally, focusing on simplicity, transparency, and accessibility [5]. - The company offers various IRA options, including Traditional, Roth, SEP, and Safe Harbor IRAs, with ETF-backed portfolios [5]. Partnership Details - The integration with SS&C's RolloverCentral platform enables a secure and automated method for transferring 401(k) assets into PensionBee IRAs, eliminating the need for manual paperwork and lengthy phone calls [2][3]. - SS&C's RolloverCentral platform aims to modernize the rollover process, providing a seamless experience for plan participants and IRA providers [3]. Market Challenges - The 401(k) rollover process is often inefficient, with over 40% of individuals abandoning the process due to complexity and confusion [3]. - PensionBee's partnership with SS&C addresses these pain points by simplifying the rollover experience and providing personalized support [4]. Security Measures - RolloverCentral is designed with encryption and independent third-party verification, ensuring a secure rollover process comparable to traditional financial transactions [4].

Core Viewpoint - SS&C ALPS Advisors has transferred the listing of several ETFs from Cboe BZX Exchange to NYSE Arca to enhance operational efficiency and market profile [1][2]. Group 1: ETF Listing Transfer - The ETFs transferred include ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (Ticker: OUSM), ALPS | O'Shares U.S. Quality Dividend ETF (Ticker: OUSA), ALPS | O'Shares Global Internet Giants ETF (Ticker: OGIG), and ALPS | O'Shares International Developed Quality Dividend ETF (Ticker: OEFA) [1]. - The funds will continue trading under their existing ticker symbols, CUSIPs, and identifiers, with no required action from shareholders [2]. Group 2: Company Overview - SS&C ALPS Advisors is a subsidiary of SS&C Technologies, managing over $31.84 billion as of September 30, 2025, and focuses on providing investment products for advisors and institutions [5]. - SS&C Technologies, founded in 1986 and headquartered in Windsor, Connecticut, serves over 23,000 financial services and healthcare organizations globally [4].

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Group 1 - The presentation features Bill Stone, the CEO of SS&C, indicating a focus on gaining insights from his perspective [1] - The event aims to be interactive, encouraging questions and discussions to enhance understanding [1] Group 2 - The research analyst mentions the necessity of providing disclosures regarding relationships with companies discussed during the meeting [2] - Disclosures are accessible on the UBS website or can be provided upon request after the meeting [2]