AI filing briefs

SS&C Technologies Holdings Inc (SSNC)

SSNC 8-K filings, explained

Every material Form 8-K SS&C Technologies Holdings Inc has filed with the SEC since May 22, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.

Briefs on record4since May 22, 2026
Latest filingNov 09, 2026financing
High impact (4-5)2of 4 briefs
TonePositive1Mixed1Neutral2
earnings 2financing 1shareholder 1

2026

Nov 9, 8:39 AM ET

SS&C completes $1.2 billion convertible notes offering due 2031

Neutral financing 1.012.033.028.01

SS&C Technologies completed a private offering of $1.2 billion of 2.75% convertible senior notes due December 1, 2031, including a $150 million option exercised in full by the initial purchasers. The company plans to use the proceeds for capped call transactions, share repurchases of about $100 million, and redeeming its $2.0 billion of 5.500% Senior Notes due 2027, which adds debt and creates potential dilution if the notes convert.

  • Notes issued November 6, 2026 under an indenture with Wilmington Trust, National Association, as trustee, bearing interest at 2.75% payable June 1 and December 1.
  • Initial conversion price of about $99.46 per share, a premium of about 25.0% over the $79.57 closing price on November 4, 2026.
  • Proceeds planned for about $99 million capped call cost, about $100 million of share repurchases (about 1.3 million shares), and redemption of the $2,000.0 million 2027 Senior Notes.
  • Company may not redeem the notes before December 5, 2029, except in a cleanup redemption.
Read the filing on SEC.gov ↗
Oct 22, 4:24 PM ET

SS&C Q3 2026 revenue rises 7.8% to $1.69 billion; adjusted EPS up 14.8% to $1.78

Mixed earnings Written later 2.02

SS&C reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $1,690.0 million, up 7.8%, and adjusted diluted earnings per share of $1.78, up 14.8%. GAAP net income fell 5.3% to $198.9 million, and GAAP diluted EPS was flat at $0.83, so shareholders see revenue and adjusted profit growth alongside lower GAAP net income.

  • Q3 2026 revenue of $1,690.0 million, up 7.8% from $1,568.0 million; adjusted organic revenue growth was 5.2%.
  • GAAP net income of $198.9 million, down 5.3% from $210.0 million; GAAP diluted EPS was $0.83, unchanged from a year earlier.
  • Adjusted diluted EPS of $1.78, up 14.8% from $1.55; company guides full-year 2026 adjusted diluted EPS to $7.11 to $7.17.
  • In August, SS&C raised its annual common stock dividend to $1.20, an 11.1% increase; Q3 returns to shareholders totaled $225.3 million.
Read the filing on SEC.gov ↗
Jul 23, 4:10 PM ET

SS&C Q2 revenue rises 10.3% to $1.70 billion; GAAP diluted EPS up 34.7% to $0.97

Positive earnings Written later 2.02

SS&C reported second-quarter 2026 results, with GAAP revenue of $1,695.7 million, up 10.3% from a year earlier, and GAAP diluted earnings per share of $0.97, up 34.7%. The company also issued full-year 2026 guidance for adjusted revenue and adjusted diluted EPS, which shareholders can compare against future results.

  • Q2 2026 GAAP net income attributable to SS&C common stockholders was $234.8 million, up 29.9%.
  • Adjusted diluted EPS was $1.76, up 18.1%; adjusted consolidated EBITDA was $670.7 million, up 11.7%.
  • FY 2026 guidance: adjusted revenue of $6,672 million to $6,832 million and adjusted diluted EPS of $6.93 to $7.25.
  • Returned $499.2 million to shareholders in Q2, including $435.2 million in share repurchases.
Read the filing on SEC.gov ↗
May 22, 4:06 PM ET

SS&C renews $1.5 billion stock buyback and sets $0.27 quarterly dividend

Neutral shareholder Written later 5.025.078.01

SS&C's board renewed its stock repurchase program for up to $1.5 billion of common stock, with authority lasting one year, and approved a $0.27 per share quarterly dividend. At its May 20, 2026 annual meeting, stockholders also approved adding 10,000,000 shares to the company's stock incentive plan, which could increase share issuance to employees and directors.

  • Board authorized repurchases of up to $1.5 billion of common stock; the program may be suspended or discontinued at any time.
  • Quarterly dividend of $0.27 per share is payable June 15, 2026, to holders of record as of June 1, 2026.
  • Stockholders approved adding 10,000,000 shares to the Third A&R 2023 Stock Incentive Plan, with 177,696,046 votes for and 30,180,122 against.
  • Stockholders ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026 (209,980,176 for, 9,554,471 against) and elected three Class I directors.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every SS&C Technologies Holdings Inc filing is on SEC EDGAR ↗. 8-K briefs of other companies →