Ss&C Technologies Stock Price, News & Analysis

SS&C Technologies Holdings (SSNC) has reported its Forward Redemption Indicator for February 2025 at 2.33%, showing an increase from January's 2.01%. This figure aligns with the five-year average of 2.26%. The indicator represents redemption notices from investors in hedge funds administered by SS&C GlobeOp, divided by Assets under Administration (AuA).

According to Chairman Bill Stone, despite current market uncertainties regarding tariffs, monetary, and fiscal policy, along with elevated volatility and a slowing global economy, hedge funds are positioned to potentially generate superior returns. With stable redemptions, hedge fund assets are expected to continue growing.

The Forward Redemption Indicator has significantly improved since its peak of 19.27% in November 2008. The indicator provides insight into investor confidence in hedge fund allocations, with redemption notices typically received 30-90 days before the redemption date.

SS&C Technologies Holdings (SSNC) has announced an expanded partnership with LPL Financial Holdings (LPLA), which will now use SS&C ALTSERVE™ to grow its alternatives business. LPL, which already uses SS&C's Brokerage Solutions, will leverage this integration to enhance its alternative investment experience through LPL Alts Connect.

The partnership will enable LPL to streamline back and middle-office functions, standardize data feeds, and improve custody of alternative investment products. Key benefits include enhanced onboarding capabilities, improved position transfers in both taxable and tax-exempt registrations, faster processing of subscriptions and redemptions, and better accuracy in position valuations.

LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans.

SS&C Technologies Holdings (Nasdaq: SSNC) has been selected by Arrowpoint Investment Partners, Singapore's new multi-strategy hedge fund firm, to administer its flagship $1 billion multi-strategy fund. The fund operates with 18 portfolio managers across Hong Kong and Singapore, implementing various investment strategies.

Arrowpoint, founded by Jonathan Xiong, former co-CEO of Millennium's Asia operations, integrates fundamental and quant strategies across equities, fixed income, and commodities. The firm focuses on Asian investments and aims to generate consistent, high-quality, risk-adjusted returns through technology integration.

SS&C GlobeOp was chosen for its expertise in handling multiple asset classes, complex fee structures, and managing reporting requirements for multi-manager vehicles.

SS&C Technologies (Nasdaq: SSNC) has declared a quarterly dividend of $0.25 per share, maintaining its regular dividend policy. The dividend will be paid on March 17, 2025, to shareholders of record as of March 3, 2025.

SS&C, established in 1986 and headquartered in Windsor, Connecticut, serves as a global provider of services and software for the financial services and healthcare industries. The company supports over 22,000 organizations across various sectors, from large enterprises to mid-market firms, offering expertise, scale, and technology solutions.

SS&C GlobeOp has reported its Hedge Fund Performance Index and Capital Movement Index figures for early 2025. The hedge fund performance showed a gross return of 0.81% in January 2025, while the Capital Movement Index advanced 0.60% in February, marking a significant increase from 0.08% reported a year ago.

Chairman Bill Stone highlighted that increased global market volatility, influenced by the DeepSeek AI announcement and potential increased global tariffs, has positioned hedge funds well for growth due to their focus on risk-adjusted returns across diverse investment strategies.

The SS&C GlobeOp Hedge Fund Performance Index's year-to-date return stands at 0.81%, with a last 12-month return of 9.03%. The Capital Movement Index reached 124 points in February 2025, showing a 0.60-point increase over January. The index represents approximately 10% of the estimated assets currently invested in the hedge fund sector.

Morningstar (MORN) and SS&C Technologies announced a strategic alliance integrating SS&C's Black Diamond® Wealth Platform with Morningstar's new Direct Advisory Suite. This integration combines Morningstar's investment data, research, and portfolio analysis with Black Diamond's portfolio accounting, client communications, and performance reporting capabilities.

The Direct Advisory Suite, built on Morningstar's Direct Platform, represents the next evolution of Advisor Workstation, which serves over 175,000 advisors. It features extensive research tools, advanced portfolio analytics, and AI-powered assistance. The approximately 2,700 wealth management firms using Black Diamond will have optional access to these capabilities.

As part of this transition, Morningstar will retire Morningstar Office, offering users a customized migration process to Black Diamond while maintaining access to Morningstar's data and research.

Alerian MLP ETF (NYSE Arca: AMLP) has announced its first quarter 2025 distribution of $0.97 per share. The dividend will be paid on February 18, 2025, to shareholders of record as of February 12, 2025, with the same date serving as the ex-date.

The fund operates as a regular for federal income tax purposes, subject to corporate tax rates up to 21%. Unlike most investment companies, AMLP employs a passive management approach, tracking its underlying index's performance. The ETF focuses on Master Partnerships (MLPs) investments, which involve specific risks including potential changes in regulatory environment, weather impacts, and interest rate fluctuations.

Key features include single Form 1099 distribution to shareholders, rather than individual K-1s, and the fund's structure as a C- with associated tax implications, including deferred tax liabilities that affect the fund's net asset value.

The Alerian Energy Infrastructure ETF (NYSE Arca: ENFR) has announced its first quarter 2025 distribution of $0.35568 per share. The distribution timeline is as follows: the ex-date and record date are set for February 12, 2025, with the payment scheduled for February 18, 2025.

The ETF primarily focuses on Master Partnerships (MLPs) and energy infrastructure investments. Key risk factors include: sector concentration in energy infrastructure, exposure to Canadian securities and foreign currency risks, MLP-specific risks including tax treatment dependencies, and passive management approach following an underlying index.

The fund's investment strategy involves risks such as potential loss of principal, regulatory changes impact, extreme weather effects on energy infrastructure, and interest rate sensitivity that could affect investor returns. The ETF's shares are traded at market price rather than NAV and are not individually redeemable.

SS&C Technologies (NASDAQ: SSNC) reported strong Q4 2024 financial results with GAAP revenue of $1,529.7 million, up 8.4% year-over-year. The company achieved Q4 diluted earnings per share of $0.98, a 27.3% increase, while adjusted EPS reached $1.58, up 25.4%.

Key highlights include Q4 adjusted organic revenue growth of 7.0% and financial services recurring revenue growth of 7.4%. The company generated operating cash flow of $1,388.6 million for 2024, a 14.3% increase from 2023. During Q4, SS&C repurchased 4.9 million shares for $365.7 million and reduced debt by $195.0 million, achieving a net leverage ratio of 2.89 times consolidated EBITDA.

For 2025 guidance, SS&C projects full-year adjusted revenue between $6,085.0-$6,245.0 million and adjusted EPS of $5.64-$5.96.