SS&C TECHNOLOGIES HOLDINGS (NASDAQ:SSNC) Tops Q3 2025 Earnings Estimates, Raises Dividend

SS&C Technologies Holdings (NASDAQ:SSNC) has reported financial results for the third quarter of 2025, delivering a performance that surpassed analyst expectations on profitability while narrowly missing on the top line. The market responded positively in after-hours trading, with shares rising approximately 2.6% following the earnings announcement.

Q3 Earnings Performance Versus Estimates

The financial software and services provider posted a solid quarter, demonstrating growth across key metrics. The company's ability to exceed earnings projections appears to have outweighed the slight revenue miss in investor sentiment.

• Revenue: $1.57 billion, representing 7.0% year-over-year growth
• Analyst Revenue Estimate: $1.58 billion
• Adjusted EPS: $1.57 per share
• Analyst EPS Estimate: $1.50 per share

While the company's $1.57 billion in sales slightly trailed the consensus estimate, its non-GAAP earnings per share of $1.57 came in 6.5% above expectations. This earnings beat, coupled with strong margin performance, likely contributed to the positive after-market reaction.

Financial and Operational Highlights

The quarterly results revealed several strengths in SS&C's business model and operational execution. The company demonstrated significant profit growth and maintained a robust balance sheet while returning substantial capital to shareholders.

• GAAP net income attributable to SS&C reached $210.0 million, a 27.7% increase year-over-year
• Adjusted consolidated EBITDA grew 9.3% to $619.0 million
• Net cash from operating activities for the first nine months increased 22.1% to $1.10 billion
• The company returned $305.9 million to shareholders through $240.1 million in share repurchases and $65.8 million in dividends
• The quarterly common stock dividend was increased by 8.0% to an annual rate of $1.08

Forward Guidance and Analyst Expectations

Looking ahead, SS&C provided fourth-quarter and full-year 2025 guidance that generally aligns with market expectations. The company's outlook suggests confidence in maintaining its current growth trajectory through the remainder of the year.

The company's Q4 2025 adjusted revenue guidance of $1.59 - $1.63 billion compares closely to the analyst consensus estimate of $1.61 billion. For the full year, SS&C expects adjusted revenue between $6.21 - $6.25 billion, while analysts had projected $6.34 billion in sales. The company's adjusted diluted EPS guidance of $6.02 - $6.08 for FY2025 reflects continued earnings strength.

Management Commentary and Strategic Positioning

Bill Stone, Chairman and Chief Executive Officer, highlighted the company's record performance, stating, "These numbers attest to the company's long-term financial and operating strength." He emphasized that the significant increase in operating cash flow provides flexibility "to pursue growth opportunities as we continue to pay down debt and repurchase shares."

Stone also noted early progress in the company's AI initiatives, commenting that "our investment behind AI-powered automation show early green shoots, evolving our offering to specialized, purpose-built agents backed by our vertical expertise." This suggests the company is positioning itself to leverage emerging technologies within its specialized financial and healthcare software domains.

For a detailed look at historical performance and future earnings estimates for SS&C Technologies, readers can review the earnings and estimates data.

Disclaimer: This article is not investment advice. Investors should conduct their own research and consider their individual financial circumstances before making any investment decisions.