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SS&C Technologies Holdings: entry into a material definitive agreement

Form 8-K filed Nov 9, 2026 · items 1.01, 2.03, 3.02, 8.01

Debt and financingSS&C Announces Proposed Private Placement of $1.0 Billion of Convertible Senior Notes Due 2031

What the filing says

On November 6, 2026, SS&C Technologies Holdings, Inc. (the “Company”) completed its previously announced upsized private offering (the “Offering”) of $1,200,000,000 aggregate principal amount of 2.75% Convertible Senior Notes due 2031 (the “Notes”), including $150,000,000 aggregate principal amount of Notes pursuant to

ScaleThe filing names $1.20B: about 18% of SS&C Technologies Holdings' annual revenue ($6.76B, four times the latest quarter).

Read the filing on SEC EDGAR →

What usually followsAcross 23,535 8-Ks reporting Item 1.01 (material definitive agreement) in our universe, the stock's median move the next session was 0.0% (typical size ±1.4%, up 51% of the time); over the following 21 sessions, +1.0%. Item 2.03: 0.0% next session across 13,276. Item 3.02: +0.2% next session across 2,752. Every item ranked →

What this kind of filing means

Item 1.01 — Entry into a material definitive agreement. A material agreement is one the company considers important enough to disclose within four business days: a merger agreement, a large supply or customer contract, a credit agreement or a licence. The terms often move the company’s outlook more than a quarter’s results.

Item 2.03 — Creation of a direct financial obligation. New debt or a guarantee: the amount, the rate and the maturity set the cost of capital and the repayment wall ahead.

SS&C Technologies Holdings at a glance

Latest quarterQ3 2026
Revenue$1.7B
Revenue Y/Y+8%
Operating margin24.2%
IndustryServices-Prepackaged Software

SS&C Technologies Holdings, Q3 2026: revenue $1.7B (+8% year over year), operating margin 24.2%. The chart follows the revenue to costs, profit and cash.

SS&C Technologies Holdings: every quarter, Q/Q and Y/Y, holders and guidance →

Other recent debt and financing

Read automatically from SEC EDGAR (13F, Form 4, Form 144, Schedule 13D/G, 8-K, XBRL), House and Senate disclosures, FINRA and exchange data; errors are possible. Not investment advice.