SS&C vs Manhattan Associates: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

SS&C Technologies Holdings Inc (SSNC)

Q3 202613 Jul – 15 Sep 2026

▲4

SS&C beats Q2, raises outlook, returns cash, and wins new clients

Record Q2 earnings beat and raised guidance SS&C reported record second-quarter results: revenue rose 10.3% to $1.70 billion and adjusted earnings per share rose 18% to $1.76, beating estimates. Management raised full-year guidance for both revenue and earnings, a sign that business is stronger than previously expected. This directly lifts the stock because future profits are now seen as higher.
The earnings beat and raised guidance are the core new financial events that change how investors value future profits.
Largest-ever buyback and dividend increase return cash SS&C executed its largest-ever quarterly share repurchase, returning $499 million to shareholders, and raised its annual dividend 11.1% to $1.20 per share. Buying back stock reduces the number of shares, which can raise earnings per share, while a higher dividend signals confidence and attracts income-focused investors.
These capital-return actions are new and directly affect shareholder value and demand for the stock.
New client wins expand recurring revenue Allspring expanded its use of SS&C SalesConnect, First Plus Asset Management selected SS&C for cross-border operations in Asia, and Principal Financial Group chose SS&C's retirement income platform. These deals add recurring service revenue and deepen relationships with large asset managers, supporting steady growth.
New client contracts are fresh demand signals that add to SS&C's revenue base and future earnings.
Digital settlement push opens new market SS&C announced digital cash settlement for tokenized investments, using stablecoins and tokenized bank deposits. This extends its existing tokenized fund capabilities and positions SS&C to earn fees from the growing digital-asset market, though it is early and the financial impact is not yet proven.
This is a new product expansion that could add a future revenue stream, though it is still early-stage.

August 202613 Jul – 15 Sep 2026

▲4

SS&C beats Q2, raises outlook, returns cash, and wins new clients

Record Q2 earnings beat and raised guidance SS&C reported record second-quarter results: revenue rose 10.3% to $1.70 billion and adjusted earnings per share rose 18% to $1.76, beating estimates. Management raised full-year guidance for both revenue and earnings, a sign that business is stronger than previously expected. This directly lifts the stock because future profits are now seen as higher.
The earnings beat and raised guidance are the core new financial events that change how investors value future profits.
Largest-ever buyback and dividend increase return cash SS&C executed its largest-ever quarterly share repurchase, returning $499 million to shareholders, and raised its annual dividend 11.1% to $1.20 per share. Buying back stock reduces the number of shares, which can raise earnings per share, while a higher dividend signals confidence and attracts income-focused investors.
These capital-return actions are new and directly affect shareholder value and demand for the stock.
New client wins expand recurring revenue Allspring expanded its use of SS&C SalesConnect, First Plus Asset Management selected SS&C for cross-border operations in Asia, and Principal Financial Group chose SS&C's retirement income platform. These deals add recurring service revenue and deepen relationships with large asset managers, supporting steady growth.
New client contracts are fresh demand signals that add to SS&C's revenue base and future earnings.
Digital settlement push opens new market SS&C announced digital cash settlement for tokenized investments, using stablecoins and tokenized bank deposits. This extends its existing tokenized fund capabilities and positions SS&C to earn fees from the growing digital-asset market, though it is early and the financial impact is not yet proven.
This is a new product expansion that could add a future revenue stream, though it is still early-stage.

Latest13 Jul – 15 Sep 2026

▲4

SS&C beats Q2, raises outlook, returns cash, and wins new clients

Record Q2 earnings beat and raised guidance SS&C reported record second-quarter results: revenue rose 10.3% to $1.70 billion and adjusted earnings per share rose 18% to $1.76, beating estimates. Management raised full-year guidance for both revenue and earnings, a sign that business is stronger than previously expected. This directly lifts the stock because future profits are now seen as higher.
The earnings beat and raised guidance are the core new financial events that change how investors value future profits.
Largest-ever buyback and dividend increase return cash SS&C executed its largest-ever quarterly share repurchase, returning $499 million to shareholders, and raised its annual dividend 11.1% to $1.20 per share. Buying back stock reduces the number of shares, which can raise earnings per share, while a higher dividend signals confidence and attracts income-focused investors.
These capital-return actions are new and directly affect shareholder value and demand for the stock.
New client wins expand recurring revenue Allspring expanded its use of SS&C SalesConnect, First Plus Asset Management selected SS&C for cross-border operations in Asia, and Principal Financial Group chose SS&C's retirement income platform. These deals add recurring service revenue and deepen relationships with large asset managers, supporting steady growth.
New client contracts are fresh demand signals that add to SS&C's revenue base and future earnings.
Digital settlement push opens new market SS&C announced digital cash settlement for tokenized investments, using stablecoins and tokenized bank deposits. This extends its existing tokenized fund capabilities and positions SS&C to earn fees from the growing digital-asset market, though it is early and the financial impact is not yet proven.
This is a new product expansion that could add a future revenue stream, though it is still early-stage.

Manhattan Associates Inc (MANH)

Q3 202616 Jul – 27 Aug 2026

▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.

August 202616 Jul – 27 Aug 2026

▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.

Latest16 Jul – 27 Aug 2026

▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.