Jack Henry & Associates (NASDAQ:JKHY) Posts Quarterly Earnings Results, Beats Expectations By $0.28 EPS

Jack Henry & Associates (NASDAQ:JKHYGet Free Report) released its quarterly earnings data on Tuesday. The technology company reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.28, Zacks reports. The firm had revenue of $615.93 million during the quarter, compared to the consensus estimate of $619.67 million. Jack Henry & Associates had a return on equity of 23.93% and a net margin of 20.64%.The firm’s quarterly revenue was up 8.7% on a year-over-year basis. During the same period in the previous year, the company posted $1.52 earnings per share. Jack Henry & Associates updated its FY 2026 guidance to 6.780-6.870 EPS.

Jack Henry & Associates Stock Performance

Shares of JKHY stock traded up $3.08 during trading hours on Thursday, hitting $145.96. The company’s stock had a trading volume of 867,584 shares, compared to its average volume of 966,948. The stock has a market cap of $10.53 billion, a PE ratio of 20.41, a price-to-earnings-growth ratio of 2.23 and a beta of 0.63. Jack Henry & Associates has a 12-month low of $141.81 and a 12-month high of $193.39. The company has a 50 day moving average of $158.71 and a 200 day moving average of $168.16. The company has a current ratio of 1.60, a quick ratio of 1.60 and a debt-to-equity ratio of 0.01.

Jack Henry & Associates Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Thursday, March 5th were paid a dividend of $0.61 per share. This represents a $2.44 annualized dividend and a yield of 1.7%. The ex-dividend date was Thursday, March 5th. This is a positive change from Jack Henry & Associates’s previous quarterly dividend of $0.58. Jack Henry & Associates’s dividend payout ratio (DPR) is presently 35.06%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Loop Capital assumed coverage on Jack Henry & Associates in a research note on Tuesday, March 31st. They issued a “buy” rating and a $197.00 target price on the stock. Robert W. Baird upgraded Jack Henry & Associates from a “neutral” rating to an “outperform” rating and set a $205.00 target price on the stock in a research note on Thursday, February 5th. UBS Group set a $165.00 target price on Jack Henry & Associates in a research note on Thursday. Stephens upgraded Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and set a $205.00 target price on the stock in a research note on Thursday, February 5th. Finally, The Goldman Sachs Group cut their target price on Jack Henry & Associates from $180.00 to $161.00 and set a “neutral” rating on the stock in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $193.08.

Check Out Our Latest Research Report on Jack Henry & Associates

Key Jack Henry & Associates News

Here are the key news stories impacting Jack Henry & Associates this week:

  • Positive Sentiment: Q3 results beat and raised FY26 outlook — JKHY reported $1.71 EPS vs. $1.43 expected and updated FY2026 EPS guidance to $6.78–$6.87 (above consensus). Revenue and core wins were highlighted in the release, supporting near‑term growth expectations. Read More.
  • Positive Sentiment: Payment momentum, cloud processing and core wins cited by analysts — Coverage notes that payments and cloud processing drove the beat and that management cited multiple core wins, which supports recurring revenue expansion. This underpins analyst revisions and investor confidence. Read More.
  • Positive Sentiment: Guidance for margin expansion — Management outlined a 75–95 bps FY2026 non‑GAAP margin expansion tied to core wins and SMB product ramp, suggesting improving profitability over the year. That supports higher forward earnings multiple justification. Read More.
  • Positive Sentiment: Analyst/market commentary highlights value and potential reversal — Recent stories flag JKHY as a value name and technically oversold after a pullback, which can attract value or turnaround buyers if fundamentals hold. Read More. Read More.
  • Neutral Sentiment: Mixed market positioning vs. peers — One note shows JKHY underperformed some competitors on the day, indicating relative weakness in sector trading despite company‑specific positives; this is more of a short‑term flow issue than a fundamental change. Read More.
  • Negative Sentiment: Goldman Sachs trims target and moves to Neutral — Goldman lowered its price target from $180 to $161 and set a Neutral rating, which reduces a portion of the buy/upgrade support that had helped the stock; this is a headwind for further multiple expansion. Read More.

Institutional Investors Weigh In On Jack Henry & Associates

Several hedge funds have recently added to or reduced their stakes in the business. Integrated Wealth Concepts LLC boosted its stake in shares of Jack Henry & Associates by 21.2% in the first quarter. Integrated Wealth Concepts LLC now owns 2,102 shares of the technology company’s stock worth $384,000 after buying an additional 367 shares during the last quarter. Empowered Funds LLC raised its position in Jack Henry & Associates by 8.8% during the first quarter. Empowered Funds LLC now owns 7,184 shares of the technology company’s stock valued at $1,312,000 after acquiring an additional 584 shares in the last quarter. Woodline Partners LP lifted its holdings in Jack Henry & Associates by 40.6% in the first quarter. Woodline Partners LP now owns 6,159 shares of the technology company’s stock valued at $1,125,000 after acquiring an additional 1,778 shares during the period. Jane Street Group LLC acquired a new position in Jack Henry & Associates in the first quarter valued at approximately $9,430,000. Finally, Focus Partners Wealth boosted its position in Jack Henry & Associates by 15.1% in the 1st quarter. Focus Partners Wealth now owns 1,387 shares of the technology company’s stock worth $253,000 after purchasing an additional 182 shares in the last quarter. 98.75% of the stock is owned by hedge funds and other institutional investors.

About Jack Henry & Associates

(Get Free Report)

Jack Henry & Associates, Inc is a leading provider of technology solutions and payment processing services for the financial services industry. Founded in 1976 and headquartered in Monett, Missouri, the company develops and supports a comprehensive suite of software and services designed to help banks, credit unions and other financial institutions streamline operations, improve customer engagement and manage risk.

The company’s core processing platforms deliver end-to-end account processing, general ledger, deposit operations and loan servicing functionality.

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Earnings History for Jack Henry & Associates (NASDAQ:JKHY)

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