Jack Henry & Associates (NASDAQ:JKHY) Releases FY 2027 Earnings Guidance

Jack Henry & Associates (NASDAQ:JKHY) updated its FY 2027 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 7.330-7.380 for the period, compared to the consensus EPS estimate of 7.100. The company issued revenue guidance of $2.7 billion-$2.7 billion, compared to the consensus revenue estimate of $2.7 billion.

Jack Henry & Associates Trading Up 6.5%

JKHY opened at $163.06 on Thursday. The firm’s 50 day moving average is $145.52 and its 200-day moving average is $151.14. Jack Henry & Associates has a 52-week low of $121.04 and a 52-week high of $193.39. The company has a quick ratio of 1.74, a current ratio of 1.74 and a debt-to-equity ratio of 0.04. The firm has a market capitalization of $11.59 billion, a P/E ratio of 23.39, a P/E/G ratio of 2.15 and a beta of 0.55.

Jack Henry & Associates (NASDAQ:JKHY) last released its quarterly earnings results on Tuesday, August 18th. The technology company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.13. Jack Henry & Associates had a net margin of 19.76% and a return on equity of 23.17%. The business had revenue of $633.10 million during the quarter, compared to analyst estimates of $631.60 million. During the same period last year, the business earned $1.75 EPS. The business’s revenue was up 4.6% on a year-over-year basis. Jack Henry & Associates has set its FY 2027 guidance at 7.330-7.380 EPS. Analysts expect that Jack Henry & Associates will post 7.11 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on JKHY. Weiss Ratings downgraded Jack Henry & Associates from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 29th. Barclays reiterated an “overweight” rating on shares of Jack Henry & Associates in a research note on Thursday. Wolfe Research set a $165.00 price target on Jack Henry & Associates in a report on Monday, June 29th. Royal Bank Of Canada lowered their price objective on Jack Henry & Associates from $180.00 to $173.00 and set an “outperform” rating for the company in a research note on Thursday, June 18th. Finally, Oppenheimer lifted their price objective on Jack Henry & Associates from $208.00 to $209.00 and gave the stock an “outperform” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $187.27.

Trending Headlines about Jack Henry & Associates

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

• Positive Sentiment: Jack Henry reported fourth-quarter adjusted earnings of $1.57 per share, exceeding the $1.44 consensus estimate, while revenue reached $633.1 million versus expectations of approximately $631.6 million. Revenue increased about 4.7% year over year, supported by processing, cloud hosting and faster-payment growth. Fintech Jack Henry beats quarterly estimates on strong demand
• Positive Sentiment: Management forecast fiscal 2027 EPS of $7.33 to $7.38, above the $7.10 analyst consensus. Revenue is expected to be approximately $2.7 billion, broadly in line with estimates, suggesting continued growth without a major top-line reset. Jack Henry stock climbs after Q4 earnings, FY2027 guidance
• Positive Sentiment: DA Davidson reaffirmed its Buy rating and maintained a $198 price target, implying meaningful potential upside from recent trading levels. The firm’s support reinforces the view that the results and outlook could improve sentiment toward the stock. DA Davidson reiterates Buy rating
• Neutral Sentiment: Investor commentary highlighted record core wins, strong demand for banking and payments solutions, and cloud adoption. These trends support longer-term growth, although the company remains exposed to execution and technology-spending conditions. Q4 2026 earnings call highlights
• Negative Sentiment: Profitability weakened: GAAP operating income fell 12.2%, adjusted operating income declined 3.1%, and EPS dropped from $1.75 to $1.57 year over year. Higher personnel costs pressured margins, tempering the otherwise strong earnings beat. Jack Henry fiscal 2026 results

Institutional Investors Weigh In On Jack Henry & Associates

Institutional investors have recently modified their holdings of the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Jack Henry & Associates by 160.2% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,350,393 shares of the technology company’s stock valued at $246,420,000 after buying an additional 831,372 shares in the last quarter. Balyasny Asset Management L.P. increased its holdings in shares of Jack Henry & Associates by 560.2% in the 4th quarter. Balyasny Asset Management L.P. now owns 557,078 shares of the technology company’s stock valued at $101,656,000 after acquiring an additional 472,698 shares during the last quarter. UBS Group AG increased its holdings in shares of Jack Henry & Associates by 75.7% in the 3rd quarter. UBS Group AG now owns 847,002 shares of the technology company’s stock valued at $126,144,000 after acquiring an additional 364,878 shares during the last quarter. Caisse de depot et placement du Quebec raised its position in shares of Jack Henry & Associates by 880.6% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 318,093 shares of the technology company’s stock valued at $47,374,000 after acquiring an additional 285,656 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of Jack Henry & Associates by 9.5% during the 3rd quarter. Invesco Ltd. now owns 1,800,777 shares of the technology company’s stock valued at $268,190,000 after acquiring an additional 155,616 shares in the last quarter. Institutional investors and hedge funds own 98.75% of the company’s stock.

Jack Henry & Associates Company Profile

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.