Jack Henry & Associates, Inc. $JKHY Holdings Reduced by Engineers Gate Manager LP

Engineers Gate Manager LP lowered its position in Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 63.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 56,778 shares of the technology company’s stock after selling 99,074 shares during the quarter. Engineers Gate Manager LP’s holdings in Jack Henry & Associates were worth $7,821,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in JKHY. Northwestern Mutual Wealth Management Co. raised its stake in Jack Henry & Associates by 6,728.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 621,546 shares of the technology company’s stock valued at $113,420,000 after acquiring an additional 612,444 shares in the last quarter. Dai ichi Life Insurance Company Ltd grew its stake in shares of Jack Henry & Associates by 231.1% in the first quarter. Dai ichi Life Insurance Company Ltd now owns 21,102 shares of the technology company’s stock worth $3,335,000 after purchasing an additional 14,728 shares in the last quarter. Swedbank AB increased its holdings in shares of Jack Henry & Associates by 230.2% during the fourth quarter. Swedbank AB now owns 143,787 shares of the technology company’s stock valued at $26,238,000 after purchasing an additional 100,239 shares during the period. Amica Mutual Insurance Co. increased its holdings in shares of Jack Henry & Associates by 60.4% during the fourth quarter. Amica Mutual Insurance Co. now owns 48,570 shares of the technology company’s stock valued at $8,863,000 after purchasing an additional 18,283 shares during the period. Finally, Y Intercept Hong Kong Ltd bought a new stake in shares of Jack Henry & Associates during the first quarter valued at about $3,569,000. Institutional investors own 98.75% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on JKHY. Wolfe Research upped their price objective on shares of Jack Henry & Associates from $200.00 to $215.00 and gave the stock an “outperform” rating in a report on Tuesday, August 25th. Weiss Ratings raised shares of Jack Henry & Associates from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 20th. DA Davidson restated a “buy” rating and set a $198.00 price target on shares of Jack Henry & Associates in a research report on Wednesday, September 2nd. Barclays upped their price target on shares of Jack Henry & Associates from $170.00 to $185.00 and gave the stock an “overweight” rating in a research note on Thursday, August 20th. Finally, Royal Bank Of Canada increased their price objective on shares of Jack Henry & Associates from $173.00 to $178.00 and gave the company an “outperform” rating in a report on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Jack Henry & Associates has an average rating of “Moderate Buy” and a consensus price target of $192.00.

Jack Henry & Associates News Summary

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

• Positive Sentiment: Broad upward revisions to earnings forecasts: Zacks Research raised its Q1 FY2027 EPS estimate to $2.04 from $1.77 and its FY2027 estimate to $7.33 from $6.54. Estimates were also increased for several FY2027 and FY2028 quarters, while FY2028 EPS was raised to $7.10 from $6.92. Zacks projects FY2029 EPS of $8.02, indicating expectations for continued earnings growth.
• Positive Sentiment: New fintech partnership expands platform capabilities: Splitit joined Jack Henry’s Fintech Integration Network, enabling integrations with the SilverLake core banking platform and Banno Digital Platform. The partnership could help Jack Henry’s bank clients offer installment-payment products and reinforces the appeal of its ecosystem. Splitit Joins the Jack Henry Fintech Integration Network
• Positive Sentiment: Recurring-revenue business remains a strength: Recent commentary highlighted Jack Henry’s cloud-native platform, high recurring revenue and strong client retention, along with record core-banking wins. These factors support revenue visibility and the company’s longer-term growth case. Jack Henry’s 2026 Outlook
• Neutral Sentiment: Investor presentation provides additional context: Jack Henry presented at the Goldman Sachs Communacopia + Technology Conference, but the available transcript details no specific new guidance or material change to the investment outlook. Goldman Sachs Conference Transcript
• Neutral Sentiment: Short-interest data is inconclusive: Reported short interest was zero shares, unchanged from the prior period, with a zero-day days-to-cover ratio. The accompanying “NaN” change suggests a data-quality issue rather than a meaningful shift in investor positioning.
• Negative Sentiment: Some longer-term estimates were reduced: Zacks lowered its Q4 FY2028 EPS forecast to $1.62 from $1.73. Separately, rising personnel costs and increased competitive spending could pressure margins even as revenue and earnings expectations improve.

Jack Henry & Associates Price Performance

Shares of Jack Henry & Associates stock opened at $161.42 on Friday. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 0.02. The company’s 50-day moving average price is $157.02 and its two-hundred day moving average price is $151.17. Jack Henry & Associates, Inc. has a 52 week low of $121.04 and a 52 week high of $193.39. The stock has a market cap of $11.32 billion, a PE ratio of 23.16, a price-to-earnings-growth ratio of 1.79 and a beta of 0.56.

Jack Henry & Associates (NASDAQ:JKHY) last issued 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 23.49%. The company had revenue of $633.10 million during the quarter, compared to the consensus estimate of $631.60 million. During the same period in the prior year, the company earned $1.75 EPS. Jack Henry & Associates’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. As a group, sell-side analysts anticipate that Jack Henry & Associates, Inc. will post 7.36 EPS for the current fiscal year.

Jack Henry & Associates Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Monday, September 7th will be paid a dividend of $0.61 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $2.44 annualized dividend and a yield of 1.5%. Jack Henry & Associates’s dividend payout ratio is currently 35.01%.

Jack Henry & Associates Company Profile

Jack Henry & Associates, Inc is a financial technology company that provides software and technology services to banks, credit unions and other financial institutions. Its solutions are designed to support core processing, digital banking, payments, lending, risk management and operational workflows.

The company’s products include core banking platforms, online and mobile banking tools, payment processing services, electronic bill pay, loan origination and document management solutions, fraud prevention tools, and technology that helps financial institutions connect with third-party applications.