WINTON GROUP Ltd Makes New Investment in Jack Henry & Associates, Inc. $JKHY

WINTON GROUP Ltd purchased a new position in Jack Henry & Associates, Inc. (NASDAQ:JKHY) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 41,273 shares of the technology company’s stock, valued at approximately $5,685,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JKHY. Essential Partners LLC boosted its position in shares of Jack Henry & Associates by 65.8% during the 1st quarter. Essential Partners LLC now owns 184 shares of the technology company’s stock worth $29,000 after purchasing an additional 73 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in Jack Henry & Associates by 3,900.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 200 shares of the technology company’s stock worth $30,000 after acquiring an additional 195 shares in the last quarter. Larson Financial Group LLC grew its stake in Jack Henry & Associates by 2,816.7% in the fourth quarter. Larson Financial Group LLC now owns 175 shares of the technology company’s stock valued at $32,000 after acquiring an additional 169 shares during the period. CYBER HORNET ETFs LLC acquired a new stake in Jack Henry & Associates in the second quarter valued at approximately $35,000. Finally, SJS Investment Consulting Inc. increased its holdings in shares of Jack Henry & Associates by 3,933.3% during the first quarter. SJS Investment Consulting Inc. now owns 242 shares of the technology company’s stock valued at $38,000 after acquiring an additional 236 shares in the last quarter. 98.75% of the stock is owned by institutional investors.

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.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on JKHY shares. Stephens reiterated an “overweight” rating and issued a $200.00 target price on shares of Jack Henry & Associates in a report on Tuesday, August 11th. DA Davidson restated a “buy” rating and set a $198.00 price target on shares of Jack Henry & Associates in a research note on Wednesday, September 2nd. Weiss Ratings upgraded Jack Henry & Associates from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 20th. Piper Sandler began coverage on Jack Henry & Associates in a research note on Thursday. They issued a “neutral” rating and a $171.00 target price on the stock. Finally, UBS Group raised their price objective on shares of Jack Henry & Associates from $165.00 to $170.00 and gave the company a “neutral” rating in a research report on Thursday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $192.00.

Jack Henry & Associates Stock Performance

Shares of JKHY opened at $161.42 on Friday. The stock has a market cap of $11.32 billion, a P/E ratio of 23.16, a P/E/G ratio of 1.79 and a beta of 0.56. The business’s 50 day moving average price is $157.02 and its 200-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 company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 0.02.

Jack Henry & Associates (NASDAQ:JKHY) last released its quarterly earnings data on Tuesday, August 18th. The technology company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.44 by $0.13. Jack Henry & Associates had a return on equity of 23.49% and a net margin of 19.76%.The company had revenue of $633.10 million during the quarter, compared to the consensus estimate of $631.60 million. During the same period last year, the company earned $1.75 EPS. Jack Henry & Associates’s revenue for the quarter 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. Equities research analysts anticipate that Jack Henry & Associates, Inc. will post 7.36 earnings per share for the current fiscal year.

Jack Henry & Associates Announces Dividend

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

Jack Henry & Associates 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.