Jack Henry & Associates (NASDAQ:JKHY) Issues FY 2026 Earnings Guidance

Jack Henry & Associates (NASDAQ:JKHY) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 6.780-6.870 for the period, compared to the consensus estimate of 6.490. The company issued revenue guidance of $2.5 billion-$2.5 billion, compared to the consensus revenue estimate of $2.5 billion.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on JKHY shares. Morgan Stanley boosted their target price on Jack Henry & Associates from $168.00 to $183.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 5th. UBS Group set a $165.00 target price on shares of Jack Henry & Associates in a research report on Thursday. Royal Bank Of Canada reduced their price target on shares of Jack Henry & Associates from $210.00 to $180.00 and set an “outperform” rating for the company in a research report on Thursday. Weiss Ratings cut Jack Henry & Associates from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 27th. Finally, The Goldman Sachs Group decreased their target price on Jack Henry & Associates from $180.00 to $161.00 and set a “neutral” rating for the company in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $193.08.

Jack Henry & Associates Stock Performance

Jack Henry & Associates stock traded up $3.15 during mid-day trading on Thursday, reaching $146.03. 1,202,955 shares of the company were exchanged, compared to its average volume of 935,402. The firm’s 50-day simple moving average is $158.51 and its two-hundred day simple moving average is $168.11. Jack Henry & Associates has a twelve month low of $141.81 and a twelve month high of $193.39. The firm has a market cap of $10.54 billion, a PE ratio of 20.42, a price-to-earnings-growth ratio of 2.09 and a beta of 0.63. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.60 and a current ratio of 4.31.

Jack Henry & Associates (NASDAQ:JKHY) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.43 by $0.28. Jack Henry & Associates had a return on equity of 24.03% and a net margin of 20.64%.The business had revenue of $615.93 million during the quarter, compared to analysts’ expectations of $619.67 million. During the same quarter in the prior year, the business earned $1.52 earnings per share. The company’s quarterly revenue was up 8.7% compared to the same quarter last year. Jack Henry & Associates has set its FY 2026 guidance at 6.780-6.870 EPS. Equities analysts predict that Jack Henry & Associates will post 6.85 earnings per share for the current fiscal year.

Jack Henry & Associates Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Thursday, March 5th were issued a dividend of $0.61 per share. This is an increase from Jack Henry & Associates’s previous quarterly dividend of $0.58. This represents a $2.44 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend was Thursday, March 5th. Jack Henry & Associates’s dividend payout ratio is currently 35.06%.

Key Stories Impacting Jack Henry & Associates

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

• Positive Sentiment: Q3 / recent-quarter beat — Jack Henry reported results that beat estimates driven by payments momentum, cloud processing growth and 15 core wins; management lifted fiscal‑2026 revenue and EPS outlook, which supports investor confidence. JKHY Q3 Earnings Beat Estimates on Payment Momentum & Core Wins
• Positive Sentiment: Margin expansion guidance — Management outlined 75–95 basis points of FY‑2026 non‑GAAP margin expansion as SMB products ramp and core wins convert, a clear profit‑improvement signal that can support multiple expansion. Jack Henry outlines 75-95 bps FY 2026 non-GAAP margin expansion
• Positive Sentiment: Strong Q1 / continued execution — Coverage pieces highlight a strong Q1/CY2026 and product expansion that underpin the company’s medium‑term revenue trajectory and justify investor interest. Jack Henry (NASDAQ:JKHY) Reports Strong Q1 CY2026
• Positive Sentiment: Analyst / value and technical commentary — Recent Zacks pieces argue JKHY looks like a value/oversold candidate with downside exhausted and upward revision of estimates, which can attract bargain hunters and technical buyers. Here’s Why Jack Henry (JKHY) is a Strong Value Stock Down 9.6% in 4 Weeks, Here’s Why Jack Henry (JKHY) Looks Ripe for a Turnaround
• Neutral Sentiment: Analyst commentary roundup — Broader analyst notes and industry write‑ups (e.g., Globe and Mail) provide mixed context on sector peers and competitive positioning; useful background but not a direct catalyst. Analysts Offer Insights on Technology Companies: Intuit (INTU) and Jack Henry & Associates (JKHY)
• Negative Sentiment: Price‑target cut / rating change — Goldman Sachs lowered its price target from $180 to $161 and set a “neutral” rating, removing a prior bullish analyst driver and potentially capping near‑term upside. Goldman Sachs lowers JKHY price target to $161
• Negative Sentiment: Relative underperformance & margin pressure notes — Recent pieces and a deep‑dive flag that the stock has underperformed peers and that margin pressure remains a near‑term risk despite product wins, which can limit enthusiasm until execution is proven. Jack Henry & Associates Inc. stock underperforms Wednesday JKHY Q3 deep dive: New core wins and product expansion amid margin pressures

Institutional Trading of Jack Henry & Associates

Institutional investors have recently modified their holdings of the business. Northwest & Ethical Investments L.P. lifted its holdings in Jack Henry & Associates by 3.3% in the fourth quarter. Northwest & Ethical Investments L.P. now owns 2,002 shares of the technology company’s stock valued at $365,000 after acquiring an additional 64 shares during the period. Advisory Services Network LLC lifted its position in shares of Jack Henry & Associates by 2.6% during the 2nd quarter. Advisory Services Network LLC now owns 2,745 shares of the technology company’s stock valued at $466,000 after acquiring an additional 69 shares during the period. Schroder Investment Management Group raised its holdings in Jack Henry & Associates by 5.1% during the fourth quarter. Schroder Investment Management Group now owns 1,595 shares of the technology company’s stock worth $291,000 after purchasing an additional 77 shares during the last quarter. Tidal Investments LLC boosted its position in shares of Jack Henry & Associates by 0.4% in the 2nd quarter. Tidal Investments LLC now owns 19,435 shares of the technology company’s stock worth $3,502,000 after buying an additional 79 shares in the last quarter. Finally, Cresset Asset Management LLC lifted its holdings in shares of Jack Henry & Associates by 4.5% in the third quarter. Cresset Asset Management LLC now owns 2,328 shares of the technology company’s stock valued at $347,000 after purchasing an additional 100 shares in the last quarter. 98.75% of the stock is currently owned by hedge funds and other institutional investors.

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.