Jack Henry & Associates, Inc. $JKHY Shares Sold by Handelsbanken Fonder AB

Handelsbanken Fonder AB lowered its holdings in Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 38.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 586,250 shares of the technology company’s stock after selling 369,250 shares during the period. Handelsbanken Fonder AB owned 0.81% of Jack Henry & Associates worth $87,310,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Hantz Financial Services Inc. acquired a new stake in Jack Henry & Associates in the 2nd quarter worth about $27,000. Quent Capital LLC acquired a new position in shares of Jack Henry & Associates during the 3rd quarter valued at about $33,000. CYBER HORNET ETFs LLC purchased a new position in shares of Jack Henry & Associates during the 2nd quarter worth about $35,000. MUFG Securities EMEA plc acquired a new stake in shares of Jack Henry & Associates in the second quarter worth approximately $39,000. Finally, Migdal Insurance & Financial Holdings Ltd. purchased a new stake in Jack Henry & Associates in the third quarter valued at approximately $44,000. 98.75% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Jack Henry & Associates

In other news, Director David B. Foss sold 20,000 shares of Jack Henry & Associates stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $174.92, for a total transaction of $3,498,400.00. Following the sale, the director owned 128,133 shares in the company, valued at $22,413,024.36. This trade represents a 13.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.60% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on JKHY. UBS Group increased their price target on shares of Jack Henry & Associates from $175.00 to $195.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Stephens raised 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 report on Thursday, February 5th. Wall Street Zen cut Jack Henry & Associates from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Weiss Ratings lowered Jack Henry & Associates from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. Finally, Raymond James Financial upgraded Jack Henry & Associates from a “market perform” rating to a “strong-buy” rating and set a $198.00 price objective on the stock in a report on Thursday, November 20th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $200.42.

Jack Henry & Associates Stock Up 2.9%

Shares of NASDAQ JKHY opened at $161.08 on Friday. The stock has a fifty day moving average price of $177.23 and a 200 day moving average price of $167.33. 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, Inc. has a 12-month low of $144.12 and a 12-month high of $196.00. The company has a market cap of $11.62 billion, a P/E ratio of 23.14, a P/E/G ratio of 2.38 and a beta of 0.71.

Jack Henry & Associates (NASDAQ:JKHY) last issued its quarterly earnings data on Tuesday, February 3rd. The technology company reported $1.72 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.29. Jack Henry & Associates had a return on equity of 23.75% and a net margin of 20.59%.The company had revenue of $611.18 million for the quarter, compared to analysts’ expectations of $608.46 million. During the same quarter in the previous year, the firm posted $1.34 earnings per share. The firm’s quarterly revenue was up 7.9% on a year-over-year basis. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS. Research analysts anticipate that Jack Henry & Associates, Inc. will post 5.83 EPS for the current fiscal year.

Jack Henry & Associates Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Thursday, March 5th will be issued a $0.61 dividend. The ex-dividend date is Thursday, March 5th. This represents a $2.44 dividend on an annualized basis and a yield of 1.5%. This is a boost from Jack Henry & Associates’s previous quarterly dividend of $0.58. Jack Henry & Associates’s dividend payout ratio (DPR) is currently 35.06%.

Key Stories Impacting Jack Henry & Associates

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

• Positive Sentiment: Zacks raised multiple forward-quarter and full‑year EPS estimates (examples: Q1 2028 to $1.86 from $1.68; Q2 2028 to $1.76 from $1.47; FY2026 to $6.65 from $6.39; FY2027 to $6.52; FY2028 to $6.91). These upward revisions reflect stronger expected profitability and support valuation.
• Positive Sentiment: Wells Fargo added JKHY to its “Fab 5” fintech picks — a notable buy‑side endorsement that can attract investor attention and flows. Jack Henry Added to Wells Fargo Fab 5
• Positive Sentiment: Consensus analyst stance remains constructive (consensus rating around “Moderate Buy”), reinforcing demand-side support. Analyst Consensus: Moderate Buy
• Neutral Sentiment: Zacks’ updates are mixed at the quarterly level — while several quarters were raised, some near-term quarter adjustments were modestly trimmed; net impact appears positive but nuanced as timing of upgrades varies.
• Negative Sentiment: Zacks trimmed a few quarter-level estimates (examples: Q3 2026 to $1.43 from $1.48; Q4 2026 to $1.53 from $1.55; Q4 2027 to $1.62 from $1.70). These cuts temper the upside and suggest some near-term seasonality or timing risk.

Jack Henry & Associates 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.