Intech Investment Management LLC Raises Position in Jack Henry & Associates, Inc. $JKHY

Intech Investment Management LLC increased its stake in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 27.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 51,650 shares of the technology company’s stock after acquiring an additional 10,993 shares during the period. Intech Investment Management LLC owned approximately 0.07% of Jack Henry & Associates worth $7,692,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Advisory Services Network LLC grew its holdings in 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 purchasing an additional 69 shares in the last quarter. Tidal Investments LLC raised 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 valued at $3,502,000 after purchasing an additional 79 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Jack Henry & Associates by 1.0% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 8,930 shares of the technology company’s stock valued at $1,609,000 after buying an additional 89 shares during the last quarter. Missouri Trust & Investment Co grew its position in shares of Jack Henry & Associates by 29.7% during the third quarter. Missouri Trust & Investment Co now owns 402 shares of the technology company’s stock worth $60,000 after buying an additional 92 shares in the last quarter. Finally, Cardinal Capital Management increased its stake in shares of Jack Henry & Associates by 0.6% in the third quarter. Cardinal Capital Management now owns 17,258 shares of the technology company’s stock worth $2,570,000 after buying an additional 97 shares during the last quarter. Institutional investors and hedge funds own 98.75% of the company’s stock.

Insider Activity

In related news, Director David B. Foss sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $174.92, for a total transaction of $3,498,400.00. Following the completion of the transaction, the director owned 128,133 shares in the company, valued at $22,413,024.36. The trade was a 13.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.60% of the company’s stock.

Analysts Set New Price Targets

JKHY has been the topic of a number of research analyst reports. Keefe, Bruyette & Woods upgraded shares of Jack Henry & Associates from a “market perform” rating to an “outperform” rating and increased their price objective for the company from $170.00 to $215.00 in a research note on Monday, December 8th. Weiss Ratings lowered shares of Jack Henry & Associates from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. Royal Bank Of Canada raised shares of Jack Henry & Associates from a “sector perform” rating to an “outperform” rating and increased their price target for the stock from $185.00 to $210.00 in a research report on Tuesday, December 16th. DA Davidson reissued a “buy” rating and issued a $216.00 price objective on shares of Jack Henry & Associates in a report on Wednesday, February 4th. Finally, Wall Street Zen cut Jack Henry & Associates from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $200.42.

Jack Henry & Associates Trading Up 0.9%

Jack Henry & Associates stock opened at $162.46 on Friday. Jack Henry & Associates, Inc. has a 1 year low of $144.12 and a 1 year high of $196.00. The firm’s 50-day moving average is $176.79 and its 200-day moving average is $167.36. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.60 and a current ratio of 1.60. The company has a market cap of $11.72 billion, a P/E ratio of 23.34, a PEG ratio of 2.45 and a beta of 0.71.

Jack Henry & Associates (NASDAQ:JKHY) last released its quarterly earnings data on Tuesday, February 3rd. The technology company reported $1.72 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.29. Jack Henry & Associates had a net margin of 20.59% and a return on equity of 23.75%. The firm had revenue of $611.18 million for the quarter, compared to analyst estimates of $608.46 million. During the same quarter in the prior year, the business earned $1.34 earnings per share. Jack Henry & Associates’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. On average, equities analysts expect that Jack Henry & Associates, Inc. will post 5.83 earnings per share for the current year.

Jack Henry & Associates Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Thursday, March 5th will be given a dividend of $0.61 per share. This represents a $2.44 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Thursday, March 5th. This is a positive change from Jack Henry & Associates’s previous quarterly dividend of $0.58. Jack Henry & Associates’s payout ratio is currently 33.33%.

Trending Headlines about Jack Henry & Associates

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

• Positive Sentiment: Zacks lifted several forward earnings targets — including FY2026, FY2027 and FY2028 — and bumped multiple upcoming quarter estimates, signaling stronger expected profitability and giving near-term earnings momentum to the stock. (Zacks’ changes raise FY outlook and key quarter forecasts.)
• Positive Sentiment: Wells Fargo added JKHY to its fintech “Fab 5” picks, a visible endorsement from a large bank that can increase institutional interest and inflows. Jack Henry Added to Wells Fargo Fab 5
• Positive Sentiment: Analyst consensus remains constructive — JKHY was given a “Moderate Buy” consensus rating, reinforcing the view that upgrades and inclusion in model portfolios could support further upside. Consensus Rating: Moderate Buy
• Negative Sentiment: Offsetting some gains, Zacks trimmed a few quarter-level estimates (notably parts of Q3/Q4 2026 and Q4 2027), indicating some near‑term variability in cadence of earnings. These cuts are smaller than the FY upgrades but introduce modest execution risk for specific quarters.

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.