Jack Henry & Associates (NASDAQ:JKHY) Posts Earnings Results, Beats Expectations By $0.28 EPS

Jack Henry & Associates (NASDAQ:JKHY) released its earnings results on Tuesday. The technology company reported $1.71 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.28, Zacks reports. The firm had revenue of $615.93 million for the quarter, compared to the consensus estimate of $619.67 million. Jack Henry & Associates had a return on equity of 23.75% and a net margin of 20.59%.The firm’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.52 earnings per share. Jack Henry & Associates updated its FY 2026 guidance to 6.780-6.870 EPS.

Jack Henry & Associates Trading Down 1.9%

Jack Henry & Associates stock traded down $2.87 during mid-day trading on Wednesday, hitting $146.48. The company’s stock had a trading volume of 487,725 shares, compared to its average volume of 951,190. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.60 and a quick ratio of 1.60. The business has a 50 day moving average price of $158.97 and a 200-day moving average price of $168.23. The stock has a market cap of $10.57 billion, a price-to-earnings ratio of 21.08, a price-to-earnings-growth ratio of 2.28 and a beta of 0.63. Jack Henry & Associates has a 12 month low of $144.12 and a 12 month high of $193.39.

Jack Henry & Associates Increases Dividend

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

Jack Henry & Associates News Summary

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

• Positive Sentiment: Q3 EPS beat consensus ($1.71 vs. $1.43), driven by payments and cloud processing strength and 15 core wins—signaling commercial momentum. JKHY Q3 Earnings Beat
• Positive Sentiment: Management raised FY?2026 EPS guidance to $6.78–$6.87 (above Street consensus) and reported y/y GAAP revenue (+8.7%) and operating income (+11.8%), which supports the bull case for steady margin expansion. Press Release: Q3 Fiscal 2026 Results
• Neutral Sentiment: Revenue rose 8.7% y/y but came in slightly below analyst expectations ($615.93M vs. $619.67M), a mixed data point that tempers the otherwise strong EPS beat. MarketBeat: Q3 Earnings Details
• Negative Sentiment: Market reaction has been negative intraday—shares are down—as traders likely trim positions after the mixed print (EPS beat vs. revenue miss) and reassess near?term growth vs. valuation. Yahoo Finance: Jack Henry Reports

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Robert W. Baird upgraded Jack Henry & Associates from a “neutral” rating to an “outperform” rating and set a $205.00 price objective for the company in a research report on Thursday, February 5th. Wells Fargo & Company raised Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $181.00 to $196.00 in a research report on Tuesday, February 17th. DA Davidson cut their price target on Jack Henry & Associates from $216.00 to $198.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Weiss Ratings downgraded Jack Henry & Associates from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, March 27th. Finally, Stephens raised Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and set a $205.00 price target on the stock in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Jack Henry & Associates has an average rating of “Moderate Buy” and an average target price of $198.77.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Integrated Wealth Concepts LLC raised its position in Jack Henry & Associates by 21.2% in the first quarter. Integrated Wealth Concepts LLC now owns 2,102 shares of the technology company’s stock worth $384,000 after acquiring an additional 367 shares during the period. Empowered Funds LLC raised its position in shares of Jack Henry & Associates by 8.8% during the 1st quarter. Empowered Funds LLC now owns 7,184 shares of the technology company’s stock valued at $1,312,000 after purchasing an additional 584 shares during the period. Woodline Partners LP grew its stake in Jack Henry & Associates by 40.6% during the first quarter. Woodline Partners LP now owns 6,159 shares of the technology company’s stock valued at $1,125,000 after acquiring an additional 1,778 shares in the last quarter. Jane Street Group LLC purchased a new position in Jack Henry & Associates during the first quarter valued at $9,430,000. Finally, Focus Partners Wealth grew its stake in Jack Henry & Associates by 15.1% during the first quarter. Focus Partners Wealth now owns 1,387 shares of the technology company’s stock valued at $253,000 after acquiring an additional 182 shares in the last quarter. Institutional investors own 98.75% of the company’s stock.

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.