Jack Henry & Associates, Inc. $JKHY Shares Bought by AGF Management Ltd.

AGF Management Ltd. lifted its position in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 19.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 19,941 shares of the technology company’s stock after buying an additional 3,297 shares during the quarter. AGF Management Ltd.’s holdings in Jack Henry & Associates were worth $2,970,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the company. Hantz Financial Services Inc. purchased a new stake in Jack Henry & Associates in the 2nd quarter worth approximately $27,000. Quent Capital LLC purchased a new position in shares of Jack Henry & Associates during the 3rd quarter worth $33,000. CYBER HORNET ETFs LLC acquired a new stake in shares of Jack Henry & Associates during the second quarter worth $35,000. Private Trust Co. NA grew its position in shares of Jack Henry & Associates by 49.0% in the second quarter. Private Trust Co. NA now owns 216 shares of the technology company’s stock valued at $39,000 after purchasing an additional 71 shares during the period. Finally, MUFG Securities EMEA plc purchased a new stake in shares of Jack Henry & Associates in the second quarter valued at $39,000. Hedge funds and other institutional investors own 98.75% of the company’s stock.

Jack Henry & Associates News Summary

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

• Positive Sentiment: Q2 results beat expectations — GAAP EPS $1.72 (vs. consensus ~$1.43) with revenue up ~7.9% year‑over‑year and sizable operating‑income and margin expansion; management raised FY‑2026 EPS guidance to $6.61–$6.72, above consensus. Jack Henry Q2 press release
• Positive Sentiment: Analyst reinforcement — DA Davidson reaffirmed a “Buy” and set a $216 price target (street upside vs. current levels), supporting investor confidence. DA Davidson note via TickerReport
• Positive Sentiment: Industry demand narrative — Reuters and other outlets highlighted strong demand for Jack Henry’s banking technology as a driver of the profit gain, reinforcing the growth story. Reuters: profit rises on bank tech demand
• Neutral Sentiment: Top‑line nuance — most outlets report revenue growth, but third‑party data shows slight differences in reported sales vs. some consensus figures (minor variation across vendors). Investors should watch upcoming transcripts for detail on bookings and product vs. services mix. Zacks earnings coverage
• Neutral Sentiment: Analyst targets and consensus — the median 6‑month target is around $195, with several firms above that; this provides upside room but also a spread of expectations to monitor. QuiverQuant summary
• Negative Sentiment: Insider selling noted — recent filings show insider sales (including an executive sale disclosed), which some investors view as a modest negative signal; size and context matter. QuiverQuant insider activity
• Negative Sentiment: Institutional rebalancing — large portfolio moves (some sizeable reductions by big managers) show mixed institutional positioning; could add volatility if continued. QuiverQuant institutional holdings

Insider Buying and Selling at Jack Henry & Associates

In other news, COO Shanon G. Mclachlan sold 227 shares of the stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $160.83, for a total value of $36,508.41. Following the completion of the sale, the chief operating officer owned 1,420 shares in the company, valued at approximately $228,378.60. This trade represents a 13.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David B. Foss sold 20,000 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $174.92, for a total value of $3,498,400.00. Following the sale, the director owned 128,133 shares in the company, valued at approximately $22,413,024.36. The trade was a 13.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.60% of the stock is currently owned by corporate insiders.

Jack Henry & Associates Stock Up 4.6%

JKHY opened at $173.78 on Thursday. Jack Henry & Associates, Inc. has a 1 year low of $144.12 and a 1 year high of $196.00. The firm has a 50 day moving average price of $183.33 and a 200 day moving average price of $168.43. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.49 and a current ratio of 1.49. The company has a market cap of $12.58 billion, a PE ratio of 24.97, a price-to-earnings-growth ratio of 2.86 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 (EPS) 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 24.01%. The company had revenue of $611.18 million during the quarter, compared to the consensus estimate of $608.46 million. During the same period in the previous year, the firm earned $1.34 earnings per share. Jack Henry & Associates’s revenue for the quarter 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. Sell-side analysts expect that Jack Henry & Associates, Inc. will post 5.83 earnings per share for the current year.

Jack Henry & Associates Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Tuesday, December 2nd were issued a $0.58 dividend. This represents a $2.32 annualized dividend and a yield of 1.3%. The ex-dividend date was Tuesday, December 2nd. Jack Henry & Associates’s dividend payout ratio is currently 35.26%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on JKHY shares. Stephens set a $200.00 target price on Jack Henry & Associates in a research report on Friday, January 16th. Compass Point upgraded shares of Jack Henry & Associates from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $179.00 to $187.00 in a report on Thursday, November 6th. Weiss Ratings restated a “hold (c)” rating on shares of Jack Henry & Associates in a report on Wednesday, October 8th. The Goldman Sachs Group upped their price target on shares of Jack Henry & Associates from $155.00 to $175.00 and gave the stock a “neutral” rating in a research report on Friday, November 7th. Finally, Raymond James Financial upgraded shares of Jack Henry & Associates from a “market perform” rating to a “strong-buy” rating and set a $198.00 price target on the stock in a report on Thursday, November 20th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $199.73.

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.