Zacks Research Issues Positive Estimate for JKHY Earnings

Jack Henry & Associates, Inc. (NASDAQ:JKHY) – Zacks Research increased their Q1 2027 earnings per share estimates for Jack Henry & Associates in a research report issued on Tuesday, September 8th. Zacks Research analyst Team now expects that the technology company will post earnings per share of $2.04 for the quarter, up from their prior estimate of $1.77. The consensus estimate for Jack Henry & Associates’ current full-year earnings is $7.37 per share. Zacks Research also issued estimates for Jack Henry & Associates’ FY2027 earnings at $7.33 EPS and FY2029 earnings at $8.02 EPS.

Other research analysts have also recently issued research reports about the stock. The Goldman Sachs Group upped their target price on shares of Jack Henry & Associates from $158.00 to $178.00 and gave the stock a “neutral” rating in a research report on Thursday, August 20th. DA Davidson reaffirmed a “buy” rating and set a $198.00 price target on shares of Jack Henry & Associates in a report on Wednesday, September 2nd. Stephens reiterated an “overweight” rating and set a $200.00 price objective on shares of Jack Henry & Associates in a research report on Tuesday, August 11th. Wolfe Research increased their price objective on Jack Henry & Associates from $200.00 to $215.00 and gave the stock an “outperform” rating in a report on Tuesday, August 25th. Finally, Oppenheimer increased their price objective on Jack Henry & Associates from $208.00 to $209.00 and gave the stock an “outperform” rating in a report on Wednesday, August 19th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $193.40.

Jack Henry & Associates Trading Down 0.8%

Shares of NASDAQ:JKHY opened at $158.48 on Thursday. The company has a market cap of $11.11 billion, a PE ratio of 22.74, a P/E/G ratio of 1.81 and a beta of 0.56. The company’s 50-day moving average price is $156.73 and its 200 day moving average price is $151.16. Jack Henry & Associates has a fifty-two week low of $121.04 and a fifty-two week high of $193.39. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 0.02.

Jack Henry & Associates (NASDAQ:JKHY) last announced its quarterly earnings results on Tuesday, August 18th. The technology company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.13. The company had revenue of $633.10 million during the quarter, compared to the consensus estimate of $631.60 million. Jack Henry & Associates had a net margin of 19.76% and a return on equity of 23.49%. The company’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.75 earnings per share. Jack Henry & Associates has set its FY 2027 guidance at 7.330-7.380 EPS.

Jack Henry & Associates Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Monday, September 7th will be paid 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 Friday, September 4th. Jack Henry & Associates’s dividend payout ratio (DPR) is currently 35.01%.

Institutional Investors Weigh In On Jack Henry & Associates

Institutional investors have recently added to or reduced their stakes in the company. California State Teachers Retirement System grew its position in Jack Henry & Associates by 6,596.8% in the second quarter. California State Teachers Retirement System now owns 11,513,411 shares of the technology company’s stock worth $1,585,857,000 after buying an additional 11,341,486 shares during the last quarter. Van ECK Associates Corp lifted its position in shares of Jack Henry & Associates by 1,918.2% during the 2nd quarter. Van ECK Associates Corp now owns 1,308,353 shares of the technology company’s stock valued at $180,213,000 after acquiring an additional 1,243,526 shares during the last quarter. Janus Henderson Group PLC boosted its stake in shares of Jack Henry & Associates by 13,343.0% during the 1st quarter. Janus Henderson Group PLC now owns 1,078,398 shares of the technology company’s stock worth $170,430,000 after acquiring an additional 1,070,376 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Jack Henry & Associates by 160.2% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,350,393 shares of the technology company’s stock worth $246,420,000 after acquiring an additional 831,372 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Jack Henry & Associates in the 4th quarter worth $128,744,000. 98.75% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Jack Henry & Associates

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

• Positive Sentiment: Expanded fintech ecosystem: Splitit integrated its bank-linked installment-payment service with Jack Henry’s SilverLake core banking and Banno digital banking platforms through the Jack Henry Fintech Integration Network. The partnership could strengthen Jack Henry’s value proposition to banks seeking embedded payments and buy-now-pay-later alternatives. Splitit Joins the Jack Henry Fintech Integration Network
• Positive Sentiment: Additional Banno integration: Trust Stamp’s driver’s-license verification technology is now available through Banno, broadening the platform’s identity and fraud-prevention capabilities for financial institutions. Trust Stamp integrates ID verification technology with Jack Henry’s Banno platform
• Positive Sentiment: Bank win and stronger estimates: Celtic Bank selected Jack Henry to support its business-banking and fintech technology stack. Separately, Zacks raised several 2027–2028 EPS forecasts, including FY2028 EPS to $7.10 from $6.92, suggesting improving expectations for future earnings growth. Celtic Bank Selects Jack Henry to Support Business Banking and Fintech Tech Stack
• Neutral Sentiment: Investor presentation: Jack Henry presented at the Goldman Sachs Communacopia + Technology Conference. The event keeps investor attention on the company’s recurring-revenue model, cloud-native platform and growth strategy, although no specific new financial guidance was provided in the available report. Jack Henry Goldman Sachs Conference Transcript
• Negative Sentiment: Margin pressure remains a concern: Jack Henry’s recurring revenue and high client retention support the business, but rising personnel costs and increased competitive spending may limit operating leverage. Zacks also reduced its Q4 2028 EPS forecast to $1.62 from $1.73, providing a counterweight to the broader estimate increases. Jack Henry’s 2026 Outlook

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.