Baillie Gifford & Co. Purchases 160,118 Shares of Jack Henry & Associates, Inc. $JKHY

Key Points

• Baillie Gifford & Co. boosted its position in Jack Henry & Associates by 47.6% in Q4, adding 160,118 shares to hold 496,603 shares (about 0.69%) valued at $90.62 million.
• Jack Henry beat Q results with EPS of $1.72 vs. $1.43 expected and revenue of $611.18M, and issued FY2026 guidance of 6.610–6.720 EPS.
• Analysts carry an average rating of "Moderate Buy" with an average price target of $200.15, and the company raised its quarterly dividend to $0.61 (annualized $2.44, 1.6% yield).

Baillie Gifford & Co. lifted its position in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY - Free Report) by 47.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 496,603 shares of the technology company's stock after acquiring an additional 160,118 shares during the quarter. Baillie Gifford & Co. owned approximately 0.69% of Jack Henry & Associates worth $90,620,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd grew its stake in shares of Jack Henry & Associates by 3,900.0% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 200 shares of the technology company's stock worth $30,000 after acquiring an additional 195 shares during the period. Quent Capital LLC purchased a new stake in Jack Henry & Associates during the 3rd quarter worth about $33,000. CYBER HORNET ETFs LLC purchased a new stake in Jack Henry & Associates during the 2nd quarter worth about $35,000. MUFG Securities EMEA plc purchased a new stake in Jack Henry & Associates during the 2nd quarter worth about $39,000. Finally, Migdal Insurance & Financial Holdings Ltd. purchased a new stake in Jack Henry & Associates during the 3rd quarter worth about $44,000. Institutional investors own 98.75% of the company's stock.

Wall Street Analyst Weigh In

JKHY has been the topic of a number of recent research reports. Wolfe Research set a $220.00 price objective on Jack Henry & Associates and gave the stock an "outperform" rating in a report on Thursday, January 8th. Morgan Stanley increased their price objective on Jack Henry & Associates from $168.00 to $183.00 and gave the stock an "equal weight" rating in a report on Thursday, February 5th. UBS Group increased their price objective on Jack Henry & Associates from $175.00 to $195.00 and gave the stock a "neutral" rating in a report on Thursday, January 8th. Robert W. Baird raised Jack Henry & Associates from a "neutral" rating to an "outperform" rating and set a $205.00 price objective on the stock in a report on Thursday, February 5th. Finally, Stephens raised Jack Henry & Associates from an "equal weight" rating to an "overweight" rating and set a $205.00 price objective on the stock in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $200.15.

Jack Henry & Associates Stock Performance

NASDAQ:JKHY opened at $151.40 on Tuesday. The business's 50-day moving average price is $162.29 and its two-hundred day moving average price is $167.92. Jack Henry & Associates, Inc. has a twelve month low of $144.12 and a twelve month high of $193.39. The stock has a market cap of $10.93 billion, a P/E ratio of 21.75, a PEG ratio of 2.21 and a beta of 0.72. The company has a quick ratio of 1.60, a current ratio of 1.60 and a debt-to-equity ratio of 0.01.

Jack Henry & Associates (NASDAQ:JKHY - Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The technology company reported $1.72 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $611.18 million for the quarter, compared to analysts' expectations of $608.46 million. During the same quarter last year, the firm posted $1.34 EPS. The company's revenue was up 7.9% compared to the same quarter last year. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS. As a group, equities analysts predict that Jack Henry & Associates, Inc. will post 5.83 EPS for the current fiscal year.

Jack Henry & Associates Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Thursday, March 5th were issued a $0.61 dividend. This represents a $2.44 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Thursday, March 5th. This is an increase from Jack Henry & Associates's previous quarterly dividend of $0.58. Jack Henry & Associates's payout ratio is 35.06%.

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.

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