TABR Capital Management LLC Purchases Shares of 29,883 Jack Henry & Associates, Inc. $JKHY

Key Points

• TABR Capital Management acquired 29,883 shares of Jack Henry & Associates (≈$5.45M) in Q4, making the position about 2.1% of its portfolio and its 17th-largest holding.
• Jack Henry beat quarterly estimates with $1.72 EPS (vs. $1.43 expected) and $611.18M revenue, issued FY2026 guidance of 6.610–6.720 EPS, and carries a consensus analyst rating of "Moderate Buy" with a $200.42 target.
• The company raised its quarterly dividend to $0.61 (annualized $2.44) for a ~1.5% yield, with an ex-dividend date of March 5 and payment on March 25.

TABR Capital Management LLC acquired a new stake in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 29,883 shares of the technology company's stock, valued at approximately $5,453,000. Jack Henry & Associates makes up about 2.1% of TABR Capital Management LLC's investment portfolio, making the stock its 17th largest position.

Other hedge funds also recently made changes to their positions in the company. Modera Wealth Management LLC bought a new position in shares of Jack Henry & Associates in the third quarter valued at $3,298,000. Teacher Retirement System of Texas boosted its stake in shares of Jack Henry & Associates by 693.2% during the 3rd quarter. Teacher Retirement System of Texas now owns 87,817 shares of the technology company's stock worth $13,079,000 after acquiring an additional 76,746 shares in the last quarter. Bayforest Capital Ltd bought a new stake in shares of Jack Henry & Associates during the 3rd quarter worth $998,000. Bank of New York Mellon Corp grew its holdings in shares of Jack Henry & Associates by 4.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 712,751 shares of the technology company's stock worth $106,150,000 after acquiring an additional 32,468 shares during the last quarter. Finally, Apollon Wealth Management LLC grew its holdings in shares of Jack Henry & Associates by 270.6% in the 3rd quarter. Apollon Wealth Management LLC now owns 13,927 shares of the technology company's stock worth $2,074,000 after acquiring an additional 10,169 shares during the last quarter. Institutional investors and hedge funds own 98.75% of the company's stock.

Jack Henry & Associates Stock Performance

Shares of Jack Henry & Associates stock opened at $165.38 on Monday. Jack Henry & Associates, Inc. has a 12 month low of $144.12 and a 12 month high of $193.39. The company has a quick ratio of 1.60, a current ratio of 1.60 and a debt-to-equity ratio of 0.01. The stock has a market cap of $11.94 billion, a PE ratio of 23.76, a price-to-earnings-growth ratio of 2.50 and a beta of 0.72. The business has a fifty day simple moving average of $171.65 and a 200-day simple moving average of $168.02.

Jack Henry & Associates (NASDAQ:JKHY - Get Free Report) last posted 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. The firm had revenue of $611.18 million for the quarter, compared to analyst estimates of $608.46 million. Jack Henry & Associates had a return on equity of 23.75% and a net margin of 20.59%.Jack Henry & Associates's quarterly revenue was up 7.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.34 earnings per share. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS. On average, sell-side analysts anticipate that Jack Henry & Associates, Inc. will post 5.83 EPS for the current fiscal year.

Jack Henry & Associates Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Thursday, March 5th will be issued a $0.61 dividend. The ex-dividend date is Thursday, March 5th. This represents a $2.44 dividend on an annualized basis and a dividend yield of 1.5%. This is a positive change from Jack Henry & Associates's previous quarterly dividend of $0.58. Jack Henry & Associates's dividend payout ratio is currently 35.06%.

Wall Street Analysts Forecast Growth

JKHY has been the subject of several analyst reports. DA Davidson reaffirmed a "buy" rating and set a $216.00 target price on shares of Jack Henry & Associates in a report on Wednesday, February 4th. Robert W. Baird raised Jack Henry & Associates from a "neutral" rating to an "outperform" rating and set a $205.00 price target on the stock in a research note on Thursday, February 5th. Wells Fargo & Company upgraded 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 report on Tuesday, February 17th. Morgan Stanley upped their price objective on shares of Jack Henry & Associates from $168.00 to $183.00 and gave the company an "equal weight" rating in a research note on Thursday, February 5th. Finally, UBS Group lifted their target price on shares of Jack Henry & Associates from $175.00 to $195.00 and gave the stock a "neutral" rating in a research report on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, Jack Henry & Associates has an average rating of "Moderate Buy" and a consensus target price of $200.42.

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.

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