Jack Henry & Associates (NASDAQ:JKHY) Releases FY 2026 Earnings Guidance

Key Points

• Jack Henry & Associates issued FY2026 EPS guidance of 6.780–6.870, above the consensus of 6.49, and guided revenue of $2.5 billion (in line with expectations).
• The company reported Q1 EPS of $1.71, beating estimates of $1.43, and raised its quarterly dividend to $0.61 (annualized $2.44, ~1.6% yield).
• Shares traded down about 2.1% to $149.34, significantly below the MarketBeat consensus price target of $198.77, suggesting analyst upside despite mixed ratings.

Jack Henry & Associates (NASDAQ:JKHY - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 6.780-6.870 for the period, compared to the consensus estimate of 6.490. The company issued revenue guidance of $2.5 billion-$2.5 billion, compared to the consensus revenue estimate of $2.5 billion.

Wall Street Analyst Weigh In

JKHY has been the subject of several recent research reports. UBS Group boosted their price target on shares of Jack Henry & Associates from $175.00 to $195.00 and gave the stock a "neutral" rating in a research note on Thursday, January 8th. Morgan Stanley raised their price objective on 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. Weiss Ratings downgraded Jack Henry & Associates from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, March 27th. DA Davidson lowered their target price on Jack Henry & Associates from $216.00 to $198.00 and set a "buy" rating for the company in a research note on Friday. Finally, Loop Capital began coverage on Jack Henry & Associates in a report on Tuesday, March 31st. They set a "buy" rating and a $197.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $198.77.

Jack Henry & Associates Trading Down 2.1%

NASDAQ:JKHY traded down $3.18 during midday trading on Tuesday, reaching $149.34. 1,092,238 shares of the stock traded hands, compared to its average volume of 957,773. The stock has a market capitalization of $10.78 billion, a P/E ratio of 21.46, a PEG ratio of 2.30 and a beta of 0.63. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.60 and a current ratio of 1.60. The company has a fifty day moving average of $159.16 and a 200 day moving average of $168.27. Jack Henry & Associates has a 12 month low of $144.12 and a 12 month high of $193.39.

Jack Henry & Associates (NASDAQ:JKHY - Get Free Report) last released its earnings results on Tuesday, May 5th. The technology company reported $1.71 EPS for the quarter, beating analysts' consensus estimates of $1.43 by $0.28. Jack Henry & Associates had a return on equity of 23.75% and a net margin of 20.59%.Jack Henry & Associates has set its FY 2026 guidance at 6.780-6.870 EPS. On average, research analysts predict that Jack Henry & Associates will post 6.69 EPS for the current year.

Jack Henry & Associates Increases Dividend

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

Institutional Investors Weigh In On Jack Henry & Associates

Hedge funds and other institutional investors have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd lifted its holdings in shares of Jack Henry & Associates by 3,900.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 200 shares of the technology company's stock valued at $30,000 after purchasing an additional 195 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new stake in shares of Jack Henry & Associates in the 2nd quarter worth approximately $35,000. MUFG Securities EMEA plc purchased a new stake in shares of Jack Henry & Associates in the 2nd quarter worth approximately $39,000. Los Angeles Capital Management LLC bought a new position in Jack Henry & Associates during the 4th quarter valued at approximately $56,000. Finally, Geneos Wealth Management Inc. increased its position in Jack Henry & Associates by 186.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 378 shares of the technology company's stock valued at $69,000 after buying an additional 246 shares in the last quarter. Hedge funds and other 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.

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