Jack Henry & Associates (NASDAQ:JKHY) Upgraded to Overweight at Stephens

Stephens upgraded shares of Jack Henry & Associates (NASDAQ:JKHY) from an equal weight rating to an overweight rating in a research report report published on Thursday morning, MarketBeat Ratings reports. They currently have $205.00 price target on the technology company’s stock.

A number of other analysts have also recently issued reports on the company. Royal Bank Of Canada raised Jack Henry & Associates from a “sector perform” rating to an “outperform” rating and lifted their price objective for the company from $185.00 to $210.00 in a research report on Tuesday, December 16th. Wolfe Research set a $220.00 price target on Jack Henry & Associates and gave the stock an “outperform” rating in a research note on Thursday, January 8th. Keefe, Bruyette & Woods upgraded Jack Henry & Associates from a “market perform” rating to an “outperform” rating and lifted their price target for the company from $170.00 to $215.00 in a report on Monday, December 8th. Wall Street Zen cut Jack Henry & Associates from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jack Henry & Associates in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $199.17.

Jack Henry & Associates Stock Performance

JKHY stock opened at $176.96 on Thursday. The firm has a 50 day simple moving average of $183.39 and a 200 day simple moving average of $168.48. Jack Henry & Associates has a 52 week low of $144.12 and a 52 week high of $196.00. The stock has a market cap of $12.81 billion, a P/E ratio of 25.43, a P/E/G ratio of 2.90 and a beta of 0.71. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.49 and a current ratio of 1.54.

Jack Henry & Associates (NASDAQ:JKHY) last released its quarterly earnings data 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 net margin of 20.59% and a return on equity of 23.75%. The company’s revenue for the quarter was up 7.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.34 EPS. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS. Research analysts anticipate that Jack Henry & Associates will post 5.83 earnings per share for the current fiscal year.

Jack Henry & Associates Dividend Announcement

The business also recently announced 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 payout ratio is 33.33%.

Insider Buying and Selling

In other Jack Henry & Associates news, COO Shanon G. Mclachlan sold 227 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $160.83, for a total transaction of $36,508.41. Following the completion of the sale, the chief operating officer owned 1,420 shares of the company’s stock, valued at $228,378.60. This represents a 13.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David B. Foss sold 20,000 shares of Jack Henry & Associates stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $174.92, for a total transaction of $3,498,400.00. Following the completion of the transaction, the director directly owned 128,133 shares in the company, valued at approximately $22,413,024.36. This represents a 13.50% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Blue Trust Inc. grew its position in shares of Jack Henry & Associates by 11.3% in the second quarter. Blue Trust Inc. now owns 670 shares of the technology company’s stock valued at $121,000 after purchasing an additional 68 shares during the last quarter. Advisory Services Network LLC boosted its stake in Jack Henry & Associates by 2.6% during the 2nd quarter. Advisory Services Network LLC now owns 2,745 shares of the technology company’s stock valued at $466,000 after purchasing an additional 69 shares during the period. Private Trust Co. NA grew its holdings in Jack Henry & Associates by 49.0% in the 2nd quarter. Private Trust Co. NA now owns 216 shares of the technology company’s stock valued at $39,000 after buying an additional 71 shares during the last quarter. DNB Asset Management AS increased its position in Jack Henry & Associates by 0.6% in the 4th quarter. DNB Asset Management AS now owns 13,261 shares of the technology company’s stock worth $2,420,000 after buying an additional 76 shares during the period. Finally, Huntington National Bank increased its position in Jack Henry & Associates by 14.5% in the 3rd quarter. Huntington National Bank now owns 615 shares of the technology company’s stock worth $92,000 after buying an additional 78 shares during the period. Institutional investors own 98.75% of the company’s stock.

Trending Headlines about Jack Henry & Associates

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

• Positive Sentiment: Baird set a new $205 price target and an “outperform” rating, implying meaningful upside and signaling conviction from a well-known regional bank analyst. Read More.
• Positive Sentiment: Stephens upgraded JKHY from “equal weight” to “overweight” and also put a $205 target on the stock—another bullish vote that can attract institutional buying interest. Read More.
• Positive Sentiment: DA Davidson reaffirmed a “buy” rating with a $216 price target, the highest among recent analyst notes; that level implies material upside and supports a bullish narrative. Read More.
• Positive Sentiment: Jack Henry reported a quarterly beat (EPS and revenue) with expanding margins and raised full-year guidance — the primary fundamental driver behind recent share strength. Read More.
• Neutral Sentiment: Morgan Stanley nudged its price target up to $183 but kept an “equal weight” rating — a modest positive to the target but less persuasive than outright upgrades. Read More.
• Neutral Sentiment: Analysts and outlets are publishing positive thematic coverage (Zacks growth-score piece, valuation and comparison write-ups) that may support longer-term interest but are less likely to move the stock immediately than earnings and direct analyst upgrades. Read More.
• Neutral Sentiment: Valuation and comparison pieces (Yahoo, Globe & Mail, American Banking News) provide context on earnings and relative peers; useful for longer-term positioning but not direct catalysts by themselves. Read More.

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.