Equities Analysts Set Expectations for JKHY Q2 Earnings

Jack Henry & Associates, Inc. (NASDAQ:JKHY) – Analysts at Zacks Research upped their Q2 2027 earnings per share (EPS) estimates for shares of Jack Henry & Associates in a note issued to investors on Tuesday, February 24th. Zacks Research analyst Team now anticipates that the technology company will earn $1.66 per share for the quarter, up from their previous estimate of $1.42. The consensus estimate for Jack Henry & Associates’ current full-year earnings is $5.83 per share. Zacks Research also issued estimates for Jack Henry & Associates’ Q2 2028 earnings at $1.76 EPS.

Other analysts also recently issued research reports about the stock. Weiss Ratings downgraded shares of Jack Henry & Associates from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday. Wells Fargo & Company upgraded Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and upped their price target for the company from $181.00 to $196.00 in a research report on Tuesday, February 17th. Raymond James Financial upgraded Jack Henry & Associates from a “market perform” rating to a “strong-buy” rating and set a $198.00 price objective on the stock in a research report on Thursday, November 20th. Morgan Stanley boosted their price objective on Jack Henry & Associates from $168.00 to $183.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 5th. Finally, Compass Point raised Jack Henry & Associates from a “neutral” rating to a “buy” rating and raised their target price for the stock from $179.00 to $187.00 in a research note on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $200.42.

Jack Henry & Associates Stock Performance

NASDAQ:JKHY opened at $162.46 on Friday. The company’s 50-day moving average price is $176.79 and its 200-day moving average price is $167.36. The company has a current ratio of 1.60, a quick ratio of 1.60 and a debt-to-equity ratio of 0.01. The company has a market cap of $11.72 billion, a P/E ratio of 23.34, a P/E/G ratio of 2.45 and a beta of 0.71. Jack Henry & Associates has a twelve month low of $144.12 and a twelve month high of $196.00.

Jack Henry & Associates (NASDAQ:JKHY) last announced its earnings results on Tuesday, February 3rd. The technology company reported $1.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.29. Jack Henry & Associates had a net margin of 20.59% and a return on equity of 23.75%. The company had revenue of $611.18 million for the quarter, compared to analysts’ expectations of $608.46 million. During the same quarter in the previous year, the company posted $1.34 EPS. The firm’s quarterly revenue was up 7.9% on a year-over-year basis. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS.

Jack Henry & Associates Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Thursday, March 5th will be given 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 of this dividend is Thursday, March 5th. This is a positive change from Jack Henry & Associates’s previous quarterly dividend of $0.58. Jack Henry & Associates’s dividend payout ratio is 33.33%.

Insider Activity

In related news, Director David B. Foss sold 20,000 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $174.92, for a total value of $3,498,400.00. Following the sale, the director directly owned 128,133 shares in the company, valued at approximately $22,413,024.36. The trade was a 13.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On Jack Henry & Associates

A number of hedge funds have recently made changes to their positions in the stock. Hantz Financial Services Inc. purchased a new stake in Jack Henry & Associates in the second quarter valued at approximately $27,000. Larson Financial Group LLC grew its stake in shares of Jack Henry & Associates by 2,816.7% in the fourth quarter. Larson Financial Group LLC now owns 175 shares of the technology company’s stock valued at $32,000 after buying an additional 169 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new stake in shares of Jack Henry & Associates in the 2nd quarter valued at $35,000. Caitong International Asset Management Co. Ltd raised its holdings in shares of Jack Henry & Associates by 3,900.0% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 200 shares of the technology company’s stock valued at $30,000 after buying an additional 195 shares during the period. Finally, MUFG Securities EMEA plc acquired a new position in Jack Henry & Associates during the 2nd quarter worth about $39,000. Hedge funds and other institutional investors own 98.75% of the company’s stock.

Key Stories Impacting Jack Henry & Associates

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

• Positive Sentiment: Zacks lifted several forward earnings targets — including FY2026, FY2027 and FY2028 — and bumped multiple upcoming quarter estimates, signaling stronger expected profitability and giving near-term earnings momentum to the stock. (Zacks’ changes raise FY outlook and key quarter forecasts.)
• Positive Sentiment: Wells Fargo added JKHY to its fintech “Fab 5” picks, a visible endorsement from a large bank that can increase institutional interest and inflows. Jack Henry Added to Wells Fargo Fab 5
• Positive Sentiment: Analyst consensus remains constructive — JKHY was given a “Moderate Buy” consensus rating, reinforcing the view that upgrades and inclusion in model portfolios could support further upside. Consensus Rating: Moderate Buy
• Negative Sentiment: Offsetting some gains, Zacks trimmed a few quarter-level estimates (notably parts of Q3/Q4 2026 and Q4 2027), indicating some near‑term variability in cadence of earnings. These cuts are smaller than the FY upgrades but introduce modest execution risk for specific quarters.

About Jack Henry & Associates

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.