APG Asset Management N.V. Sells 343,412 Shares of Jack Henry & Associates, Inc. $JKHY

APG Asset Management N.V. reduced its position in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 14.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,956,339 shares of the technology company’s stock after selling 343,412 shares during the quarter. Jack Henry & Associates comprises about 0.5% of APG Asset Management N.V.’s portfolio, making the stock its 29th biggest position. APG Asset Management N.V. owned approximately 2.69% of Jack Henry & Associates worth $291,358,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in JKHY. Advisory Services Network LLC increased its holdings in shares of Jack Henry & Associates by 2.6% during the second quarter. Advisory Services Network LLC now owns 2,745 shares of the technology company’s stock valued at $466,000 after acquiring an additional 69 shares in the last quarter. Huntington National Bank grew 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 valued at $92,000 after purchasing an additional 78 shares during the period. Tidal Investments LLC increased its stake in Jack Henry & Associates by 0.4% during the 2nd quarter. Tidal Investments LLC now owns 19,435 shares of the technology company’s stock valued at $3,502,000 after purchasing an additional 79 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in Jack Henry & Associates by 1.0% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 8,930 shares of the technology company’s stock worth $1,609,000 after buying an additional 89 shares during the last quarter. Finally, Missouri Trust & Investment Co raised its holdings in Jack Henry & Associates by 29.7% during the third quarter. Missouri Trust & Investment Co now owns 402 shares of the technology company’s stock worth $60,000 after buying an additional 92 shares during the last quarter. Institutional investors and hedge funds own 98.75% of the company’s stock.

Analysts Set New Price Targets

JKHY has been the subject of a number of analyst reports. DA Davidson reiterated a “buy” rating and set a $216.00 price objective on shares of Jack Henry & Associates in a report on Wednesday, February 4th. Weiss Ratings cut shares of Jack Henry & Associates from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday. Morgan Stanley lifted their price target 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. 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 research note on Thursday, January 8th. Finally, Raymond James Financial upgraded Jack Henry & Associates from a “market perform” rating to a “strong-buy” rating and set a $198.00 target price on the stock in a report on Thursday, November 20th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $200.42.

Jack Henry & Associates Stock Up 0.9%

JKHY stock opened at $162.46 on Friday. The stock has a market cap of $11.72 billion, a P/E ratio of 23.34, a P/E/G ratio of 2.47 and a beta of 0.71. 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 stock’s fifty day simple moving average is $176.79 and its two-hundred day simple moving average is $167.41. Jack Henry & Associates, Inc. has a 1-year low of $144.12 and a 1-year high of $196.00.

Jack Henry & Associates (NASDAQ:JKHY) last released its earnings results on Tuesday, February 3rd. The technology company reported $1.72 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.29. The company had revenue of $611.18 million for the quarter, compared to analysts’ expectations of $608.46 million. Jack Henry & Associates had a return on equity of 23.75% and a net margin of 20.59%.The business’s revenue for the quarter was up 7.9% compared to the same quarter last year. During the same period in the previous year, the business posted $1.34 EPS. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS. Analysts expect that Jack Henry & Associates, Inc. will post 5.83 EPS for the current year.

Jack Henry & Associates Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Thursday, March 5th will be paid a $0.61 dividend. The ex-dividend date is Thursday, March 5th. This represents a $2.44 dividend on an annualized basis and a yield of 1.5%. This is an increase from Jack Henry & Associates’s previous quarterly dividend of $0.58. Jack Henry & Associates’s dividend payout ratio (DPR) is presently 33.33%.

Insider Activity at Jack Henry & Associates

In related news, Director David B. Foss sold 20,000 shares of the stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $174.92, for a total transaction of $3,498,400.00. Following the sale, the director owned 128,133 shares of the company’s stock, valued at approximately $22,413,024.36. This represents a 13.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.60% 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.

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.