Jack Henry & Associates, Inc. $JKHY Stake Lowered by Cobblestone Capital Advisors LLC NY

Cobblestone Capital Advisors LLC NY cut its stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 2.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 121,097 shares of the technology company’s stock after selling 3,370 shares during the quarter. Jack Henry & Associates makes up 0.9% of Cobblestone Capital Advisors LLC NY’s portfolio, making the stock its 28th biggest holding. Cobblestone Capital Advisors LLC NY owned 0.17% of Jack Henry & Associates worth $18,035,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Integrated Wealth Concepts LLC increased its position in Jack Henry & Associates by 21.2% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,102 shares of the technology company’s stock worth $384,000 after purchasing an additional 367 shares during the last quarter. Empowered Funds LLC grew its stake in shares of Jack Henry & Associates by 8.8% in the 1st quarter. Empowered Funds LLC now owns 7,184 shares of the technology company’s stock valued at $1,312,000 after buying an additional 584 shares in the last quarter. Woodline Partners LP increased its holdings in Jack Henry & Associates by 40.6% in the first quarter. Woodline Partners LP now owns 6,159 shares of the technology company’s stock worth $1,125,000 after buying an additional 1,778 shares during the last quarter. Jane Street Group LLC bought a new position in Jack Henry & Associates during the first quarter valued at approximately $9,430,000. Finally, Focus Partners Wealth lifted its stake in Jack Henry & Associates by 15.1% in the first quarter. Focus Partners Wealth now owns 1,387 shares of the technology company’s stock valued at $253,000 after acquiring an additional 182 shares during the last quarter. Institutional investors and hedge funds own 98.75% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on JKHY. Wolfe Research set a $220.00 price target on shares of Jack Henry & Associates and gave the stock an “outperform” rating in a research note on Thursday, January 8th. Weiss Ratings cut shares of Jack Henry & Associates from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, February 24th. Raymond James Financial raised shares of 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 research report on Thursday, November 20th. Wall Street Zen lowered Jack Henry & Associates from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Finally, The Goldman Sachs Group upped their price target on Jack Henry & Associates from $155.00 to $175.00 and gave the stock a “neutral” rating in a research note on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Jack Henry & Associates presently has an average rating of “Moderate Buy” and a consensus price target of $200.42.

Key Headlines 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 Stock Up 0.9%

Jack Henry & Associates stock opened at $162.46 on Monday. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.60 and a quick ratio of 1.60. Jack Henry & Associates, Inc. has a fifty-two week low of $144.12 and a fifty-two week high of $196.00. The firm has a fifty day moving average price of $176.79 and a two-hundred day moving average price of $167.44. The firm has a market cap of $11.72 billion, a price-to-earnings ratio of 23.34, a P/E/G ratio of 2.47 and a beta of 0.72.

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

Jack Henry & Associates Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Thursday, March 5th will be given a $0.61 dividend. This is a positive change from Jack Henry & Associates’s previous quarterly dividend of $0.58. This represents a $2.44 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Thursday, March 5th. Jack Henry & Associates’s dividend payout ratio (DPR) is currently 33.33%.

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.