Envestnet Asset Management Inc. lessened its holdings in Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) by 3.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 502,653 shares of the technology company’s stock after selling 17,324 shares during the period. Envestnet Asset Management Inc.’s holdings in Jack Henry & Associates were worth $74,860,000 at the end of the most recent reporting period.
Several other institutional investors have also bought and sold shares of JKHY. Strengthening Families & Communities LLC grew its stake in shares of Jack Henry & Associates by 1,887.7% in the 3rd quarter. Strengthening Families & Communities LLC now owns 11,270 shares of the technology company’s stock worth $1,693,000 after buying an additional 10,703 shares in the last quarter. Atlantic Union Bankshares Corp lifted its holdings in shares of Jack Henry & Associates by 5,000.0% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 510 shares of the technology company’s stock valued at $76,000 after acquiring an additional 500 shares during the last quarter. Nicholson Wealth Management Group LLC lifted its holdings in shares of Jack Henry & Associates by 8.4% in the 3rd quarter. Nicholson Wealth Management Group LLC now owns 9,438 shares of the technology company’s stock valued at $1,406,000 after acquiring an additional 730 shares during the last quarter. AGF Management Ltd. grew its position in Jack Henry & Associates by 19.8% in the third quarter. AGF Management Ltd. now owns 19,941 shares of the technology company’s stock worth $2,970,000 after acquiring an additional 3,297 shares in the last quarter. Finally, Bridges Investment Management Inc. increased its stake in Jack Henry & Associates by 5.5% during the third quarter. Bridges Investment Management Inc. now owns 8,032 shares of the technology company’s stock worth $1,196,000 after acquiring an additional 418 shares during the last quarter. Institutional investors own 98.75% of the company’s stock.
Insider Activity
In related news, Director David B. Foss sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $174.92, for a total value of $3,498,400.00. Following the completion of the sale, the director owned 128,133 shares in the company, valued at approximately $22,413,024.36. The trade was a 13.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.60% of the company’s stock.
Jack Henry & Associates Stock Down 2.0%
Jack Henry & Associates (NASDAQ:JKHY – Get Free Report) last posted its quarterly 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 firm had revenue of $611.18 million for the quarter, compared to analysts’ expectations of $608.46 million. Jack Henry & Associates had a net margin of 20.59% and a return on equity of 23.75%. The business’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.34 earnings per share. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS. Analysts anticipate that Jack Henry & Associates, Inc. will post 5.83 EPS for the current year.
Jack Henry & Associates Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Tuesday, December 2nd were paid a dividend of $0.58 per share. This represents a $2.32 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Tuesday, December 2nd. Jack Henry & Associates’s payout ratio is currently 33.33%.
More Jack Henry & Associates News
Here are the key news stories impacting Jack Henry & Associates this week:
- Positive Sentiment: Q4 earnings beat and strong FY‑2026 guidance: JKHY reported $1.72 EPS vs. $1.43 est. and revenue roughly in line with estimates; management set FY‑2026 EPS guidance of $6.61–$6.72, a bullish signal for recurring software/services revenue. Jack Henry & Associates, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
- Positive Sentiment: Sales beat for Q4 CY2025 was reported across outlets, reinforcing the underlying revenue strength in the quarter. Jack Henry (NASDAQ: JKHY) beats Q4 CY2025 sales expectations
- Positive Sentiment: Multiple analyst upgrades and higher price targets: Robert W. Baird upgraded JKHY to outperform and Stephens to overweight, both assigning ~$205 targets (notable upside vs. current levels), signaling growing sell‑side conviction. Baird upgrade Stephens upgrade
- Neutral Sentiment: Morgan Stanley raised its price target from $168 to $183 but kept an “equal weight” rating — a modest constructive move, though not a full bullish re‑rate. Morgan Stanley price target raise
- Neutral Sentiment: Analyst commentary and screeners highlight JKHY as a growth name (Zacks style scores), which may support longer‑term interest but is less likely to drive near‑term moves on its own. Zacks growth piece
- Neutral Sentiment: Coverage pieces on valuation and competitive comparisons (vs. Cognizant) provide context for investors assessing relative value and strategy but don’t change the near‑term earnings story. Valuation after recent share price weakness JKHY vs CTSH comparison
- Negative Sentiment: Despite the beat and upgrades, shares are trading lower today — higher volume and the stock sitting below its 50‑day moving average suggest short‑term profit‑taking or rotation; monitor next day flows for confirmation (technical resistance near the prior highs).
Wall Street Analyst Weigh In
Several equities research analysts have recently issued reports on JKHY shares. Keefe, Bruyette & Woods raised Jack Henry & Associates from a “market perform” rating to an “outperform” rating and raised their price objective for the company from $170.00 to $215.00 in a research note on Monday, December 8th. Wall Street Zen downgraded Jack Henry & Associates from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Raymond James Financial raised shares of Jack Henry & Associates from a “market perform” rating to a “strong-buy” rating and set a $198.00 price objective for the company in a research note on Thursday, November 20th. Wolfe Research set a $220.00 target price on shares of Jack Henry & Associates and gave the company an “outperform” rating in a research note on Thursday, January 8th. Finally, The Goldman Sachs Group lifted their price target on shares of 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 six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $199.17.
Read Our Latest Report on JKHY
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.
See Also
- Five stocks we like better than Jack Henry & Associates
- The day the gold market broke
- Your Bank Account Is No Longer Safe
- What a Former CIA Agent Knows About the Coming Collapse
- He just nailed another gold prediction …
- ~$1.5T SpaceX IPO: Pre-IPO Opportunity
Want to see what other hedge funds are holding JKHY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report).
Receive News & Ratings for Jack Henry & Associates Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Jack Henry & Associates and related companies with MarketBeat.com's FREE daily email newsletter.
