Zacks Research Has Bullish Estimate for JKHY Q2 Earnings

Jack Henry & Associates, Inc. (NASDAQ:JKHY) – Equities researchers at Zacks Research lifted their Q2 2027 earnings per share (EPS) estimates for shares of Jack Henry & Associates in a research note issued on Tuesday, February 24th. Zacks Research analyst Team now anticipates that the technology company will post earnings per share of $1.66 for the quarter, up from their previous forecast 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.

Jack Henry & Associates (NASDAQ:JKHY) last announced its quarterly earnings data on Tuesday, February 3rd. The technology company reported $1.72 earnings per share 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 analyst estimates of $608.46 million. Jack Henry & Associates had a return on equity of 23.75% and a net margin of 20.59%.Jack Henry & Associates’s quarterly revenue was up 7.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.34 earnings per share. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS.

Several other analysts have also recently commented on the stock. Morgan Stanley raised their price objective on shares of 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. Robert W. Baird upgraded shares of Jack Henry & Associates from a “neutral” rating to an “outperform” rating and set a $205.00 price target for the company in a research report on Thursday, February 5th. Raymond James Financial raised Jack Henry & Associates from a “market perform” rating to a “strong-buy” rating and set a $198.00 price target on the stock in a research note on Thursday, November 20th. UBS Group raised their price objective on Jack Henry & Associates from $175.00 to $195.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Finally, Stephens raised Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and set a $205.00 price objective for the company in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $200.42.

Jack Henry & Associates Price Performance

Shares of NASDAQ JKHY opened at $162.46 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.60 and a current ratio of 1.60. Jack Henry & Associates has a one year low of $144.12 and a one year high of $196.00. The firm has a market capitalization of $11.72 billion, a P/E ratio of 23.34, a PEG ratio of 2.47 and a beta of 0.71. The company’s fifty day moving average is $176.79 and its two-hundred day moving average is $167.41.

Institutional Trading of Jack Henry & Associates

A number of large investors have recently made changes to their positions in the stock. DGS Capital Management LLC acquired a new position in Jack Henry & Associates in the 4th quarter valued at about $328,000. Pacer Advisors Inc. raised its position in shares of Jack Henry & Associates by 109.2% in the fourth quarter. Pacer Advisors Inc. now owns 12,455 shares of the technology company’s stock valued at $2,273,000 after buying an additional 6,502 shares during the last quarter. Floyd Financial Group LLC purchased a new position in shares of Jack Henry & Associates during the fourth quarter valued at approximately $230,000. Kera Capital Partners Inc. purchased a new position in shares of Jack Henry & Associates during the fourth quarter valued at approximately $447,000. Finally, Compound Planning Inc. acquired a new stake in Jack Henry & Associates during the fourth quarter worth approximately $302,000. Institutional investors and hedge funds own 98.75% of the company’s stock.

Insiders Place Their Bets

In other Jack Henry & Associates news, Director David B. Foss sold 20,000 shares of the firm’s stock in a transaction on 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 completion of the transaction, the director owned 128,133 shares of the company’s stock, valued at approximately $22,413,024.36. This trade represents a 13.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.60% of the company’s stock.

Jack Henry & Associates Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Thursday, March 5th will be issued a dividend of $0.61 per share. This is a boost from Jack Henry & Associates’s previous quarterly dividend of $0.58. The ex-dividend date is Thursday, March 5th. This represents a $2.44 dividend on an annualized basis and a yield of 1.5%. Jack Henry & Associates’s payout ratio is currently 33.33%.

Jack Henry & Associates News Summary

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 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.