Cobblestone Capital Advisors LLC NY Sells 3,370 Shares of Jack Henry & Associates, Inc. $JKHY

Cobblestone Capital Advisors LLC NY lowered its stake in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 2.7% in the third quarter, Holdings Channel reports. The institutional investor owned 121,097 shares of the technology company’s stock after selling 3,370 shares during the period. Jack Henry & Associates accounts for approximately 0.9% of Cobblestone Capital Advisors LLC NY’s holdings, making the stock its 28th biggest position. Cobblestone Capital Advisors LLC NY’s holdings in Jack Henry & Associates were worth $18,035,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Jack Henry & Associates by 0.5% in the 2nd quarter. Vanguard Group Inc. now owns 8,843,282 shares of the technology company’s stock valued at $1,593,294,000 after acquiring an additional 43,974 shares in the last quarter. State Street Corp increased its position in shares of Jack Henry & Associates by 2.6% during the second quarter. State Street Corp now owns 4,006,150 shares of the technology company’s stock valued at $721,788,000 after purchasing an additional 102,534 shares during the period. Geode Capital Management LLC raised its stake in shares of Jack Henry & Associates by 3.0% in the second quarter. Geode Capital Management LLC now owns 2,095,237 shares of the technology company’s stock valued at $376,816,000 after purchasing an additional 61,292 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Jack Henry & Associates by 22.1% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,668,602 shares of the technology company’s stock worth $300,632,000 after purchasing an additional 301,600 shares during the period. Finally, Invesco Ltd. boosted its stake in Jack Henry & Associates by 0.8% during the second quarter. Invesco Ltd. now owns 1,645,161 shares of the technology company’s stock worth $296,409,000 after buying an additional 13,745 shares in the last quarter. 98.75% of the stock is owned by institutional investors and hedge funds.

Jack Henry & Associates Stock Performance

NASDAQ JKHY opened at $162.46 on Monday. The firm has a market cap of $11.72 billion, a price-to-earnings ratio of 23.34, a PEG ratio of 2.47 and a beta of 0.72. The company has a 50 day moving average of $176.79 and a 200-day moving average of $167.44. The company has a current ratio of 1.60, a quick ratio of 1.60 and a debt-to-equity ratio of 0.01. 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 announced its earnings results on Tuesday, February 3rd. The technology company reported $1.72 EPS for the quarter, topping the consensus estimate of $1.43 by $0.29. The business had revenue of $611.18 million for the quarter, compared to the consensus estimate 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 revenue was up 7.9% compared to the same quarter last year. During the same period in the previous year, the business earned $1.34 EPS. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS. On average, equities analysts forecast that Jack Henry & Associates, Inc. will post 5.83 earnings per share for the current fiscal year.

Jack Henry & Associates Increases Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on JKHY. Wells Fargo & Company upgraded shares of Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and increased their price objective for the company from $181.00 to $196.00 in a research note on Tuesday, February 17th. Stephens raised shares of Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and set a $205.00 price target for the company in a research report on Thursday, February 5th. Robert W. Baird raised Jack Henry & Associates from a “neutral” rating to an “outperform” rating and set a $205.00 price objective on the stock in a report on Thursday, February 5th. Royal Bank Of Canada upgraded Jack Henry & Associates from a “sector perform” rating to an “outperform” rating and upped their price objective for the company from $185.00 to $210.00 in a research note on Tuesday, December 16th. Finally, UBS Group increased their target price on Jack Henry & Associates from $175.00 to $195.00 and gave the stock a “neutral” rating in a report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average 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 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.