Jupiter Asset Management Ltd. Reduces Stock Holdings in Jack Henry & Associates, Inc. $JKHY

Jupiter Asset Management Ltd. reduced its stake in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 4.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 281,203 shares of the technology company’s stock after selling 14,448 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in Jack Henry & Associates were worth $51,314,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. State Street Corp increased its position in shares of Jack Henry & Associates by 2.4% during the third quarter. State Street Corp now owns 4,103,290 shares of the technology company’s stock worth $611,103,000 after purchasing an additional 97,140 shares in the last quarter. Invesco Ltd. boosted its position in shares of Jack Henry & Associates by 9.5% in the 3rd quarter. Invesco Ltd. now owns 1,800,777 shares of the technology company’s stock valued at $268,190,000 after purchasing an additional 155,616 shares during the period. Van ECK Associates Corp grew its stake in Jack Henry & Associates by 1,911.3% during the 3rd quarter. Van ECK Associates Corp now owns 1,111,632 shares of the technology company’s stock worth $165,555,000 after buying an additional 1,056,362 shares during the last quarter. Mackenzie Financial Corp increased its position in Jack Henry & Associates by 1.0% during the third quarter. Mackenzie Financial Corp now owns 935,946 shares of the technology company’s stock worth $139,390,000 after buying an additional 9,059 shares during the period. Finally, UBS Group AG increased its position in Jack Henry & Associates by 75.7% during the third quarter. UBS Group AG now owns 847,002 shares of the technology company’s stock worth $126,144,000 after buying an additional 364,878 shares during the period. 98.75% of the stock is owned by hedge funds and other institutional investors.

Jack Henry & Associates Stock Down 0.0%

Shares of Jack Henry & Associates stock opened at $136.22 on Friday. Jack Henry & Associates, Inc. has a one year low of $132.36 and a one year high of $193.39. The company has a market cap of $9.68 billion, a P/E ratio of 19.05, a PEG ratio of 2.01 and a beta of 0.63. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.74 and a current ratio of 1.74. The firm has a fifty day moving average of $150.44 and a two-hundred day moving average of $166.49.

Jack Henry & Associates (NASDAQ:JKHY) last issued its quarterly earnings results on Tuesday, May 5th. The technology company reported $1.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.28. The business had revenue of $615.93 million for the quarter, compared to analyst estimates of $619.67 million. Jack Henry & Associates had a net margin of 20.64% and a return on equity of 24.03%. The business’s revenue was up 8.7% compared to the same quarter last year. During the same period in the previous year, the business posted $1.52 earnings per share. Jack Henry & Associates has set its FY 2026 guidance at 6.780-6.870 EPS. On average, analysts forecast that Jack Henry & Associates, Inc. will post 6.77 earnings per share for the current year.

Jack Henry & Associates Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Monday, June 1st will be given a dividend of $0.61 per share. The ex-dividend date is Monday, June 1st. This represents a $2.44 annualized dividend and a yield of 1.8%. Jack Henry & Associates’s payout ratio is presently 34.13%.

Insider Buying and Selling

In other Jack Henry & Associates news, CEO Gregory R. Adelson bought 2,000 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was acquired at an average cost of $133.42 per share, with a total value of $266,840.00. Following the purchase, the chief executive officer owned 21,036 shares in the company, valued at approximately $2,806,623.12. This represents a 10.51% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Mimi Carsley purchased 375 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was acquired at an average price of $134.12 per share, for a total transaction of $50,295.00. Following the completion of the purchase, the chief financial officer owned 6,007 shares of the company’s stock, valued at approximately $805,658.84. This represents a 6.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 0.60% of the company’s stock.

Key Headlines Impacting Jack Henry & Associates

Here are the key news stories impacting Jack Henry & Associates this week:

• Positive Sentiment: Jack Henry announced that Woodforest National Bank selected its platform to support growth, modernization, and digital strategy. The deal is notable because Woodforest is a more than $9 billion-asset bank with 740+ branches and represents Jack Henry’s largest new core signing to date, a sign of solid demand for its banking technology. Article Title
• Positive Sentiment: Zacks Research raised several earnings estimates for Jack Henry, including FY2026, FY2027, and multiple quarterly periods. Higher forward EPS estimates can support valuation expectations and suggest analysts see improving earnings power.
• Positive Sentiment: A separate article highlighted “3 reasons we love this stock,” reinforcing a generally favorable investment narrative around Jack Henry’s business quality and recurring revenue model. Article Title
• Neutral Sentiment: Another market commentary piece asked whether Wall Street is bullish or bearish on JKHY, but it did not include a clear new catalyst on its own. Article Title
• Negative Sentiment: Reports showed lower shares trading relative to longer-term averages and the stock remains well below its 50-day and 200-day moving averages, which points to lingering technical pressure on the shares despite the positive company news.

Analysts Set New Price Targets

A number of equities analysts have recently commented on JKHY shares. Loop Capital initiated coverage on shares of Jack Henry & Associates in a report on Tuesday, March 31st. They issued a “buy” rating and a $197.00 target price on the stock. UBS Group set a $165.00 price objective on shares of Jack Henry & Associates in a research report on Thursday, May 7th. DA Davidson restated a “buy” rating and issued a $198.00 price objective on shares of Jack Henry & Associates in a research note on Monday, May 11th. Morgan Stanley set a $170.00 target price on shares of Jack Henry & Associates in a report on Friday, May 8th. Finally, Robert W. Baird raised Jack Henry & Associates from a “neutral” rating to an “outperform” rating and set a $205.00 price target on the stock in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $192.08.

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.