Jack Henry & Associates, IncNasdaq: JKHY
Financials · Transaction & Payment Processing Services
$153.99
+0.16%
Vol: 557K
Research Digest
Friday, May 1, 2026
Jack Henry raises FY2026 deconversion estimate to $37M; Q3 earnings May 5
Jack Henry raised full-year 2026 deconversion revenue estimate to $37M from prior guidance, based on Q3 results of $18.7M. Company releases Q3 earnings May 5. Jack Henry named Tap2Local as Small Business Payments Solution of Year. Recognized in U.S. News Best Companies to Work For. Analyst estimates suggest 25.1% upside potential. Trading at $150.60 with 1.5% yield.
Previous Market Intelligence
13 daysApr 30Jack Henry raises FY2026 deconversion revenue estimate to $37M on Q3 resultsPositive▶
Jack Henry & Associates announced Q3 deconversion revenue of $18.7 million on April 28, 2026, raising full-year fiscal 2026 deconversion estimate to $37 million. Deconversion revenue increases when Jack Henry clients are acquired by other institutions. The company generates revenue from client terminations of contracts with Jack Henry. Analysts maintain buy rating with $197.25 12-month price target, up 23.67% from current price.
Apr 16Jack Henry raised dividend 6% to 61 cents and announced partnership with Sanibel Captiva Community BankPositive▶
Jack Henry & Associates (JKHY) raised its quarterly dividend 6% to 61 cents from 58 cents per share. The company announced a partnership with Sanibel Captiva Community Bank to enhance technology services, with stock rising 2.26% on the news. Jack Henry announced fiscal Q2 2026 deconversion revenue of $6.2 million and increased full-year fiscal 2026 deconversion revenue estimate to $28 million. Wells Fargo upgraded JKHY to Overweight from Equal Weight on February 17, raising target to $196. Analysts average Buy with $197.25 target, 23.67% upside.
Apr 15Jack Henry & Associates announced partnership with Sanibel Captiva Community Bank and increased quarterly dividend by 6% to $0.61 per share.Positive▶
Jack Henry rose after announcing a partnership with Sanibel Captiva Community Bank to enhance its technology services and declared a 6% dividend increase. The stock fell 4.1% to $147.20 on April 10, representing a 23.7% discount to GF Value of $192.83. Key partnerships including Zelle MDI access support long-term growth. Analyst consensus remains bullish with average rating Buy and 12-month price target of $197.25.
Apr 14Jack Henry & Associates reports strong Q2 2026 revenue growth and expands technology partnerships in financial services.Positive▶
Jack Henry & Associates reported Q2 2026 results with 7.9% revenue growth and higher profits, with services and support revenue up 7.1%. Partnership with Sanibel Captiva Community Bank announced. Company recognized for its Tap2Local payment solution. Analyst consensus Buy with $197.25 average target.
Apr 13Jack Henry announces 6% dividend increase and wins new banking mandates; stock hits 4.1% decline on April 10.Neutral▶
Jack Henry announced April 9 that its Board increased quarterly dividend 6% to $0.61/share. Company announced new partnerships including Zelle MDI access program. Stock experienced 4.1% decline on April 10 to $147.20.
Apr 10Jack Henry & Associates increased quarterly dividend 6% to $0.61; won core banking mandates from FM BANK and Quoin Financial.Positive▶
Jack Henry & Associates announced 6% quarterly dividend increase to $0.61 per share. Company secured core/digital banking mandates from FM BANK and Quoin Financial Bank. FY2025 revenue grew 7.21% to $2.38 billion with earnings up 19.36%. Recently completed $1 billion revolving credit facility. Analysts maintain Buy consensus with $197.25 target (23.67% upside).
Apr 9Jack Henry & Associates beats guidance with dividend increase and strong Q2 fintech momentum amid banking sector tailwinds.Positive▶
Jack Henry & Associates (JKHY) reported strong second-quarter FY2026 results with GAAP revenue +7.9% and operating income +29.4%, driven by robust demand for core banking technology and payments solutions. Board approved 6% dividend increase to $0.61 per share effective February 2026. Recent partnerships include selections from FM BANK and Quoin Financial Bank, expanding the company's core processing platform footprint. Stock gained 2.26% recently and benefits from analyst upgrades including Wells Fargo to Overweight ($196 target) and Morgan Stanley raising to $183. Consensus "Buy" rating from 12 analysts targeting $197.25 per share (+23.67% upside). Company recognized as winner of "Small Business Payments Solution of the Year" in 2026 FinTech Breakthrough Awards.
Apr 8Jack Henry announces dividend increase of 6% to $0.61 per share, signaling confidence in earnings growth.Positive▶
Jack Henry increased its quarterly dividend by 6% to $0.61, marking shareholder confidence despite macroeconomic headwinds. FY2025 revenue grew 7.21% to $2.38B with 19.36% earnings increase. The Zelle Network partnership expansion, new $1B credit facility, and multiple core banking wins from FM BANK and Quoin Financial Bank demonstrate continued fintech innovation. Wall Street consensus rates JKHY "Buy" with average price target of $197.25, implying 23.67% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Wells Fargo upgrades Jack Henry to Overweight; dividend raised 6%.Positive▶
Wells Fargo upgraded Jack Henry to Overweight from Equal Weight with $196 PT. Raised quarterly dividend 6% to 61c. Cloud revenue up 11% YoY now representing 32% of total revenue with 77% of core clients in private cloud.
Apr 3Jack Henry surged on strong Q2 results and earnings beat with 7.9% revenue growth, boosted by analyst upgrades.Positive▶
Jack Henry & Associates reported Q2 2026 results with revenue of $619.3 million (up 7.9% YoY) and basic EPS of $1.72, beating prior year. Wells Fargo upgraded the stock to Overweight with a $196 price target, and RBC Capital reaffirmed Buy rating. Stock rose 2.26% following a Sanibel Captiva Community Bank partnership announcement.
Apr 2Jack Henry & Associates rises on enhanced fintech partnerships and community bank wins, with strong cloud revenue growth to 32% of total revenue.Positive▶
Jack Henry secured new partnerships including a deal with Sanibel Captiva Community Bank and expanded Zelle access for minority depository institutions. Cloud revenue grew 11% YoY to 32% of total revenue with 77% of core clients on private cloud. Wells Fargo upgraded the stock to Overweight with a $196 target in February 2026. The company is benefiting from accelerated adoption of cloud-native SaaS platforms.
Apr 1Jack Henry surged 2.26% on strong Q2 2026 results with 7.9% revenue growth and improved guidance.Positive▶
Jack Henry reported strong Q2 2026 with 7.9% revenue growth and improved profit margins, leading to raised guidance. Wells Fargo upgraded to Overweight with $196 target. Serves almost 1,000 banks and over 700 credit unions.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| JKHYJACK | $153.99 | +0.16% | -2.8% | 22.0x | 0.72 | $11.1B |
| VVISA | $328.42 | -0.43% | +8.7% | 22.5x | — | $627.4B |
| MAMASTERCARD | $495.68 | -1.44% | +0.3% | 22.2x | 0.83 | $444.8B |
| PYPLPAYPAL | $50.47 | +0.65% | +10.3% | 8.7x | 1.41 | $45.1B |
| XYZBLOCK | $71.99 | +2.10% | +16.2% | 14.7x | 2.61 | $42.0B |
| FISVFISERV | $62.21 | -0.71% | +11.2% | 6.9x | — | $33.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.