Jack Henry & Associates (JKHY) Stock Rises on Q2 2026 Earnings

Jack Henry & Associates (JKHY) reported Q2 2026 results. Revenue totaled $619.3 million, up 7.9% year-over-year and just below the consensus of $621.1 million. Diluted earnings per share were 1.72, a 28.4% increase from a year earlier and above the estimate of 1.4607.

Key operating results:

Gross profit: $268.3 million (up 11.4% year-over-year)

Operating profit: $159.1 million (up 29.4% year-over-year)

Net income attributable to common shareholders: $124.7 million (up 27.4% year-over-year)

Diluted EPS: 1.72 (up 28.4% year-over-year)

Cash flow and balance sheet highlights:

Cash from operating activities: $152.7 million (up 70.3% year-over-year)

Purchases of property, plant and equipment (capex): $21.2 million (capex increased 27.3% year-over-year)

Cash and cash equivalents: $36.2 million (up 41.3% year-over-year)

Cost of sales: $351.0 million (up 5.5% year-over-year)

Total liabilities: $874.2 million (down 6.6% year-over-year)

Market reaction: the stock moved by 4.42% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Jack Henry & Associates Inc. Insider Trading Activity

Jack Henry & Associates Inc. insiders have traded $JKHY stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $JKHY stock by insiders over the last 6 months:

DAVID B FOSS sold 20,000 shares for an estimated $3,498,399
SHANON G. MCLACHLAN (COO) sold 227 shares for an estimated $36,508

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Jack Henry & Associates Inc. Hedge Fund Activity

We have seen 409 institutional investors add shares of Jack Henry & Associates Inc. stock to their portfolio, and 343 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MORGAN STANLEY removed 2,803,679 shares (-52.7%) from their portfolio in Q3 2025, for an estimated $417,551,913
MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. removed 1,107,873 shares (-87.5%) from their portfolio in Q4 2025, for an estimated $202,164,665
VAN ECK ASSOCIATES CORP added 1,056,362 shares (+1911.3%) to their portfolio in Q3 2025, for an estimated $157,323,992
ARTISAN PARTNERS LIMITED PARTNERSHIP removed 412,400 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $61,418,732
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 375,661 shares (+56.7%) to their portfolio in Q3 2025, for an estimated $55,947,192
HANDELSBANKEN FONDER AB removed 369,250 shares (-38.6%) from their portfolio in Q3 2025, for an estimated $54,992,402
APG ASSET MANAGEMENT N.V. removed 343,412 shares (-14.9%) from their portfolio in Q3 2025, for an estimated $51,144,349

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Jack Henry & Associates Inc. Congressional Stock Trading

Members of Congress have traded $JKHY stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $JKHY stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 11/12 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Jack Henry & Associates Inc. Analyst Ratings

Wall Street analysts have issued reports on $JKHY in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

DA Davidson issued a "Buy" rating on 01/29/2026
Wolfe Research issued a "Outperform" rating on 01/08/2026
RBC Capital issued a "Outperform" rating on 12/16/2025
Keefe, Bruyette & Woods issued a "Outperform" rating on 12/08/2025
Compass Point issued a "Buy" rating on 11/06/2025

To track analyst ratings and price targets for Jack Henry & Associates Inc., check out Quiver Quantitative's $JKHY forecast page.

Jack Henry & Associates Inc. Price Targets

Multiple analysts have issued price targets for $JKHY recently. We have seen 11 analysts offer price targets for $JKHY in the last 6 months, with a median target of $195.0.

Here are some recent targets:

Jason Kupferberg from Wells Fargo set a target price of $181.0 on 01/30/2026
Peter Heckmann from DA Davidson set a target price of $216.0 on 01/29/2026
Timothy Chiodo from UBS set a target price of $195.0 on 01/08/2026
Darrin Peller from Wolfe Research set a target price of $220.0 on 01/08/2026
Daniel Perlin from RBC Capital set a target price of $210.0 on 12/16/2025
David Koning from Baird set a target price of $200.0 on 12/15/2025
Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $215.0 on 12/08/2025