Equities Analysts Set Expectations for JKHY Q2 Earnings

Posted by Francis Steltz on Sep 9th, 2026

Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) – Investment analysts at Zacks Research boosted their Q2 2027 EPS estimates for Jack Henry & Associates in a report issued on Tuesday, September 8th. Zacks Research analyst Team now anticipates that the technology company will earn $1.74 per share for the quarter, up from their previous estimate of $1.67. The consensus estimate for Jack Henry & Associates’ current full-year earnings is $7.37 per share. Zacks Research also issued estimates for Jack Henry & Associates’ Q3 2027 earnings at $1.70 EPS, Q4 2027 earnings at $1.85 EPS, Q1 2028 earnings at $2.04 EPS, Q2 2028 earnings at $1.78 EPS, Q3 2028 earnings at $1.67 EPS, Q4 2028 earnings at $1.62 EPS and FY2028 earnings at $7.10 EPS.

Jack Henry & Associates (NASDAQ:JKHY – Get Free Report) last posted its quarterly earnings data on Tuesday, August 18th. The technology company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.13. Jack Henry & Associates had a return on equity of 23.49% and a net margin of 19.76%.The company had revenue of $633.10 million during the quarter, compared to analyst estimates of $631.60 million. During the same quarter last year, the company earned $1.75 earnings per share. The firm’s quarterly revenue was up 4.6% on a year-over-year basis. Jack Henry & Associates has set its FY 2027 guidance at 7.330-7.380 EPS.

Several other research analysts have also commented on JKHY. Weiss Ratings raised Jack Henry & Associates from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 20th. Oppenheimer raised their target price on shares of Jack Henry & Associates from $208.00 to $209.00 and gave the company an “outperform” rating in a research note on Wednesday, August 19th. DA Davidson reiterated a “buy” rating and set a $198.00 target price on shares of Jack Henry & Associates in a research report on Wednesday, September 2nd. The Goldman Sachs Group lifted their target price on shares of Jack Henry & Associates from $158.00 to $178.00 and gave the company a “neutral” rating in a research report on Thursday, August 20th. Finally, Barclays boosted their price target on shares of Jack Henry & Associates from $170.00 to $185.00 and gave the stock an “overweight” rating in a research note on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $193.40.

View Our Latest Stock Analysis on Jack Henry & Associates

Jack Henry & Associates Price Performance

Shares of NASDAQ JKHY opened at $159.83 on Wednesday. The stock’s 50-day simple moving average is $156.41 and its two-hundred day simple moving average is $151.18. Jack Henry & Associates has a twelve month low of $121.04 and a twelve month high of $193.39. The firm has a market capitalization of $11.21 billion, a P/E ratio of 22.93, a P/E/G ratio of 1.87 and a beta of 0.56. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 0.02.

Hedge Funds Weigh In On Jack Henry & Associates

A number of large investors have recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Jack Henry & Associates by 6,728.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 621,546 shares of the technology company’s stock valued at $113,420,000 after acquiring an additional 612,444 shares during the last quarter. Dai ichi Life Insurance Company Ltd boosted its holdings in Jack Henry & Associates by 231.1% during the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 21,102 shares of the technology company’s stock valued at $3,335,000 after acquiring an additional 14,728 shares during the period. Swedbank AB grew its position in Jack Henry & Associates by 230.2% during the 4th quarter. Swedbank AB now owns 143,787 shares of the technology company’s stock worth $26,238,000 after acquiring an additional 100,239 shares during the last quarter. Amica Mutual Insurance Co. grew its position in Jack Henry & Associates by 60.4% during the 4th quarter. Amica Mutual Insurance Co. now owns 48,570 shares of the technology company’s stock worth $8,863,000 after acquiring an additional 18,283 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd purchased a new position in Jack Henry & Associates in the 1st quarter worth approximately $3,569,000. 98.75% of the stock is owned by hedge funds and other institutional investors.

Jack Henry & Associates Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Stockholders of record on Monday, September 7th will be given a dividend of $0.61 per share. The ex-dividend date is Friday, September 4th. This represents a $2.44 annualized dividend and a dividend yield of 1.5%. Jack Henry & Associates’s dividend payout ratio is 35.01%.

Jack Henry & Associates News Roundup

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

Positive Sentiment: Zacks raised several future earnings estimates. Forecasts increased for Q2 2027 EPS to $1.74 from $1.67, Q3 2027 EPS to $1.70 from $1.51, Q4 2027 EPS to $1.85 from $1.60, Q1 2028 EPS to $2.04 from $1.83, and Q2 2028 EPS to $1.78 from $1.76. Zacks also lifted its FY2028 EPS forecast to $7.10 from $6.92, suggesting improved expectations for Jack Henry’s longer-term earnings growth.
Positive Sentiment: Jack Henry expanded its banking technology ecosystem. Celtic Bank selected the company to support its business-banking and fintech technology stack, helping the lender improve loan financing and scale nationwide. The agreement could reinforce Jack Henry’s position with small-business-focused financial institutions. Celtic Bank Selects Jack Henry to Support Business Banking and Fintech Tech Stack
Positive Sentiment: Banno gained an additional identity-verification capability. Trust Stamp integrated its driver’s-license verification technology with Jack Henry’s Banno Digital Platform through the Banno Digital Toolkit. The integration may improve fraud prevention and customer onboarding while making the platform more attractive to banks and fintech partners. Trust Stamp integrates ID verification technology with Jack Henry’s Banno platform
Neutral Sentiment: Estimate revisions were not uniformly positive. Zacks lowered its Q4 2028 EPS forecast to $1.62 from $1.73, partially offsetting the increases elsewhere. The firm’s FY2028 estimate of $7.10 remains below the current-year consensus estimate of $7.37, so investors may continue to focus on the pace of growth and valuation.

About Jack Henry & Associates

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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.