Handelsbanken Fonder AB Decreases Stake in Jack Henry & Associates, Inc. $JKHY

Handelsbanken Fonder AB cut its holdings in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 38.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 586,250 shares of the technology company’s stock after selling 369,250 shares during the period. Handelsbanken Fonder AB’s holdings in Jack Henry & Associates were worth $87,310,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in Jack Henry & Associates by 0.5% in the second quarter. Vanguard Group Inc. now owns 8,843,282 shares of the technology company’s stock valued at $1,593,294,000 after purchasing an additional 43,974 shares during the last quarter. State Street Corp raised its position in shares of Jack Henry & Associates by 2.6% in the 2nd 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 in the last quarter. Geode Capital Management LLC boosted its stake in shares of Jack Henry & Associates by 3.0% during the 2nd quarter. Geode Capital Management LLC now owns 2,095,237 shares of the technology company’s stock valued at $376,816,000 after buying an additional 61,292 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of Jack Henry & Associates by 22.1% during 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 buying an additional 301,600 shares in the last quarter. Finally, Invesco Ltd. grew its position in shares of 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. Institutional investors and hedge funds own 98.75% 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: Zacks raised multiple forward-quarter and full‑year EPS estimates (examples: Q1 2028 to $1.86 from $1.68; Q2 2028 to $1.76 from $1.47; FY2026 to $6.65 from $6.39; FY2027 to $6.52; FY2028 to $6.91). These upward revisions reflect stronger expected profitability and support valuation.
• Positive Sentiment: Wells Fargo added JKHY to its “Fab 5” fintech picks — a notable buy‑side endorsement that can attract investor attention and flows. Jack Henry Added to Wells Fargo Fab 5
• Positive Sentiment: Consensus analyst stance remains constructive (consensus rating around “Moderate Buy”), reinforcing demand-side support. Analyst Consensus: Moderate Buy
• Neutral Sentiment: Zacks’ updates are mixed at the quarterly level — while several quarters were raised, some near-term quarter adjustments were modestly trimmed; net impact appears positive but nuanced as timing of upgrades varies.
• Negative Sentiment: Zacks trimmed a few quarter-level estimates (examples: Q3 2026 to $1.43 from $1.48; Q4 2026 to $1.53 from $1.55; Q4 2027 to $1.62 from $1.70). These cuts temper the upside and suggest some near-term seasonality or timing risk.

Analyst Upgrades and Downgrades

A number of research firms have commented on JKHY. Royal Bank Of Canada upgraded shares of Jack Henry & Associates from a “sector perform” rating to an “outperform” rating and increased their price objective for the company from $185.00 to $210.00 in a research note on Tuesday, December 16th. Morgan Stanley upped their target price on shares of Jack Henry & Associates from $168.00 to $183.00 and gave the company an “equal weight” rating in a research note on Thursday, February 5th. Wells Fargo & Company upgraded Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and lifted their price target for the stock from $181.00 to $196.00 in a research note on Tuesday, February 17th. Stephens raised Jack Henry & Associates from an “equal weight” rating to an “overweight” rating and set a $205.00 price objective for the company in a report on Thursday, February 5th. Finally, The Goldman Sachs Group increased their target price on Jack Henry & Associates from $155.00 to $175.00 and gave the stock a “neutral” rating in a report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $200.42.

Jack Henry & Associates Trading Up 2.9%

NASDAQ JKHY opened at $161.08 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.60 and a current ratio of 1.60. Jack Henry & Associates, Inc. has a one year low of $144.12 and a one year high of $196.00. The company has a 50-day simple moving average of $177.23 and a 200-day simple moving average of $167.33. The firm has a market capitalization of $11.62 billion, a PE ratio of 23.14, a price-to-earnings-growth ratio of 2.38 and a beta of 0.71.

Jack Henry & Associates (NASDAQ:JKHY) last issued its earnings results on Tuesday, February 3rd. The technology company reported $1.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.29. Jack Henry & Associates had a net margin of 20.59% and a return on equity of 23.75%. The firm had revenue of $611.18 million for the quarter, compared to analysts’ expectations of $608.46 million. During the same quarter last year, the company posted $1.34 earnings per share. Jack Henry & Associates’s revenue was up 7.9% on a year-over-year basis. 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 year.

Jack Henry & Associates Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Thursday, March 5th will be given a dividend of $0.61 per share. The ex-dividend date is Thursday, March 5th. This represents a $2.44 dividend on an annualized basis and a yield of 1.5%. This is an increase from Jack Henry & Associates’s previous quarterly dividend of $0.58. Jack Henry & Associates’s payout ratio is presently 35.06%.

Insider Buying and Selling

In related news, Director David B. Foss sold 20,000 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $174.92, for a total transaction of $3,498,400.00. Following the completion of the transaction, the director directly owned 128,133 shares in the company, valued at $22,413,024.36. This represents a 13.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.60% of the stock is currently owned by insiders.

Jack Henry & Associates 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.