Jack Henry & Associates (NASDAQ:JKHY) PT Set at $205.00 by Robert W. Baird

Jack Henry & Associates (NASDAQ:JKHY) received a $205.00 price target from investment analysts at Robert W. Baird in a research report issued on Thursday, Marketbeat Ratings reports. The brokerage presently has an “outperform” rating on the technology company’s stock. Robert W. Baird’s target price indicates a potential upside of 17.97% from the stock’s current price.

Several other brokerages have also recently weighed in on JKHY. Raymond James Financial upgraded Jack Henry & Associates from a “market perform” rating to a “strong-buy” rating and set a $198.00 price target for the company in a research report on Thursday, November 20th. Keefe, Bruyette & Woods raised shares of Jack Henry & Associates from a “market perform” rating to an “outperform” rating and raised their price target for the company from $170.00 to $215.00 in a report on Monday, December 8th. Royal Bank Of Canada upgraded Jack Henry & Associates from a “sector perform” rating to an “outperform” rating and increased their price objective for the stock from $185.00 to $210.00 in a research report on Tuesday, December 16th. Wells Fargo & Company boosted their price target on shares of Jack Henry & Associates from $164.00 to $181.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Finally, The Goldman Sachs Group boosted their price target on shares of Jack Henry & Associates from $155.00 to $175.00 and gave the company a “neutral” rating in a research report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $200.64.

Jack Henry & Associates Price Performance

Shares of NASDAQ:JKHY opened at $173.78 on Thursday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.49 and a current ratio of 1.49. Jack Henry & Associates has a 52 week low of $144.12 and a 52 week high of $196.00. The firm has a market cap of $12.58 billion, a PE ratio of 24.97, a price-to-earnings-growth ratio of 2.86 and a beta of 0.71. The firm’s fifty day moving average is $183.33 and its 200-day moving average is $168.43.

Jack Henry & Associates (NASDAQ:JKHY) last released its quarterly earnings results on Tuesday, February 3rd. The technology company reported $1.72 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.29. Jack Henry & Associates had a return on equity of 24.01% and a net margin of 20.59%.The firm had revenue of $611.18 million for the quarter, compared to analyst estimates of $608.46 million. During the same quarter in the previous year, the company posted $1.34 EPS. The business’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. Sell-side analysts predict that Jack Henry & Associates will post 5.83 earnings per share for the current year.

Insider Transactions at Jack Henry & Associates

In other Jack Henry & Associates news, Director David B. Foss sold 20,000 shares of the stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $174.92, for a total value of $3,498,400.00. Following the transaction, the director owned 128,133 shares of the company’s stock, valued at approximately $22,413,024.36. This represents a 13.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Shanon G. Mclachlan sold 227 shares of Jack Henry & Associates stock in a transaction on Monday, November 10th. The shares were sold at an average price of $160.83, for a total value of $36,508.41. Following the transaction, the chief operating officer owned 1,420 shares in the company, valued at $228,378.60. This trade represents a 13.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.60% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Integrated Wealth Concepts LLC increased its holdings in Jack Henry & Associates by 21.2% during the first quarter. Integrated Wealth Concepts LLC now owns 2,102 shares of the technology company’s stock valued at $384,000 after buying an additional 367 shares during the period. Empowered Funds LLC raised its position in shares of Jack Henry & Associates by 8.8% in the 1st quarter. Empowered Funds LLC now owns 7,184 shares of the technology company’s stock worth $1,312,000 after acquiring an additional 584 shares in the last quarter. Woodline Partners LP boosted its position in Jack Henry & Associates by 40.6% during the first quarter. Woodline Partners LP now owns 6,159 shares of the technology company’s stock valued at $1,125,000 after purchasing an additional 1,778 shares in the last quarter. Jane Street Group LLC bought a new stake in Jack Henry & Associates during the first quarter valued at about $9,430,000. Finally, Focus Partners Wealth raised its holdings in Jack Henry & Associates by 15.1% in the first quarter. Focus Partners Wealth now owns 1,387 shares of the technology company’s stock worth $253,000 after purchasing an additional 182 shares in the last quarter. 98.75% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Jack Henry & Associates

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

• Positive Sentiment: Q2 results beat expectations — GAAP EPS $1.72 (vs. consensus ~$1.43) with revenue up ~7.9% year‑over‑year and sizable operating‑income and margin expansion; management raised FY‑2026 EPS guidance to $6.61–$6.72, above consensus. Jack Henry Q2 press release
• Positive Sentiment: Analyst reinforcement — DA Davidson reaffirmed a “Buy” and set a $216 price target (street upside vs. current levels), supporting investor confidence. DA Davidson note via TickerReport
• Positive Sentiment: Industry demand narrative — Reuters and other outlets highlighted strong demand for Jack Henry’s banking technology as a driver of the profit gain, reinforcing the growth story. Reuters: profit rises on bank tech demand
• Neutral Sentiment: Top‑line nuance — most outlets report revenue growth, but third‑party data shows slight differences in reported sales vs. some consensus figures (minor variation across vendors). Investors should watch upcoming transcripts for detail on bookings and product vs. services mix. Zacks earnings coverage
• Neutral Sentiment: Analyst targets and consensus — the median 6‑month target is around $195, with several firms above that; this provides upside room but also a spread of expectations to monitor. QuiverQuant summary
• Negative Sentiment: Insider selling noted — recent filings show insider sales (including an executive sale disclosed), which some investors view as a modest negative signal; size and context matter. QuiverQuant insider activity
• Negative Sentiment: Institutional rebalancing — large portfolio moves (some sizeable reductions by big managers) show mixed institutional positioning; could add volatility if continued. QuiverQuant institutional holdings

About Jack Henry & Associates

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.