WINTON GROUP Ltd Makes New $5.68 Million Investment in Jack Henry & Associates, Inc. $JKHY

WINTON GROUP Ltd purchased a new stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 41,273 shares of the technology company’s stock, valued at approximately $5,685,000. WINTON GROUP Ltd owned approximately 0.06% of Jack Henry & Associates as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Larson Financial Group LLC lifted its position in Jack Henry & Associates by 2,816.7% during the 4th quarter. Larson Financial Group LLC now owns 175 shares of the technology company’s stock worth $32,000 after buying an additional 169 shares in the last quarter. Essential Partners LLC lifted its stake in Jack Henry & Associates by 65.8% in the first quarter. Essential Partners LLC now owns 184 shares of the technology company’s stock valued at $29,000 after acquiring an additional 73 shares during the last quarter. CYBER HORNET ETFs LLC bought a new position in shares of Jack Henry & Associates in the 2nd quarter valued at about $35,000. Caitong International Asset Management Co. Ltd grew its position in shares of Jack Henry & Associates by 3,900.0% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 200 shares of the technology company’s stock valued at $30,000 after acquiring an additional 195 shares during the period. Finally, MUFG Securities EMEA plc acquired a new position in shares of Jack Henry & Associates during the 2nd quarter worth about $39,000. Institutional investors and hedge funds own 98.75% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on JKHY shares. Barclays raised their price objective on Jack Henry & Associates from $170.00 to $185.00 and gave the company an “overweight” rating in a research report on Thursday, August 20th. Weiss Ratings raised shares of Jack Henry & Associates from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 20th. Oppenheimer increased their price objective on shares of Jack Henry & Associates from $208.00 to $209.00 and gave the company an “outperform” rating in a research report on Wednesday, August 19th. The Goldman Sachs Group lifted their target price on shares of Jack Henry & Associates from $158.00 to $178.00 and gave the stock a “neutral” rating in a report on Thursday, August 20th. Finally, UBS Group upped their price target on shares of Jack Henry & Associates from $165.00 to $170.00 and gave the company a “neutral” rating in a research note on Thursday, August 20th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $192.00.

Key Jack Henry & Associates News

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

• Positive Sentiment: Broad upward revisions to earnings forecasts: Zacks Research raised its Q1 FY2027 EPS estimate to $2.04 from $1.77 and its FY2027 estimate to $7.33 from $6.54. Estimates were also increased for several FY2027 and FY2028 quarters, while FY2028 EPS was raised to $7.10 from $6.92. Zacks projects FY2029 EPS of $8.02, indicating expectations for continued earnings growth.
• Positive Sentiment: New fintech partnership expands platform capabilities: Splitit joined Jack Henry’s Fintech Integration Network, enabling integrations with the SilverLake core banking platform and Banno Digital Platform. The partnership could help Jack Henry’s bank clients offer installment-payment products and reinforces the appeal of its ecosystem. Splitit Joins the Jack Henry Fintech Integration Network
• Positive Sentiment: Recurring-revenue business remains a strength: Recent commentary highlighted Jack Henry’s cloud-native platform, high recurring revenue and strong client retention, along with record core-banking wins. These factors support revenue visibility and the company’s longer-term growth case. Jack Henry’s 2026 Outlook
• Neutral Sentiment: Investor presentation provides additional context: Jack Henry presented at the Goldman Sachs Communacopia + Technology Conference, but the available transcript details no specific new guidance or material change to the investment outlook. Goldman Sachs Conference Transcript
• Neutral Sentiment: Short-interest data is inconclusive: Reported short interest was zero shares, unchanged from the prior period, with a zero-day days-to-cover ratio. The accompanying “NaN” change suggests a data-quality issue rather than a meaningful shift in investor positioning.
• Negative Sentiment: Some longer-term estimates were reduced: Zacks lowered its Q4 FY2028 EPS forecast to $1.62 from $1.73. Separately, rising personnel costs and increased competitive spending could pressure margins even as revenue and earnings expectations improve.

Jack Henry & Associates Stock Up 1.9%

NASDAQ JKHY opened at $161.42 on Friday. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 0.02. The company has a market cap of $11.32 billion, a price-to-earnings ratio of 23.16, a PEG ratio of 1.79 and a beta of 0.56. The company has a 50 day moving average of $157.02 and a 200-day moving average of $151.17. Jack Henry & Associates, Inc. has a 1-year low of $121.04 and a 1-year high of $193.39.

Jack Henry & Associates (NASDAQ:JKHY) last announced its quarterly earnings data on Tuesday, August 18th. The technology company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.13. Jack Henry & Associates had a net margin of 19.76% and a return on equity of 23.49%. The firm had revenue of $633.10 million for the quarter, compared to the consensus estimate of $631.60 million. During the same period in the prior year, the company posted $1.75 earnings per share. The business’s revenue for the quarter 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. On average, equities research analysts expect that Jack Henry & Associates, Inc. will post 7.36 earnings per share for the current fiscal year.

Jack Henry & Associates Dividend Announcement

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

Jack Henry & Associates Profile

Jack Henry & Associates, Inc is a financial technology company that provides software and technology services to banks, credit unions and other financial institutions. Its solutions are designed to support core processing, digital banking, payments, lending, risk management and operational workflows.

The company’s products include core banking platforms, online and mobile banking tools, payment processing services, electronic bill pay, loan origination and document management solutions, fraud prevention tools, and technology that helps financial institutions connect with third-party applications.