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JKHYJack Henry & Associates, Inc.Hold5.9·$153.31-1.64%
HoldModerate Confidence
Investment thesis

Jack Henry & Associates demonstrates a rare four-quarter perfect beat streak, high-quality net margins of 21%, and 25.5% upside to the analyst target at a 4-to-1 risk/reward—but a confirmed price downtrend at -2.6% per month slope and elevated leverage create timing risk for new positions despite the quality and asymmetry credentials.

Thesis pillars

  • High Quality Margins PiotroskiStable
  • Four Quarter Perfect Beat StreakStable
  • Favorable 25pct Upside AsymmetryImproving
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Jack Henry & Associates, Inc. (JKHY) Stock Analysis

Range Bound setup · Temporary headwind edge

HoldQualityModerate Confidence

Technology · Information Technology Services

Earnings in 4 days (2026-08-18). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Hold if already holding. Not a fresh buy at $153.31, but acceptable to hold if already in. Reasons: Thin upside margin: 9.6%; Earnings in 4 days (event risk).

Jack Henry & Associates serves approximately 7,400 community and regional financial institutions with core banking systems, payment processing, and complementary technology solutions. Revenue is primarily recurring through cloud-hosted clients on six-year contracts and... Read more

$153.31+9.6% A.UpsideScore 5.9/10#16 of 47 Information Technology Services
QualityF-score9 / 9FCF yield3.37%
IncomeYield1.56%(5y avg 1.22%)Payout32.82%sustainable
Stop $143.71Target $168.00(analyst − 10%)A.R:R 1.5:1
Analyst target$186.67+21.8%15 analysts
$168.00our TP
$153.31price
$186.67mean
$208

Hold if already holding. Not a fresh buy at $153.31, but acceptable to hold if already in. Reasons: Thin upside margin: 9.6%; Earnings in 4 days (event risk). Chart setup: RSI 50 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.

Passes 5/8 gates (favorable risk/reward ratio, clean insider activity, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and earnings proximity 4d<=7d. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-08-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Aug 18, 20264d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Positive insider activity
Risks
Thin upside margin: 9.6%
Earnings in 4 days (event risk)
Negative momentum

Key Metrics

P/E (TTM)21.3
P/E (Fwd)22.0
Mkt Cap$11.1B
EV/EBITDA15.6
Profit Mgn20.6%
ROE24.9%
Rev Growth8.7%
Beta0.55
Dividend1.56%
Rating analysts22

Quality Signals

Piotroski F9/9MoatWideCompounder

Options Flow

P/C0.24bullish
IV58%elevated

Material Events(8-K, last 90d)

  • 2026-06-04Item 5.02MEDIUM
    David B. Foss, Chair of the Board (former CEO 2016-2024), notified the Board of intent to retire as a director effective July 15, 2026. No successor Chair named. No disagreement with company, management, or Board cited.
    SEC filing →
  • 2026-03-26Item 1.01LOW
    JKHY entered a $1.0 billion five-year revolving unsecured credit agreement on March 25, 2026, replacing the prior $600 million facility. U.S. Bank National Association serves as Administrative Agent. No default events.
    SEC filing →
  • 2026-03-26Item 1.02MEDIUM
    Prior $600 million revolving unsecured credit agreement (dated August 31, 2022, maturity Aug 31, 2027) terminated March 25, 2026 simultaneously with closing of the new $1.0 billion facility. No early termination penalties cited.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
1.8
Ma Position
4.2
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA but MA still rising (+0.2%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 2.3<4.5EARNINGS PROXIMITY 4d<=7dExecutive change: officer departure/appointmentA.R:R 1.5 ≥ 1.5Insider activity: OKNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
50 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $144.38Resistance $162.96

Price Targets

$144
$168
A.Upside+9.6%
A.R:R1.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 2.3 (below the engine's 4.5 threshold)
! EARNINGS_PROXIMITY:4d<=7d

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-18 (4d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is JKHY stock a buy right now?

Hold if already holding. Not a fresh buy at $153.31, but acceptable to hold if already in. Reasons: Thin upside margin: 9.6%; Earnings in 4 days (event risk). Chart setup: RSI 50 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $168.00 (+9.6%), stop $143.71 (−6.7%), A.R:R 1.5:1. Score 5.9/10, moderate confidence.

What is the JKHY stock price target?

Take-profit target: $168.00 (+9.6% upside). Target $168.00 (+9.6%), stop $143.71 (−6.7%), A.R:R 1.5:1. Stop-loss: $143.71.

What are the risks of investing in JKHY?

Thin upside margin: 9.6%; Earnings in 4 days (event risk); Negative momentum.

Is JKHY overvalued or undervalued?

Jack Henry & Associates, Inc. trades at a P/E of 21.3 (forward 22.0). TrendMatrix value score: 5.4/10. Verdict: Hold.

What do analysts say about JKHY?

22 analysts cover JKHY with a consensus score of 4.0/5. Average price target: $187.

What does Jack Henry & Associates, Inc. do?Jack Henry & Associates serves approximately 7,400 community and regional financial institutions with core banking...

Jack Henry & Associates serves approximately 7,400 community and regional financial institutions with core banking systems, payment processing, and complementary technology solutions. Revenue is primarily recurring through cloud-hosted clients on six-year contracts and electronic payment processing fees, with a client base spanning over 950 banks and 715 credit unions on core platforms.

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