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JKHYJack Henry & Associates, Inc.Sell5.0·$168.37+0.80%
SellModerate 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 PiotroskiDeteriorating
  • Four Quarter Perfect Beat StreakStable
  • Favorable 25pct Upside AsymmetryStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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

SellQualityModerate Confidence

Technology · Information Technology Services

Sell if holding. Analyst target reached at $168.37 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Technology): -0.8.

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

$168.37+2.8% A.UpsideScore 5.0/10#39 of 48 Information Technology Services
QualityF-score7 / 9FCF yield2.98%
IncomeYield1.46%(5y avg 1.22%)Payout34.10%sustainable
Stop $157.52Target $172.38(analyst − 10%)A.R:R 0.2:1
Analyst target$191.53+13.8%15 analysts
$172.38our TP
$168.37price
$191.53mean
$215

Sell if holding. Analyst target reached at $168.37 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Technology): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.0/10, moderate confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 60d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

10-K grounded · weekly refresh

About Jack Henry & Associates, Inc.

About Jack Henry & Associates, Inc.

Jack Henry & Associates serves approximately 7,400 financial institutions and corporate entities, including over 950 banks on one of three core processing platforms and about 715 credit unions on its Symitar platform — roughly 1,670 core clients plus over 5,710 non-core clients. Its SilverLake System alone serves 520 banks, nearly 12% of the roughly 4,440 U.S. banks with $55 billion or less in assets, with support revenue anchored by six-year hosted-cloud and one-year on-premise contracts.

Jack Henry earns revenue from software license fees and ongoing annual support fees (typically priced around 20% of the license fee) for on-premise clients, recurring per-account and minimum-guarantee fees from clients who outsource core processing to its private cloud under six-year contracts, and hardware remarketing through agreements with IBM, Lenovo, Dell, Hewlett Packard Enterprise, and Cisco, among other providers. Complementary and payment products layer on top of the core platforms, including JHA Card Processing Solutions, Enterprise Payment Solutions, and the Payrailz payments platform, which connect to card networks and faster-payment rails such as Visa, Mastercard, Zelle, FedNow, and The Clearing House's RTP network. The company has completed 35 acquisitions since fiscal 1999 — most recently Payrailz in fiscal 2023 — to expand its complementary product suite, and it is investing in the cloud-native, API-first Jack Henry Platform to modernize core functions like wire transfers, general ledger, and deposit servicing for clients seeking public-cloud delivery.

Show full overview

Jack Henry's shift toward outsourced infrastructure concentrates a risk the 10-K names directly: as the company moves more computing, storage, and processing out of its own data centers, it relies on certain third-party vendors for large portions of its hosting needs, and that reliance is set to deepen as more clients move to private and public cloud delivery. Because Jack Henry doesn't control those vendors' operations, a failure at one of these concentrated hosting partners could disrupt service delivery to a meaningful share of its roughly 7,400 financial-institution and corporate clients simultaneously, a risk distinct from the software-defect or in-house infrastructure failures the filing also describes.

See also: Technology · Information Technology Services

From Jack Henry & Associates, Inc.'s most recent 10-K filing, extracted August 30, 2026.

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

Recent developments

updated 2026-09-04
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Nov 3, 202660d to earnings· next earnings call

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.2 in RISK_OFF)
Strong earnings beat streak (4/4)
High-quality business
Risks
Analyst target reached - limited upside remaining
Sector modifier (Technology): -0.8
Weak growth

Key Metrics

P/E (TTM)24.1
P/E (Fwd)21.5
Mkt Cap$11.8B
EV/EBITDA16.9
Profit Mgn19.8%
ROE24.0%
Rev Growth4.7%
Beta0.55
Dividend1.46%
Rating analysts23

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.83neutral
IV45%normal
Max Pain$165-2.0% vs spot

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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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

2 floor-breakers

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

Earnings Growth
0.0
Revenue Growth
3.7

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

Obv
1.0
Volume
1.0
Macd
1.7
Rsi
4.4
Ma Position
9.0
Overbought (RSI 71)Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.4<4.5A.R:R 0.2 < 1.5@spotExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 60d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
71 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $148.65Resistance $174.36

Price Targets

$158
$172
A.Upside+2.8%
A.R:R0.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (2.8% upside)
! momentum at 3.4 (below the engine's 4.5 threshold)
! asymmetry at 0.2 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-11-03 (60d)

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?

Sell if holding. Analyst target reached at $168.37 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Technology): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $157.52. Score 5.0/10, moderate confidence.

What is the JKHY stock price target?

Take-profit target: $172.38 (+2.8% upside). Prior stop was $157.52. Stop-loss: $157.52.

What are the risks of investing in JKHY?

Analyst target reached - limited upside remaining; Sector modifier (Technology): -0.8; Weak growth.

Is JKHY overvalued or undervalued?

Jack Henry & Associates, Inc. trades at a P/E of 24.1 (forward 21.5). TrendMatrix value score: 5.0/10. Verdict: Sell.

What do analysts say about JKHY?

23 analysts cover JKHY with a consensus score of 4.0/5. Average price target: $192.

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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