Machina Capital S.A.S. Makes New Investment in Jack Henry & Associates, Inc. $JKHY

Machina Capital S.A.S. purchased a new stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 10,564 shares of the technology company’s stock, valued at approximately $1,573,000.

A number of other institutional investors have also added to or reduced their stakes in JKHY. Norges Bank bought a new stake in shares of Jack Henry & Associates during the second quarter valued at about $115,471,000. Artisan Partners Limited Partnership purchased a new position in Jack Henry & Associates during the second quarter valued at approximately $74,302,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in 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 valued at $300,632,000 after acquiring an additional 301,600 shares in the last quarter. Grantham Mayo Van Otterloo & Co. LLC bought a new position in Jack Henry & Associates in the 2nd quarter valued at $33,853,000. Finally, Amundi grew its position in shares of Jack Henry & Associates by 80.5% during the 2nd quarter. Amundi now owns 359,892 shares of the technology company’s stock valued at $64,572,000 after purchasing an additional 160,492 shares in the last quarter. Hedge funds and other institutional investors own 98.75% of the company’s stock.

Jack Henry & Associates Stock Performance

Shares of NASDAQ JKHY opened at $173.78 on Thursday. The stock’s 50-day moving average is $183.33 and its 200 day moving average is $168.43. The stock has a market cap of $12.58 billion, a price-to-earnings ratio of 24.97, a P/E/G ratio of 2.86 and a beta of 0.71. Jack Henry & Associates, Inc. has a 1-year low of $144.12 and a 1-year high of $196.00. The company has a current ratio of 1.49, a quick ratio of 1.49 and a debt-to-equity ratio of 0.01.

Jack Henry & Associates (NASDAQ:JKHY) last issued 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. The business had revenue of $611.18 million for the quarter, compared to analysts’ expectations of $608.46 million. Jack Henry & Associates had a net margin of 20.59% and a return on equity of 24.01%. The business’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period last year, the business earned $1.34 earnings per share. Jack Henry & Associates has set its FY 2026 guidance at 6.610-6.720 EPS. On average, sell-side analysts anticipate that Jack Henry & Associates, Inc. will post 5.83 EPS for the current fiscal year.

Jack Henry & Associates Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Tuesday, December 2nd were paid a $0.58 dividend. The ex-dividend date of this dividend was Tuesday, December 2nd. This represents a $2.32 annualized dividend and a yield of 1.3%. Jack Henry & Associates’s payout ratio is currently 35.26%.

Insider Transactions at Jack Henry & Associates

In related news, COO Shanon G. Mclachlan sold 227 shares of the company’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $160.83, for a total transaction of $36,508.41. Following the completion of the sale, the chief operating officer directly owned 1,420 shares in the company, valued at $228,378.60. This represents a 13.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director David B. Foss sold 20,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $174.92, for a total transaction of $3,498,400.00. Following the transaction, the director directly owned 128,133 shares of the company’s stock, valued at approximately $22,413,024.36. This trade represents a 13.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. 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. Keefe, Bruyette & Woods raised 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. 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. Wall Street Zen cut shares of Jack Henry & Associates from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Finally, Compass Point raised shares of Jack Henry & Associates from a “neutral” rating to a “buy” rating and raised their target price for the company from $179.00 to $187.00 in a research note on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $199.73.

Key Jack Henry & Associates News

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.