Jack Henry & Associates stock gets fresh targets after proxy filing

Published on 10/04/2026 at 22:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Jack Henry & Associates stock was last at USD 142.54 on October 2, 2026, while RBC kept a USD 178 target. Fiscal 2027 guidance calls for USD 2.684-2.709 billion in revenue.

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Jack Henry & Associates stock was last at USD 142.54 on Nasdaq on October 2, 2026, down 0.90 percent from the prior close and 26.3 percent below its 52-week high of USD 193.39. StockTitan reported that Jack Henry filed its definitive proxy statement on October 2, 2026.

Analyst targets split at Nasdaq

According to MarketBeat on October 2, 2026, Royal Bank of Canada reiterated Outperform with a USD 178 price target, while Morgan Stanley cut its target from USD 170 to USD 158 and kept Equal Weight. Seaport Research Partners initiated coverage with Buy and a USD 193 target.

The spread matters because the targets sit well above the October 2 price, but the individual views are not uniform. MarketBeat listed one Strong Buy, twelve Buy and five Hold ratings, producing a Moderate Buy consensus and a USD 191.47 target across 18 analysts.

Revenue grows as margins face pressure

Jack Henry reported fiscal fourth-quarter adjusted EPS of USD 1.57 against a USD 1.44 consensus, a USD 0.13 beat, while revenue reached USD 633.1 million against USD 631.6 million expected. Yahoo Finance reported that fiscal fourth-quarter revenue rose 4.7 percent year over year, while GAAP operating margin fell to 21.2 percent from 25.3 percent.

For fiscal 2026, revenue increased to USD 2.544 billion from USD 2.375 billion, a 7.1 percent gain, while net income rose to USD 502.8 million from USD 455.7 million. Operating cash flow reached USD 762.0 million, up from USD 641.5 million in fiscal 2025.

Fiscal 2027 guidance sets the test

Management projects fiscal 2027 GAAP revenue of USD 2.684 billion to USD 2.709 billion, representing 5.5 percent to 6.5 percent growth. GAAP operating margin is guided to 24.5 percent to 24.7 percent, and GAAP EPS is expected at USD 7.33 to USD 7.38.

The outlook places execution at the center of the valuation debate: revenue is still expanding, but the latest quarter showed lower margins and lower EPS than the year-ago USD 1.75. Jack Henry provides core banking, payments and related software to banks and credit unions, making recurring technology demand a key operating feature.

Jack Henry stock stays below yearly high

Jack Henry & Associates stock was last at USD 142.54 on Nasdaq on October 2, 2026, with a market capitalization of USD 10.1 billion and volume of 690,174 shares. The 52-week range was USD 121.04 to USD 193.39.