Professional
Added to YB: 2026-03-13
Pitch date: 2026-01-14
JKHY [neutral]
Jack Henry & Associates, Inc.
-34.13%
current return
Author Info
No bio for this author
Company Info
Jack Henry & Associates, Inc. operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services.
Market Cap
$10.0B
Pitch Price
$191.23
Price Target
N/A
Dividend
1.73%
EV/EBITDA
13.99
P/E
19.75
EV/Sales
4.04
Sector
Financial Services
Category
growth
Spheria Global Opportunities Fund Portfolio Holding: Jack Henry & Associates, Inc.
JKHY (holding update): Mission-critical banking software for US regional/community banks. 7% rev CAGR past 5yrs, 90%+ recurring rev, minimal churn. Q1 beat w/ margin expansion via expense control & cloud migration momentum. Fiserv downgrade signals improved pricing environment. High switching costs create moat. Net cash balance sheet, strong FCF & ROIC. Initiated position Aug when stock under pressure.
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