Added to YB: 2026-05-15
Pitch date: 2026-05-13
JKHY [neutral]
Jack Henry & Associates, Inc.
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
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
N/A
Price Target
N/A
Dividend
1.73%
EV/EBITDA
13.99
P/E
19.75
EV/Sales
4.04
Sector
Financial Services
Category
growth
Payments and FinTech Earnings Recap: Q1 2026 - Jack Henry & Associates, Inc.
JKHY (earnings): Q3 organic rev +7.3%, raised FY26 margin guidance; won 43 core deals YTD vs 28 last yr, 58% bundled w/ digital banking & card processing vs 29% prior. FCF conversion at high-end of 95-105% guide. Payment rev only +5% on network incentive headwinds. Mgmt sees continued margin expansion into FY27. 21x NTM EPS - less expensive than historical but not cheap vs peers.
Read full article (1 min)