JKHY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $144.43
Market Cap (MRQ) $15.11B
P/E (TTM) 20.7
EPS (TTM) $6.98
Revenue (TTM) $2.54B
Div Yield 1.1%
ROE (TTM) 24.0%
52W Range $121–$193

JKHY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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Stock splits 6
Ex-date Split Type
March 5, 2001 2-for-1 Forward
March 3, 2000 2-for-1 Forward
March 14, 1997 3-for-2 Forward
March 11, 1994 4-for-3 Forward
March 9, 1993 3-for-2 Forward
March 4, 1992 3-for-2 Forward

About Jack Henry & Associates, Inc. - Common Stock Company overview from Wikipedia

05 · wikidata

Jack Henry & Associates, also known as Jack Henry, is an American financial technology company that provides a broad range of technology solutions and payment processing services primarily for community and regional banks and credit unions. Its offerings include core processing platforms, digital and mobile banking products, payment products, and related software and services delivered through on-premises, private-cloud, and public-cloud environments. The company serves approximately 7,200 financial institutions and other corporate entities. Jack Henry stock trades on the NASDAQ exchange under the symbol JKHY, and is a component of the S&P 500.

History

Jack Henry was founded in 1976 by Jack Henry and Jerry Hall, who initially rented space in an engine repair shop for $40 a month. The company was incorporated in 1977 and generated $115,222 in revenue that year.

In 1985, an initial public offering made Jack Henry a public company trading 3,125,000 common shares on the NASDAQ exchange under the symbol JKHY.

In 1992, Jack Henry began acquiring companies to expand its product offering and client base. Three years later, the company added a core outsourcing option through an acquisition.

In 2000, Jack Henry acquired San Diego-based Symitar and became a significant provider in the credit union market.

In 2004, Jack Henry launched ProfitStars.

In 2012, Jack Henry surpassed $1 billion in annual revenue. The company crossed $2 billion in annual revenue in fiscal 2023, reporting $2.08 billion in revenue for the year ended June 30, 2023, compared with $1.94 billion in fiscal 2022.

In November 2018, S&P Dow Jones Indices announced that Jack Henry & Associates would be added to the S&P 500.

In 2021, the company was recognized by Forbes as one of America's "Best Large Employers" for the fourth time.

In 2022, Jack Henry introduced a new brand. On August 31, 2022, it acquired Payrailz, a digital payments company, for $230.2 million.

On September 30, 2025, Jack Henry acquired substantially all the assets of Victor Technologies, an embedded payments technology provider, for $42.39 million in cash.

In 2026, Jack Henry marked its 50th anniversary as a company. As of March 31, 2026, it employed approximately 7,300 full-time and part-time associates nationwide.

In 2026, Jack Henry was included in three Newsweek workplace rankings: America's Greatest Workplaces, America's Greatest Workplaces in Financial Services, and America's Greatest Workplaces by State for Missouri. The company received five-star ratings in the national and financial-services rankings and a four-and-a-half-star rating in the Missouri ranking.

Finance

The key financial trends for Jack Henry & Associates, Inc. are as follows, based on selected fiscal years:

For fiscal 2026, GAAP revenue increased 7.1% and GAAP operating income increased 11.7% for the fiscal year ended June 30, 2026, compared to the prior fiscal year. Non-GAAP adjusted revenue increased 7.3% and non-GAAP adjusted operating income increased 11.6% for the fiscal year ended June 30, 2026, compared to the prior fiscal year.1

GAAP EPS was $6.98 per diluted share for the fiscal year ended June 30, 2026, compared to $6.24 per diluted share in the prior fiscal year representing growth of 11.9%. Cash and cash equivalents were $12.1 million at June 30, 2026, and $102.0 million at June 30, 2025.

Debt outstanding for credit facilities was $40 million at June 30, 2026, and $0 at June 30, 2025. Stock repurchases for fiscal year ended June 30, 2026, were $448 million at an average price of $152 per share.ended March 31, 2026, Jack Henry reported revenue of $636.2 million, up 8.7% from the same quarter in fiscal 2025, and net income of $122.9 million, or $1.71 per diluted share. Services and support revenue increased 10.4% to $365.1 million, while processing revenue increased 6.6% to $271.1 million.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancial Services industryFinancial Services employees7,300 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$2.54B
2017-06-30 → 2026-06-30
EPS$6.98
2017-06-30 → 2026-06-30
Free Cash Flow$695M
2017-06-30 → 2026-06-30
Net margin19.8%
2017-06-30 → 2026-06-30
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend JKHY 5Y avg Peer Median Verdict
P/E (TTM) 20.75Y avg ≈30.0 ≈30.0 17.2 Fair value
P/S (TTM) 5.95Y avg ≈7.9 ≈7.9 2.8 Overvalued
P/B (MRQ) 7.45Y avg ≈9.9 ≈9.9 5.3 Overvalued
Price / FCF (TTM) 21.75Y avg ≈35.5 ≈35.5 · ·
Price / Cash Flow (TTM) 19.85Y avg ≈32.3 ≈32.3 16.2 Overvalued
Price / Tangible Book 12.35Y avg ≈18.3 ≈18.3 · ·
PEG Ratio ≈1.9 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield1.1%
Payout Ratio33.9%
Annualized Payout≈$2.44Paid quarterly
5Y Div CAGR≈6.2%Per share, split-adjusted
Growth Streak≈22Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 4, 2026$0.61USD≈1.5%
Jun 1, 2026$0.61USD≈1.7%
Mar 5, 2026$0.61USD≈1.4%
Dec 2, 2025$0.58USD≈1.3%
Sep 5, 2025$0.58USD≈1.4%
May 29, 2025$0.58USD≈1.3%
Mar 6, 2025$0.58USD≈1.2%
Dec 2, 2024$0.55USD≈1.3%
Sep 6, 2024$0.55USD≈1.3%
May 24, 2024$0.55USD≈1.3%
Mar 7, 2024$0.55USD≈1.2%
Nov 30, 2023$0.52USD≈1.3%
Sep 7, 2023$0.52USD≈1.4%
May 25, 2023$0.52USD≈1.4%
Mar 7, 2023$0.52USD≈1.2%
Nov 30, 2022$0.49USD≈1.0%
Sep 8, 2022$0.49USD≈0.98%
May 26, 2022$0.49USD≈1.0%
Mar 7, 2022$0.49USD≈1.0%
Dec 2, 2021$0.46USD≈1.2%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise 10.7%
Next Report Oct 26, 2026
PeriodReportEPS ActualEPS EstSurprise
Dec. 31, 2026 Aug 18, 2026 $1.57 $1.49 5.4%
June 30, 2026 $1.57 $1.49 5.4%
March 31, 2026 $1.71 $1.49 14.9%
Dec. 31, 2025 $1.72 $1.46 17.8%
Sept. 30, 2025 $1.97 $1.75 12.9%
June 30, 2025 $1.75 $1.61 8.7%
March 31, 2025 $1.52 $1.39 9.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 17
Metric Trend 202620252024202320222021202020192018201720162015
Revenue $2.54B$2.38B$2.22B$2.08B$1.94B$1.76B$1.70B$1.55B$1.47B$1.39B$1.35B$1.26B
Cost of Revenue $1.43B$1.36B$1.30B$1.22B$1.13B$1.06B$1.01B$923M$853M$806M$774M$720M
Gross Profit ·········$612M$581M$536M
R&D Expense $176M$163M$148M$143M$121M$109M$110M$96M$90M$85M$81M$71M
SG&A Expense $299M$283M$278M$235M$218M$187M$198M$186M$172M$159M$158M$64M
Operating Expenses $1.91B$1.81B$1.73B$1.60B$1.47B$1.36B$1.32B$1.21B$1.11B$1.05B$993M$218M
Operating Income $635M$569M$489M$481M$475M$399M$381M$347M$358M$342M$362M$318M
Interest Expense ···$15M$2M$1M$688.0K$926.0K$2M$996.0K$1M$2M
Interest Income $23M$28M$25M$9M$32.0K$150.0K$1M$876.0K$575.0K$248.0K$307.0K$169.0K
Pretax Income $653M$586M$498M$475M$472M$398M$381M$347M$356M$341M$361M$316M
Income Tax $150M$130M$116M$108M$109M$86M$84M$75M$-9M$111M$112M$105M
Net Income $503M$456M$382M$367M$363M$311M$297M$272M$365M$230M$249M$211M
EPS (Basic) $7.00$6.25$5.24$5.03$4.95$4.12$3.86$3.52$4.73$2.95$3.13$2.60
EPS (Diluted) $6.98$6.24$5.23$5.02$4.94$4.12$3.86$3.52$4.70$2.93$3.12$2.59
Shares (Basic) 71,866,00072,874,00072,867,00072,918,00073,324,00075,546,00076,787,00077,160,00077,252,00077,856,00079,416,00081,353,000
Shares (Diluted) 72,043,00073,045,00073,025,00073,096,00073,486,00075,658,00076,934,00077,347,00077,585,00078,255,00079,734,00081,601,000
EBITDA $635M$569M$489M$481M$475M$399M$381M$347M$392M$368M$362M$318M
Balance Sheet 28
Metric Trend 202620252024202320222021202020192018201720162015
Cash & Equivalents ·$102M$38M$12M$49M$51M$213M$94M$31M$115M$70M$148M
Receivables $349M$318M$333M$361M$348M$307M$301M$310M$297M$277M$254M$245M
Prepaid Expense $193M$180M$169M$169M$126M$110M$96M$106M$96M$67M$57M$69M
Current Assets $649M$681M$632M$628M$614M$544M$669M$569M$471M$520M$432M$493M
PP&E (Net) $220M$221M$215M$206M$212M$252M$273M$272M$286M$283M$299M$296M
PP&E (Gross) $660M$721M$701M$672M$667M$688M$678M$661M$650M$628M$627M$616M
Accum. Depreciation $439M$500M$486M$467M$455M$435M$404M$388M$364M$345M$328M$320M
Goodwill $828M$805M$805M$805M$687M$687M$686M$667M$650M$552M$553M$550M
Intangibles ···········$34M
Other Non-current Assets $505M$444M$418M$323M$294M$249M$221M$135M$110M$83M$70M$52M
Total Assets $3.15B$3.04B$2.92B$2.77B$2.46B$2.34B$2.43B$2.18B$2.03B$1.91B$1.82B$1.84B
Accounts Payable $35M$28M$25M$19M$21M$18M$10M$10M$30M$7M$15M$10M
Accrued Liabilities $227M$207M$201M$173M$192M$183M$167M$120M$89M$82M$85M$79M
Short-term Debt ···$0$67.0K$110.0K$115.0K$0$0···
Current Liabilities $556M$536M$634M$524M$544M$521M$495M$470M$448M$471M$444M$444M
Capital Leases $29M$42M$51M$40M$41M$49M$57M···$0$816.0K
Deferred Tax $366M$240M$244M$244M$293M$261M$244M$217M$208M$220M$189M$150M
Other Non-current Liabilities $54M$64M$74M$54M$51M$59M$68M$14M$13M$8M$9M$9M
Total Liabilities $1.09B$913M$1.08B$1.17B$1.07B$1.02B$879M$756M$710M$877M$819M$845M
Long-term Debt $40M$0$60M$275M$115M··$0$0··$51M
Total Debt ·$0$150M$0$67.0K$110.0K$115.0K$0····
Common Stock $1M$1M$1M$1M$1M$1M$1M$1M$1M$1M$1M$1M
Paid-in Capital $689M$652M$620M$584M$551M$519M$495M$472M$464M$452M$440M$425M
Retained Earnings $3.71B$3.37B$3.08B$2.86B$2.64B$2.41B$2.24B$2.07B$1.91B$1.59B$1.43B$1.27B
Treasury Stock $2.34B$1.90B$1.86B$1.83B$1.81B$1.61B$1.18B$1.11B$1.06B$1.01B$876M$700M
Stockholders' Equity $2.05B$2.13B$1.84B$1.61B$1.38B$1.32B$1.55B$1.43B$1.32B$1.10B$996M$992M
Liabilities + Equity $3.15B$3.04B$2.92B$2.77B$2.46B$2.34B$2.43B$2.18B$2.03B$1.91B$1.82B$1.84B
Shares Outstanding 104,597,621104,415,989104,245,089104,088,784103,921,724103,795,169103,622,563103,496,026103,278,562103,083,299102,903,971102,695,214
Cash Flow 14
Metric Trend 202620252024202320222021202020192018201720162015
Stock-based Comp $32M$28M$29M$29M$25M$21M$17M$13M$12M$11M$11M$10M
Operating Cash Flow $762M$642M$568M$382M$505M$462M$511M$431M$412M$357M$366M$374M
CapEx $67M$53M$58M$39M$35M$23M$54M$54M$40M$42M$56M$54M
Investing Cash Flow $-278M$-232M$-240M$-410M$-196M$-162M$-198M$-191M$-292M$-142M$-136M$-137M
Net Debt Issued $-440M$-500M$-600M$-650M$-317M$-100M$-55M$-35M$-175M$-30M$-152M$-51M
Stock Issued $12M$12M$12M$12M$12M$11M$10M$9M$8M$6M$6M$5M
Stock Repurchased $448M$35M$28M$25M$194M$432M$72M$55M$49M$130M$176M$123M
Net Stock Activity $-437M$-23M$-16M$-13M$-182M$-421M$-62M$-46M$-41M$-124M$-170M$-118M
Dividends Paid $170M$165M$156M$147M$139M$134M$127M$119M$105M$92M$84M$76M
Financing Cash Flow $-574M$-346M$-302M$-8M$-310M$-462M$-193M$-178M$-204M$-171M$-308M$-159M
Net Change in Cash ·······$62M$-83M$44M$-78M$78M
Taxes Paid $39M···········
Free Cash Flow $695M$588M$510M$342M$470M$439M$457M$378M$372M$315M$309M$319M
Levered FCF ···$331M$468M$438M$456M$377M$370M$315M$308M$318M
Profitability 8
Metric Trend 202620252024202320222021202020192018201720162015
Gross Margin ·········42.8%42.9%42.7%
Operating Margin 25.0%23.9%22.1%23.1%24.4%22.7%22.4%22.4%25.5%25.7%26.7%25.3%
Net Margin 19.8%19.2%17.2%17.6%18.7%17.7%17.5%17.5%24.5%17.2%18.4%16.8%
Pretax Margin 25.7%24.7%22.5%22.8%24.3%22.6%22.4%22.4%25.4%25.6%26.6%25.2%
EBITDA Margin 25.0%23.9%22.1%23.1%24.4%22.7%22.4%22.4%25.5%25.7%26.7%25.3%
ROA 16.2%15.3%13.4%14.0%15.2%13.1%12.9%12.9%19.0%13.2%13.6%12.0%
ROE 24.0%22.2%21.1%23.3%26.8%23.6%19.4%19.1%29.4%24.2%25.0%21.6%
ROIC 23.8%20.8%18.8%23.1%26.4%23.7%19.1%19.0%29.8%23.9%25.1%21.4%
Liquidity & Solvency 5
Metric Trend 202620252024202320222021202020192018201720162015
Current Ratio 1.21.31.01.21.11.01.41.21.01.11.01.1
Quick Ratio 0.60.60.50.70.60.71.00.90.70.80.70.9
Debt / Equity ·0.00.10.00.00.00.00.0····
LT Debt / Equity ·0.00.0·········
Interest Coverage ···31.9199.1348.5553.2375.0204.4369.2252.9199.4
Efficiency 2
Metric Trend 202620252024202320222021202020192018201720162015
Asset Turnover 0.80.80.80.80.80.70.70.70.80.80.70.7
Receivables Turnover 7.67.36.45.95.95.85.65.15.45.45.45.4
Per Share 6
Metric Trend 202620252024202320222021202020192018201720162015
Book Value / Share $19.62$20.41$17.67$15.45$13.29$12.71$14.96$13.81$12.27$10.01$9.68$9.66
Revenue / Share $35.32$32.52$30.34$28.42$26.44$23.24$22.06$20.07$19.81$18.29$16.99$15.39
Cash Flow / Share $10.58$8.78$7.78$5.22$6.87$6.11$6.64$5.57$5.31$4.57$4.58$4.58
Cash / Share ·····$0.49$2.06$0.90$0.30$1.11$0.68$1.44
Dividend / Share $2.38$2.26$2.14$2.02$1.90$1.78$1.66$1.54$1.36$1.18$1.06$0.94
EPS (TTM) $6.98$6.24$5.23$5.02$4.94$4.12$3.86$3.52$4.70$2.93$3.12$2.59
Growth Rates 10
Metric Trend 202620252024202320222021202020192018201720162015
Revenue YoY 7.1%7.2%6.6%6.9%10.5%3.6%······
Revenue CAGR 3Y 7.0%6.9%8.0%7.0%········
Revenue CAGR 5Y 7.7%7.0%··········
EPS YoY 11.9%19.3%4.2%1.6%19.9%6.7%······
EPS CAGR 3Y 11.6%8.1%8.3%9.2%········
EPS CAGR 5Y 11.1%10.1%··········
Net Income YoY 10.3%19.4%4.1%1.0%16.5%5.0%······
Net Income CAGR 3Y 11.1%7.9%7.0%7.3%········
Net Income CAGR 5Y 10.1%9.0%··········
Dividends Paid CAGR 5Y 5.0%5.3%··········
Valuation (TTM) 17
Metric Trend 202620252024202320222021202020192018201720162015
Revenue TTM $2.54B$2.38B$2.22B$2.08B$1.94B$1.76B$1.70B$1.55B$1.47B$1.39B$1.35B$1.26B
Net Income TTM $503M$456M$382M$367M$363M$311M$297M$272M$365M$230M$249M$211M
Market Cap $14.41B$18.81B$17.31B$17.42B$18.71B$16.97B$19.07B$13.86B$13.46B$10.71B$8.98B$6.64B
Enterprise Value ·····$16.92B$18.86B$13.77B····
P/E 19.728.931.733.336.439.747.738.027.735.528.025.0
P/S 5.77.97.88.49.69.711.28.99.27.76.65.3
P/B 7.08.89.410.813.512.912.39.710.610.49.06.7
P / Tangible Book 11.814.216.721.727.026.922.1·····
P / Cash Flow 18.929.330.545.637.136.737.432.132.730.024.617.8
P / FCF 20.732.033.950.939.838.641.736.736.234.029.120.8
EV / EBITDA ·····42.449.539.6····
EV / FCF ·····38.541.336.5····
EV / Revenue ·····9.611.18.9····
Dividend Yield 1.2%0.88%0.90%0.85%0.74%0.79%0.67%0.86%0.78%0.86%0.94%1.1%
Earnings Yield 5.1%3.5%3.1%3.0%2.7%2.5%2.1%2.6%3.6%2.8%3.6%4.0%
Payout Ratio 33.9%36.1%40.8%40.2%38.3%43.0%43.0%43.7%27.9%37.3%33.8%36.2%
Annual Payout $170M$165M$156M$147M$139M$134M$127M$119M$105M$92M$84M$76M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2026-06-302025-06-302024-06-302023-06-302022-06-30
Revenue $2.54B $2.38B $2.22B $2.08B $1.94B
Operating Margin % 25.0% 23.9% 22.1% 23.1% 24.4%
Net Income $503M $456M $382M $367M $363M
Diluted EPS $6.98 $6.24 $5.23 $5.02 $4.94

Institutional owners (13F) 762 filers · $11.7B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 762
Value held $11.7B
New positions 95
Exited positions 145
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
95 (-24 vs prior Q) 145 (+45 vs prior Q) 239 (-31 vs prior Q) 301 (+19 vs prior Q) -3.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $1,578,993,419 8,652,967 13.55% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $718,064,549 5,213,188 6.16% Shares
BlackRock, Inc. $705,471,630 5,121,763 6.05% Shares
VANGUARD CAPITAL MANAGEMENT LLC $639,748,995 4,644,613 5.49% Shares
STATE STREET CORP $510,136,757 3,703,621 4.38% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $490,271,894 3,559,401 4.21% Shares
GEODE CAPITAL MANAGEMENT, LLC $378,838,934 2,753,826 3.25% Shares
MORGAN STANLEY $327,109,591 2,374,832 2.81% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $290,020,110 2,105,562 2.49% Shares
CIBC Private Wealth Group LLC $281,081,695 1,887,341 2.41% Shares
CIBC Bancorp USA Inc. $262,912,740 1,908,794 2.26% Shares
Invesco Ltd. $259,130,266 1,881,300 2.22% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $230,438,283 1,458,101 1.98% Shares
VAN ECK ASSOCIATES CORP $180,212,541 1,308,353 1.55% Shares
WELLS FARGO & COMPANY/MN $177,527,571 1,288,860 1.52% Shares
JANUS HENDERSON GROUP PLC $170,429,831 1,078,398 1.46% Shares
NEUBERGER BERMAN GROUP LLC $164,523,997 1,194,453 1.41% Shares
NORGES BANK $137,762,589 1,000,164 1.18% Shares
TD Asset Management Inc $127,913,491 928,659 1.10% Shares
DIMENSIONAL FUND ADVISORS LP $120,054,874 871,646 1.03% Shares
Epoch Investment Partners, Inc. $114,271,722 829,619 0.98% Shares
RGM Capital, LLC $107,472,873 588,957 0.92% Shares
FIRST TRUST ADVISORS LP $107,019,010 776,966 0.92% Shares
RAYMOND JAMES FINANCIAL INC $104,935,916 761,841 0.90% Shares
UBS Group AG $101,018,517 733,400 0.87% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $91,540,214 664,587 0.79% Shares
Bank of New York Mellon Corp $87,668,606 636,479 0.75% Shares
NORTHERN TRUST CORP $85,366,293 619,764 0.73% Shares
STIFEL FINANCIAL CORP $70,887,952 514,611 0.61% Shares
JPMORGAN CHASE & CO $69,528,315 505,196 0.60% Shares
VICTORY CAPITAL MANAGEMENT INC $68,251,961 495,513 0.59% Shares
BAILLIE GIFFORD & CO $63,988,770 464,562 0.55% Shares
ENVESTNET ASSET MANAGEMENT INC $61,332,391 445,277 0.53% Shares
GOLDMAN SACHS GROUP INC $59,912,495 434,968 0.51% Shares
TUDOR INVESTMENT CORP ET AL $59,099,826 429,068 0.51% Shares
Tandem Investment Advisors, Inc. $58,678,479 426,009 0.50% Shares
VANGUARD FIDUCIARY TRUST CO $54,955,643 398,981 0.47% Shares
AQR CAPITAL MANAGEMENT LLC $54,106,271 398,455 0.46% Shares
MACKENZIE FINANCIAL CORP $51,611,729 374,704 0.44% Shares
DEUTSCHE BANK AG\ $49,973,450 362,810 0.43% Shares
JUPITER ASSET MANAGEMENT LTD $49,315,052 358,030 0.42% Shares
Boston Trust Walden Corp $48,722,356 353,727 0.42% Shares
Balyasny Asset Management L.P. $48,338,751 350,942 0.41% Shares
Caisse de depot et placement du Quebec $45,375,275 329,427 0.39% Shares
Nuveen, LLC $45,198,913 328,147 0.39% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $44,880,675 325,836 0.39% Shares
BANK OF AMERICA CORP /DE/ $43,291,781 314,301 0.37% Shares
PRINCIPAL FINANCIAL GROUP INC $43,186,172 313,534 0.37% Shares
Schonfeld Strategic Advisors LLC $39,927,932 289,879 0.34% Shares
PFA Pension, Forsikringsaktieselskab $39,762,087 288,675 0.34% Shares

Show all 762 institutional owners →

Activists & 5%+ owners 5 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Michael E. Henry Sept. 17, 2010 · Initial filing · SEC
JKHY Partners IRS# [ ], Michael E. Henry IRS# N/A, Vicki Jo Henry IRS# N/A May 31, 2007 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person May 13, 2005 · Initial filing · SEC
Undisclosed reporting person March 29, 2002 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 29, 2002 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 37 insiders · 17 officers · 22 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Gregory R. Adelson President & CEO Aug. 27, 2026 F 30,128 1 0 $266,840
Mimi Carsley CFO and Treasurer Aug. 27, 2026 A 7,444 1 0 $50,295
Kevin D Williams CFO & Treasurer Aug. 4, 2022 M 36,045 0 0 $0
Tony L Wormington PRESIDENT Sept. 10, 2013 A 536,693 0 0 $0
Shanon G. Mclachlan COO Aug. 27, 2026 A 3,068 0 1 $-36,508
Renee Ann Swearingen Sr VP & Chief Accounting Offic Aug. 27, 2026 F 14,003 0 0 $0
Craig Keith Morgan CLO & Secretary Aug. 27, 2026 F 10,636 0 0 $0
Stacey E. Zengel Senior Vice President Dec. 18, 2023 S 5,410 0 0 $0
Teddy I. Bilke Chief Technology Officer Nov. 15, 2021 M 26,765 0 0 $0
Steven W. Tomson Senior Vice President Oct. 4, 2020 M 6,712 0 0 $0
Russell L. Bernthal Senior Vice President Oct. 4, 2020 M 3,820 0 0 $0
Mark S Forbis EXEC. VICE PRESIDENT & CTO Nov. 8, 2019 S 142 0 0 $0
Ronald L. Moses Vice President Oct. 4, 2019 A 1,838 0 0 $0
Michael E Henry DIRECTOR & CHAIRMAN Feb. 7, 2012 S 333,447 0 0 $0
Jerry D Hall DIRECTOR June 23, 2010 S 733,232 0 0 $0
John W Henry DIRECTOR, VICE CHAIRMAN April 27, 2006 S 1,004,727 0 0 $0
Marguerite P Butterworth VICE PRESIDENT - HARDWARE April 3, 2006 M 116,413 0 0 $0
Richard Preece Director Sept. 1, 2026 A · 0 0 $0
David B Foss Director July 14, 2026 M 129,353 0 1 $-3,498,400
Matthew C Flanigan Director Feb. 12, 2026 G 44,454 0 0 $0
Lisa M Nelson Director Nov. 17, 2025 A 1,524 0 0 $0
Tammy Locascio Director Nov. 17, 2025 A 1,524 0 0 $0
Curtis A Campbell Director Nov. 17, 2025 A 1,469 0 0 $0
Shruti S Miyashiro Director Nov. 17, 2025 A 14,454 0 0 $0
Thomas Hampton Wilson Jr. Director Nov. 17, 2025 A 16,652 0 0 $0
Wesley A Brown Director Nov. 17, 2025 A 93,749 0 0 $0
Thomas A Wimsett Director Nov. 17, 2025 A 39,875 0 0 $0
Laura G. Kelly Director Nov. 17, 2023 A 16,194 0 0 $0
Jacque R. Fiegel Director Nov. 17, 2023 A 20,241 0 0 $0
Marla Kay Shepard Director Nov. 18, 2014 A 17,220 0 0 $0
Craig R Curry Director Nov. 22, 2011 A 8,400 0 0 $0
James J Ellis Director Nov. 22, 2010 M 304,200 0 0 $0
Joseph J Maliekel Director Nov. 4, 2005 A · 0 0 $0
Burton O George Director Dec. 9, 2004 G 150,036 0 0 $0
George R Curry Director Oct. 31, 2003 A · 0 0 $0
John F Prim · Nov. 20, 2020 A 195,145 0 0 $0
JKHY PARTNERS · May 30, 2007 J 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 95 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
KMID · Virtus ETF Trust II 3.46% 10,254 NS July 31, 2026 N-PORT
GRW · TCW ETF Trust 2.05% 8,637 NS July 31, 2026 N-PORT
SMCO · Tidal Trust II 1.56% 14,404 NS July 31, 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1.26% 32,905 SH Oct. 5, 2026 Daily
CVAR · ETF Opportunities Trust 1.08% 3,017 NS July 31, 2026 N-PORT
SRHQ · Elevation Series Trust 1.07% 14,804 NS July 31, 2026 N-PORT
FXR · First Trust Exchange-Traded AlphaDE… 1.00% 48,265 NS July 31, 2026 N-PORT
RW · EA Series Trust 0.95% 1,078 NS July 31, 2026 N-PORT
VMAX · Lattice Strategies Trust 0.75% 2,398 NS July 31, 2026 N-PORT
HDUS · Lattice Strategies Trust 0.73% 9,618 NS July 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.55% 32,541 NS July 31, 2026 N-PORT
DIVB · iShares Trust 0.54% 67,577 SH Sept. 11, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.42% 9,047 NS July 31, 2026 N-PORT
ROUS · Lattice Strategies Trust 0.33% 15,031 NS July 31, 2026 N-PORT
ESSC · Strategy Shares 0.32% 741 NS July 31, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.27% 943,357 SH Aug. 19, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.27% 11,284 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.24% 14,442 SH Sept. 11, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.24% 31,200 NS July 31, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.22% 7,615 SH Aug. 19, 2026 Daily
FTLS · First Trust Exchange-Traded Fund III 0.20% 32,796 NS July 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.18% 1,228,163 SH Oct. 5, 2026 Daily
ESML · iShares Trust 0.17% 28,910 SH Sept. 11, 2026 Daily
DFAS · Dimensional ETF Trust 0.16% 162,361 NS July 31, 2026 N-PORT
SMMD · iShares Trust 0.16% 38,502 SH Sept. 11, 2026 Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.16% 85,969 NS July 31, 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 8,009 NS July 31, 2026 N-PORT
IYJ · iShares Trust 0.15% 17,122 SH Sept. 11, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.12% 19,063 NS July 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.12% 1,627,005 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.12% 117,639 SH Aug. 19, 2026 Daily
IWS · iShares Trust 0.11% 107,829 SH Sept. 11, 2026 Daily
SPHQ · Invesco Exchange-Traded Fund Trust 0.11% 147,963 SH Oct. 5, 2026 Daily
INFO · Harbor ETF Trust 0.11% 6,029 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.11% 4,474 SH Sept. 11, 2026 Daily
FAS · Direxion Shares ETF Trust 0.09% 14,000 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.09% 295,680 SH Sept. 11, 2026 Daily
LCOW · Pacer Funds Trust 0.08% 136 NS July 31, 2026 N-PORT
TECB · iShares Trust 0.08% 2,305 SH Sept. 11, 2026 Daily
IXG · iShares Trust 0.07% 3,023 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.07% 2,469 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.06% 89 SH Sept. 11, 2026 Daily
PALC · Pacer Funds Trust 0.06% 776 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.05% 18,071 SH Oct. 5, 2026 Daily
LGDX · Tidal Trust III 0.05% 486 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.05% 130,134 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.05% 151,349 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.04% 401,397 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.04% 286,428 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.04% 119,143 SH Sept. 11, 2026 Daily
DCOR · Dimensional ETF Trust 0.04% 8,359 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 2,177 SH Oct. 5, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.04% 2,024 SH Oct. 5, 2026 Daily
IUSV · iShares Trust 0.04% 62,044 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.03% 161,209 SH Sept. 11, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.03% 16,437 SH Aug. 19, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.03% 43,361 SH Aug. 19, 2026 Daily
EGLE · Global X Funds 0.03% 4 NS July 31, 2026 N-PORT
MPLY · Strategy Shares 0.03% 29 NS July 31, 2026 N-PORT
TOPC · iShares Trust 0.02% 43 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.02% 16,969 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.02% 1,845,702 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 16,263 SH Aug. 19, 2026 Daily
XVV · iShares Trust 0.02% 807 SH Sept. 11, 2026 Daily
CATH · Global X Funds 0.02% 1,634 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.02% 13,198 SH Oct. 5, 2026 Daily
XYLD · Global X Funds 0.02% 3,948 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.02% 76 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.02% 58 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.02% 895,750 SH Sept. 11, 2026 Daily
CHRI · Global X Funds 0.02% 9 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.02% 4 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.02% 3,651 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.02% 51,200 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.02% 3,117 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.02% 20,503 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.02% 21,934 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.02% 268 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.02% 91,922 SH Sept. 11, 2026 Daily
PBP · Invesco Exchange-Traded Fund Trust 0.02% 418 SH Oct. 5, 2026 Daily
QDPL · Pacer Funds Trust 0.02% 1,700 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.01% 2,054 NS July 31, 2026 N-PORT
HCMT · Direxion Shares ETF Trust 0.01% 493 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.01% 56 SH Oct. 5, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.01% 5,553 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.01% 1,420 SH Oct. 5, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.01% 7,984 SH Oct. 5, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 2,256,211 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 65,899 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 11,791 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 6,008 SH Aug. 19, 2026 Daily
XTR · Global X Funds 0.01% 3 NS July 31, 2026 N-PORT
ISCB · iShares Trust · 3,336 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 5,795 SH Sept. 11, 2026 Daily
SMMV · iShares Trust · 6,300 SH Sept. 1, 2026 Daily

JKHY Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 23 analysts BUY
Median target $194.50 +34.7%
8 34.8% Strong Buy
9 39.1% Buy
5 21.7% Hold
1 4.3% Sell
0 0.0% Strong Sell

12-Month Price Target

18 analysts · 2026-10-01

Mean target $189.72 +31.4%

← Below all targets Current price $144.43
Low$158.00 Mean$189.72 High$209.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
JKHY $14.41B 19.7 7.1% 19.8% 24.0% ·
FISV $52.66B 10.6 3.6% 16.4% 13.2% ·
GPN $18.32B 13.4 -0.39% 18.2% 6.2% ·
TOST $20.92B 63.4 24.1% 5.6% 17.3% 25.9%
FIS $42.27B 91.0 5.4% 3.6% 2.6% 36.9%
CHYM $0 -5.9 30.7% -46.2% -71.4% 88.0%
WEX $5.11B 17.6 1.2% 11.4% 27.5% ·
RELY $2.91B 44.5 29.4% 4.2% 8.3% ·
PAY · 60.8 37.2% 5.6% 12.4% 24.8%
SEZL · 17.1 66.1% · · ·
NATL $2.81B 17.8 1.1% 3.7% 52.1% ·

Latest News Recent headlines mentioning this company

23

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-K filed Aug 28, 2026