Jack Henry & Associates (JKHY)

• Market cap: $13.1B
• 1 day: -0.60%
• 5 days: -1.31%
• 1 month: 0.43%
• 3 months: 2.16%
• 6 months: -0.39%
• Year to date: 3.54%
• 1 year: 12.96%
• 5 years: 2.97%
• 10 years: 175.33%
• Sector: Technology
• Industry: Information Technology Services

About: Jack Henry is a leading provider of core processing and complementary services, such as electronic funds transfer, payment processing, and loan processing for US banks and credit unions, with a focus on small and midsize banks. Jack Henry serves almost 1,000 banks and over 700 credit unions.

Employees: 7,200

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

20% more funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 6 (+1) [Q1 2025]

11% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 243

3% more capital invested

Capital invested by funds: $12.2B [Q4 2024] → $12.5B (+$330M) [Q1 2025]

1% less funds holding

Funds holding: 702 [Q4 2024] → 697 (-5) [Q1 2025]

0.83% less ownership

Funds ownership: 95.57% [Q4 2024] → 94.74% (-0.83%) [Q1 2025]

60% less call options, than puts

Call options by funds: $6.3M | Put options by funds: $15.6M

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $183 2% upside
• Avg. target: $184 3% upside
• High target: $185 3% upside

2 analyst ratings

• positive: 0 0%
• neutral: 2 100%
• negative: 0 0%

UBS Nik Cremo	3% upside $185	Neutral Maintained	8 May 2025
Keefe, Bruyette & Woods Sanjay Sakhrani	2% upside $183	Market Perform Maintained	8 May 2025