JKHY · Analysis updated Nov 4, 2026, 4:12 PM ET
Why is Jack Henry & Associates, Inc. (JKHY) stock moving?
Jack Henry's fiscal first-quarter revenue rose 8.8% to $701.6 million, about 2.5% above forecasts, and earnings of $2.28 a share (+16%) beat the roughly $2.03-2.06 expected. Adjusted revenue grew 7.2%, with hosting (cloud) revenue up 11.7%, card revenue up 9.4% and faster-payments revenue up about 44%, and adjusted operating margin widened about 1 point to 28%. It won nine new core-banking clients from competitors, more than double a year earlier. The company raised its fiscal 2027 outlook to $7.47-7.51 of earnings per share versus about $7.24 expected, and revenue of $2.698-2.718 billion. The stock closed up about 11% at $179.16.
News behind the analysis
- Jack Henry & Associates, Inc. Reports First Quarter Fiscal 2027 ResultsGAAP revenue +8.8%; GAAP operating income +12.5%; EPS $2.28 versus $1.97 a year earlier.
- Jack Henry tops Q1 estimates, raises guidanceFiscal 2027 EPS guidance $7.47-7.51 versus $7.24 consensus; hosting +11.7%, faster payments +43.8%.
- Jack Henry & Associates Q1 Earnings Call HighlightsNine competitive core wins; margin up 102 basis points to 28%; fiscal 2027 outlook raised.
- Jack Henry (JKHY) Q1 2027 Earnings Call TranscriptManagement flagged slower second-half growth and margin pressure from cyber and data-center investment.
In the Daily Standout
- November 4, 2026: on the shortlist +10.83%