Jack Henry & Associates' Q4 adj revenue just beats on license and hardware growth

Jack Henry & Associates

18/08/2026 21:46

Overview
U.S. financial technology provider's fiscal Q4 adjusted revenue rose 6.6% yr/yr, slightly beat estimates
GAAP EPS for fiscal Q4 declined 10.2% yr/yr
Company repurchased $164 mln in stock during fiscal Q4

Outlook
Company sees FY27 GAAP revenue between $2.684 bln and $2.709 bln
Company expects FY27 GAAP EPS of $7.33 to $7.38
Jack Henry expects FY27 non-GAAP adjusted revenue of $2.659 bln to $2.684 bln

Result Drivers
CLOUD SERVICES AND DATA PROCESSING - Co said Q4 services and support revenue growth was driven by increased data processing and hosting revenue within private and public cloud
LICENSE AND HARDWARE SALES - Co said higher license and hardware revenue contributed to Q4 services and support revenue growth
CARD AND DIGITAL TRANSACTIONS - Co said Q4 processing revenue growth was mainly driven by increased card revenue and higher digital transaction revenue from more active users

Company press release: ID:nPn5ThMgla

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
 
$644.02 mln
 
Q4 Adjusted Revenue
Slight Beat*
$633.10 mln
$630.83 mln (12 Analysts)
Q4 EPS
 
$1.57
 
Q4 Operating Margin
 
21.20%
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for Jack Henry & Associates Inc is $188.00, about 25.4% above its August 17 closing price of $149.87
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 22 three months ago

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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)