Jack Henry Q3 revenue, profit rise on cloud, digital growth

Jack Henry & Associates

05/05/2026 21:27

Overview

US financial technology firm's fiscal Q3 GAAP revenue rose 8.7% yr/yr

GAAP EPS for fiscal Q3 grew 12.2% yr/yr to $1.71

Company repurchased $159 mln in stock during the quarter

Outlook

Jack Henry sees FY26 GAAP revenue between $2.521 bln and $2.533 bln

Company expects FY26 GAAP EPS between $6.78 and $6.87

Jack Henry anticipates relative weakness in Q4 non-GAAP revenue and margins

Result Drivers

CLOUD AND DIGITAL GROWTH - Co said Q3 revenue was driven by growth in data processing and hosting within private and public cloud, as well as digital and transaction services

FASTER PAYMENTS - Co highlighted strong growth in faster payments revenue, up 46.4% yr/yr in Q3

SALES MOMENTUM - Management said Q3 saw strong sales momentum with 17 competitive core wins, the best Q3 for new core wins in seven years

Company press release: ID:nPn5TrFgXa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 EPS
$1.71
Q3 Operating Margin
24.4%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 5 "hold" and no "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 $199.00, about 30.5% above its May 4 closing price of $152.52

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 27 three months ago

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.)