Citable filing context
JKHY's research view summarizes recent SEC filing context, starting with earnings from Aug 18, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 18, 2026 | earnings | Jack Henry & Associates reported fiscal 2026 fourth quarter and full year results ending June 30, 2026. |
| Aug 11, 2026 | other | Jack Henry reported $9.3 million in deconversion revenue for Q4 FY26 and $42.8 million for the full year. |
| Jun 4, 2026 | management_change | Board Chair David B. Foss will retire effective July 15, 2026, to be succeeded by Matt Flanigan. |
| Aug 18, 2026 | Guidance: adjusted_operating_margin | 24.10 to 24.30 |
| Aug 18, 2026 | Guidance: adjusted_revenue | 2659.00 to 2684.00 |
| Aug 18, 2026 | Guidance: eps | 7.33 to 7.38 |
| May 7, 2026 | mda_quarterly | Jack Henry & Associates reported total revenue of $1.9 billion for the first nine months of fiscal 2026, an 8.0% increase driven by organic growth in private and public cloud hosting, card processing, and faster payments. Operating income rose 20.6% to $498.3 million, reflecting strong demand for technology solutions among community and regional banks and credit unions. Growth was specifically fueled by increased active users in digital and transaction services and the migration of clients to the company's private cloud. To expand its Payments-as-a-Service capabilities, the company acquired Victor Technologies for $42.4 million, targeting the embedded payments market. While personnel and direct costs increased, disciplined cost management helped expand margins. Liquidity was impacted by aggressive capital returns, including $284.4 million in share repurchases and $127.5 million in dividends, reducing cash to $20.6 million. To maintain flexibility, the company entered a new $1 billion revolving credit agreement in March 2026 and signed a $450 million cloud services contract through 2033. Additionally, the One Big Beautiful Bill Act is expected to significantly reduce future cash tax payments through the restoration of immediate R&D expensing and bonus depreciation. |
| Feb 6, 2026 | mda_quarterly | Jack Henry reported strong financial growth for the second quarter of fiscal 2026, with total revenue increasing 7.9% to $619.3 million and net income rising 27.4% to $124.7 million. This performance was driven by organic growth in private and public cloud hosting, card revenue, and faster payments products. Operating income grew 29.4% to $159.1 million, benefiting from disciplined cost controls and organic revenue gains, despite higher personnel and direct costs. For the six months ended December 31, 2025, the company expanded its Payments-as-a-Service capabilities through the $42.4 million acquisition of Victor Technologies, a cloud-native provider of embedded payments. Strategic trends include a continued migration of bank and credit union clients to the company's private cloud and an increase in active users for digital and transaction services. Liquidity was impacted by $125.2 million in treasury stock repurchases and $84 million in dividends paid during the first half of the year. Additionally, the company entered a $450 million contractual purchase obligation with a cloud services provider extending through 2033 to support its infrastructure. |
Source: SEC EDGAR filing text and events; period Aug 18, 2026; filed Aug 18, 2026.
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