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JKHY · NASDAQ · STOCK

Jack Henry & Associates (JKHY) Stock Analysis

Technology Updated August 23, 2026
$166.18
52W $121.04 – $193.39
62/100
$11.81B
23.8
0.55
AI Committee Verdict
Buy
62/100
Conviction: Contested · 50% agreement · 6 analysts
+9.3%
-1.2%
7.90:1
Contested

Is JKHY Bullish or Bearish?

Bullish. Innellis AI committee rates Jack Henry & Associates (JKHY) Buy with a composite score of 62/100 , based on 6 analysts with 50% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.62 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -7.38 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • ROE of 24.0% shows genuine earnings power backing the valuation — Value
  • 5 consecutive earnings beats -- consistent execution — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • News sentiment is positive (+0.40 across 47 articles, 14d) — News
Bear Case
  • Price-to-book of 6.2x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 72 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
62/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 13%
of 287 Technology peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 24.0% shows genuine earnings power backing the valuation
− Price-to-book of 6.2x prices in significant intangible value
Growth Analyst neutral
52 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 72 is in overbought territory
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
70 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 47 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 62.4 to 62.4.

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
72.3
Overbought
MACD Histogram
0.666
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$164.22
Resistance
$181.67
Bollinger %B
1.06
Above Upper Band
Price vs Moving Averages
EMA 9
$159.05 Above
EMA 21
$155.62 Above
EMA 50
$150.79 Above
EMA 200
$155.19 Above

Fundamental Analysis

Valuation
49
Growth
61
Profitability
89
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 23.8×
P/B Ratio 5.84×
PEG Ratio 2.04
Dividend Yield 1.43%
52W High $193.39
52W Low $121.04
Quality & Growth
ROE 2450.2%
ROA 1598.3%
Gross Margin 4365.3%
Operating Margin 2382.7%
Revenue Growth YoY
Debt / Equity 0.02
AI Fundamental Assessment
P/E ratio of 23.8 (inexpensive relative to a 15-40x range); Price-to-book of 5.8x; PEG ratio of 2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 24.5%; Return on assets of 16.0%; Net margin of 19.8%; Gross margin of 43.7%; Current ratio of 0.00 (tight short-term liquidity); Debt-to-equity of 0.02; Free cash flow per share is positive (9.65); Most recent quarter beat estimates by 6.5%; 5 consecutive earnings beats; EPS growth decelerating (-0.6% -> -8.2% QoQ); Average YoY EPS growth of -10.3%; Analyst estimates flat over recent quarters
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