Blue Sky Bank Turns to Jack Henry to Drive Innovation, Elevate Customer Service and Support Growth [Accessibility Statement] Skip Navigation$1.3 billion-asset bank enhances commercial and retail banking capabilitiesMONETT, Mo., Feb. 11, 2026 /PRNewswire/ -- Jack Henryâ"¢ (Nasdaq: JKHY) announced today that [Blue Sky Bank] selected Jack Henry to provide customers with modern, competitive offerings through a blend of self-service and personal banking experiences. Jack Henry's commitment to research and develo ...

Jack Henry (JKHY) & Associates announced its Board of Directors increased the quarterly dividend by 6% to 61c per share. The cash dividend on its common stock is payable on March 25 to stockholders of record as of March 5. Jack Henry has paid consecutive quarterly dividends since 1991, and 2025 marked the 22nd consecutive year of an increasing dividend. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analyst ...

Core Insights - The Baron Financials ETF experienced a decline of 2.22% in the fourth quarter of 2025, underperforming the FactSet Global FinTech Index, which fell by 7.19%, but slightly trailing the MSCI USA Financials Index, which gained 2.07% [2][3][7] - Since its inception on December 31, 2019, the Fund has achieved an annualized return of 10.21%, outperforming the FinTech Index's 2.55% but lagging behind the Financials Index's 11.97% [2][3] Performance Overview - In the fourth quarter, the Fund's performance was driven by favorable stock selection within Information Services and an overweighting in Tech-Enabled Financials, while underexposure to banks negatively impacted relative performance [7][8] - The Fund's average weighting in banks was only 6%, which cost nearly 2 percentage points of relative performance against the Financials Index, where banks had a 38% weighting and were the top-performing industry [7][8] Sector Analysis - The Fund's holdings are segmented into various industries, with Capital Markets representing 31.7%, Information Services at 20.7%, and Payments at 17.4% as of December 31, 2025 [20][23] - The Fund has a significant overweight in Information Services and Capital Markets compared to the Financials Index, while being underweight in Banks and Insurance [20][21] Key Contributors and Detractors - Top contributors to the Fund's performance included Fair Isaac Corporation, S&P Global Inc., and Jack Henry & Associates, with Fair Isaac contributing 0.37% to returns due to strong quarterly results and positive fiscal guidance [12][13][14] - Major detractors included Robinhood Markets, which fell 0.93% due to a decline in customer engagement and cryptocurrency trading volumes, and MercadoLibre, which faced competitive pressures and margin concerns [16][17] Recent Activity - The Fund made significant net purchases in Morgan Stanley, Capital One Financial Corporation, and The Charles Schwab Corporation, focusing on firms with strong growth prospects and diversified revenue streams [25][31] - The Fund trimmed positions in Guidewire Software and Interactive Brokers to manage exposure to the volatile software sector and to fund purchases with better expected returns [32][33] Market Outlook - The macroeconomic environment is viewed as generally healthy, with stable credit trends and a low unemployment rate of 4.4% as of December 2025, supporting growth in the financial sector [34][35] - The Fund anticipates continued growth driven by favorable fiscal policies and easing monetary conditions, with expectations for two rate cuts in the upcoming year [35][36]

Jack Henryâ"¢ (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens connections between financial institutions and the people and businesses they serve. We are an S&P 500 company that prioritizes openness, collaboration, and user centricity – offering banks and credit unions a vibrant ecosystem of internally developed modern capabilities as well as the ability to integrate with leading fintechs. For nearly 50 years, Jack Henry has provided technology solutions to enable clients to i ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______________ to ________________ Commission file number 0-14112 JACK HENRY & ASSOCIATES, INC. (Exact name of registrant as specified in its charter) Delaware 43-112838 ...

Total recurring revenue exceeded 92% , according to Carsley. Cloud revenue rose 8% in the quarter and represented 33% of total revenue. Processing revenue, which represented 44% of total revenue, grew 9% on a GAAP basis and 8% on a non-GAAP basis, driven by increased digital, card, and faster payment processing revenue.CFO and Treasurer Mimi Carsley added that GAAP revenue increased 8% in the quarter and fiscal year-to-date, while non-GAAP revenue increased 7% for the quarter and 8% for the year. Carsley no ...

Core Insights - Jack Henry & Associates, Inc. (JKHY) shares increased by 4.7% following the release of better-than-expected second-quarter fiscal 2026 results, with non-GAAP earnings of $1.72 per share, surpassing the Zacks Consensus Estimate by 20.28% and reflecting a year-over-year increase of 28.4% [1][10] - The company's revenues reached $619.3 million, exceeding the Zacks Consensus Estimate by 1.64% and showing a year-over-year growth of 7.9% [1][10] Revenue Breakdown - Adjusted for deconversion revenues of $8.2 million, non-GAAP revenues were $611.2 million, marking a 6.7% increase year over year [2] - Revenues from Services and Support, accounting for 55.8% of total revenues, were $345.8 million, up 7.1% year over year, driven by growth in data processing and hosting revenues [3] - Processing revenues, which made up 44.2% of total revenues, were $273.5 million, reflecting a 9.1% year-over-year increase, supported by growth in card, transaction, digital, and payment processing revenues [3] - Core segment revenues, representing 30% of total revenues, were $186.1 million, up 8.4% year over year [4] - Payments revenues, comprising 37.5% of total revenues, reached $232 million, an 8% increase year over year [4] - Complementary revenues, accounting for 29.3% of total revenues, were $181.7 million, up 9.6% year over year [4] - Corporate and Other revenues, which made up 3.2% of total revenues, were $19.6 million, down 9.8% year over year [4] Profitability Metrics - Adjusted EBITDA for the second quarter was $206.2 million, a 17.7% increase year over year, with an adjusted EBITDA margin expanding by 280 basis points to 33.3% [5] - Adjusted operating income rose by 29.4% year over year to $159.1 million, with the adjusted operating margin increasing by 430 basis points to 25.7% [5] Cash Flow and Guidance - As of September 30, 2025, cash and cash equivalents were $28 million, down from $36.2 million a year earlier [6] - In the first half of fiscal 2026, the company generated an operating cash flow of $273 million and free cash flow of $172 million [6] - For fiscal 2026, JKHY updated its GAAP revenue guidance to $2.508-$2.525 billion, an increase from the previous range of $2.49-$2.51 billion, with non-GAAP revenues estimated between $2.474-$2.491 billion [7] - The GAAP operating margin is expected to be between 24.3% and 24.5%, up from the previous guidance of 23.9%-24.1% [8] - Management anticipates GAAP earnings in the range of $6.61-$6.72 per share, an increase from the previous guidance of $6.38-$6.49 for fiscal 2026 [8]

Jack Henry & Associates (NasdaqGS:JKHY) Q2 2026 Earnings call February 04, 2026 08:45 AM ET Company ParticipantsDarrin Peller - Managing DirectorGregory Adelson - President, CEO, and Board MemberJames Faucette - Managing DirectorMimi Carsley - CFO and TreasurerRayna Kumar - Managing Director of Fintech Equity ResearchVance Sherard - VP of Investor RelationsVasundhara Govil - Managing DirectorWilliam Nance - Managing DirectorConference Call ParticipantsCharles Nabhan - Equity Research AnalystChristopher Kenn ...

Jack Henry & Associates (NasdaqGS:JKHY) Q2 2026 Earnings call February 04, 2026 08:45 AM ET Company ParticipantsDarrin Peller - Managing DirectorGregory Adelson - President, CEO, and Board MemberJames Faucette - Managing DirectorMimi Carsley - CFO and TreasurerRayna Kumar - Managing Director of Fintech Equity ResearchVance Sherard - VP of Investor RelationsVasundhara Govil - Managing DirectorWilliam Nance - Managing DirectorConference Call ParticipantsCharles Nabhan - Equity Research AnalystChristopher Kenn ...

Jack Henry & Associates (NasdaqGS:JKHY) Q2 2026 Earnings call February 04, 2026 08:45 AM ET Speaker10Good morning, and welcome to the Jack Henry second quarter fiscal 2026 earnings conference call. Today, all participants will be in a listen-only mode. Should you need assistance during today's conference call, please signal for a conference specialist by pressing the star key, followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star o ...