It's been a good week for Jack Henry & Associates, Inc. (NASDAQ:JKHY) shareholders, because the company has just released its latest quarterly results, and the shares gained 3.6% to US$178. It looks like a credible result overall - although revenues of US$585m were in line with what the analysts predicted, Jack Henry & Associates surprised by delivering a statutory profit of US$1.52 per share, a notable 11% above expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

We check all companies for important risks. See what we found for Jack Henry & Associates in our free report.NasdaqGS:JKHY Earnings and Revenue Growth May 15th 2025

Following the latest results, Jack Henry & Associates' 18 analysts are now forecasting revenues of US$2.53b in 2026. This would be a notable 8.9% improvement in revenue compared to the last 12 months. Per-share earnings are expected to increase 8.8% to US$6.41. Before this earnings report, the analysts had been forecasting revenues of US$2.54b and earnings per share (EPS) of US$6.34 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

View our latest analysis for Jack Henry & Associates

It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$189. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Jack Henry & Associates, with the most bullish analyst valuing it at US$212 and the most bearish at US$155 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Jack Henry & Associates'historical trends, as the 7.1% annualised revenue growth to the end of 2026 is roughly in line with the 7.0% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 5.1% per year. So although Jack Henry & Associates is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

Story Continues

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Jack Henry & Associates going out to 2027, and you can see them free on our platform here..

You can also see whether Jack Henry & Associates is carrying too much debt, and whether its balance sheet is healthy, for free  on our platform here.

Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

View Comments