Jack Henry & Associates Inc. (NASDAQ:JKHY) announced its fourth‑quarter 2026 results, which ended on June 30, 2026. The company posted adjusted earnings per share (EPS) of $1.57, surpassing the Wall Street consensus of $1.44 by $0.13. Quarterly revenue came in at $644 million, exceeding the consensus estimate of $629.2 million and representing a 4.7% year‑over‑year increase. Adjusted revenue, which excludes deconversion revenue and acquisition‑related items, grew 6.6% YoY to $633.1 million.
For the full fiscal year 2026, Jack Henry reported total revenue of $2.54 billion, up 7.1% YoY, while adjusted revenue rose 7.3% to $2.50 billion. GAAP EPS for the year was $6.98, an 11.9% increase from $6.24 in fiscal 2025.
Looking ahead, the company issued fiscal 2027 guidance of $7.33‑$7.38 in EPS, with a midpoint of $7.36, which is materially above the analyst consensus of $7.10. Revenue guidance for fiscal 2027 is set at $2.68‑$2.71 billion, with a midpoint of $2.70 billion, slightly higher than the consensus estimate of $2.68 billion.
President and CEO Greg Adelson said the firm delivered “record sales and financial results for fiscal 2026,” highlighting 58 competitive core wins, including 14 institutions with assets exceeding $1 billion, and noting that both fourth‑quarter and full‑year non‑GAAP revenue reached new highs.
Jack Henry also disclosed a share repurchase program in which $164 million of its own stock was bought back during the fourth quarter at an average price of $140 per share. Following the earnings release, the company’s shares rose 3.8% in trading.