Jack Henry & Associates (JKHY) reported solid Q1 FY2026 results. Revenue rose to $644.7 million from $601.0 million as Payments and Complementary drove growth, while Core was steady. Operating income increased to $184.1 million, and net income reached $144.0 million, translating to diluted EPS of $1.97.
Services and support delivered $376.9 million and processing $267.9 million. By segment, Payments grew 9.0% to $230.9 million, Complementary rose 10.2% to $194.2 million, and Core edged up 0.5% to $195.3 million, with margin improvement across segments. Operating cash flow was $120.6 million. The company invested $98.5 million, including the $42.4 million acquisition of Victor Technologies to expand Payments-as-a-Service, and spent $62.0 million on share repurchases alongside dividends of $0.58 per share. Deferred revenue ended at $321.1 million (current and non-current). As of October 24, 2025, shares outstanding were 72,377,132.
Jack Henry & Associates, Inc. filed a current report to note that it released its fiscal 2026 first quarter results. On November 4, 2025, the company issued a press release announcing these quarterly results, which is included in the filing as Exhibit 99.1.
Jack Henry & Associates (JKHY) filed an 8-K stating it issued a press release announcing its deconversion revenue for the fiscal first quarter ended September 30, 2025. The press release is attached as Exhibit 99.1.
Jack Henry & Associates, Inc. is soliciting votes for its November 12, 2025 Annual Meeting with a record date of September 16, 2025. The Board nominated ten directors (the Board was expanded from nine to ten on August 22, 2025 and appointed Gregory R. Adelson, CEO, as a director). The Board reports 8 of 10 nominees are independent, directors face term and age limits, and the company maintains proxy access allowing holders of 3% for 3 years to nominate up to two directors or 20% of the Board.
The Human Capital & Compensation Committee disclosed fiscal 2025 incentive outcomes: a three‑year TSR of 3.48% led to a 52.7% payout on TSR performance shares; a 0.9% operating margin expansion produced a 180% payout for that metric. The fiscal 2025 adjusted operating income target was $540.7M; pre-bonus adjusted operating income was $571.5M (100.1% of target), yielding a 100.2% payout of target annual bonuses. The Board asks stockholders to approve a new 2025 Equity Incentive Plan reserving 4,700,000 shares (expected overhang ~6.93%).
Jack Henry & Associates is seeking shareholder votes at its 2025 Annual Meeting on reelecting ten directors (Board expanded from nine to ten on August 22, 2025 with CEO Gregory R. Adelson added), ratifying PricewaterhouseCoopers LLP as auditor, approving a new 2025 Equity Incentive Plan reserving 4,700,000 shares, and voting on governance proposals including proxy access and a special meeting threshold. The filing discloses governance practices (eight of ten nominees independent, lead director independent, director term and age limits), executive pay programs tying TSR and operating metrics to long-term awards, fiscal 2023–2025 performance outcomes (three‑year TSR 3.48% equating to 52.7% payout; operating margin expansion 0.9% equating to 180% payout) and fiscal 2025 adjusted operating income results of $571.5M pre-bonus ($568.7M GAAP operating income). CEO total compensation reported as $7,016,992 and median employee total compensation $93,193 (pay ratio 75:1).
Renee A. Swearingen, Senior Vice President and Chief Accounting Officer of Jack Henry & Associates (JKHY), reported changes in her indirect holdings on 08/28/2025. She acquired 527 shares (recorded at $0, likely vesting) increasing beneficial ownership to 13,566 shares held indirectly by trust. On the same date she disposed of 233 shares at $162.74, reducing holdings to 13,333 shares indirectly. The Form 4 was signed by a power of attorney on 09/02/2025.
Craig Keith, Chief Legal Officer and Secretary of Jack Henry & Associates, reported insider transactions dated 08/28/2025. The filing shows a non-derivative acquisition of 1,677 common shares at a reported price of $0 (code A) and a disposition of 740 common shares at $162.74 per share (code F). After these transactions, Mr. Keith directly beneficially owns 8,337 shares and indirectly owns 1,207 shares through the company 401(k) plan (plan statement dated June 30, 2025). The form is signed by Andrew Potter by power of attorney on 09/02/2025.
Mimi L. Carsley, Chief Financial Officer and Treasurer of Jack Henry & Associates, reported insider transactions dated 08/28/2025. She acquired 1,852 shares of common stock (reported at $0) and disposed of 600 shares at $162.74, leaving her with 5,495 shares beneficially owned after the transactions. The Form 4 was signed by power of attorney on 09/02/2025.
David B. Foss, a director of Jack Henry & Associates, reported transactions in the issuer's common stock on 08/28/2025. The filing shows a purchase of 14,623 shares at no price reported for that line (coded A) which increased his beneficial ownership to 153,888 shares. On the same date he reported a disposition of 5,755 shares (coded F) at $162.74 per share, leaving him with 148,133 shares beneficially owned. The filing also discloses 4,952 shares held indirectly via the Jack Henry & Associates 401(k) plan (based on a plan statement dated June 30, 2025). The form is signed by Andrew Potter by power of attorney for Mr. Foss on 09/02/2025.
Gregory R. Adelson, who serves as a director and as President & CEO of Jack Henry & Associates Inc. (JKHY), reported transactions dated 08/28/2025. The Form 4 shows an acquisition of 2,522 common shares at $0 (reported as indirect ownership by trust) and a disposition of 1,119 common shares at $162.74, leaving 19,036 shares beneficially owned indirectly by a trust after the transactions. The form is signed by Andrew Potter by power of attorney for Mr. Adelson on 09/02/2025.