Jack Henry & Associates' Q4 adj revenue just beats on license and hardware growth
JKHY•Key reported figures and analyst view
| Metric | Actual | Consensus Estimate |
|---|---|---|
| Q4 Revenue | $644.02 million | |
| Q4 Adjusted Revenue | $633.10 million | $630.83 million (12 analysts) |
| Q4 EPS | $1.57 | |
| Q4 Operating Margin | 21.20% |
The current average analyst rating on the shares is "buy," with 11 "strong buy" or "buy," 4 "hold" and 1 "sell" or "strong sell."
The median 12-month price target is $188.00, about 25.4% above the August 17 closing price of $149.87.
The stock recently traded at 21 times next 12-month earnings versus a P/E of 22 three months ago.
Fiscal 2027 outlook and capital return
Jack Henry said it sees fiscal 2027 GAAP revenue between $2.684 billion and $2.709 billion.
The company expects fiscal 2027 GAAP EPS of $7.33 to $7.38, and fiscal 2027 non-GAAP adjusted revenue of $2.659 billion to $2.684 billion.
Jack Henry repurchased $164 million in stock during fiscal Q4.
Q4 adjusted revenue slightly beats estimates
Jack Henry & Associates, the U.S. financial technology provider, said its fiscal fourth-quarter adjusted revenue rose 6.6% year over year, slightly beating estimates.
GAAP EPS for the fiscal fourth quarter declined 10.2% year over year.
