Shares of Jack Henry & Associates Inc. (NASDAQ: JKHY) rose 3.8% in extended trading after the company reported fourth-quarter results that exceeded analyst expectations and provided a bullish outlook for fiscal 2027.
The Monett, Missouri-based fintech firm posted adjusted earnings per share of $1.57 for the quarter ended June 30, 2026, beating the consensus estimate of $1.44. Revenue totaled $644 million, up 4.7% year-over-year and surpassing the $629.2 million forecast. Adjusted revenue, excluding deconversion revenue and acquisition-related items, increased 6.6% to $633.1 million.
For the full fiscal year 2026, Jack Henry reported total revenue of $2.54 billion, a 7.1% increase over the prior year. Adjusted revenue grew 7.3% to $2.50 billion, while GAAP earnings per share rose 11.9% to $6.98 from $6.24. The company also recorded a record 58 competitive core wins during the year, including 14 institutions with assets exceeding $1 billion.
Looking ahead, Jack Henry provided guidance for fiscal 2027, projecting EPS in the range of $7.33 to $7.38, with a midpoint of $7.36. This compares with the analyst consensus of $7.10. Revenue guidance was set at $2.68 billion to $2.71 billion, slightly above the $2.68 billion estimate.
The company also repurchased $164 million of its stock during the fourth quarter at an average price of $140 per share. Jack Henry & Associates did not provide additional commentary beyond the earnings release.
