Every material Form 8-K Jack Henry & Associates filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Jack Henry & Associates reported fiscal first-quarter 2026 results for the three months ended September 30, 2025, with GAAP revenue of $644.7 million, up 7.3%, and GAAP net income of $144.0 million, up 20.8%. The company also gave full-year fiscal 2026 GAAP guidance of $2,491 million to $2,514 million in revenue and $6.38 to $6.49 in EPS, which assumes no additional acquisitions or dispositions.
GAAP revenue $644.7 million, up 7.3%; non-GAAP adjusted revenue $636.1 million, up 8.7%
GAAP diluted EPS $1.97 vs. $1.63 a year earlier; GAAP operating margin 28.5% vs. 25.2%
Fiscal 2026 GAAP EPS guidance $6.38 to $6.49; GAAP revenue guidance $2,491 million to $2,514 million
Purchase of treasury stock $62.0 million in the quarter; CFO cited $100 million in share repurchases for the first quarter and October; borrowings $20 million vs. $140 million a year earlier
Jack Henry & Associates reported $8.6 million of deconversion revenue for the fiscal first quarter ended September 30, 2025, and raised its full-year fiscal 2026 deconversion revenue estimate to $20 million. The filing covers only this revenue line, not total revenue or earnings, and the company says deconversion revenue is excluded from its non-GAAP revenue because it mainly arises when a client is acquired by another institution.
Fiscal Q1 2026 (quarter ended September 30, 2025) deconversion revenue was $8.6 million.
Full-year fiscal 2026 deconversion revenue estimate increased to $20 million.
Most deconversion revenue comes from clients being acquired by another financial institution, which ends their contract with Jack Henry.
Deconversion revenue is excluded from non-GAAP revenue in quarterly and annual earnings releases.
Jack Henry & Associates expanded its board from nine to 10 directors on August 22, 2025, and appointed President and CEO Greg Adelson to fill the new seat. Adelson will keep his executive roles and is not an independent director, so the change adds an insider to the board without a separate board seat fee or committee role.
Board appointed Adelson on August 22, 2025, to fill the seat created by the expansion from nine to 10 directors.
Adelson has been CEO since July 1, 2024, and President since January 25, 2022, and will keep both roles.
He is not independent under Nasdaq and SEC rules, will not serve on any board committee, and will receive no separate board compensation.
The company expects Adelson and the other nine directors to stand for reelection at the 2025 Annual Meeting of Stockholders.
Jack Henry reported fourth quarter and full fiscal 2025 results for the period ended June 30, 2025. Full-year GAAP revenue rose 7.2% to $2.4 billion, and GAAP EPS was $6.24, up from $5.23 a year earlier. The company also issued fiscal 2026 GAAP guidance of $6.32 to $6.44 per diluted share, which assumes no acquisitions or dispositions and implies EPS growth of 1.3% to 3.3%.
Fourth quarter GAAP revenue was $615.4 million, up 9.9%, and GAAP EPS was $1.75 versus $1.38.
Fiscal 2025 GAAP net income was $455.7 million, up 19.4%, and GAAP EPS was $6.24 versus $5.23.
Fiscal 2026 GAAP revenue guidance is $2.475 billion to $2.504 billion.
Cash and equivalents were $102.0 million at June 30, 2025, and credit facility debt was zero, down from $150.0 million a year earlier.
Jack Henry & Associates reported $20.5 million in deconversion revenue for the fiscal fourth quarter ended June 30, 2025, and $33.9 million for full fiscal 2025. The company says this revenue mainly arises when a client agrees to be acquired by another financial institution, and it excludes deconversion revenue from non-GAAP revenue in its earnings releases.
Fiscal Q4 2025 deconversion revenue: $20.5 million
Full fiscal 2025 deconversion revenue: $33.9 million
Deconversion revenue is excluded from non-GAAP revenue because the company says it is driven by factors outside its control
The release was issued August 11, 2025, and attached as Exhibit 99.1
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