MAY 17·IndexBox▼
Payment Processing Stocks Q1 2026 Earnings: Shift4 and Jack Henry Beat Estimates But See Stock Declines
Shift4 Payments and Jack Henry & Associates both reported Q1 2026 earnings that surpassed analyst expectations; however, both companies saw their stock prices decline. Shift4 Payments reported significant revenue growth but issued weak full-year guidance, while Jack Henry & Associates delivered solid performance across revenue, EPS, and EBITDA estimates. Overall, payment processing stocks saw aggregate revenues exceed estimates by 0.7%, yet their share prices have fallen by an average of 10.5% since the earnings releases.
MAY 17·MarketBeat▲
Jack Henry & Associates, Inc. $JKHY Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. significantly increased its stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 6,728.7% in the fourth quarter, now owning 621,546 shares valued at $113.42 million. Other institutional investors also adjusted their positions, and company insiders, including the CFO and CEO, recently purchased shares. Analysts maintain a "Moderate Buy" rating for JKHY, with a consensus price target of $192.08, while the company has also declared a quarterly dividend.
