JKHY JACK HENRY & ASSOCIATES INC Insider Trading

JKHY CEO Adelson buys 2.0K shares at $133.42; stock down 30.7% from 52-week high of $193.39

CEO Gregory R. Adelson purchased 2,000 shares of JKHY at $133.42, bringing his holdings to 21.0K shares post-transaction. The timing of this buy is notable given the stock's significant underperformance: JKHY is trading -30.7% below its 52-week high of $193.39, with declines of -11.5% over 30 days and -14.5% over 90 days. The company maintains solid fundamentals with $636.2M in quarterly revenue, $122.9M net income, and 7.2% annual revenue growth, supporting a P/E of 18.34. An insider purchase by the sitting CEO at depressed valuation levels warrants attention, though the size of the position increase (2.0K shares) relative to existing holdings (21.0K) should be weighed against other explanatory factors.

CFO Carsley Mimi buys 375 shares of JKHY at $134.12; stock down 30.7% from 52-week high of $193.39.

CFO Carsley Mimi purchased 375 shares at $134.12, bringing her total holdings to 6,007 shares. The transaction occurs while JKHY trades at $134.03, approximately 30.7% below its 52-week high of $193.39, and has declined 11.5% over the past 30 days and 14.5% over 90 days. Despite the recent weakness, the company maintains solid fundamentals with quarterly revenue of $636.2M, net income of $122.9M, annual growth of 7.2%, and a reasonable P/E of 18.34 on a $9.5B market cap. The purchase represents a modest $50.3K capital commitment from the CFO during a period of stock price softness, which may indicate confidence in valuation at current depressed levels.

Director Foss David B sells 20,000 JKHY shares at $174.92; prior sales well-timed at 90-day horizon, 3 of 3 at this ticker.

Director Foss David B sold 20,000 shares of Jack Henry & Associates Inc (JKHY) at $174.92 on 2025-12-01, reducing his position by -13.5% to 128,133 shares post-transaction. This sale follows a three-trade pattern at JKHY where all prior sells were well-timed at the 90-day mark: his May 2025 sales posted 90-day returns of -10.5% and -10.8%, and his November 2024 sale showed a 90-day return of -2.8%. His cross-ticker track record across all tickers shows a 100.00% well-timed rate on sells, indicating a consistent pattern of selling before subsequent declines. The stock is currently +16.9% over the past 30 days but -7.9% from its 52-week high of $191.28, suggesting the timing of this sale relative to recent momentum merits observation.

JKHY Board Chair David Foss sells 15,000 shares (10.8% of holdings) for $2.7M across 2 transactions at $180.54–$181.23

Executive Board Chair David B. Foss executed 2 separate sales totaling 15,000 shares for $2,711,079.42 on 2025-05-12, reducing his holdings from 138.7K to 123.7K shares. The blended average sale price of $180.74 sits above the current price of $177.91 and near the center of the 52-week range ($158.55–$191.28). Foss's cross-ticker track record shows 1 prior sell with a 100.00% well-timed rate at the 90-day mark, and his same-ticker history at JKHY (1 prior sale on 2024-11-19) also demonstrated 90-day downside timing. The stock is trading at a P/E of 30.21 against $585.1M in latest-quarter revenue and 6.6% annual growth, placing it at a premium valuation. This sale follows a established pattern of well-timed exits in Foss's insider record, though the size and timing relative to near-term price momentum (30-day: +2.3%, 90-day: +4.4%) warrant observation.

General Counsel Morgan Craig Keith sold 5,000 JKHY shares at $180.16; post-transaction holdings 6,718 shares

Morgan Craig Keith, General Counsel & Secretary, sold 5,000 shares (5.0K shares) of JACK HENRY & ASSOCIATES INC at $180.16 on 2025-05-12, reducing his holdings from 11,718 shares (11.7K shares) to 6,718 shares (6.7K shares)—a net reduction of 42.7% of pre-transaction holdings. The transaction occurred at a price 1.3% above the current trading price of $177.91 and 5.8% below the 52-week high of $191.28. The company trades at a P/E of 30.21 with a $13.0B market cap and reported revenue growth of 6.6% year-over-year alongside net income of $111.1M in the latest quarter. The sale represents a material reduction in the officer's equity stake but lacks additional transaction context (such as a 10b5-1 plan flag or multi-transaction pattern) that would clarify whether this represents a substantial conviction shift or routine portfolio management.

JKHY Chair Foss sold 18,770 shares at $171.32 on 2024-11-19; holds 138,665 post-transaction.

Executive Board Chair Foss executed a sale of 18,770 shares (18.8K shares) for $3,215,676.40 ($3.2M) on 2024-11-19 at $171.32, reducing his holdings from 157,435 to 138,665 shares, a -11.9% reduction in his position. The stock is currently at $172.50, -7.3% from its 52-week high of $186.12, and has declined 5.9% over the past 30 days despite a +4.8% gain over 90 days. The company trades at a P/E of 31.54 with robust fundamentals: quarterly revenue of $600,982,000.00 ($601.0M) and net income of $119,191,000.00 ($119.2M), supported by annual revenue growth of +6.6%. The sale represents a material but not complete liquidation of the insider's position, executed below recent highs but above current market price—context that warrants monitoring alongside the insider's future trading patterns to assess whether this reflects a one-time capital event or a broader shift in conviction.