VOL. XCIV, NO. 247

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Thursday, December 25, 2025

Jack Henry & Associates, Inc.

JKHY · Nasdaq

active
Market cap (USD)$13.4B
SectorTechnology
CountryUS
Data as of
Moat score
59/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

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Overview

Jack Henry & Associates, Inc. provides core processing platforms, payments processing, and complementary digital/operational software to U.S. community and regional banks and credit unions. The Core segment has durable stickiness driven by long-term contracts and high conversion/switching costs, and it is used as a distribution base for add-on products. Payments and Complementary benefit from integration into the installed base and compliance/operational capabilities, but face more competitive pressure and renewal-driven pricing friction.

Primary segment

Payments

Market structure

Competitive

Market share

HHI:

Coverage

3 segments · 7 tags

Updated 2025-12-25

Segments

Core

Core processing platforms for community & regional banks and credit unions

Revenue

31.1%

Structure

Oligopoly

Pricing

moderate

Share

18%-20% (implied)

Peers

FIFIS

Payments

Payment processing and transaction services for financial institutions (card, ACH, bill pay, faster payments, settlement support)

Revenue

36.8%

Structure

Competitive

Pricing

moderate

Share

Peers

ACIWFIFISGPN

Complementary

Complementary fintech software and services for financial institutions (digital banking, lending, risk/security, imaging, analytics, operations)

Revenue

28.4%

Structure

Competitive

Pricing

weak

Share

Peers

FIFISNCNOQTWO+1

Moat Claims

Core

Core processing platforms for community & regional banks and credit unions

Revenue_share is computed from FY2025 GAAP segment revenue (Core $739.277m of total $2,375.288m). Source: Exhibit 99.1 press release filed with the SEC: https://www.sec.gov/Archives/edgar/data/779152/000077915225000053/jkhy-20250630xex99pressrel.htm

Oligopoly

Long Term Contracts

Demand

Strength: 4/5 · Durability: durable · Confidence: 5/5 · 2 evidence

Core processing/hosting revenue is anchored by multi-year contracts (often ~6 years) with recurring fees and minimums, reducing churn and supporting planning/scale.

Erosion risks

  • Renewal price compression
  • Client M&A causing deconversions
  • Cloud-native core competitors lowering switching barriers

Leading indicators

  • Core renewal rate and renewal pricing deltas
  • Net new core wins vs deconversions
  • Mix shift to hosted/private cloud

Counterarguments

  • Renewal cycles still create a natural switching window for motivated clients
  • API-first architectures can reduce vendor lock-in over time

Switching Costs General

Demand

Strength: 4/5 · Durability: durable · Confidence: 4/5 · 2 evidence

Core conversions require planning, data conversion/testing, training, and operational change management; disruption risk makes core replacements infrequent.

Erosion risks

  • Regulators encouraging portability/open banking standards
  • Modular architectures reducing conversion scope
  • Improved migration tooling from competitors

Leading indicators

  • Customer retention and deconversion revenue
  • Average implementation timelines
  • Incidence of core replacement RFPs in the base

Counterarguments

  • Some newer institutions may prefer modern cloud-native cores and accept conversion risk
  • Switching costs are real but not absolute when contract terms end

Suite Bundling

Demand

Strength: 3/5 · Durability: medium · Confidence: 4/5 · 2 evidence

Core clients often buy adjacent complementary/payment modules from the same vendor, increasing integration depth and raising exit barriers vs point solutions.

Erosion risks

  • Best-of-breed fintech adoption in digital/lending
  • Open APIs enabling more vendor mix-and-match
  • Bundled-suite pricing pressure from procurement teams

Leading indicators

  • Attach rate of add-on modules per core client
  • Revenue per core client over time
  • Competitive win/loss trends vs specialist fintechs

Counterarguments

  • Many complementary modules are substitutable and face strong category competition
  • Banks may prefer multi-vendor stacks to avoid over-dependence on one provider

Payments

Payment processing and transaction services for financial institutions (card, ACH, bill pay, faster payments, settlement support)

Revenue_share is computed from FY2025 GAAP segment revenue (Payments $873.498m of total $2,375.288m). Source: Exhibit 99.1 press release filed with the SEC: https://www.sec.gov/Archives/edgar/data/779152/000077915225000053/jkhy-20250630xex99pressrel.htm

Competitive

Compliance Advantage

Legal

Strength: 3/5 · Durability: medium · Confidence: 4/5 · 2 evidence

Operating payments platforms at scale requires ongoing compliance with payment network rules/standards and regulators' expectations; established compliance programs reduce execution risk for clients.

Erosion risks

  • Network rule changes increasing costs
  • Regulatory enforcement after incidents/outages
  • Compliance seen as table-stakes by buyers

Leading indicators

  • PCI/DSS and network certification status
  • Regulatory exam outcomes/remediation items
  • Incident/outage frequency and severity

Counterarguments

  • Large processors can match compliance investment; it may not confer lasting differentiation
  • Compliance costs can compress margins if pricing can't keep up

Scale Economies Unit Cost

Supply

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Payments processing has meaningful fixed costs in infrastructure, security, and operations; higher volumes can improve unit economics and fund product/compliance investment.

Erosion risks

  • Price competition compressing take rates
  • Disintermediation by real-time rails and bank-to-bank connectivity
  • Dependence on third parties for parts of processing/settlement

Leading indicators

  • Transaction growth vs revenue growth (take-rate pressure)
  • Gross margin trend in payments
  • Share of volumes on RTP/FedNow vs legacy rails

Counterarguments

  • Scale alone may not protect margins if services commoditize
  • Large non-bank processors may have superior scale advantages

Data Workflow Lockin

Demand

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Payments products are often embedded into the FI's broader operating stack; integration with digital banking, fraud controls, and core workflows increases stickiness versus standalone processors.

Erosion risks

  • Standardized APIs lowering switching friction
  • Banks building orchestration layers over multiple vendors
  • Fintech point solutions winning specific payment niches

Leading indicators

  • Adoption of integrated payment + fraud bundles
  • Partner ecosystem growth and usage
  • Payment-product churn at renewal windows

Counterarguments

  • Some payment functions can be swapped with limited disruption if interfaces are standardized
  • Institutions may unbundle payments from other modules to negotiate price

Complementary

Complementary fintech software and services for financial institutions (digital banking, lending, risk/security, imaging, analytics, operations)

Revenue_share is computed from FY2025 GAAP segment revenue (Complementary $675.209m of total $2,375.288m). Source: Exhibit 99.1 press release filed with the SEC: https://www.sec.gov/Archives/edgar/data/779152/000077915225000053/jkhy-20250630xex99pressrel.htm

Competitive

Suite Bundling

Demand

Strength: 3/5 · Durability: medium · Confidence: 4/5 · 2 evidence

A large installed base of core clients creates a distribution advantage for adjacent modules; bundling and cross-sell can raise exit barriers and reduce point-solution displacement.

Erosion risks

  • Best-of-breed fintechs outperforming bundled modules
  • CIO mandates to diversify vendors
  • Rapid product cycles increasing competitive intensity

Leading indicators

  • Attach rate of complementary modules per core client
  • Win/loss rates in digital and lending modules
  • Net revenue retention for complementary solutions

Counterarguments

  • Buyers may prioritize feature depth over suite breadth in competitive categories
  • Bundling can fail if integration or UX lags category leaders

Data Workflow Lockin

Demand

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Complementary modules often sit on shared data models and workflows (reporting/analytics, entitlements, fraud controls), increasing switching friction when deeply integrated.

Erosion risks

  • Standardized data layers (open banking) reducing proprietary data advantages
  • Data portability requirements
  • Client adoption of independent data warehouses/BI stacks

Leading indicators

  • Usage growth of data hub/analytics modules
  • API usage and third-party integration depth
  • Module churn when cores remain unchanged

Counterarguments

  • Some complementary tools can be replaced without changing the core system
  • Institutions can decouple data from applications using modern integration layers

Brand Trust

Demand

Strength: 3/5 · Durability: durable · Confidence: 4/5 · 2 evidence

In regulated, mission-critical environments, vendor trust and service reputation meaningfully influence selection and retention--especially for smaller institutions that value a single accountable partner.

Erosion risks

  • Major outage or cybersecurity incident damaging trust
  • Service quality degradation during growth or modernization
  • Competitors matching service levels

Leading indicators

  • Client satisfaction/NPS trend (if disclosed)
  • Support ticket resolution times and escalation rates
  • Incidents and public disclosures affecting reputation

Counterarguments

  • Brand/service is harder to monetize in competitive module categories
  • Switching barriers can be lower for some non-core modules

Evidence

sec_filing
Form 10-K (FY ended June 30, 2025) - Revenue contract terms

...private and public cloud services... typically on a six-year contract...

Supports the claim that hosted core revenue is predominantly multi-year and recurring.

sec_filing
Form 10-K (FY ended June 30, 2025) - Outsourced core processing contracts

Clients... outsource their core processing typically sign contracts for six years... minimum guaranteed payments...

Shows long-term contract duration and minimums in outsourced core processing.

sec_filing
Form 10-K (FY ended June 30, 2025) - Implementation and data conversion

...implementation typically includes... data conversion... ensure that all data is transferred from the legacy system...

Directly supports operational/organizational switching costs for core migrations.

sec_filing
Form 10-K (FY ended June 30, 2025) - Conversion experience and change management

...experience converting diverse banks and credit unions to our core platforms...

Highlights the complexity of conversions (and vendor capability as a decision factor).

sec_filing
Form 10-K (FY ended June 30, 2025) - Cross-sell and exit barriers

...strengthen exit barriers by cross selling additional products and services.

Explicitly links cross-sell to higher exit barriers.

Showing 5 of 17 sources.

Risks & Indicators

Erosion risks

  • Renewal price compression
  • Client M&A causing deconversions
  • Cloud-native core competitors lowering switching barriers
  • Regulators encouraging portability/open banking standards
  • Modular architectures reducing conversion scope
  • Improved migration tooling from competitors

Leading indicators

  • Core renewal rate and renewal pricing deltas
  • Net new core wins vs deconversions
  • Mix shift to hosted/private cloud
  • Customer retention and deconversion revenue
  • Average implementation timelines
  • Incidence of core replacement RFPs in the base
Created 2025-12-25
Updated 2025-12-25

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.