The CEO+CFO cluster buy post-strong earnings is a textbook bullish signal per the insider-buying literature. While the dollar amount is small relative to market cap, the C-suite unanimity and timing (post-guidance raise) amplify the signal. Monitor for any follow-on insider purchases or company buyback activity. The stock's recent underperformance (prior reports show negative T+20 alpha) may present a contrarian opportunity if fundamentals continue improving.
Price Chart
Executive Summary
CEO Gregory Adelson and CFO Mimi Carsley made open-market purchases totaling $317K on May 14, 2026, just 9 days after JKHY reported strong fiscal Q3 results (revenue +8.7% YoY, EPS beat by 20%) and raised full-year guidance. This insider buying cluster, involving both top C-suite executives, is a strong signal of confidence following positive earnings momentum.
Key Financial Metrics
Key Facts
- CEO Gregory Adelson purchased 2,000 shares at $133.42 for $267K on May 14, 2026.
- CFO Mimi Carsley purchased 375 shares at $134.12 for $50K on May 14, 2026.
- Total insider purchases of $317K represent ~0.003% of JKHY's $10.0B market cap.
- Purchases occurred 9 days after JKHY reported strong Q3 FY2026 results (revenue $636.2M, +8.7% YoY; GAAP EPS $1.71 vs consensus $1.43).
- Company raised full-year GAAP and non-GAAP guidance in the May 5 earnings release.
- Both purchases are open-market buys (code P), not option exercises or grants.
Financial Impact
$317K in insider purchases, negligible relative to $10.0B market cap (0.003%)
Risk Factors
- Insider purchases are small relative to market cap and may not move the stock materially.
- Historical calibration shows JKHY insider reports have underperformed at T+20 (avg alpha -14.41%).
- The stock may already reflect the positive earnings news, limiting upside from this signal.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-JKHY-1778794856988 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | 8-K | $173.62 $148.33 | ▼ −14.57% | ▼ −15.54% | $142.54 (−17.90%) |
Aug 11, 2026 7w ago | Press Release | $152.31 $161.42 | ▲ +5.98% | ▲ +7.88% | $142.54 (−6.41%) |
Jul 28, 2026 9w ago | Press Release | $157.43 $173.62 | ▲ +10.28% | ▲ +6.90% | $142.54 (−9.46%) |
Jun 4, 2026 17w ago | 8-K | $130.37 $146.87 | ▲ +12.65% | ▲ +14.28% | $142.54 (+9.33%) |
May 14, 2026 20w ago | Insider Cluster | $134.00 $128.23 | ▼ −4.31% | ▼ −3.45% | $142.54 (+6.37%) |
May 12, 2026 20w ago | 8-K | $144.52 $127.59 | ▼ −11.72% | ▼ −9.99% | $142.54 (−1.37%) |
May 5, 2026 21w ago | 8-K | $142.42 $133.13 | ▼ −6.52% | ▼ −9.31% | $142.54 (+0.08%) |
Apr 28, 2026 22w ago | 8-K | $153.74 $135.74 | ▼ −11.71% | ▼ −17.76% | $142.54 (−7.29%) |
Mar 26, 2026 27w ago | 8-K | $157.03 $151.15 | ▼ −3.75% | ▼ −14.41% | $142.54 (−9.23%) |
US Market Status
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