Research Analysts Set Expectations for Jamf Q4 Earnings

Jamf Holding Corp. (NASDAQ:JAMF) – Research analysts at William Blair lifted their Q4 2025 EPS estimates for Jamf in a research note issued on Tuesday, July 15th. William Blair analyst J. Roberge now anticipates that the company will post earnings of $0.11 per share for the quarter, up from their previous forecast of $0.10. The consensus estimate for Jamf’s current full-year earnings is $0.05 per share.

Jamf (NASDAQ:JAMF) last announced its quarterly earnings data on Tuesday, May 6th. The company reported $0.08 EPS for the quarter, missing the consensus estimate of $0.21 by ($0.13). The firm had revenue of $167.62 million for the quarter, compared to analyst estimates of $166.22 million. Jamf had a negative net margin of 7.37% and a positive return on equity of 2.20%. The firm’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.14 earnings per share.

Several other research analysts also recently issued reports on JAMF. Morgan Stanley lowered their price target on shares of Jamf from $16.00 to $14.00 and set an “equal weight” rating for the company in a report on Wednesday, April 16th. Bank of America lowered their price target on shares of Jamf from $15.00 to $12.00 and set a “neutral” rating for the company in a report on Wednesday. JMP Securities reiterated a “market outperform” rating and set a $27.00 price target on shares of Jamf in a report on Wednesday, May 28th. Mizuho reduced their price objective on shares of Jamf from $15.00 to $13.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Jamf from $18.00 to $15.00 and set an “overweight” rating on the stock in a research note on Thursday, April 17th. Four investment analysts have rated the stock with a hold rating and eight have issued a buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $18.64.

Jamf Stock Up 3.5%

Shares of NASDAQ:JAMF opened at $8.36 on Wednesday. The company has a fifty day moving average of $9.95 and a 200-day moving average of $12.20. The company has a market capitalization of $1.10 billion, a PE ratio of -22.00, a price-to-earnings-growth ratio of 1.47 and a beta of 0.37. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.08 and a current ratio of 1.08. Jamf has a 52-week low of $7.95 and a 52-week high of $19.05.

Insider Activity at Jamf

In related news, insider Beth Tschida sold 11,878 shares of the firm’s stock in a transaction dated Monday, June 2nd. The shares were sold at an average price of $10.34, for a total value of $122,818.52. Following the transaction, the insider owned 475,932 shares of the company’s stock, valued at approximately $4,921,136.88. This trade represents a 2.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Elizabeth Benz sold 11,526 shares of the firm’s stock in a transaction that occurred on Wednesday, June 4th. The stock was sold at an average price of $10.70, for a total transaction of $123,328.20. Following the sale, the insider owned 347,249 shares of the company’s stock, valued at approximately $3,715,564.30. The trade was a 3.21% decrease in their position. The disclosure for this sale can be found here. Insiders sold 71,957 shares of company stock worth $755,361 over the last quarter. Company insiders own 2.70% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. Centiva Capital LP grew its stake in Jamf by 4.1% in the 4th quarter. Centiva Capital LP now owns 22,543 shares of the company’s stock valued at $317,000 after buying an additional 898 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Jamf by 3.9% in the 4th quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,565 shares of the company’s stock valued at $654,000 after buying an additional 1,754 shares in the last quarter. Versor Investments LP grew its position in shares of Jamf by 19.8% during the 1st quarter. Versor Investments LP now owns 12,100 shares of the company’s stock valued at $147,000 after purchasing an additional 2,000 shares in the last quarter. Sei Investments Co. grew its position in shares of Jamf by 2.0% during the 4th quarter. Sei Investments Co. now owns 109,654 shares of the company’s stock valued at $1,541,000 after purchasing an additional 2,104 shares in the last quarter. Finally, Canada Pension Plan Investment Board grew its position in shares of Jamf by 51.0% during the 4th quarter. Canada Pension Plan Investment Board now owns 7,400 shares of the company’s stock valued at $104,000 after purchasing an additional 2,500 shares in the last quarter. 93.81% of the stock is currently owned by hedge funds and other institutional investors.

Jamf Company Profile

Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform in the Americas, Europe, the Middle East, India, and Africa. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf School, an apple mobile device management for schools; and Jamf Connect, a ZTNA solution that replaces legacy conditional access and VPN technology.