Cetera Investment Advisers Has $182,000 Stock Position in Jamf Holding Corp. $JAMF

Cetera Investment Advisers boosted its holdings in shares of Jamf Holding Corp. (NASDAQ:JAMF) by 44.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,978 shares of the company’s stock after buying an additional 4,638 shares during the period. Cetera Investment Advisers’ holdings in Jamf were worth $182,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Oppenheimer Asset Management Inc. acquired a new position in Jamf during the first quarter valued at $126,000. SG Americas Securities LLC raised its position in Jamf by 97.6% during the first quarter. SG Americas Securities LLC now owns 57,493 shares of the company’s stock valued at $699,000 after buying an additional 28,394 shares during the period. BNP Paribas Financial Markets acquired a new position in Jamf in the 4th quarter worth about $931,000. Ameriprise Financial Inc. acquired a new position in Jamf in the 4th quarter worth about $158,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in Jamf by 20.0% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 145,980 shares of the company’s stock worth $2,051,000 after purchasing an additional 24,343 shares during the last quarter. 93.81% of the stock is owned by institutional investors and hedge funds.

Jamf Stock Performance

Shares of NASDAQ JAMF opened at $8.86 on Friday. The business has a fifty day simple moving average of $8.53 and a 200 day simple moving average of $11.01. The company has a current ratio of 1.45, a quick ratio of 1.45 and a debt-to-equity ratio of 0.97. The firm has a market capitalization of $1.17 billion, a price-to-earnings ratio of -22.72, a PEG ratio of 1.82 and a beta of 0.36. Jamf Holding Corp. has a one year low of $7.09 and a one year high of $18.99.

Jamf (NASDAQ:JAMF) last posted its earnings results on Thursday, August 7th. The company reported $0.18 EPS for the quarter, topping the consensus estimate of $0.17 by $0.01. The business had revenue of $176.50 million during the quarter, compared to the consensus estimate of $168.58 million. Jamf had a positive return on equity of 3.02% and a negative net margin of 7.36%.Jamf’s revenue was up 15.4% on a year-over-year basis. During the same quarter last year, the company earned $0.14 EPS. Jamf has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS. Sell-side analysts expect that Jamf Holding Corp. will post 0.05 EPS for the current year.

Insider Buying and Selling

In related news, CEO John Strosahl sold 16,125 shares of the firm’s stock in a transaction that occurred on Thursday, June 5th. The stock was sold at an average price of $10.75, for a total transaction of $173,343.75. Following the completion of the transaction, the chief executive officer owned 1,524,101 shares in the company, valued at $16,384,085.75. This trade represents a 1.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Elizabeth Benz sold 11,526 shares of Jamf stock in a transaction on Wednesday, June 4th. The shares were sold at an average price of $10.70, for a total value of $123,328.20. Following the completion of the transaction, 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 have sold 71,957 shares of company stock worth $755,361 over the last 90 days. Corporate insiders own 2.70% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Needham & Company LLC dropped their target price on Jamf from $25.00 to $20.00 and set a “buy” rating on the stock in a research report on Thursday, July 17th. JPMorgan Chase & Co. lowered their price objective on Jamf from $15.00 to $12.00 and set an “overweight” rating on the stock in a report on Thursday, July 17th. JMP Securities lowered their price objective on Jamf from $27.00 to $18.00 and set a “market outperform” rating on the stock in a report on Friday, August 8th. Barclays lowered their price objective on Jamf from $15.00 to $10.00 and set an “equal weight” rating on the stock in a report on Monday, July 21st. Finally, Mizuho set a $12.00 price objective on Jamf in a report on Friday, August 8th.

Jamf 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.