Jamf Holding Corp. $JAMF Stake Increased by EP Wealth Advisors LLC

EP Wealth Advisors LLC grew its stake in Jamf Holding Corp. (NASDAQ:JAMF) by 39.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,630 shares of the company’s stock after purchasing an additional 5,313 shares during the quarter. EP Wealth Advisors LLC’s holdings in Jamf were worth $226,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Sunriver Management LLC acquired a new stake in Jamf during the first quarter worth about $37,394,000. Northern Trust Corp grew its position in Jamf by 1.0% in the 1st quarter. Northern Trust Corp now owns 811,760 shares of the company’s stock worth $9,863,000 after purchasing an additional 7,730 shares during the last quarter. Palisade Capital Management LP acquired a new stake in shares of Jamf in the first quarter valued at approximately $7,567,000. Cubist Systematic Strategies LLC increased its stake in shares of Jamf by 280.7% in the first quarter. Cubist Systematic Strategies LLC now owns 545,484 shares of the company’s stock valued at $6,628,000 after purchasing an additional 402,187 shares during the period. Finally, Millennium Management LLC raised its holdings in shares of Jamf by 56.9% during the fourth quarter. Millennium Management LLC now owns 347,606 shares of the company’s stock valued at $4,884,000 after buying an additional 125,996 shares during the last quarter. 93.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Mizuho set a $12.00 price target on Jamf in a research report on Friday, August 8th. JPMorgan Chase & Co. dropped their price target on shares of Jamf from $15.00 to $12.00 and set an “overweight” rating on the stock in a research report on Thursday, July 17th. Wall Street Zen cut shares of Jamf from a “buy” rating to a “hold” rating in a report on Friday, September 5th. Morgan Stanley lowered their price objective on shares of Jamf from $14.00 to $10.00 and set an “equal weight” rating on the stock in a research note on Tuesday, September 2nd. Finally, Canaccord Genuity Group cut their target price on Jamf from $19.00 to $15.00 and set a “buy” rating for the company in a research report on Friday, August 8th.

Jamf Stock Up 0.3%

JAMF stock opened at $9.61 on Wednesday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.45 and a quick ratio of 1.45. The firm has a market capitalization of $1.27 billion, a P/E ratio of -24.64, a P/E/G ratio of 2.09 and a beta of 0.39. Jamf Holding Corp. has a 52-week low of $7.09 and a 52-week high of $18.77. The company’s 50 day simple moving average is $8.49 and its 200-day simple moving average is $10.44.

Jamf (NASDAQ:JAMF) last posted its quarterly earnings data on Thursday, August 7th. The company reported $0.18 earnings per share for the quarter, topping the consensus estimate of $0.17 by $0.01. Jamf had a negative net margin of 7.36% and a positive return on equity of 3.02%. The firm had revenue of $176.50 million for the quarter, compared to analysts’ expectations of $168.58 million. During the same period in the previous year, the company posted $0.14 EPS. The company’s quarterly revenue was up 15.4% compared to the same quarter last year. Jamf has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS. As a group, equities research analysts anticipate that Jamf Holding Corp. will post 0.05 EPS for the current year.

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.