Voya Investment Management LLC Reduces Position in Jamf Holding Corp. $JAMF

Voya Investment Management LLC lessened its holdings in shares of Jamf Holding Corp. (NASDAQ:JAMF) by 8.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,674 shares of the company’s stock after selling 2,021 shares during the period. Voya Investment Management LLC’s holdings in Jamf were worth $275,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. GAMMA Investing LLC boosted its holdings in shares of Jamf by 32,950.0% in the first quarter. GAMMA Investing LLC now owns 3,305 shares of the company’s stock valued at $40,000 after purchasing an additional 3,295 shares during the period. Farther Finance Advisors LLC purchased a new position in Jamf in the 1st quarter worth $41,000. Quarry LP grew its position in Jamf by 148.7% during the 1st quarter. Quarry LP now owns 6,505 shares of the company’s stock worth $79,000 after purchasing an additional 3,889 shares during the period. Oppenheimer Asset Management Inc. acquired a new stake in Jamf during the 1st quarter worth about $126,000. Finally, Cetera Investment Advisers acquired a new stake in shares of Jamf during the 4th quarter valued at about $145,000. Hedge funds and other institutional investors own 93.81% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently commented on JAMF. JMP Securities dropped their target price on Jamf from $27.00 to $18.00 and set a “market outperform” rating on the stock in a research report on Friday, August 8th. Morgan Stanley decreased their target price 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. Canaccord Genuity Group reduced their price target on shares of Jamf from $19.00 to $15.00 and set a “buy” rating on the stock in a research report on Friday, August 8th. Mizuho set a $12.00 target price on shares of Jamf in a report on Friday, August 8th. Finally, Bank of America dropped their price target on shares of Jamf from $15.00 to $12.00 and set a “neutral” rating for the company in a research note on Wednesday, July 16th.

Jamf Trading Down 3.6%

NASDAQ JAMF opened at $10.85 on Tuesday. The stock has a market capitalization of $1.43 billion, a P/E ratio of -27.82, a P/E/G ratio of 2.46 and a beta of 0.39. Jamf Holding Corp. has a 52-week low of $7.09 and a 52-week high of $18.00. The firm has a 50-day moving average price of $9.14 and a 200 day moving average price of $10.13. The company has a quick ratio of 1.45, a current ratio of 1.45 and a debt-to-equity ratio of 0.97.

Jamf (NASDAQ:JAMF) last issued its earnings results 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 company had revenue of $176.50 million for the quarter, compared to analyst estimates of $168.58 million. During the same period in the prior year, the business posted $0.14 earnings per share. The firm’s revenue for the quarter 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. Equities research analysts expect that Jamf Holding Corp. will post 0.05 EPS for the current year.

About Jamf

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.