Dimensional Fund Advisors LP Grows Position in Tenable Holdings, Inc. $TENB

Key Points

• Dimensional Fund Advisors increased its Tenable stake by 231.4% in the first quarter, owning 817,447 shares worth approximately $13.8 million. Institutional investors collectively hold 89.06% of Tenable’s stock.
• Tenable reported quarterly EPS of $0.51, exceeding estimates by $0.04, while revenue rose 8.6% year over year to $268.51 million. The company issued fiscal 2026 EPS guidance of $1.95–$2.00.
• Tenable shares opened at $36.38, above the analyst consensus price target of $34.68. Analysts’ overall rating is “Hold,” with eight Buy, eleven Hold, and one Sell rating.

Dimensional Fund Advisors LP raised its stake in shares of Tenable Holdings, Inc. (NASDAQ:TENB - Free Report) by 231.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 817,447 shares of the company's stock after acquiring an additional 570,760 shares during the period. Dimensional Fund Advisors LP owned about 0.71% of Tenable worth $13,827,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Fulton Bank N.A. grew its position in Tenable by 7.0% in the 1st quarter. Fulton Bank N.A. now owns 11,645 shares of the company's stock worth $197,000 after purchasing an additional 758 shares in the last quarter. Quarry LP bought a new position in shares of Tenable in the third quarter valued at approximately $25,000. Signaturefd LLC increased its position in shares of Tenable by 312.9% during the fourth quarter. Signaturefd LLC now owns 1,251 shares of the company's stock valued at $29,000 after acquiring an additional 948 shares during the last quarter. Cerity Partners LLC lifted its holdings in Tenable by 10.8% during the fourth quarter. Cerity Partners LLC now owns 9,906 shares of the company's stock worth $233,000 after acquiring an additional 965 shares during the period. Finally, ProShare Advisors LLC lifted its holdings in Tenable by 4.7% during the fourth quarter. ProShare Advisors LLC now owns 22,208 shares of the company's stock worth $523,000 after acquiring an additional 997 shares during the period. Institutional investors own 89.06% of the company's stock.

Tenable Trading Up 0.6%

Tenable stock opened at $36.38 on Friday. Tenable Holdings, Inc. has a one year low of $15.73 and a one year high of $43.67. The business's fifty day moving average is $33.09 and its 200 day moving average is $25.08. The stock has a market capitalization of $4.01 billion, a PE ratio of 727.75 and a beta of 0.94. The company has a debt-to-equity ratio of 1.78, a current ratio of 0.79 and a quick ratio of 0.85.

Tenable (NASDAQ:TENB - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The company reported $0.51 EPS for the quarter, beating the consensus estimate of $0.47 by $0.04. Tenable had a net margin of 0.65% and a return on equity of 14.90%. The firm had revenue of $268.51 million during the quarter, compared to analyst estimates of $264.87 million. During the same quarter in the prior year, the firm earned $0.34 EPS. The business's revenue for the quarter was up 8.6% compared to the same quarter last year. Tenable has set its FY 2026 guidance at 1.950-2.000 EPS and its Q3 2026 guidance at 0.490-0.520 EPS. On average, sell-side analysts predict that Tenable Holdings, Inc. will post 0.5 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on TENB. Stephens upped their price objective on Tenable from $24.00 to $29.00 and gave the company an "equal weight" rating in a research note on Tuesday, May 26th. UBS Group lowered their price objective on shares of Tenable from $37.00 to $34.00 and set a "neutral" rating on the stock in a research report on Thursday, July 30th. Barclays lowered their target price on shares of Tenable from $41.00 to $38.00 and set an "equal weight" rating on the stock in a research note on Thursday, July 30th. Morgan Stanley set a $27.00 price target on shares of Tenable in a research note on Thursday, April 30th. Finally, Robert W. Baird set a $34.00 target price on Tenable in a report on Thursday, April 30th. Eight analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Hold" and a consensus price target of $34.68.

Tenable Company Profile

Tenable Holdings, Inc is a global cybersecurity company specializing in vulnerability management and continuous threat exposure assessment. Headquartered in Columbia, Maryland, Tenable was founded in 2002 by Ron Gula and Jack Huffard to address the growing need for proactive network security solutions. Over the years, the company has evolved from a pioneer in open-source vulnerability scanning to a leading provider of comprehensive security platforms that help organizations identify, investigate and prioritize cyber risks across on-premises, cloud and operational technology environments.

At the core of Tenable's product suite is Nessus, one of the industry's most widely adopted vulnerability scanners.

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