Nomura Holdings Inc. Sells 28,545 Shares of Jamf Holding Corp. $JAMF

Key Points

• Nomura Holdings Inc. has reduced its stake in Jamf Holding Corp. by 56% during the first quarter, now owning 22,415 shares valued at approximately $272,000.
• Jamf's quarterly earnings report showed an EPS of $0.18, slightly surpassing analysts' expectations, with revenue up 15.4% year-over-year.
• Several analysts have adjusted their price targets for Jamf, with JMP Securities lowering their target from $27.00 to $18.00 and JPMorgan reducing theirs from $15.00 to $12.00.

Nomura Holdings Inc. reduced its position in shares of Jamf Holding Corp. (NASDAQ:JAMF - Free Report) by 56.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 22,415 shares of the company's stock after selling 28,545 shares during the period. Nomura Holdings Inc.'s holdings in Jamf were worth $272,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. GAMMA Investing LLC boosted its stake in Jamf by 32,950.0% during the 1st quarter. GAMMA Investing LLC now owns 3,305 shares of the company's stock worth $40,000 after acquiring an additional 3,295 shares during the last quarter. Farther Finance Advisors LLC bought a new position in Jamf in the first quarter valued at approximately $41,000. Oppenheimer Asset Management Inc. bought a new position in Jamf in the first quarter valued at approximately $126,000. Cetera Investment Advisers bought a new position in Jamf in the fourth quarter valued at approximately $145,000. Finally, Versor Investments LP lifted its stake in Jamf by 19.8% in the first quarter. Versor Investments LP now owns 12,100 shares of the company's stock valued at $147,000 after buying an additional 2,000 shares in the last quarter. Institutional investors and hedge funds own 93.81% of the company's stock.

Jamf Stock Up 3.3%

Shares of JAMF traded up $0.33 during trading hours on Thursday, reaching $10.11. The stock had a trading volume of 528,837 shares, compared to its average volume of 1,000,084. Jamf Holding Corp. has a 12 month low of $7.09 and a 12 month high of $18.77. The firm has a 50-day simple moving average of $8.51 and a 200 day simple moving average of $10.43. 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 company has a market capitalization of $1.33 billion, a price-to-earnings ratio of -25.91, a P/E/G ratio of 2.10 and a beta of 0.39.

Jamf (NASDAQ:JAMF - Get Free Report) last issued its quarterly earnings data on Thursday, August 7th. The company reported $0.18 earnings per share for the quarter, beating the consensus estimate of $0.17 by $0.01. Jamf had a positive return on equity of 3.02% and a negative net margin of 7.36%.The business had revenue of $176.50 million for the quarter, compared to analysts' expectations of $168.58 million. During the same period last year, the business earned $0.14 EPS. The business's revenue was up 15.4% on a year-over-year basis. Jamf has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS. Equities research analysts predict that Jamf Holding Corp. will post 0.05 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have weighed in on JAMF shares. JPMorgan Chase & Co. cut their price target on shares of Jamf from $15.00 to $12.00 and set an "overweight" rating on the stock in a research note on Thursday, July 17th. Wall Street Zen lowered shares of Jamf from a "buy" rating to a "hold" rating in a research report on Friday, September 5th. JMP Securities cut their price objective on shares of 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 cut 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 report on Tuesday, September 2nd. Finally, Needham & Company LLC reissued a "buy" rating and issued a $20.00 price objective on shares of Jamf in a research report on Tuesday, August 26th.

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.