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. cut its stake in shares of Jamf Holding Corp. (NASDAQ:JAMF - Free Report) by 56.0% in the 1st quarter, according to its most recent Form 13F 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.

A number of other institutional investors also recently made changes to their positions in the company. Vident Advisory LLC bought a new position in shares of Jamf during the first quarter worth approximately $284,000. Magnetar Financial LLC bought a new stake in Jamf in the 1st quarter valued at $228,000. Trexquant Investment LP grew its holdings in Jamf by 341.1% in the 1st quarter. Trexquant Investment LP now owns 207,712 shares of the company's stock valued at $2,524,000 after buying an additional 160,624 shares in the last quarter. Sunriver Management LLC acquired a new position in Jamf in the 1st quarter valued at $37,394,000. Finally, Jump Financial LLC acquired a new position in Jamf in the 1st quarter valued at $637,000. Institutional investors own 93.81% of the company's stock.

Jamf Price Performance

Shares of JAMF traded up $0.77 during trading hours on Thursday, reaching $10.55. The stock had a trading volume of 2,842,774 shares, compared to its average volume of 1,435,342. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.45 and a current ratio of 1.45. Jamf Holding Corp. has a 12 month low of $7.09 and a 12 month high of $18.77. The stock has a market capitalization of $1.39 billion, a PE ratio of -27.05, a PEG ratio of 2.14 and a beta of 0.39. The company's 50-day moving average is $8.53 and its two-hundred day moving average is $10.41.

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. JMP Securities reduced their target price on shares of Jamf from $27.00 to $18.00 and set a "market outperform" rating for the company in a research report on Friday, August 8th. Barclays cut their price objective on shares of Jamf from $15.00 to $10.00 and set an "equal weight" rating for the company in a report on Monday, July 21st. JPMorgan Chase & Co. lowered their target price on shares of Jamf from $15.00 to $12.00 and set an "overweight" rating on the stock in a report on Thursday, July 17th. Needham & Company LLC reiterated a "buy" rating and issued a $20.00 price target on shares of Jamf in a research note on Tuesday, August 26th. Finally, Bank of America lowered their price objective on Jamf from $15.00 to $12.00 and set a "neutral" rating on the stock in a research note on Wednesday, July 16th.

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.