Jamf Holding Corp. $JAMF Shares Bought by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd raised its position in Jamf Holding Corp. (NASDAQ:JAMF) by 1,296.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 273,356 shares of the company’s stock after purchasing an additional 253,786 shares during the period. Y Intercept Hong Kong Ltd owned about 0.21% of Jamf worth $2,600,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Goldman Sachs Group Inc. grew its holdings in Jamf by 14.3% in the first quarter. Goldman Sachs Group Inc. now owns 553,323 shares of the company’s stock valued at $6,723,000 after purchasing an additional 69,414 shares during the last quarter. Caxton Associates LLP acquired a new stake in shares of Jamf during the first quarter valued at $328,000. Assenagon Asset Management S.A. acquired a new stake in shares of Jamf during the second quarter valued at $322,000. Crestwood Capital Management L.P. boosted its stake in shares of Jamf by 37.5% during the first quarter. Crestwood Capital Management L.P. now owns 275,000 shares of the company’s stock valued at $3,341,000 after acquiring an additional 75,000 shares during the last quarter. Finally, XTX Topco Ltd acquired a new stake in shares of Jamf during the first quarter valued at $256,000. Institutional investors and hedge funds own 93.81% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently commented on JAMF shares. Piper Sandler lowered Jamf from an “overweight” rating to a “hold” rating and set a $13.05 price objective on the stock. in a research note on Wednesday. JMP Securities decreased their price objective on Jamf from $27.00 to $18.00 and set a “market outperform” rating on the stock in a research note on Friday, August 8th. Citigroup reaffirmed a “market outperform” rating on shares of Jamf in a research note on Wednesday. Bank of America decreased 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. Finally, JPMorgan Chase & Co. decreased their price objective on Jamf from $15.00 to $12.00 and set an “overweight” rating on the stock in a research note on Thursday, July 17th.

Jamf Stock Performance

Jamf stock opened at $12.86 on Friday. The stock’s 50-day moving average is $10.31 and its 200-day moving average is $9.90. The company has a market cap of $1.70 billion, a price-to-earnings ratio of -32.97, a price-to-earnings-growth ratio of 2.81 and a beta of 0.43. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.45 and a quick ratio of 1.45. Jamf Holding Corp. has a 12 month low of $7.09 and a 12 month high of $18.00.

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

Insider Transactions at Jamf

In related news, CEO John Strosahl sold 43,650 shares of the firm’s stock in a transaction dated Friday, October 17th. The stock was sold at an average price of $9.88, for a total transaction of $431,262.00. Following the sale, the chief executive officer directly owned 1,480,451 shares in the company, valued at approximately $14,626,855.88. This trade represents a 2.86% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Linh Lam sold 3,210 shares of the firm’s stock in a transaction dated Thursday, October 16th. The shares were sold at an average price of $9.95, for a total value of $31,939.50. Following the sale, the insider owned 250,308 shares in the company, valued at approximately $2,490,564.60. The trade was a 1.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 2.70% of the company’s stock.

Jamf 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.