MQS Management LLC Makes New $127,000 Investment in Jamf Holding Corp. $JAMF

MQS Management LLC acquired a new position in shares of Jamf Holding Corp. (NASDAQ:JAMF) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 13,391 shares of the company’s stock, valued at approximately $127,000.

A number of other large investors also recently added to or reduced their stakes in the stock. Allianz Asset Management GmbH raised its position in Jamf by 1.9% during the second quarter. Allianz Asset Management GmbH now owns 77,702 shares of the company’s stock worth $739,000 after acquiring an additional 1,440 shares during the period. CWM LLC raised its position in shares of Jamf by 838.8% in the second quarter. CWM LLC now owns 17,838 shares of the company’s stock valued at $170,000 after buying an additional 15,938 shares during the last quarter. Inspire Investing LLC acquired a new stake in shares of Jamf in the second quarter valued at about $392,000. Blair William & Co. IL raised its position in shares of Jamf by 41.1% in the second quarter. Blair William & Co. IL now owns 353,505 shares of the company’s stock valued at $3,362,000 after buying an additional 102,943 shares during the last quarter. Finally, Janney Montgomery Scott LLC raised its position in shares of Jamf by 33.1% in the second quarter. Janney Montgomery Scott LLC now owns 80,157 shares of the company’s stock valued at $762,000 after buying an additional 19,955 shares during the last quarter. 93.81% of the stock is currently owned by institutional investors and hedge funds.

Jamf Trading Up 3.0%

Shares of JAMF stock opened at $11.15 on Wednesday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.45 and a quick ratio of 1.45. The firm has a market cap of $1.47 billion, a PE ratio of -28.59, a price-to-earnings-growth ratio of 2.36 and a beta of 0.43. The company has a 50-day moving average of $10.14 and a two-hundred day moving average of $9.86. Jamf Holding Corp. has a 1-year low of $7.09 and a 1-year high of $18.00.

Jamf (NASDAQ:JAMF) last announced 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. The company had revenue of $176.50 million during the quarter, compared to analyst estimates of $168.58 million. Jamf had a negative net margin of 7.36% and a positive return on equity of 3.02%. Jamf’s revenue was up 15.4% compared to the same quarter last year. During the same quarter last year, the firm posted $0.14 earnings per share. Jamf has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS. On average, analysts predict that Jamf Holding Corp. will post 0.05 EPS for the current year.

Insider Activity at Jamf

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

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Morgan Stanley reduced their target price on shares of Jamf from $14.00 to $10.00 and set an “equal weight” rating for the company in a research report on Tuesday, September 2nd. Needham & Company LLC reiterated a “buy” rating and issued a $20.00 target price on shares of Jamf in a research report on Thursday, October 9th. Canaccord Genuity Group reduced their target price on shares of Jamf from $19.00 to $15.00 and set a “buy” rating for the company in a research report on Friday, August 8th. Wall Street Zen cut shares of Jamf from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Bank of America reduced their target price on shares of Jamf from $15.00 to $12.00 and set a “neutral” rating for the company in a research report on Wednesday, July 16th.

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.