EntryPoint Capital LLC Makes New Investment in Jamf Holding Corp. $JAMF

EntryPoint Capital LLC bought a new position in Jamf Holding Corp. (NASDAQ:JAMF) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 21,195 shares of the company’s stock, valued at approximately $258,000.

Other institutional investors also recently modified their holdings of the company. Farther Finance Advisors LLC bought a new position in shares of Jamf in the first quarter worth about $41,000. GAMMA Investing LLC raised its stake in shares of Jamf by 32,950.0% in the first 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. Canada Pension Plan Investment Board grew its position in shares of Jamf by 51.0% during the 4th quarter. Canada Pension Plan Investment Board now owns 7,400 shares of the company’s stock worth $104,000 after buying an additional 2,500 shares during the period. Cetera Investment Advisers bought a new stake in shares of Jamf during the fourth quarter worth approximately $145,000. Finally, Oppenheimer Asset Management Inc. bought a new stake in shares of Jamf during the first quarter worth approximately $126,000. 93.81% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

JAMF has been the subject of a number of recent research reports. JPMorgan Chase & Co. dropped their price target on shares of Jamf from $15.00 to $12.00 and set an “overweight” rating for the company in a research note on Thursday, July 17th. Bank of America dropped their price target on shares of Jamf from $15.00 to $12.00 and set a “neutral” rating for the company in a research note on Wednesday, July 16th. Barclays dropped their price target on shares of Jamf from $15.00 to $10.00 and set an “equal weight” rating for the company in a research note on Monday, July 21st. Needham & Company LLC dropped their price target on shares of Jamf from $25.00 to $20.00 and set a “buy” rating for the company in a research note on Thursday, July 17th. Finally, JMP Securities dropped their price target on shares of Jamf from $27.00 to $18.00 and set a “market outperform” rating for the company in a research note on Friday, August 8th.

Insider Activity at Jamf

In other news, Director Dean Hager sold 27,720 shares of the company’s stock in a transaction that occurred on Monday, June 2nd. The shares were sold at an average price of $10.34, for a total value of $286,624.80. Following the completion of the transaction, the director owned 270,347 shares in the company, valued at $2,795,387.98. This represents a 9.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Elizabeth Benz sold 11,526 shares of the company’s stock in a transaction that occurred on Wednesday, June 4th. The shares were sold at an average price of $10.70, for a total transaction of $123,328.20. Following the completion of the transaction, the insider owned 347,249 shares of the company’s stock, valued at $3,715,564.30. This trade represents a 3.21% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 71,957 shares of company stock worth $755,361 over the last ninety days. 2.70% of the stock is owned by corporate insiders.

Jamf Stock Up 4.2%

Shares of NASDAQ JAMF opened at $8.86 on Friday. The stock has a market cap of $1.17 billion, a P/E ratio of -22.72, a P/E/G ratio of 1.82 and a beta of 0.36. The firm has a 50 day moving average price of $8.53 and a 200 day moving average price of $11.01. 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 52-week low of $7.09 and a 52-week high of $18.99.

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

About Jamf

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.