Jamf Holding Corp.

NasdaqGS:JAMF Stock Report

Market Cap: US$1.7b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Jamf Holding Dividends and Buybacks

Dividend criteria checks 0/6

Jamf Holding does not have a record of paying a dividend.

Key information

n/a

Dividend yield

-0.02%

Buyback Yield

Total Shareholder Yield-0.02%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

Recent updates

Narrative Update Jan 25

JAMF: Pending Francisco Partners Buyout Will Cap Upside Yet Support Fair Value

Analysts trimmed their fair value estimate for Jamf Holding to about $12.44, a move of roughly $0.43, as they align their price targets with the proposed US$13.05 per share cash acquisition and updated views on growth, profitability and future P/E assumptions. Analyst Commentary Bullish Takeaways Several bullish analysts point to the US$13.05 per share all cash offer as a clean exit point that reduces uncertainty around Jamf Holding's standalone execution risks.
Narrative Update Jan 10

JAMF: All Cash Francisco Partners Deal Will Anchor Returns Around 13.05

Analysts have adjusted their price targets for Jamf Holding to align closely with the agreed all cash acquisition price of $13.05 per share, citing the announced Francisco Partners deal and the view that an alternative bid is unlikely to emerge. Analyst Commentary Recent research updates around the Francisco Partners all cash deal have converged on the US$13 to US$13.05 range, effectively anchoring expectations to the agreed acquisition price.
Narrative Update Dec 26

JAMF: Takeout Deal At 13.05 Will Cap Upside But Limit Downside Risks

Analysts have cut their price target on Jamf Holding from $23.00 to $13.05 per share, aligning expectations with the agreed $13.05 all cash takeout and reflecting the view that upside is now capped with limited likelihood of a competing bid. Analyst Commentary Following the announced acquisition by Francisco Partners, analyst sentiment has converged around the deal price, with several firms moving ratings to Neutral as upside becomes largely constrained by the agreed all cash consideration.
Narrative Update Dec 12

JAMF: Pending $13.05 Cash Buyout Will Anchor Shares And Limit Near-Term Upside

Analysts have trimmed their price target on Jamf Holding by about $0.75 per share as they factor in the agreed all cash acquisition at $13.05 as a ceiling on upside and shift ratings to Neutral. Analyst Commentary Following the announced all cash acquisition by Francisco Partners at $13.05 per share, analyst sentiment has largely converged around the deal price, with limited debate on near term upside or downside for Jamf Holding on a standalone basis.
Narrative Update Nov 27

JAMF: Pending $13.05 Buyout Will Bring Ownership Change and Reduce Uncertainty

Analysts have recently revised Jamf Holding’s price target upward to $13 per share, citing the company’s agreement to be acquired by Francisco Partners and the resulting clarity on its valuation outlook. Analyst Commentary Following the acquisition agreement by Francisco Partners, analysts have provided updated perspectives on Jamf Holding's valuation, execution, and growth outlook.
Narrative Update Nov 13

JAMF: Pending Buyout At $13.05 Will Shift Ownership Amid Market Uncertainty

Analysts have lowered their price target for Jamf Holding from $13.46 to $12.76 per share, citing acquisition-related downgrades as well as ongoing concerns about competition and growth outlook. Analyst Commentary Following Jamf Holding's agreement to be acquired by Francisco Partners, several analysts have revised their outlooks and price targets for the company.
Narrative Update Oct 30

Private Equity Buyout Will Lead To Stable Near-Term Outlook Amid Sector Headwinds

Analysts have lowered their price target for Jamf Holding from $14.20 to $13.46, citing the recently announced acquisition by Francisco Partners as the primary driver. They also note that expectations for an alternative bid remain low amid ongoing competitive and macroeconomic pressures.
Analysis Article Oct 04

Is Jamf Holding (NASDAQ:JAMF) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha Sep 09

Jamf: Great Growth At A Reasonable Price As Security ARR Grows

Summary Small- and mid-cap stocks like Jamf offer compelling value as large-cap growth valuations look stretched; I'm rotating my portfolio accordingly. Jamf's specialized Apple device management platform, growing security segment, and recent M&A position it well for enterprise expansion and cross-selling. Despite respectable double-digit ARR and revenue growth with improving margins, Jamf trades at a deep discount (<2x forward revenue), pricing in macro and competitive risks. Given Jamf's large addressable market, embedded growth opportunities, and ultra-low valuation, I rate it a "Buy" and see the current dip as a strong entry point. Read the full article on Seeking Alpha
Analysis Article Sep 05

Jamf Holding Corp. (NASDAQ:JAMF) Held Back By Insufficient Growth Even After Shares Climb 26%

Those holding Jamf Holding Corp. ( NASDAQ:JAMF ) shares would be relieved that the share price has rebounded 26% in the...
Narrative Update Aug 10

Apple And Android Adoption Will Expand Enterprise Security Integration

The reduction in Jamf Holding’s analyst price target is primarily driven by a notable increase in the discount rate and a lower future P/E multiple, indicating heightened perceived risk and tempered growth expectations, resulting in a new consensus fair value of $14.60. What's in the News Smallstep and Jamf announced a strategic partnership, introducing an integrated solution for ACME Device Attestation and policy-driven access controls across Apple fleets.
Analysis Article Jun 13

Jamf Holding Corp.'s (NASDAQ:JAMF) Low P/S No Reason For Excitement

You may think that with a price-to-sales (or "P/S") ratio of 2.1x Jamf Holding Corp. ( NASDAQ:JAMF ) is definitely a...
Analysis Article Apr 28

We Think Jamf Holding (NASDAQ:JAMF) Has A Fair Chunk Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 09

Jamf Holding Revenue Growth Drags On Results And Valuation (Downgrade)

Summary Jamf Holding's stock has declined due to lackluster growth and severe valuation compression. The company provides Apple device management and security solutions, but faces slowing revenue growth and potential international trade tensions. Despite some financial improvements, Jamf's topline growth rate is slowing, and its valuation multiple has compressed significantly. Management expects slower revenue growth for 2025, focusing on profitability, but without a clear catalyst on client headcount growth or Apple's upgrade cycles, I'm bearish on JAMF. Read the full article on Seeking Alpha
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New Narrative Mar 22

Apple-First Security Platform Will Attract Future Clients Across Industries

Jamf's Apple-first security platform and mobile expansion promise significant revenue growth as industries prioritize security and mobility.
Analysis Article Feb 24

Benign Growth For Jamf Holding Corp. (NASDAQ:JAMF) Underpins Its Share Price

Jamf Holding Corp.'s ( NASDAQ:JAMF ) price-to-sales (or "P/S") ratio of 3.1x might make it look like a buy right now...
Seeking Alpha Jan 28

Small Cap Stock With Big Tech Partners: Jamf Holding

Summary Global tech spending is expected to reach over $5.6T in 2025. Apple is a large tech player that has dominated performance and is a key partner to JAMF, a small-cap tech company that may be ready to rally. Small-cap stocks can help diversify portfolios, tend to benefit amid interest rate cuts, and many have been trading at historically low valuations. Eight Wall Street analysts have revised estimates up and are optimistic about JAMF's strong growth drivers and improving momentum. Risk-on investors willing to bet on a small-cap amid this week’s market selloff that may benefit new fiscal policies under Trump, consider JAMF, which partners with AAPL, MSFT, and OKTA. Read the full article on Seeking Alpha
Analysis Article Jan 20

Is Jamf Holding (NASDAQ:JAMF) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Nov 26

Jamf Holding: The Growth Slowdown Should Be Temporary

Summary Jamf Holding's shares have declined over 15% this year, as investors are concerned about the company's slowing growth. Meanwhile, profitability has seen significant improvement, with margins expected to reach 16% this year, up from just 8% last year. I anticipate a re-acceleration in growth next year, accompanied by further margin expansion, surpassing 20%. At a P/E ratio of 12.8, I believe JAMF stock is attractively priced, and I am assigning a Buy rating. Read the full article on Seeking Alpha
Analysis Article Oct 25

The Market Doesn't Like What It Sees From Jamf Holding Corp.'s (NASDAQ:JAMF) Revenues Yet

Jamf Holding Corp.'s ( NASDAQ:JAMF ) price-to-sales (or "P/S") ratio of 3.6x might make it look like a buy right now...
Analysis Article Sep 19

Does Jamf Holding (NASDAQ:JAMF) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Aug 28

Jamf Holding Sees Stable Demand As It Reduces Operating Losses (Upgrade)

Summary Jamf Holding Corp. met earnings expectations and beat revenue guidance for Q2 2024. The company has made progress in reducing operating losses through cost controls, yet faces challenges in device up-sell results and client spending conditions. Despite a stable customer demand environment, Jamf Holding's net dollar retention rate is dropping, indicating moderate upsell and cross-sell performance. My outlook on Jamf Holding Corp. is upgraded to Neutral due to lower operating expenses and potential valuation bumps from a lower cost of capital and new Apple upgrades. Read the full article on Seeking Alpha
Seeking Alpha May 26

Jamf Holding: Growing Apple Devices Penetration To Continue Driving Demand

Summary Jamf Holding is a company that develops device management solutions for Apple devices in work or office settings. The company's stock performance has been disappointing, with shares trading lower and down 6% year-to-date. The recent feature launches to strengthen security for Apple Vision Pro could be a potential catalyst for Jamf, along with the growing demand for security of connected Apple devices in the workplace. Read the full article on Seeking Alpha
Analysis Article Mar 30

Is Jamf Holding (NASDAQ:JAMF) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Mar 15

Jamf Holding: Management Guidance Seems Too Conservative

Summary JAMF's recent stock price decline does not change the recommendation of a buy rating, as I think management's guidance is overly conservative. Operating metrics indicators like ARR and ARR per device suggest that demand for JAMF's products remains healthy. A potential macro recovery in the second half of 2024 could lead to faster growth than guided and drive up demand for JAMF. Read the full article on Seeking Alpha
Seeking Alpha Mar 01

Jamf Holding: Above-Expectations Earnings Overshadowed By Mixed Guidance (Rating Downgrade)

Summary Jamf Holding Corp.'s non-GAAP adjusted EPS grew by +117% YoY to $0.13 in Q4 2023, which translated into a +9% bottom-line beat. Jamf's FY 2024 financial outlook is mixed, as the company expects both an improvement in its operating profitability and a moderation in its revenue growth. My decision is to revise my rating for JAMF from a Buy to a Hold, following an evaluation of the company's guidance. Read the full article on Seeking Alpha
Analysis Article Feb 29

Is Jamf Holding Corp. (NASDAQ:JAMF) Trading At A 41% Discount?

Key Insights Jamf Holding's estimated fair value is US$30.78 based on 2 Stage Free Cash Flow to Equity Jamf Holding is...
Analysis Article Feb 02

Jamf Holding Corp.'s (NASDAQ:JAMF) Price In Tune With Revenues

There wouldn't be many who think Jamf Holding Corp.'s ( NASDAQ:JAMF ) price-to-sales (or "P/S") ratio of 4.4x is worth...

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if JAMF's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if JAMF's dividend payments have been increasing.


Dividend Yield vs Market

Jamf Holding Dividend Yield vs Market
How does JAMF dividend yield compare to the market?
SegmentDividend Yield
Company (JAMF)n/a
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.3%
Industry Average (Software)1.0%
Analyst forecast (JAMF) (up to 3 years)0%

Notable Dividend: Unable to evaluate JAMF's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate JAMF's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate JAMF's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as JAMF has not reported any payouts.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/29 13:41
End of Day Share Price 2026/01/29 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Jamf Holding Corp. is covered by 7 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Koji IkedaBofA Global Research
David HynesCanaccord Genuity
Patrick WalravensCitizens JMP Securities, LLC