Champlain Investment Partners LLC Has $32.40 Million Holdings in Tenable Holdings, Inc. $TENB

Champlain Investment Partners LLC decreased its position in shares of Tenable Holdings, Inc. (NASDAQ:TENB) by 27.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,110,975 shares of the company’s stock after selling 421,478 shares during the quarter. Champlain Investment Partners LLC’s holdings in Tenable were worth $32,396,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of TENB. Vanguard Group Inc. raised its position in shares of Tenable by 5.5% in the 3rd quarter. Vanguard Group Inc. now owns 14,962,471 shares of the company’s stock valued at $436,306,000 after buying an additional 778,699 shares in the last quarter. Ameriprise Financial Inc. increased its stake in Tenable by 9.3% in the second quarter. Ameriprise Financial Inc. now owns 6,466,182 shares of the company’s stock valued at $218,428,000 after acquiring an additional 547,496 shares during the last quarter. State Street Corp raised its position in Tenable by 1.4% during the second quarter. State Street Corp now owns 3,056,055 shares of the company’s stock valued at $103,234,000 after purchasing an additional 43,098 shares in the last quarter. First Trust Advisors LP lifted its stake in Tenable by 10.4% during the second quarter. First Trust Advisors LP now owns 2,937,689 shares of the company’s stock worth $99,235,000 after purchasing an additional 276,211 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in Tenable by 1.5% during the second quarter. Geode Capital Management LLC now owns 2,906,858 shares of the company’s stock worth $98,206,000 after purchasing an additional 42,223 shares during the last quarter. 89.06% of the stock is owned by institutional investors.

Tenable Price Performance

TENB stock opened at $19.96 on Wednesday. The company has a market capitalization of $2.29 billion, a P/E ratio of -66.53 and a beta of 0.67. The company has a fifty day moving average price of $21.99 and a 200-day moving average price of $26.22. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.94 and a current ratio of 0.94. Tenable Holdings, Inc. has a 52-week low of $17.27 and a 52-week high of $38.83.

Tenable (NASDAQ:TENB) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.42 by $0.06. The business had revenue of $260.53 million during the quarter, compared to the consensus estimate of $251.79 million. Tenable had a positive return on equity of 0.20% and a negative net margin of 3.61%.Tenable’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.41 earnings per share. Tenable has set its FY 2026 guidance at 1.810-1.900 EPS and its Q1 2026 guidance at 0.390-0.420 EPS. As a group, equities analysts expect that Tenable Holdings, Inc. will post 0.12 EPS for the current year.

Insider Transactions at Tenable

In related news, Director A Brooke Seawell sold 115,000 shares of Tenable stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $24.82, for a total value of $2,854,300.00. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Arthur W. Coviello, Jr. bought 12,000 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were purchased at an average cost of $21.50 per share, with a total value of $258,000.00. Following the transaction, the director directly owned 51,731 shares in the company, valued at approximately $1,112,216.50. This trade represents a 30.20% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.50% of the stock is owned by company insiders.

Analyst Ratings Changes

TENB has been the subject of a number of research analyst reports. Truist Financial set a $27.00 price target on Tenable in a report on Tuesday, January 20th. Piper Sandler dropped their target price on shares of Tenable from $40.00 to $35.00 and set an “overweight” rating for the company in a report on Monday, January 5th. Zacks Research raised shares of Tenable from a “hold” rating to a “strong-buy” rating in a report on Monday, February 2nd. Scotiabank lowered their price objective on shares of Tenable from $31.00 to $23.00 and set a “sector perform” rating for the company in a research report on Thursday, February 5th. Finally, Barclays dropped their price objective on shares of Tenable from $33.00 to $28.00 and set an “equal weight” rating for the company in a research note on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $30.50.

Tenable Company Profile

Tenable Holdings, Inc is a global cybersecurity company specializing in vulnerability management and continuous threat exposure assessment. Headquartered in Columbia, Maryland, Tenable was founded in 2002 by Ron Gula and Jack Huffard to address the growing need for proactive network security solutions. Over the years, the company has evolved from a pioneer in open-source vulnerability scanning to a leading provider of comprehensive security platforms that help organizations identify, investigate and prioritize cyber risks across on-premises, cloud and operational technology environments.

At the core of Tenable’s product suite is Nessus, one of the industry’s most widely adopted vulnerability scanners.