Strategy Inc $MSTR Shares Purchased by Aberdeen Group plc

Aberdeen Group plc raised its stake in Strategy Inc (NASDAQ:MSTR) by 41.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 53,541 shares of the software maker’s stock after acquiring an additional 15,765 shares during the quarter. Aberdeen Group plc’s holdings in Strategy were worth $16,998,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Allspring Global Investments Holdings LLC purchased a new position in Strategy during the second quarter worth about $368,000. Envestnet Portfolio Solutions Inc. acquired a new position in shares of Strategy in the 2nd quarter valued at $309,000. International Assets Investment Management LLC grew its stake in shares of Strategy by 22.0% during the 2nd quarter. International Assets Investment Management LLC now owns 1,121 shares of the software maker’s stock valued at $453,000 after buying an additional 202 shares during the period. Avidian Wealth Enterprises LLC raised its position in shares of Strategy by 23.5% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 1,195 shares of the software maker’s stock worth $483,000 after buying an additional 227 shares during the period. Finally, D.A. Davidson & CO. lifted its stake in shares of Strategy by 71.4% in the 2nd quarter. D.A. Davidson & CO. now owns 2,223 shares of the software maker’s stock valued at $899,000 after purchasing an additional 926 shares in the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Company added 2,486 BTC (~$168.4M), raising holdings to ~717,131 BTC — continued accumulation reinforces Strategy’s positioning as a large public Bitcoin proxy and shows management’s conviction to buy weakness. Article Title
• Positive Sentiment: Management messaging stresses balance-sheet resilience (says company could survive a very large BTC crash), which may calm some creditors and longer‑term holders worried about solvency risk. Article Title
• Neutral Sentiment: Latest BTC buys were funded via at‑the‑market issuances including common stock and sizable preferred-share sales (STRC/“Stretch”), a deliberate capital‑raising mix that changes the investor base but does not immediately alter the BTC position. Article Title
• Neutral Sentiment: Third‑party vehicles tied to MSTR (YieldMax MSTR option ETF) saw a NAV restatement and trading halt — this is noise around instruments referencing MSTR exposure and could temporarily affect demand dynamics for the stock. Article Title
• Negative Sentiment: Large mark‑to‑market losses remain a major overhang: Strategy’s disclosed average BTC cost (~$76k) is well above current prices, producing multi‑billion dollar unrealized losses and a reported Q4 net loss that weighs on equity valuation and investor confidence. Article Title
• Negative Sentiment: Funding via high‑yield perpetual preferreds (Stretch) increases fixed cash costs (variable dividends recently around double‑digit rates); that raises negative‑carry risk if BTC stalls or falls, and it complicates the capital stack — a key reason the stock is under pressure. Article Title
• Negative Sentiment: Analyst and media coverage flag valuation risks and dilution concerns; some pieces argue the recent BTC buys lowered Strategy’s average cost only slightly and warn the stock could fall further if investor appetite for equity/preferred issuance weakens. Article Title

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on MSTR. TD Cowen reaffirmed a “buy” rating on shares of Strategy in a research report on Thursday, January 15th. Sanford C. Bernstein set a $450.00 price objective on Strategy and gave the company an “outperform” rating in a research report on Monday, December 8th. Zacks Research upgraded Strategy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Wall Street Zen cut shares of Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. Finally, HC Wainwright reaffirmed a “buy” rating on shares of Strategy in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $368.21.

Strategy Price Performance

Shares of Strategy stock opened at $125.20 on Thursday. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22. The company has a current ratio of 5.62, a quick ratio of 0.66 and a debt-to-equity ratio of 0.18. The stock has a market cap of $35.98 billion, a PE ratio of -6.80 and a beta of 3.54. The company’s 50-day moving average price is $153.86 and its two-hundred day moving average price is $244.00.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) earnings per share for the quarter, missing the consensus estimate of $46.02 by ($88.95). Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The business had revenue of $122.99 million for the quarter, compared to the consensus estimate of $117.42 million. During the same quarter last year, the business posted ($3.03) EPS. The business’s revenue for the quarter was up 1.9% on a year-over-year basis.

Insider Buying and Selling at Strategy

In related news, Director Carl J. Rickertsen purchased 5,000 shares of the company’s stock in a transaction on Monday, January 12th. The shares were bought at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the acquisition, the director owned 5,000 shares of the company’s stock, valued at approximately $779,400. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Jane A. Dietze acquired 1,100 shares of Strategy stock in a transaction dated Friday, November 21st. The shares were bought at an average cost of $95.28 per share, with a total value of $104,808.00. Following the completion of the purchase, the director owned 2,600 shares in the company, valued at approximately $247,728. This represents a 73.33% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired 7,112 shares of company stock worth $984,888 in the last ninety days. 8.46% of the stock is owned by corporate insiders.

Strategy Company Profile

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.