Jeanine Montgomery Sells 470 Shares of Strategy (NASDAQ:MSTR) Stock

Strategy Inc (NASDAQ:MSTR) CAO Jeanine Montgomery sold 470 shares of the business’s stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total value of $65,015.10. Following the completion of the sale, the chief accounting officer directly owned 10,423 shares in the company, valued at approximately $1,441,813.59. This represents a 4.31% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

Jeanine Montgomery also recently made the following trade(s):

• On Thursday, March 12th, Jeanine Montgomery sold 260 shares of Strategy stock. The shares were sold at an average price of $137.25, for a total value of $35,685.00.

Strategy Stock Performance

Strategy stock opened at $132.94 on Friday. The firm has a market capitalization of $44.37 billion, a P/E ratio of -7.23 and a beta of 3.55. The stock has a fifty day moving average price of $140.08 and a two-hundred day moving average price of $204.53. Strategy Inc has a 52-week low of $104.17 and a 52-week high of $457.22. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62.

Strategy (NASDAQ:MSTR) last issued its earnings results on Thursday, February 5th. The software maker reported ($42.93) EPS 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 firm had revenue of $122.99 million during the quarter, compared to analyst estimates of $117.42 million. During the same quarter in the prior year, the firm posted ($3.03) EPS. The firm’s revenue for the quarter was up 1.9% on a year-over-year basis.

Institutional Investors Weigh In On Strategy

A number of hedge funds have recently added to or reduced their stakes in the stock. Fideuram Asset Management Ireland dac bought a new position in shares of Strategy in the fourth quarter worth about $25,000. Dogwood Wealth Management LLC grew its stake in shares of Strategy by 280.0% during the fourth quarter. Dogwood Wealth Management LLC now owns 190 shares of the software maker’s stock valued at $29,000 after purchasing an additional 140 shares during the last quarter. Wilkerson Advisory Group LLC acquired a new stake in shares of Strategy in the fourth quarter valued at approximately $30,000. Pilgrim Partners Asia Pte Ltd bought a new position in Strategy in the 3rd quarter worth approximately $32,000. Finally, Quent Capital LLC bought a new position in Strategy in the 3rd quarter worth approximately $33,000. Institutional investors own 59.84% of the company’s stock.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Company announced and is executing very large capital‑raising plans (ATM common equity + perpetual preferred issuance) explicitly to fund further Bitcoin acquisitions — this underpins Strategy’s thesis of scaling its BTC treasury to drive long‑term shareholder value. Article Title
• Positive Sentiment: Strategy continues to add to its Bitcoin treasury (now reported >762k BTC), increasing the company’s bitcoin‑per‑share (BPS) exposure — a clear positive if BTC rallies. Article Title
• Positive Sentiment: Management is beefing up bitcoin security and deepening institutional partnerships (e.g., Anchorage/other service providers), reducing custody risk on a very large BTC position. Article Title
• Neutral Sentiment: Company is funding some purchases via equity (recent ~$76M purchase financed by common stock sales); that shows continued accumulation but means the funding mix can shift with market conditions. Article Title
• Negative Sentiment: Insider selling: senior officers (CEO, CFO, CAO) disclosed sales of common shares this week — increases near‑term selling pressure and fuels investor questions about timing. Article Title
• Negative Sentiment: Dilution/governance concerns: headlines and analyst commentary highlight the scale of authorized issuance and the risk that aggressive financing could dilute common shareholders if fully executed — a primary reason for selling pressure. Article Title
• Negative Sentiment: Macro/crypto risk: Bitcoin’s recent weakness (and realized‑price metrics showing many short‑term holders underwater) makes MSTR highly levered to BTC swings — a drop in BTC or continued miner sell‑offs (e.g., MARA) would likely pressure the stock further. Article Title

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Wall Street Zen cut shares of Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. BTIG Research reiterated a “buy” rating on shares of Strategy in a research note on Friday, March 6th. Citigroup reduced their target price on Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a report on Monday, December 22nd. Truist Financial set a $268.00 price target on Strategy in a research report on Friday, January 9th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Strategy currently has an average rating of “Moderate Buy” and an average price target of $368.21.

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.