Nisa Investment Advisors LLC Sells 18,629 Shares of Strategy Inc $MSTR

Nisa Investment Advisors LLC reduced its stake in shares of Strategy Inc (NASDAQ:MSTR) by 69.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,130 shares of the software maker’s stock after selling 18,629 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Strategy were worth $1,235,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of MSTR. HBW Advisory Services LLC increased its holdings in shares of Strategy by 3.5% during the 3rd quarter. HBW Advisory Services LLC now owns 1,078 shares of the software maker’s stock worth $347,000 after purchasing an additional 36 shares during the period. SOA Wealth Advisors LLC. lifted its stake in shares of Strategy by 44.4% in the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after buying an additional 36 shares during the period. Beaumont Financial Advisors LLC grew its position in Strategy by 5.7% during the third quarter. Beaumont Financial Advisors LLC now owns 681 shares of the software maker’s stock worth $219,000 after buying an additional 37 shares in the last quarter. Sowell Financial Services LLC grew its position in Strategy by 1.0% during the third quarter. Sowell Financial Services LLC now owns 4,194 shares of the software maker’s stock worth $1,351,000 after buying an additional 42 shares in the last quarter. Finally, CWA Asset Management Group LLC increased its stake in Strategy by 2.5% during the third quarter. CWA Asset Management Group LLC now owns 1,794 shares of the software maker’s stock valued at $578,000 after acquiring an additional 44 shares during the period. 59.84% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on MSTR. TD Cowen reaffirmed a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Citigroup decreased their price objective on Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a report on Monday, December 22nd. B. Riley Financial initiated coverage on Strategy in a research note on Tuesday, March 10th. They issued a “buy” rating for the company. Wall Street Zen cut Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. Finally, HC Wainwright reiterated a “buy” rating on shares of Strategy in a research note on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $368.21.

Strategy Price Performance

Shares of MSTR opened at $119.83 on Friday. The company has a quick ratio of 5.62, a current ratio of 5.62 and a debt-to-equity ratio of 0.18. The company has a 50-day moving average price of $134.87 and a two-hundred day moving average price of $194.98. The stock has a market cap of $39.99 billion, a price-to-earnings ratio of -6.51 and a beta of 3.55. Strategy Inc has a 12 month low of $104.17 and a 12 month high of $457.22.

Strategy (NASDAQ:MSTR) last released 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 company had revenue of $122.99 million during the quarter, compared to the consensus estimate of $117.42 million. During the same quarter in the prior year, the company posted ($3.03) earnings per share. The company’s revenue for the quarter was up 1.9% on a year-over-year basis.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Data show Strategy accounted for the vast majority of public-company bitcoin purchases in March (roughly 94% of reported buys), underscoring management’s continued commitment to growing its BTC treasury — a bullish catalyst if bitcoin recovers. Read More.
• Positive Sentiment: Coverage highlights Strategy’s decision to hold through the pullback while some peers sell, reinforcing the company’s long-term treasury approach and signaling conviction to investors focused on BTC upside. Read More.
• Positive Sentiment: Technical analyst commentary identifies a first “Buy” signal in months for MSTR, which some traders view as a potential end to the corrective phase and a short-term upside trigger. Read More.
• Neutral Sentiment: STRC preferred shares continue to offer a high yield (~11.5%), supporting demand from income-focused investors — this structure can provide stability for preferred holders while leaving common-stock dynamics tied to bitcoin moves. Read More.
• Neutral Sentiment: A small MSTR-linked ETF (Tuttle Capital’s MSTK, a covered-call product) is being liquidated — removes one options-linked vehicle tied to the name but is unlikely to be a major demand driver for the common stock. Read More.
• Negative Sentiment: Broad crypto-market weakness and a pullback in bitcoin have pressured crypto equities, reducing risk appetite for MSTR despite company-level accumulation. Macro crypto declines remain the primary headwind for the stock. Read More.
• Negative Sentiment: Analysts and commentary flag dilution and NAV compression concerns (rise in share count, preferred issuance and debate over MSTY-like yield plays), which can keep the common stock depressed even if BTC rebounds. Read More.
• Negative Sentiment: Insider selling: a Strategy director disclosed a sale of 700 shares (small in size but negative optics), adding to caution amid other headwinds. Read More.

Insiders Place Their Bets

In related news, CEO Phong Le sold 3,299 shares of the business’s stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total value of $456,350.67. Following the sale, the chief executive officer owned 22,923 shares of the company’s stock, valued at $3,170,938.59. The trade was a 12.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jane A. Dietze purchased 1,000 shares of the stock in a transaction on Tuesday, January 20th. The stock was bought at an average price of $99.48 per share, for a total transaction of $99,480.00. Following the completion of the transaction, the director directly owned 3,600 shares of the company’s stock, valued at approximately $358,128. This trade represents a 38.46% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have acquired 8,521 shares of company stock worth $1,130,026 and have sold 10,052 shares worth $1,375,602. Corporate insiders own 8.46% of the company’s stock.

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.