9,805 Shares in Strategy Inc $MSTR Purchased by ABN Amro Investment Solutions

ABN Amro Investment Solutions purchased a new stake in shares of Strategy Inc (NASDAQ:MSTR) in the first quarter, according to its most recent filing with the SEC. The firm purchased 9,805 shares of the software maker’s stock, valued at approximately $1,224,000.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of Strategy by 21.0% in the 4th quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock worth $3,656,356,000 after buying an additional 4,178,611 shares in the last quarter. Capital International Investors grew its position in shares of Strategy by 37.3% in the fourth quarter. Capital International Investors now owns 20,614,868 shares of the software maker’s stock valued at $3,132,460,000 after purchasing an additional 5,600,573 shares during the last quarter. Capital Research Global Investors grew its position in shares of Strategy by 66.7% in the fourth quarter. Capital Research Global Investors now owns 7,008,535 shares of the software maker’s stock valued at $1,064,963,000 after purchasing an additional 2,803,277 shares during the last quarter. State Street Corp increased its stake in shares of Strategy by 2.3% during the 4th quarter. State Street Corp now owns 6,127,301 shares of the software maker’s stock worth $931,043,000 after purchasing an additional 138,253 shares in the last quarter. Finally, Amundi raised its position in shares of Strategy by 373.7% during the 4th quarter. Amundi now owns 4,790,702 shares of the software maker’s stock worth $727,947,000 after purchasing an additional 3,779,340 shares during the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on MSTR shares. Citigroup reiterated a “buy” rating and set a $136.00 target price (down from $260.00) on shares of Strategy in a report on Tuesday, June 30th. Canaccord Genuity Group dropped their price objective on Strategy from $163.00 to $130.00 and set a “buy” rating for the company in a research report on Tuesday, June 30th. Mizuho lowered their price target on shares of Strategy from $265.00 to $213.00 and set an “outperform” rating for the company in a report on Tuesday, July 7th. Barclays initiated coverage on shares of Strategy in a research note on Tuesday, July 7th. They set an “overweight” rating and a $130.00 price objective on the stock. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a research note on Wednesday, June 24th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $266.31.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy said it has built a $3.225 billion dollar reserve, which could help cover obligations and reduce short-term payment pressure. Article Link
• Positive Sentiment: Michael Saylor rolled out new Bitcoin-focused metrics, including Net BTC and BTC Hurdle ARR, aimed at giving investors a clearer view of the company’s Bitcoin value and leverage dynamics. Article Link
• Neutral Sentiment: Strategy also participated in the launch of a $15 million Bitcoin Security Consortium, reinforcing its long-term commitment to Bitcoin infrastructure and network security. Article Link
• Negative Sentiment: Multiple reports said Strategy has gone four weeks without buying Bitcoin, suggesting it is prioritizing balance-sheet protection over adding to its BTC holdings. Article Link
• Negative Sentiment: Another report highlighted that Strategy’s new valuation metrics still show a large amount of Bitcoin pledged to lenders, reinforcing concerns about financial leverage and downside risk. Article Link
• Negative Sentiment: Analyst commentary and market reports also pointed to recent weakness in MSTR shares after the stock broke below key support levels, with some traders warning of further downside if Bitcoin remains soft. Article Link

Strategy Trading Down 2.1%

Shares of MSTR stock opened at $91.67 on Friday. The firm’s 50 day moving average price is $117.19 and its two-hundred day moving average price is $137.33. Strategy Inc has a fifty-two week low of $81.81 and a fifty-two week high of $417.01. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. The stock has a market cap of $32.13 billion, a price-to-earnings ratio of -2.28 and a beta of 3.54.

Strategy (NASDAQ:MSTR) last posted its earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The business had revenue of $124.30 million for the quarter, compared to analyst estimates of $120.75 million. During the same quarter in the previous year, the firm posted ($16.49) EPS. The business’s revenue was up 11.9% compared to the same quarter last year. On average, analysts anticipate that Strategy Inc will post 57.47 EPS for the current year.

Insiders Place Their Bets

In related news, CEO Phong Le sold 93,738 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $118.73, for a total transaction of $11,129,512.74. Following the transaction, the chief executive officer directly owned 119,925 shares of the company’s stock, valued at approximately $14,238,695.25. The trade was a 43.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $154.94, for a total transaction of $2,331,847.00. Following the completion of the sale, the director directly owned 28,000 shares of the company’s stock, valued at $4,338,320. This trade represents a 34.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have purchased 11,166 shares of company stock worth $1,014,265 and have sold 181,522 shares worth $23,448,502. 6.49% of the stock is currently owned by insiders.

Strategy 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.