Van Hulzen Asset Management LLC Has $491,000 Position in CrowdStrike $CRWD

Van Hulzen Asset Management LLC reduced its stake in shares of CrowdStrike (NASDAQ:CRWD) by 17.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 1,393 shares of the company’s stock after selling 295 shares during the quarter. Van Hulzen Asset Management LLC’s holdings in CrowdStrike were worth $491,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Cunning Capital Partners LP acquired a new stake in shares of CrowdStrike during the first quarter worth approximately $1,481,000. Strategies Wealth Advisors LLC boosted its holdings in shares of CrowdStrike by 17.1% during the first quarter. Strategies Wealth Advisors LLC now owns 1,530 shares of the company’s stock worth $539,000 after purchasing an additional 223 shares during the period. Allstate Corp boosted its holdings in shares of CrowdStrike by 33.9% during the first quarter. Allstate Corp now owns 9,206 shares of the company’s stock worth $3,246,000 after purchasing an additional 2,329 shares during the period. Laffer Tengler Investments Inc. boosted its holdings in shares of CrowdStrike by 2.0% during the first quarter. Laffer Tengler Investments Inc. now owns 8,968 shares of the company’s stock worth $3,162,000 after purchasing an additional 178 shares during the period. Finally, Circle Wealth Management LLC lifted its stake in CrowdStrike by 10.6% in the first quarter. Circle Wealth Management LLC now owns 15,378 shares of the company’s stock valued at $5,422,000 after acquiring an additional 1,469 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CFO Burt W. Podbere sold 11,883 shares of the business’s stock in a transaction on Tuesday, August 5th. The shares were sold at an average price of $455.47, for a total value of $5,412,350.01. Following the completion of the sale, the chief financial officer directly owned 231,130 shares in the company, valued at approximately $105,272,781.10. The trade was a 4.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Sameer K. Gandhi sold 6,250 shares of the business’s stock in a transaction on Friday, August 1st. The stock was sold at an average price of $447.09, for a total transaction of $2,794,312.50. Following the completion of the sale, the director owned 774,761 shares of the company’s stock, valued at $346,387,895.49. The trade was a 0.80% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 214,414 shares of company stock valued at $101,484,738 in the last three months. Company insiders own 3.32% of the company’s stock.

Analyst Upgrades and Downgrades

CRWD has been the subject of a number of analyst reports. Evercore ISI reduced their target price on shares of CrowdStrike from $440.00 to $425.00 and set an “in-line” rating for the company in a research note on Monday, August 18th. Wedbush lifted their target price on shares of CrowdStrike from $475.00 to $525.00 and gave the company an “outperform” rating in a research note on Tuesday, June 3rd. Jefferies Financial Group lifted their target price on shares of CrowdStrike from $520.00 to $530.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. JMP Securities reiterated a “market outperform” rating and issued a $500.00 target price on shares of CrowdStrike in a research note on Wednesday, June 4th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $485.00 target price (up from $390.00) on shares of CrowdStrike in a research note on Wednesday, June 4th. Twenty-six analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $460.81.

CrowdStrike Price Performance

Shares of CrowdStrike stock opened at $420.55 on Friday. The firm has a fifty day simple moving average of $467.34 and a 200-day simple moving average of $427.49. The company has a current ratio of 1.85, a quick ratio of 1.85 and a debt-to-equity ratio of 0.21. CrowdStrike has a 1-year low of $242.25 and a 1-year high of $517.98. The stock has a market capitalization of $104.82 billion, a price-to-earnings ratio of -609.49 and a beta of 1.13.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Tuesday, June 3rd. The company reported $0.73 earnings per share for the quarter, topping analysts’ consensus estimates of $0.66 by $0.07. CrowdStrike had a negative net margin of 4.17% and a positive return on equity of 0.43%. The business had revenue of $1.10 billion during the quarter, compared to analysts’ expectations of $1.11 billion. During the same period in the previous year, the company earned $0.93 earnings per share. CrowdStrike’s revenue for the quarter was up 19.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.440-3.560 EPS. Q2 2026 guidance at 0.820-0.840 EPS. On average, sell-side analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.