545 Shares in Strategy Inc $MSTR Acquired by Wealth Group Ltd.

Wealth Group Ltd. bought a new position in shares of Strategy Inc (NASDAQ:MSTR) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 545 shares of the software maker’s stock, valued at approximately $220,000.

Other hedge funds have also modified their holdings of the company. First United Bank & Trust purchased a new stake in shares of Strategy in the first quarter worth $29,000. Siemens Fonds Invest GmbH boosted its holdings in Strategy by 6,992.7% in the 4th quarter. Siemens Fonds Invest GmbH now owns 119,654 shares of the software maker’s stock worth $33,000 after buying an additional 117,967 shares during the period. MCF Advisors LLC purchased a new stake in Strategy in the 2nd quarter worth $35,000. Maseco LLP bought a new stake in Strategy during the second quarter valued at about $36,000. Finally, Hexagon Capital Partners LLC lifted its position in shares of Strategy by 7,750.0% in the first quarter. Hexagon Capital Partners LLC now owns 157 shares of the software maker’s stock valued at $45,000 after acquiring an additional 155 shares in the last quarter. 59.84% of the stock is currently owned by institutional investors.

Insider Activity at Strategy

In other Strategy news, CFO Andrew Kang sold 18,750 shares of the company’s stock in a transaction that occurred on Thursday, August 7th. The stock was sold at an average price of $395.00, for a total transaction of $7,406,250.00. Following the sale, the chief financial officer directly owned 24,460 shares in the company, valued at $9,661,700. This represents a 43.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Jane A. Dietze bought 1,500 shares of the company’s stock in a transaction dated Tuesday, July 29th. The stock was bought at an average price of $90.00 per share, with a total value of $135,000.00. Following the acquisition, the director owned 1,500 shares in the company, valued at approximately $135,000. This trade represents a ∞ increase in their position. The disclosure for this purchase can be found here. Over the last ninety days, insiders purchased 265,474 shares of company stock valued at $24,056,259 and sold 152,150 shares valued at $62,847,251. Insiders own 8.46% of the company’s stock.

Analyst Ratings Changes

MSTR has been the subject of several research analyst reports. Monness Crespi & Hardt increased their target price on Strategy from $175.00 to $200.00 and gave the stock a “sell” rating in a research report on Tuesday, July 15th. BTIG Research increased their price objective on shares of Strategy from $620.00 to $700.00 and gave the company a “buy” rating in a report on Friday, August 1st. Cantor Fitzgerald reiterated an “overweight” rating on shares of Strategy in a research report on Wednesday, August 13th. Cowen restated a “buy” rating on shares of Strategy in a research report on Wednesday, August 13th. Finally, Mizuho lifted their price target on shares of Strategy from $563.00 to $586.00 and gave the company an “outperform” rating in a report on Monday, August 11th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $547.50.

Strategy Trading Down 7.0%

Shares of MSTR opened at $300.70 on Friday. Strategy Inc has a fifty-two week low of $156.38 and a fifty-two week high of $543.00. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68. The company’s fifty day moving average is $361.54 and its 200 day moving average is $359.86. The stock has a market capitalization of $85.26 billion, a PE ratio of 26.47 and a beta of 3.82.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings data on Thursday, July 31st. The software maker reported $32.60 EPS for the quarter, topping analysts’ consensus estimates of ($0.12) by $32.72. The business had revenue of $114.49 million during the quarter, compared to analysts’ expectations of $112.68 million. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. The business’s revenue was up 2.7% on a year-over-year basis. During the same period last year, the company posted ($5.74) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.