New Insight Wealth Advisors Purchases Shares of 518 Strategy Inc $MSTR

New Insight Wealth Advisors purchased a new stake in shares of Strategy Inc (NASDAQ:MSTR) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 518 shares of the software maker’s stock, valued at approximately $209,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Fiduciary Alliance LLC grew its position in Strategy by 28.4% during the second quarter. Fiduciary Alliance LLC now owns 44,918 shares of the software maker’s stock valued at $18,157,000 after acquiring an additional 9,937 shares during the period. Swedbank AB purchased a new stake in Strategy during the first quarter valued at about $17,352,000. GAMMA Investing LLC grew its position in Strategy by 47.7% during the first quarter. GAMMA Investing LLC now owns 830 shares of the software maker’s stock valued at $239,000 after acquiring an additional 268 shares during the period. Yousif Capital Management LLC grew its position in Strategy by 42.9% during the first quarter. Yousif Capital Management LLC now owns 2,909 shares of the software maker’s stock valued at $839,000 after acquiring an additional 873 shares during the period. Finally, NBC Securities Inc. acquired a new position in shares of Strategy during the first quarter worth about $236,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Strategy Trading Down 7.0%

NASDAQ:MSTR opened at $300.70 on Friday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68. Strategy Inc has a one year low of $156.38 and a one year high of $543.00. The business’s 50-day simple moving average is $361.54 and its 200 day simple moving average is $359.86. The stock has a market cap of $85.26 billion, a price-to-earnings ratio of 26.47 and a beta of 3.82.

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on MSTR shares. TD Cowen reduced their price objective on Strategy from $640.00 to $620.00 and set a “buy” rating on the stock in a research note on Tuesday, September 16th. Benchmark restated a “buy” rating on shares of Strategy in a research note on Wednesday, August 13th. Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a research note on Wednesday, August 13th. BTIG Research boosted their price objective on Strategy from $620.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, August 1st. Finally, Mizuho boosted their price objective on Strategy from $563.00 to $586.00 and gave the stock an “outperform” rating in a research note on Monday, August 11th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Strategy presently has a consensus rating of “Moderate Buy” and a consensus price target of $547.50.

Insider Transactions at Strategy

In other news, Director Gregg Winiarski acquired 10,000 shares of the stock in a transaction that occurred on Friday, August 8th. The stock was purchased at an average cost of $97.65 per share, with a total value of $976,500.00. Following the completion of the acquisition, the director directly owned 10,000 shares in the company, valued at $976,500. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CAO Jeanine Montgomery acquired 5,000 shares of the stock in a transaction that occurred on Tuesday, July 29th. The stock was purchased at an average cost of $90.00 per share, with a total value of $450,000.00. Following the completion of the acquisition, the chief accounting officer owned 5,000 shares of the company’s stock, valued at $450,000. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase can be found here. Over the last 90 days, insiders purchased 265,474 shares of company stock valued at $24,056,259 and sold 152,150 shares valued at $62,847,251. Corporate insiders own 8.46% of the company’s stock.

About Strategy

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.