Strategy Inc $MSTR Shares Bought by Disciplined Investors L.L.C.

Disciplined Investors L.L.C. grew its position in Strategy Inc (NASDAQ:MSTR) by 39.3% in the second quarter, HoldingsChannel reports. The institutional investor owned 4,520 shares of the software maker’s stock after purchasing an additional 1,276 shares during the period. Strategy makes up 1.4% of Disciplined Investors L.L.C.’s holdings, making the stock its 23rd biggest position. Disciplined Investors L.L.C.’s holdings in Strategy were worth $1,827,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Summit Investment Advisors Inc. grew its stake in Strategy by 33.6% in the 1st quarter. Summit Investment Advisors Inc. now owns 7,781 shares of the software maker’s stock valued at $2,243,000 after acquiring an additional 1,959 shares during the last quarter. AE Wealth Management LLC lifted its holdings in shares of Strategy by 10.2% in the second quarter. AE Wealth Management LLC now owns 12,202 shares of the software maker’s stock valued at $4,933,000 after purchasing an additional 1,125 shares in the last quarter. Penserra Capital Management LLC grew its position in shares of Strategy by 51.5% in the second quarter. Penserra Capital Management LLC now owns 1,333 shares of the software maker’s stock valued at $538,000 after purchasing an additional 453 shares during the last quarter. Harvest Portfolios Group Inc. grew its position in shares of Strategy by 181.8% in the second quarter. Harvest Portfolios Group Inc. now owns 708,040 shares of the software maker’s stock valued at $286,211,000 after purchasing an additional 456,745 shares during the last quarter. Finally, Vestmark Advisory Solutions Inc. purchased a new position in shares of Strategy during the 2nd quarter worth approximately $380,000. 59.84% of the stock is currently owned by hedge funds and other institutional investors.

Strategy Stock Performance

Strategy stock opened at $241.93 on Friday. The stock has a fifty day moving average price of $309.93 and a 200 day moving average price of $360.54. Strategy Inc has a 52 week low of $219.68 and a 52 week high of $543.00. The firm has a market capitalization of $68.60 billion, a P/E ratio of 21.30 and a beta of 3.87. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.17.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 EPS for the quarter, beating the consensus estimate of ($0.11) by $8.53. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The company had revenue of $128.69 million during the quarter, compared to analysts’ expectations of $116.76 million. During the same quarter in the previous year, the business earned ($1.56) EPS. The firm’s revenue was up 10.9% on a year-over-year basis. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Wall Street Analysts Forecast Growth

MSTR has been the topic of a number of analyst reports. TD Cowen lowered their target price on Strategy from $620.00 to $535.00 and set a “buy” rating on the stock in a report on Friday, October 31st. HC Wainwright reduced their price objective on Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a research report on Monday, November 3rd. Wells Fargo & Company reiterated an “equal weight” rating and set a $54.00 price objective (down previously from $65.00) on shares of Strategy in a research report on Tuesday, September 30th. Mizuho boosted their target price on shares of Strategy from $563.00 to $586.00 and gave the company an “outperform” rating in a research note on Monday, August 11th. Finally, Cowen restated a “buy” rating on shares of Strategy in a report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Strategy has an average rating of “Moderate Buy” and an average price target of $485.80.

Insider Activity at Strategy

In related news, Director Jarrod M. Patten purchased 12,000 shares of the business’s stock in a transaction on Friday, October 17th. The shares were bought at an average price of $96.88 per share, with a total value of $1,162,560.00. Following the completion of the purchase, the director directly owned 29,335 shares in the company, valued at approximately $2,841,974.80. This trade represents a 69.22% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Wei-Ming Shao sold 30,000 shares of Strategy stock in a transaction on Tuesday, October 7th. The shares were sold at an average price of $357.37, for a total transaction of $10,721,100.00. Following the completion of the transaction, the executive vice president owned 12,726 shares in the company, valued at approximately $4,547,890.62. This trade represents a 70.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders purchased 36,399 shares of company stock worth $3,539,220 over the last three months. Corporate insiders own 8.46% of the company’s stock.

Strategy Company 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.