Nwam LLC Has $256,000 Stake in Strategy Inc $MSTR

Nwam LLC lowered its stake in shares of Strategy Inc (NASDAQ:MSTR) by 80.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 647 shares of the software maker’s stock after selling 2,594 shares during the quarter. Nwam LLC’s holdings in Strategy were worth $256,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the stock. Birchcreek Wealth Management LLC bought a new position in shares of Strategy in the 2nd quarter valued at $218,000. Vise Technologies Inc. acquired a new position in Strategy during the 2nd quarter worth approximately $1,347,000. Allworth Financial LP lifted its stake in Strategy by 10.2% in the 2nd quarter. Allworth Financial LP now owns 2,704 shares of the software maker’s stock valued at $1,093,000 after purchasing an additional 251 shares during the last quarter. Fidelis Capital Partners LLC boosted its position in Strategy by 45.9% in the second quarter. Fidelis Capital Partners LLC now owns 912 shares of the software maker’s stock valued at $350,000 after buying an additional 287 shares in the last quarter. Finally, ProShare Advisors LLC grew its stake in shares of Strategy by 11.5% during the second quarter. ProShare Advisors LLC now owns 346,462 shares of the software maker’s stock worth $140,050,000 after buying an additional 35,699 shares during the last quarter. 59.84% of the stock is currently owned by institutional investors.

Strategy Stock Down 7.2%

Strategy stock opened at $208.54 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. The stock has a market cap of $59.92 billion, a PE ratio of 18.36 and a beta of 3.87. The firm’s 50-day simple moving average is $301.32 and its 200 day simple moving average is $357.04. Strategy Inc has a fifty-two week low of $207.03 and a fifty-two week high of $543.00.

Strategy (NASDAQ:MSTR) last released its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 EPS for the quarter, beating the consensus estimate of ($0.10) by $8.52. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. The business had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.65 million. During the same period in the prior year, the firm earned ($1.56) earnings per share. The company’s revenue was up 10.9% compared to the same quarter last year. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Wall Street Analyst Weigh In

MSTR has been the subject of a number of research reports. Cantor Fitzgerald dropped their price target on Strategy from $697.00 to $560.00 and set an “overweight” rating for the company in a research note on Friday, October 31st. HC Wainwright cut their price target on Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. Wells Fargo & Company reaffirmed an “equal weight” rating and issued a $54.00 price objective (down previously from $65.00) on shares of Strategy in a research note on Tuesday, September 30th. Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a research report on Monday. Finally, China Renaissance assumed coverage on shares of Strategy in a research note on Wednesday, October 15th. They set a “buy” rating and a $473.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $485.80.

Insider Transactions at Strategy

In other news, Director Jarrod M. Patten bought 12,000 shares of the business’s stock in a transaction on Friday, October 17th. The stock was acquired 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 $2,841,974.80. This represents a 69.22% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Wei-Ming Shao sold 30,000 shares of the business’s stock in a transaction on Tuesday, October 7th. The stock was sold at an average price of $357.37, for a total transaction of $10,721,100.00. Following the completion of the sale, the executive vice president directly owned 12,726 shares of the company’s stock, valued at $4,547,890.62. This represents a 70.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have acquired 36,399 shares of company stock worth $3,539,220 in the last 90 days. Company 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.