Robeco Institutional Asset Management B.V. Raises Stake in Strategy Inc $MSTR

Robeco Institutional Asset Management B.V. grew its holdings in Strategy Inc (NASDAQ:MSTR) by 11.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 140,248 shares of the software maker’s stock after purchasing an additional 14,598 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Strategy were worth $45,189,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Strs Ohio acquired a new position in Strategy during the 1st quarter worth $905,000. Swedbank AB acquired a new position in Strategy in the first quarter valued at $17,352,000. AG2R LA Mondiale Gestion D Actifs acquired a new position in Strategy during the first quarter worth approximately $2,501,000. Howard Financial Services LTD. acquired a new position in Strategy in the second quarter valued at $250,000. Finally, Centurion Wealth Management LLC purchased a new stake in Strategy during the 2nd quarter valued at approximately $653,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: MSCI will not (for now) remove Strategy from its major indexes, which took a meaningful near‑term liquidity overhang off the stock and helped shares rebound. Bitcoin Magazine: Strategy (MSTR) Jumps 7% After MSCI News
• Positive Sentiment: Market coverage notes the MSCI decision is a reprieve that likely prevented large passive‑fund outflows and reduced an immediate technical sell pressure on MSTR. MoneyMorning: Strategy Wins Stay of Execution
• Neutral Sentiment: Strategy added BTC (reported incremental purchases around early January), signaling management conviction in the treasury strategy — this can support long‑term thesis but raises near‑term balance‑sheet volatility. InsideBitcoins: Strategy Adds 1287 Bitcoin
• Neutral Sentiment: Analysts caution the MSCI outcome isn’t final — broader policy review is coming, and future index rule changes could still affect inclusion or impose limits on companies with large digital‑asset treasuries. Investopedia: MSCI Decision Lifts Strategy — Battle Not Over
• Negative Sentiment: Underlying risk: Strategy reported a roughly $17.4 billion unrealized Q4 Bitcoin loss, leaving earnings and book value exposed to BTC swings; analysts warn widening crypto losses increase volatility and could pressure the stock if Bitcoin remains weak. WSJ: Strategy Records $17.44B Unrealized Loss

Analysts Set New Price Targets

MSTR has been the subject of several recent analyst reports. HC Wainwright reduced their target price on shares of Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research note on Monday, November 3rd. Benchmark restated a “buy” rating on shares of Strategy in a research report on Monday, December 1st. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Strategy in a report on Friday, December 5th. TD Cowen dropped their target price on shares of Strategy from $620.00 to $535.00 and set a “buy” rating for the company in a report on Friday, October 31st. Finally, Canaccord Genuity Group lifted their price target on Strategy from $464.00 to $474.00 and gave the stock a “buy” rating in a research note on Monday, November 3rd. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $465.13.

Strategy Stock Up 2.4%

Shares of MSTR opened at $161.83 on Thursday. Strategy Inc has a fifty-two week low of $149.75 and a fifty-two week high of $457.22. The company’s fifty day moving average is $187.63 and its two-hundred day moving average is $298.30. The firm has a market cap of $46.50 billion, a PE ratio of 7.53 and a beta of 3.42. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16.

Strategy (NASDAQ:MSTR) last issued its earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, topping the consensus estimate of ($0.10) by $8.52. The business had revenue of $128.69 million for the quarter, compared to analyst estimates of $116.65 million. Strategy had a return on equity of 20.98% and a net margin of 1,667.09%.The business’s quarterly revenue was up 10.9% on a year-over-year basis. During the same period last year, the company posted ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Insider Buying and Selling at Strategy

In other Strategy news, Director Jarrod M. Patten purchased 12,000 shares of the firm’s stock in a transaction that occurred on Friday, October 17th. The stock was purchased at an average cost of $96.88 per share, with a total value of $1,162,560.00. Following the transaction, the director owned 29,335 shares in the company, valued at approximately $2,841,974.80. This trade represents a 69.22% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Wei-Ming Shao sold 5,334 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $226.36, for a total value of $1,207,404.24. Following the completion of the transaction, the executive vice president directly owned 32,726 shares in the company, valued at $7,407,857.36. This trade represents a 14.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have acquired 24,880 shares of company stock valued at $2,421,219 and have sold 13,177 shares valued at $2,843,166. 8.46% of the stock is currently owned by corporate insiders.

Strategy Company Profile

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.