Strategy Inc $MSTR Stock Position Raised by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd increased its position in Strategy Inc (NASDAQ:MSTR) by 23.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 46,828 shares of the software maker’s stock after purchasing an additional 8,952 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Strategy were worth $15,088,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Binnacle Investments Inc boosted its position in shares of Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after buying an additional 69 shares during the period. MCF Advisors LLC purchased a new stake in Strategy in the 2nd quarter worth about $35,000. Maseco LLP acquired a new stake in Strategy during the 2nd quarter worth about $36,000. AllSquare Wealth Management LLC grew its stake in Strategy by 100.0% during the 2nd quarter. AllSquare Wealth Management LLC now owns 100 shares of the software maker’s stock valued at $40,000 after acquiring an additional 50 shares in the last quarter. Finally, Salomon & Ludwin LLC acquired a new position in shares of Strategy in the 3rd quarter valued at about $39,000. 59.84% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Wei-Ming Shao sold 5,334 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $226.36, for a total value of $1,207,404.24. Following the transaction, the executive vice president directly owned 32,726 shares of the company’s stock, valued at approximately $7,407,857.36. This trade represents a 14.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Jane A. Dietze bought 1,100 shares of Strategy stock in a transaction that occurred on Friday, November 21st. The stock was bought at an average price of $95.28 per share, with a total value of $104,808.00. Following the completion of the acquisition, the director owned 2,600 shares in the company, valued at approximately $247,728. The trade was a 73.33% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have purchased 24,892 shares of company stock valued at $2,422,419 and have sold 13,177 shares valued at $2,843,166. 8.46% of the stock is currently owned by insiders.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bernstein published a bullish crypto outlook (Bitcoin to $150k–$200k in the next cycle) and notes MSTR is buying more bitcoin — a thematic positive for MSTR given its BTC‑heavy balance sheet. Bernstein expects Bitcoin to Rise, Strategy (MSTR) Buys More Bitcoin
• Positive Sentiment: MSCI paused plans to exclude crypto‑treasury firms from its indexes, removing a regulatory/indexing overhang that had pressured MSTR and helped lift the stock earlier this week. Will MSCI Crypto Exclusion Plans Boost Strategy’s Near-Term View?
• Neutral Sentiment: Strategy’s STRC perpetual preferred recently trading back to par ($100) could mechanically affect the company’s capital options and has been cited as a potential trigger for more BTC purchases — an operational/financing note investors should monitor for follow‑through. Strategy’s STRC perpetual preferred stock returns to $100, may trigger more bitcoin buying
• Negative Sentiment: High‑profile critics warn MSTR is effectively a leveraged bet on bitcoin — comments from Jim Cramer and others raise sentiment risk, increasing the chance of investor selling if bitcoin falls. Jim Cramer Says “Strategy Has Become Nothing More Than a Leveraged Bet on Bitcoin”
• Negative Sentiment: Industry voices (e.g., Mike Novogratz) and bearish market pieces highlight that crypto‑treasury firms must produce shareholder value beyond holding BTC; warnings about mounting bitcoin losses have prompted caution and analyst pieces projecting downside for the stock. Mike Novogratz Tells Scaramucci Crypto Treasuries Will Trade Below NAV Without Real Strategy
• Negative Sentiment: Several articles warn of “big pain” for MSTR if bitcoin weakens further; given MSTR’s high beta and concentrated BTC exposure, declines in bitcoin translate to amplified equity volatility. Big Pain Is Ahead for MicroStrategy Stock as Bitcoin Losses Mount

Strategy Stock Down 5.8%

Strategy stock opened at $157.33 on Friday. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 0.16. Strategy Inc has a 1-year low of $149.75 and a 1-year high of $457.22. The firm’s fifty day simple moving average is $183.63 and its 200-day simple moving average is $295.37. The company has a market capitalization of $45.21 billion, a P/E ratio of 7.32 and a beta of 3.42.

Strategy (NASDAQ:MSTR) last posted its earnings results on Thursday, October 30th. The software maker reported $8.42 EPS for the quarter, topping the consensus estimate of ($0.10) by $8.52. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. The firm 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 business posted ($1.56) earnings per share. The business’s quarterly 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 Analyst Weigh In

MSTR has been the subject of several research reports. TD Cowen decreased their price target 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. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research note on Monday, December 29th. Citigroup dropped their price target on shares of Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. Sanford C. Bernstein set a $450.00 price objective on Strategy and gave the company an “outperform” rating in a research report on Monday, December 8th. Finally, Wells Fargo & Company restated an “equal weight” rating and issued a $54.00 target price (down previously from $65.00) on shares of Strategy in a research note on Tuesday, September 30th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Strategy currently has an average rating of “Moderate Buy” and a consensus target price of $452.81.

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.