RFG Advisory LLC Acquires 808 Shares of CrowdStrike $CRWD

RFG Advisory LLC raised its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 11.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,071 shares of the company’s stock after purchasing an additional 808 shares during the quarter. RFG Advisory LLC’s holdings in CrowdStrike were worth $4,110,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of CRWD. Brighton Jones LLC increased its stake in CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares in the last quarter. GAMMA Investing LLC increased its stake in CrowdStrike by 43.6% during the 1st quarter. GAMMA Investing LLC now owns 3,082 shares of the company’s stock valued at $1,087,000 after purchasing an additional 936 shares in the last quarter. Dynamic Advisor Solutions LLC increased its stake in CrowdStrike by 118.2% during the 1st quarter. Dynamic Advisor Solutions LLC now owns 4,769 shares of the company’s stock valued at $1,681,000 after purchasing an additional 2,583 shares in the last quarter. Ritholtz Wealth Management increased its stake in CrowdStrike by 23.8% during the 1st quarter. Ritholtz Wealth Management now owns 3,824 shares of the company’s stock valued at $1,348,000 after purchasing an additional 736 shares in the last quarter. Finally, Sound Income Strategies LLC increased its stake in CrowdStrike by 77.6% during the 1st quarter. Sound Income Strategies LLC now owns 87 shares of the company’s stock valued at $31,000 after purchasing an additional 38 shares in the last quarter. Institutional investors own 71.16% of the company’s stock.

Insider Transactions at CrowdStrike

In other news, CFO Burt W. Podbere sold 10,706 shares of the stock in a transaction dated Monday, September 22nd. The shares were sold at an average price of $495.67, for a total value of $5,306,643.02. Following the sale, the chief financial officer directly owned 220,424 shares of the company’s stock, valued at approximately $109,257,564.08. This represents a 4.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, President Michael Sentonas sold 10,000 shares of the stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $515.00, for a total transaction of $5,150,000.00. Following the completion of the sale, the president directly owned 354,116 shares in the company, valued at approximately $182,369,740. The trade was a 2.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 155,743 shares of company stock valued at $74,348,319. Company insiders own 3.32% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on CRWD. Jefferies Financial Group upped their target price on shares of CrowdStrike from $500.00 to $515.00 and gave the stock a “buy” rating in a research note on Thursday, September 18th. TD Cowen upped their target price on shares of CrowdStrike from $500.00 to $580.00 and gave the stock a “buy” rating in a research note on Friday, October 3rd. Weiss Ratings reiterated a “sell (d)” rating on shares of CrowdStrike in a research note on Wednesday, October 8th. BMO Capital Markets upped their target price on shares of CrowdStrike from $450.00 to $500.00 and gave the stock an “outperform” rating in a research note on Thursday, September 18th. Finally, Capital One Financial upped their target price on shares of CrowdStrike from $495.00 to $519.00 and gave the stock an “overweight” rating in a research note on Thursday, September 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $494.02.

CrowdStrike Price Performance

NASDAQ CRWD opened at $488.94 on Wednesday. The company has a market cap of $122.70 billion, a PE ratio of -410.87, a price-to-earnings-growth ratio of 119.52 and a beta of 1.19. CrowdStrike has a 52 week low of $294.68 and a 52 week high of $517.98. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20. The firm’s 50-day simple moving average is $452.06 and its two-hundred day simple moving average is $446.31.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating the consensus estimate of $0.83 by $0.10. The business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The company’s revenue was up 21.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.04 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.