Evelyn Partners Investment Management Europe Ltd Boosts Stock Position in Strategy Inc $MSTR

Evelyn Partners Investment Management Europe Ltd boosted its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 1,006.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,308 shares of the software maker’s stock after purchasing an additional 5,738 shares during the quarter. Strategy comprises approximately 2.9% of Evelyn Partners Investment Management Europe Ltd’s holdings, making the stock its 8th largest position. Evelyn Partners Investment Management Europe Ltd’s holdings in Strategy were worth $2,550,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. MCF Advisors LLC bought a new stake in shares of Strategy in the second quarter valued at approximately $35,000. Maseco LLP acquired a new position in Strategy during the 2nd quarter valued at $36,000. SJS Investment Consulting Inc. raised its stake in Strategy by 25.8% during the 2nd quarter. SJS Investment Consulting Inc. now owns 117 shares of the software maker’s stock valued at $47,000 after purchasing an additional 24 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. boosted its holdings in Strategy by 57.3% in the 2nd quarter. E Fund Management Hong Kong Co. Ltd. now owns 118 shares of the software maker’s stock valued at $48,000 after purchasing an additional 43 shares during the period. Finally, AlphaQuest LLC grew its position in Strategy by 454.5% in the 2nd quarter. AlphaQuest LLC now owns 122 shares of the software maker’s stock worth $49,000 after purchasing an additional 100 shares during the last quarter. 59.84% of the stock is owned by institutional investors.

Strategy Price Performance

Strategy stock opened at $170.50 on Friday. The business has a 50 day simple moving average of $284.48 and a 200 day simple moving average of $349.00. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.68 and a quick ratio of 0.68. The company has a market capitalization of $48.99 billion, a PE ratio of 15.01 and a beta of 3.87. Strategy Inc has a one year low of $166.31 and a one year high of $457.22.

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

Insider Transactions at Strategy

In other news, Director Jarrod M. Patten purchased 12,000 shares of the business’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 acquisition, the director directly owned 29,335 shares of the company’s stock, valued at approximately $2,841,974.80. This trade represents a 69.22% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Wei-Ming Shao sold 2,600 shares of the company’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $202.02, for a total transaction of $525,252.00. Following the sale, the executive vice president directly owned 32,726 shares in the company, valued at $6,611,306.52. This represents a 7.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have purchased 36,399 shares of company stock valued at $3,539,220 and have sold 53,177 shares valued at $17,122,166. Company insiders own 8.46% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on MSTR shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a research report on Wednesday, October 8th. HC Wainwright cut their price target on Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a report on Monday, November 3rd. Monness Crespi & Hardt raised Strategy from a “sell” rating to a “neutral” rating in a report on Monday, November 10th. Wells Fargo & Company restated an “equal weight” rating and set a $54.00 price objective (down from $65.00) on shares of Strategy in a research report on Tuesday, September 30th. Finally, BTIG Research reduced their target price on Strategy from $700.00 to $630.00 and set a “buy” rating for the company in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $485.80.

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.