Strategy Inc $MSTR Position Boosted by Arizona State Retirement System

Arizona State Retirement System lifted its stake in Strategy Inc (NASDAQ:MSTR) by 5.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 76,238 shares of the software maker’s stock after purchasing an additional 3,923 shares during the quarter. Arizona State Retirement System’s holdings in Strategy were worth $24,565,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Strategy in the third quarter worth $32,000. Quent Capital LLC acquired a new position in Strategy in the 3rd quarter worth about $33,000. Binnacle Investments Inc raised its stake in shares of Strategy by 492.9% during the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after purchasing an additional 69 shares in the last quarter. SOA Wealth Advisors LLC. lifted its holdings in shares of Strategy by 44.4% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after buying an additional 36 shares during the last quarter. Finally, Salomon & Ludwin LLC bought a new stake in shares of Strategy in the 3rd quarter valued at approximately $39,000. 59.84% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Cantor Fitzgerald initiated coverage on Strategy, which can increase visibility and liquidity for MSTR and sometimes supports short-term buying interest. Cantor Fitzgerald Initiates Coverage on Strategy (MSTR)
• Positive Sentiment: Strategy’s STRC bitcoin-backed instrument (an 11% fiat-denominated income product senior to the company’s BTC holdings) is being marketed to institutional investors — a potential recurring funding source that could support bitcoin buys and the balance sheet over time. Strategy’s STRC Bitcoin-Backed Instrument Challenges Traditional Fixed-Income Markets
• Neutral Sentiment: Forbes explains the structural reason for MSTR’s extreme sensitivity — MicroStrategy’s transformation into a leveraged bitcoin-treasury vehicle — which helps investors frame long-term risk/return but doesn’t change fundamentals immediately. What’s Happening With MSTR Stock?
• Negative Sentiment: Broad bitcoin sell-off (bitcoin down toward the low $80k range) drove heavy MSTR selling — multiple reports show the stock plunged, hitting 52-week lows and falling roughly 10% in recent sessions as investors liquidated crypto-backed equities. Bitcoin Plunges to $82,000 as Strategy and BitMine Stocks Drop 10%
• Negative Sentiment: Coverage from crypto press and market movers (Bitcoin Magazine / CoinSpeaker / Benzinga) highlights sustained selling pressure on MSTR tied to bitcoin weakness and elevated investor concern about leverage and treasury risk. Strategy Stock (MSTR) Hits 52-Week Low
• Negative Sentiment: Benzinga and other outlets note the immediate catalyst: short-term bitcoin declines triggered margining and position unwind risk for crypto-treasury plays like MSTR, which increases downside volatility until bitcoin stabilizes. Strategy Stock Sees Selling Pressure As Bitcoin Dives

Insider Buying and Selling at Strategy

In other Strategy news, EVP Wei-Ming Shao sold 2,600 shares of Strategy stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $202.02, for a total value of $525,252.00. Following the transaction, the executive vice president directly owned 32,726 shares of the company’s stock, valued at $6,611,306.52. The trade was a 7.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Carl J. Rickertsen purchased 5,000 shares of the business’s stock in a transaction dated Monday, January 12th. The shares were acquired at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the acquisition, the director owned 5,000 shares of the company’s stock, valued at approximately $779,400. The trade was a ? increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders have acquired 7,112 shares of company stock valued at $984,888 and have sold 13,177 shares valued at $2,843,166. Insiders own 8.46% of the company’s stock.

Strategy Stock Performance

Shares of MSTR opened at $149.71 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.66 and a quick ratio of 0.66. Strategy Inc has a one year low of $139.36 and a one year high of $457.22. The company’s fifty day moving average price is $167.02 and its 200 day moving average price is $271.02. The company has a market capitalization of $43.02 billion, a PE ratio of 6.96 and a beta of 3.42.

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

Analyst Ratings Changes

A number of analysts have issued reports on MSTR shares. Cantor Fitzgerald started coverage on shares of Strategy in a research note on Tuesday. They issued an “overweight” rating for the company. Truist Financial set a $268.00 price objective on shares of Strategy in a research note on Friday, January 9th. Sanford C. Bernstein set a $450.00 price objective on shares of Strategy and gave the stock an “outperform” rating in a report on Monday, December 8th. China Renaissance assumed coverage on shares of Strategy in a research report on Wednesday, October 15th. They set a “buy” rating and a $473.00 target price on the stock. Finally, Monness Crespi & Hardt raised Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. Twelve research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Strategy has an average rating of “Moderate Buy” and an average price target of $435.44.

About Strategy

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.