Eurizon Capital SGR S.p.A. Acquires New Stake in Strategy Inc $MSTR

Eurizon Capital SGR S.p.A. acquired a new stake in Strategy Inc (NASDAQ:MSTR) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 27,856 shares of the software maker’s stock, valued at approximately $4,237,000.

Other institutional investors have also added to or reduced their stakes in the company. Binnacle Investments Inc lifted its position in Strategy by 492.9% in the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after acquiring an additional 69 shares in the last quarter. Bessemer Group Inc. lifted its position in Strategy by 356.7% in the 3rd quarter. Bessemer Group Inc. now owns 137 shares of the software maker’s stock valued at $44,000 after acquiring an additional 107 shares in the last quarter. Wealth Watch Advisors INC bought a new stake in Strategy in the 3rd quarter valued at $44,000. Fideuram Asset Management Ireland dac bought a new stake in Strategy in the 4th quarter valued at $25,000. Finally, Dogwood Wealth Management LLC lifted its position in Strategy by 280.0% in the 4th quarter. Dogwood Wealth Management LLC now owns 190 shares of the software maker’s stock valued at $29,000 after acquiring an additional 140 shares in the last quarter. 59.84% of the stock is owned by institutional investors.

Insider Transactions at Strategy

In related news, Director Jarrod M. Patten sold 15,050 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $154.94, for a total value of $2,331,847.00. Following the transaction, the director owned 28,000 shares in the company, valued at approximately $4,338,320. This represents a 34.96% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Andrew Kang sold 5,597 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $165.78, for a total transaction of $927,870.66. Following the completion of the transaction, the chief financial officer owned 33,675 shares in the company, valued at approximately $5,582,641.50. This trade represents a 14.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 63,849 shares of company stock worth $9,913,765. 6.49% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms recently commented on MSTR. Zacks Research cut shares of Strategy from a “hold” rating to a “strong sell” rating in a research report on Monday, May 18th. BTIG Research reissued a “buy” rating and set a $350.00 price target (up from $250.00) on shares of Strategy in a research report on Wednesday, May 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research report on Friday, March 27th. Mizuho cut their price target on shares of Strategy from $320.00 to $265.00 and set an “outperform” rating on the stock in a research report on Monday. Finally, TD Cowen boosted their price target on shares of Strategy from $395.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $318.29.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Analyst support remains in place, with Mizuho lowering its price target to $265 but keeping an outperform stance, implying meaningful upside versus the current share price. Article Title
• Neutral Sentiment: Michael Saylor’s recent social-media posts have revived speculation that Strategy may resume bitcoin purchases soon, which could support the stock if confirmed. Article Title
• Negative Sentiment: Multiple reports say the rare bitcoin sale has rattled investors and challenged the company’s long-standing “never sell” reputation, adding pressure to MSTR’s premium valuation. Article Title

Strategy Stock Down 5.9%

Shares of MSTR stock opened at $149.78 on Tuesday. The company has a debt-to-equity ratio of 0.22, a quick ratio of 6.05 and a current ratio of 6.05. The firm’s 50-day moving average is $154.39 and its 200-day moving average is $156.28. The stock has a market cap of $52.49 billion, a price-to-earnings ratio of -3.73 and a beta of 3.50. Strategy Inc has a 52-week low of $104.17 and a 52-week high of $457.22.

Strategy (NASDAQ:MSTR) last issued its earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). The firm had revenue of $124.30 million during the quarter, compared to the consensus estimate of $120.75 million. Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The firm’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the previous year, the company posted ($16.49) earnings per share. Sell-side analysts predict that Strategy Inc will post 116.7 EPS for the current year.

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.