Global Retirement Partners LLC Has $1.33 Million Position in Strategy Inc $MSTR

Global Retirement Partners LLC lowered its position in Strategy Inc (NASDAQ:MSTR) by 41.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 8,745 shares of the software maker’s stock after selling 6,109 shares during the period. Global Retirement Partners LLC’s holdings in Strategy were worth $1,329,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in MSTR. Vanguard Group Inc. increased its holdings in Strategy by 21.0% in the fourth quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock worth $3,656,356,000 after buying an additional 4,178,611 shares during the last quarter. Capital Research Global Investors increased its holdings in Strategy by 33.6% in the third quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock worth $1,354,982,000 after buying an additional 1,057,804 shares during the last quarter. Harvest Portfolios Group Inc. increased its holdings in Strategy by 119.0% in the third quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock worth $499,593,000 after buying an additional 842,480 shares during the last quarter. State Street Corp increased its holdings in Strategy by 9.2% in the third quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock worth $1,929,731,000 after buying an additional 504,479 shares during the last quarter. Finally, Capital International Investors increased its holdings in Strategy by 2.6% in the third quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock worth $4,837,778,000 after buying an additional 383,207 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Buying and Selling at Strategy

In other Strategy news, CFO Andrew Kang sold 5,597 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $165.78, for a total transaction of $927,870.66. Following the transaction, the chief financial officer owned 33,675 shares in the company, valued at $5,582,641.50. This trade represents a 14.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 3,400 shares of the stock in a transaction that occurred on Monday, April 13th. The shares were sold at an average price of $130.65, for a total value of $444,210.00. Following the transaction, the director owned 28,000 shares in the company, valued at approximately $3,658,200. This trade represents a 10.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 41,549 shares of company stock worth $6,510,803 over the last 90 days. Insiders own 6.49% of the company’s stock.

Strategy Stock Performance

Shares of MSTR stock opened at $159.89 on Monday. Strategy Inc has a 12 month low of $104.17 and a 12 month high of $457.22. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. The business’s 50 day moving average is $152.77 and its two-hundred day moving average is $159.92. The company has a market cap of $56.03 billion, a PE ratio of -3.98 and a beta of 3.59.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The company had revenue of $124.30 million for the quarter, compared to analyst estimates of $120.75 million. During the same quarter last year, the business earned ($16.49) EPS. The company’s revenue for the quarter was up 11.9% on a year-over-year basis. Equities analysts predict that Strategy Inc will post 116.7 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on MSTR. Wall Street Zen downgraded Strategy from a “hold” rating to a “sell” rating in a report on Sunday, February 8th. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a report on Friday, March 27th. HC Wainwright restated a “buy” rating on shares of Strategy in a report on Friday, February 6th. TD Cowen increased their price target on Strategy from $395.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Finally, Benchmark lowered their price target on Strategy from $705.00 to $570.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Strategy currently has an average rating of “Moderate Buy” and an average target price of $322.21.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: TD Cowen reiterated a Buy rating and lifted its price target on Strategy, citing continued Bitcoin accumulation and potential upside from the company’s BTC-focused model.
• Positive Sentiment: Reports that Strategy continued buying Bitcoin with capital raised from securities sales reinforce the core bull case that BTC holdings remain the main value driver for MSTR.
• Neutral Sentiment: Michael Saylor’s CNBC comments on tokenization and Strategy’s evolving capital-markets approach support the long-term Bitcoin thesis, but do not create an immediate operating catalyst.
• Negative Sentiment: Investor concern has increased after reports that Strategy may pause Bitcoin buying and could even sell some BTC to support capital-management moves or debt repurchases.
• Negative Sentiment: Zacks Research downgraded Strategy to Strong Sell, adding to bearish sentiment around the stock.
• Negative Sentiment: New insider selling, including CFO Andrew Kang’s stock sale and director Jarrod M. Patten’s disposals, is weighing on confidence in the shares.

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.