Prospera Financial Services Inc Increases Holdings in Strategy Inc $MSTR

Prospera Financial Services Inc lifted its position in Strategy Inc (NASDAQ:MSTR) by 47.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,538 shares of the software maker’s stock after purchasing an additional 4,368 shares during the period. Prospera Financial Services Inc’s holdings in Strategy were worth $2,057,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the company. McIlrath & Eck LLC boosted its holdings in shares of Strategy by 3.8% in the second quarter. McIlrath & Eck LLC now owns 1,246 shares of the software maker’s stock valued at $504,000 after purchasing an additional 46 shares during the period. Mill Creek Capital Advisors LLC boosted its holdings in shares of Strategy by 2.8% in the third quarter. Mill Creek Capital Advisors LLC now owns 1,748 shares of the software maker’s stock valued at $563,000 after purchasing an additional 48 shares during the period. Stonehage Fleming Financial Services Holdings Ltd raised its holdings in shares of Strategy by 31.3% in the third quarter. Stonehage Fleming Financial Services Holdings Ltd now owns 210 shares of the software maker’s stock valued at $68,000 after acquiring an additional 50 shares in the last quarter. Angeles Wealth Management LLC raised its holdings in shares of Strategy by 6.2% in the third quarter. Angeles Wealth Management LLC now owns 893 shares of the software maker’s stock valued at $288,000 after acquiring an additional 52 shares in the last quarter. Finally, Banco Bilbao Vizcaya Argentaria S.A. raised its holdings in shares of Strategy by 0.6% in the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 9,533 shares of the software maker’s stock valued at $3,061,000 after acquiring an additional 53 shares in the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy retired $1.5 billion of convertible debt, using about $1.38 billion of cash to reduce leverage and strengthen its balance sheet. Supporters view the move as improving the company’s credit profile and reducing near-term financing risk. Article Title
• Positive Sentiment: Chair Michael Saylor said Strategy could continue accumulating Bitcoin over the long term, reinforcing the company’s core “Bitcoin treasury” identity and keeping the stock tied to bullish crypto sentiment. Article Title
• Neutral Sentiment: Bitcoin itself weakened and traded around $75,000, which matters because MSTR’s valuation is heavily leveraged to BTC price moves. That creates a direct headwind even if the company’s balance sheet improves. Article Title
• Neutral Sentiment: Analysts and market commentary continue to frame Strategy as a high-risk Bitcoin proxy rather than a software company, keeping investor focus on treasury moves, not operating fundamentals. Article Title
• Negative Sentiment: A report said Strategy’s touted Bitcoin-per-share improvement from the debt retirement was only theoretical, while critics argued the company is overstating the benefit. That kind of pushback can weigh on sentiment and raise questions about disclosure quality. Article Title
• Negative Sentiment: Peter Schiff and other skeptics criticized the debt repurchase, suggesting Strategy may be pressured to sell assets or cash to manage obligations. That adds to concerns about liquidity and the sustainability of the company’s Bitcoin-heavy strategy. Article Title

Insider Buying and Selling

In related news, Director Jarrod M. Patten sold 2,250 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $166.37, for a total transaction of $374,332.50. Following the completion of the sale, the director owned 28,000 shares of the company’s stock, valued at $4,658,360. This represents a 7.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Andrew Kang sold 5,597 shares of the stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $165.78, for a total transaction of $927,870.66. Following the sale, the chief financial officer directly owned 33,675 shares of the company’s stock, valued at $5,582,641.50. The trade was a 14.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 41,549 shares of company stock valued at $6,510,803 in the last three months. 6.49% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. TD Cowen lifted their price objective on Strategy from $395.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. BTIG Research restated a “buy” rating and issued a $350.00 price objective (up from $250.00) on shares of Strategy in a report on Wednesday, May 6th. Zacks Research lowered shares of Strategy from a “hold” rating to a “strong sell” rating in a report on Monday, May 18th. Canaccord Genuity Group set a $224.00 price objective on shares of Strategy and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, B. Riley Financial lifted their price objective on shares of Strategy from $200.00 to $215.00 and gave the company a “buy” rating in a report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $322.21.

Strategy Price Performance

Shares of MSTR stock opened at $154.20 on Thursday. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The stock’s 50-day moving average is $153.76 and its 200 day moving average is $158.06. The company has a market cap of $54.04 billion, a P/E ratio of -3.84 and a beta of 3.59. The company has a debt-to-equity ratio of 0.22, a current ratio of 6.05 and a quick ratio of 6.05.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing analysts’ consensus estimates 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 the consensus estimate of $120.75 million. During the same period in the previous year, the business earned ($16.49) EPS. Strategy’s revenue for the quarter was up 11.9% compared to the same quarter last year. Research analysts predict that Strategy Inc will post 116.7 earnings per share for the current fiscal year.

Strategy 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.