WINTON GROUP Ltd Makes New $826,000 Investment in Strategy Inc $MSTR

WINTON GROUP Ltd bought a new stake in shares of Strategy Inc (NASDAQ:MSTR) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 9,500 shares of the software maker’s stock, valued at approximately $826,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. California State Teachers Retirement System boosted its holdings in Strategy by 8,577.0% in the second quarter. California State Teachers Retirement System now owns 34,849,455 shares of the software maker’s stock valued at $3,029,463,000 after acquiring an additional 34,447,826 shares in the last quarter. Capital International Investors raised its holdings in Strategy by 37.3% in the 4th quarter. Capital International Investors now owns 20,614,868 shares of the software maker’s stock worth $3,132,460,000 after purchasing an additional 5,600,573 shares in the last quarter. Capital Research Global Investors raised its holdings in Strategy by 66.7% in the 4th quarter. Capital Research Global Investors now owns 7,008,535 shares of the software maker’s stock worth $1,064,963,000 after purchasing an additional 2,803,277 shares in the last quarter. Bank of America Corp DE lifted its position in shares of Strategy by 3.1% in the 1st quarter. Bank of America Corp DE now owns 3,965,680 shares of the software maker’s stock worth $494,917,000 after purchasing an additional 117,374 shares during the period. Finally, Geode Capital Management LLC lifted its position in shares of Strategy by 4.7% in the 4th quarter. Geode Capital Management LLC now owns 3,911,499 shares of the software maker’s stock worth $592,832,000 after purchasing an additional 175,343 shares during the period. Institutional investors own 59.84% of the company’s stock.

Strategy Stock Up 4.6%

NASDAQ:MSTR opened at $136.94 on Tuesday. The company has a debt-to-equity ratio of 0.22, a current ratio of 5.39 and a quick ratio of 5.39. The firm’s 50-day moving average price is $108.53 and its 200-day moving average price is $128.64. The company has a market capitalization of $52.62 billion, a PE ratio of -1.41 and a beta of 3.59. Strategy Inc has a 1-year low of $81.81 and a 1-year high of $365.21.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Friday, July 31st. The software maker reported ($24.45) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($2.19) by ($22.26). Strategy had a negative net margin of 6,102.95% and a negative return on equity of 74.18%. The business had revenue of $122.37 million for the quarter, compared to analysts’ expectations of $122.90 million. During the same period last year, the business earned $32.52 earnings per share. The company’s revenue was up 6.9% on a year-over-year basis. On average, equities analysts predict that Strategy Inc will post -23.74 EPS for the current fiscal year.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy repurchased approximately $139 million of STRC preferred shares between September 8 and 13 while maintaining substantial liquidity. The buyback may support STRC’s market value and signals management’s intent to defend its preferred-stock financing strategy. Strategy repurchases $139 million in STRC shares
• Positive Sentiment: STRC preferred shares were reported to be approaching par value, helping reinforce confidence in Strategy’s capital structure. Analysts cited in market coverage have assigned targets as high as $185 for MSTR, adding to bullish sentiment around the company’s Bitcoin-treasury model. Strategy stock surges as STRC approaches par value
• Positive Sentiment: Potential progress on the Senate CLARITY Act provided a sector-wide catalyst for crypto-related equities. The latest draft reportedly includes numerous revisions ahead of a Senate vote, raising hopes for clearer U.S. cryptocurrency-market rules. Latest CLARITY Act draft
• Neutral Sentiment: Strategy left its Bitcoin holdings unchanged at approximately 845,050 BTC for another week. The pause avoids additional financing or purchase-related dilution in the near term, but it also means the company is not increasing its direct Bitcoin exposure while its stock remains highly sensitive to Bitcoin prices. Strategy buys back STRC while Bitcoin holdings remain unchanged

Insider Buying and Selling

In other Strategy news, CEO Phong Le bought 11,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was acquired at an average price of $90.80 per share, with a total value of $998,800.00. Following the completion of the purchase, the chief executive officer owned 11,000 shares of the company’s stock, valued at approximately $998,800. This trade represents a ? increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Jarrod Patten sold 2,775 shares of Strategy stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $125.33, for a total transaction of $347,790.75. Following the transaction, the director owned 28,406 shares of the company’s stock, valued at $3,560,123.98. The trade was a 8.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 12,450 shares of company stock valued at $1,414,854 in the last ninety days. Insiders own 6.49% of the company’s stock.

Analyst Upgrades and Downgrades

MSTR has been the topic of a number of research reports. TD Cowen reduced their price target on shares of Strategy from $400.00 to $260.00 and set a “buy” rating on the stock in a research report on Tuesday, June 30th. Mizuho set a $165.00 price objective on shares of Strategy in a report on Monday, August 10th. Alliance Global Partners initiated coverage on Strategy in a research report on Tuesday, September 1st. They set a “buy” rating and a $217.00 price objective on the stock. Benchmark reiterated a “buy” rating and set a $435.00 target price (down from $570.00) on shares of Strategy in a report on Monday, July 27th. Finally, Canaccord Genuity Group increased their target price on Strategy from $175.00 to $179.00 and gave the stock a “buy” rating in a research report on Tuesday, September 8th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $236.65.

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.