1,027 Shares in Strategy Incorporated (NASDAQ:MSTR) Bought by Discipline Wealth Solutions LLC

Discipline Wealth Solutions LLC bought a new stake in Strategy Incorporated (NASDAQ:MSTR - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,027 shares of the software maker's stock, valued at approximately $297,000.

Other institutional investors also recently modified their holdings of the company. Quadrant Capital Group LLC lifted its holdings in shares of Strategy by 855.6% in the fourth quarter. Quadrant Capital Group LLC now owns 86 shares of the software maker's stock worth $25,000 after acquiring an additional 77 shares during the last quarter. Riverview Trust Co bought a new position in shares of Strategy in the fourth quarter worth about $25,000. IAG Wealth Partners LLC bought a new position in shares of Strategy in the fourth quarter worth about $25,000. Dunhill Financial LLC bought a new position in shares of Strategy in the fourth quarter worth about $26,000. Finally, Safe Harbor Fiduciary LLC lifted its holdings in shares of Strategy by 820.0% in the fourth quarter. Safe Harbor Fiduciary LLC now owns 92 shares of the software maker's stock worth $27,000 after acquiring an additional 82 shares during the last quarter. Institutional investors own 59.84% of the company's stock.

Strategy Stock Performance

MSTR traded up $2.69 during trading hours on Tuesday, hitting $372.20. The stock had a trading volume of 14,073,910 shares, compared to its average volume of 18,153,678. The company's fifty day simple moving average is $344.54 and its 200 day simple moving average is $341.79. Strategy Incorporated has a 1 year low of $102.40 and a 1 year high of $543.00. The stock has a market cap of $101.76 billion, a PE ratio of -66.07 and a beta of 3.79. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.39.

Strategy (NASDAQ:MSTR - Get Free Report) last posted its earnings results on Thursday, May 1st. The software maker reported ($16.49) earnings per share for the quarter, missing analysts' consensus estimates of ($0.02) by ($16.47). The company had revenue of $111.07 million for the quarter, compared to analysts' expectations of $116.66 million. Strategy had a negative net margin of 251.73% and a negative return on equity of 19.01%. The firm's quarterly revenue was down 3.6% compared to the same quarter last year. During the same period in the previous year, the firm earned ($0.83) EPS.

Insider Activity

In related news, CFO Andrew Kang acquired 1,500 shares of the stock in a transaction on Thursday, March 20th. The stock was purchased at an average price of $85.00 per share, for a total transaction of $127,500.00. Following the completion of the transaction, the chief financial officer now owns 1,500 shares of the company's stock, valued at $127,500. This trade represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Wei-Ming Shao acquired 500 shares of the stock in a transaction on Thursday, March 20th. The stock was bought at an average price of $85.00 per share, with a total value of $42,500.00. Following the transaction, the executive vice president now directly owns 500 shares of the company's stock, valued at approximately $42,500. The trade was a ∞ increase in their position. The disclosure for this purchase can be found here. In the last 90 days, insiders acquired 8,000 shares of company stock worth $680,000 and sold 46,836 shares worth $16,214,791. Corporate insiders own 9.16% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Barclays reaffirmed a "hold" rating on shares of Strategy in a research note on Monday, May 19th. UBS Group reaffirmed a "buy" rating on shares of Strategy in a research note on Friday, May 16th. Maxim Group upped their price objective on Strategy from $480.00 to $500.00 and gave the company a "buy" rating in a research note on Thursday, February 6th. Compass Point raised Strategy to a "strong-buy" rating in a research note on Wednesday, January 29th. Finally, BTIG Research reissued a "buy" rating on shares of Strategy in a research report on Wednesday, May 14th. One investment analyst has rated the stock with a sell rating, two have given a hold rating, nine have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $514.42.

About Strategy

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.