10,487 Shares in Strategy Inc $MSTR Acquired by Equitable Trust Co.

Key Points

• Equitable Trust Co. opened a new position in Strategy Inc (MSTR) of 10,487 shares (~$1,594,000), joining other major institutions like Vanguard and State Street that boosted stakes, with roughly 59.84% of the stock held by institutional investors.
• Strategy reported a massive Q1 net loss (about $12.5B) with EPS of -$38.25 driven by unrealized bitcoin markdowns, despite revenue rising 11.9% year‑over‑year to $124.3M.
• Analysts are mixed—MarketBeat shows a consensus "Moderate Buy" and an average price target of $313.93—while insider sales and management signaling they "will probably sell some bitcoin" to fund preferred dividends raise governance and funding concerns.

Equitable Trust Co. acquired a new position in Strategy Inc (NASDAQ:MSTR - Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 10,487 shares of the software maker's stock, valued at approximately $1,594,000.

Several other hedge funds also recently added to or reduced their stakes in MSTR. Vanguard Group Inc. grew its position 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 acquiring an additional 4,178,611 shares during the period. Capital Research Global Investors grew its position 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 acquiring an additional 1,057,804 shares during the period. Harvest Portfolios Group Inc. grew its position 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 acquiring an additional 842,480 shares during the period. State Street Corp grew its position 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 acquiring an additional 504,479 shares during the period. Finally, Capital International Investors grew its position 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 acquiring an additional 383,207 shares during the period. 59.84% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

MSTR has been the subject of several analyst reports. Weiss Ratings reiterated a "hold (c)" rating on shares of Strategy in a research report on Friday, March 27th. Cantor Fitzgerald set a $212.00 price target on Strategy and gave the stock an "overweight" rating in a research report on Tuesday, April 21st. Wall Street Zen lowered Strategy from a "hold" rating to a "sell" rating in a research report on Sunday, February 8th. Texas Capital upgraded Strategy to a "strong-buy" rating in a research report on Thursday, March 19th. Finally, TD Cowen lowered their price target on Strategy from $440.00 to $350.00 and set a "buy" rating for the company in a research report on Friday, April 10th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $313.93.

Strategy Trading Down 0.0%

MSTR opened at $186.82 on Thursday. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22. The business has a fifty day simple moving average of $143.11 and a 200-day simple moving average of $168.91. The firm has a market cap of $62.35 billion, a P/E ratio of -4.65 and a beta of 3.59. The company has a quick ratio of 5.62, a current ratio of 5.62 and a debt-to-equity ratio of 0.18.

Strategy (NASDAQ:MSTR - Get Free Report) last released 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 return on equity of 25.37% and a negative net margin of 2,482.01%.The firm had revenue of $124.30 million for the quarter, compared to analysts' expectations of $120.75 million. During the same quarter in the prior year, the business earned ($16.49) earnings per share. The company's quarterly revenue was up 11.9% on a year-over-year basis. On average, equities analysts expect that Strategy Inc will post 136.35 earnings per share for the current year.

Insider Activity

In other news, Director Jarrod M. Patten sold 2,250 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $173.84, for a total value of $391,140.00. Following the sale, the director directly owned 28,000 shares in the company, valued at approximately $4,867,520. This trade represents a 7.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders sold 25,452 shares of company stock valued at $3,708,002 in the last 90 days. 8.46% of the stock is currently owned by company insiders.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bitcoin strength and bullish industry forecasts boost the value of Strategy’s BTC treasury — Bitcoin trading above $80k and bullish commentary (VanEck research head projecting dramatic long‑term upside) increase the market value of Strategy’s bitcoin holdings and improve the company’s balance‑sheet outlook if prices hold. VanEck Forecast: Bitcoin Could Climb To $1,000,000 By 2031
• Positive Sentiment: STRC preferred shares gain wider distribution — A London listing for the Strategy Yield ETN tied to STRC increases access for U.K. investors, supporting demand for Strategy’s preferred financing vehicle and easing funding pressure. U.K. Investors Gain Access to Strategy STRC Shares
• Neutral Sentiment: Analyst target moves—mixed signal — Benchmark trimmed its target (from $705 to $570) but kept a buy stance; analysts remain polarized, implying continued upside from current levels but with divergent valuations. Benchmark Lowers Target on Strategy — Benzinga
• Neutral Sentiment: ATM equity program and recent $82M stock sales provide cash but can be dilutive — Management continues to use equity funding (ATM) to support treasury activities; this supplies liquidity but can pressure shares if repeated. Strategy Raises $82M Through MSTR Stock Sales — Yahoo Finance
• Negative Sentiment: Massive Q1 unrealized loss and earnings miss — Strategy reported a ~$12.5B Q1 net loss (EPS -$38.25), driven by unrealized bitcoin markdowns; that volatility makes reported earnings highly dependent on BTC price swings and is pressuring sentiment. Saylor's Strategy Posts Wider Quarterly Loss — Reuters
• Negative Sentiment: Management opens door to selling bitcoin — Michael Saylor and other executives signaled Strategy “will probably sell some bitcoin” to fund preferred dividends and “inoculate” markets, a major policy change that can be read as pragmatic liquidity management but risks depressing BTC upside and investor conviction in the pure‑treasury story. Strategy Breaks From 'Never Sell' Bitcoin Approach — CNBC
• Negative Sentiment: Insider share sales and pause in preferred‑funded buys raise governance & funding questions — Recent director sales and a halt to preferred‑share funded buys reduce a prior, predictable source of BTC demand and may increase perceived execution risk. SEC Filing — Insider Sales MicroStrategy Halts Preferred-Share Sales — BeInCrypto

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.

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