Ameritas Advisory Services LLC Buys Shares of 13,400 Strategy Inc $MSTR

Key Points

• Ameritas Advisory Services initiated a position in Strategy by buying 13,400 shares valued at approximately $1.17 million. Institutional investors collectively own 59.84% of the company.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $236.65, although several firms recently adjusted their targets.
• Strategy reported a significant quarterly loss of $24.45 per share versus the $2.19 expected, while MSTR remains highly volatile and Bitcoin-sensitive; the stock has a beta of 3.59 and recently traded near $128.56.

Ameritas Advisory Services LLC purchased a new stake in Strategy Inc (NASDAQ:MSTR - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 13,400 shares of the software maker's stock, valued at approximately $1,165,000.

Several other hedge funds and other institutional investors have also made changes to their positions in MSTR. Binnacle Investments Inc boosted its holdings in Strategy by 492.9% during the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker's stock worth $34,000 after buying an additional 69 shares during the last quarter. Wealth Watch Advisors INC acquired a new position in Strategy during the third quarter valued at approximately $44,000. Fideuram Asset Management Ireland dac bought a new stake in Strategy in the fourth quarter valued at approximately $25,000. Darwin Wealth Management LLC bought a new stake in Strategy in the second quarter valued at approximately $77,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in Strategy in the fourth quarter worth $30,000. 59.84% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on MSTR. B. Riley Financial lifted their price target on shares of Strategy from $155.00 to $175.00 and gave the stock a "buy" rating in a research report on Thursday, September 3rd. Barclays restated an "overweight" rating and issued a $125.00 price objective (down from $130.00) on shares of Strategy in a research report on Monday, August 3rd. Alliance Global Partners initiated coverage on Strategy in a research note on Tuesday, September 1st. They set a "buy" rating and a $217.00 price objective on the stock. BTIG Research reiterated a "buy" rating and set a $250.00 target price on shares of Strategy in a report on Friday, July 31st. Finally, Sanford C. Bernstein reissued an "outperform" rating and issued a $350.00 target price (down from $450.00) on shares of Strategy in a research note on Wednesday, August 26th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $236.65.

Insider Activity

In other news, CEO Phong Le acquired 11,000 shares of the firm's stock in a transaction that occurred on Monday, June 22nd. The stock was acquired at an average cost of $90.80 per share, for a total transaction of $998,800.00. Following the completion of the acquisition, the chief executive officer owned 11,000 shares in the company, valued at $998,800. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Jarrod M. Patten sold 1,850 shares of Strategy stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $130.00, for a total value of $240,500.00. Following the completion of the sale, the director directly owned 28,406 shares in the company, valued at approximately $3,692,780. This represents a 6.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 13,950 shares of company stock worth $1,615,809 in the last three months. Company insiders own 6.49% of the company's stock.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy’s limited-edition, $250 Bitcoin-themed Air Jordan sneakers sold out, indicating strong consumer and investor engagement with the company’s brand. However, the merchandise business is unlikely to have a material effect on financial results. Strategy's $250 Bitcoin-Themed Air Jordan Sneakers Sell Out
• Positive Sentiment: Strategy reportedly expanded its authorization for repurchasing STRC preferred stock to $2 billion. Buying securities trading below par could improve capital efficiency and potentially support value for remaining holders, although it diverts funds from Bitcoin purchases. Strategy Doubles STRC Buyback to $2B
• Neutral Sentiment: Strategy remained a heavily searched stock, highlighting continued retail and market attention, but investor interest alone does not establish a fundamental catalyst. Investors Heavily Search Strategy Inc
• Negative Sentiment: Strategy did not add Bitcoin during the latest period and instead spent approximately $176.3 million repurchasing its own preferred stock. The shift raises questions about whether management sees better value in discounted preferred securities than in Bitcoin at current prices. Strategy Put $176.3 Million Into Its Own Preferred Stock
• Negative Sentiment: The latest session saw MSTR underperform the broader market. The company’s Bitcoin-linked valuation makes it vulnerable to cryptocurrency weakness, while its recent earnings loss and extremely negative net margin add fundamental pressure. Strategy Dips More Than Broader Market

Strategy Stock Down 3.1%

Strategy stock opened at $128.56 on Friday. The company has a 50 day moving average of $107.21 and a 200-day moving average of $128.50. The company has a quick ratio of 5.39, a current ratio of 5.39 and a debt-to-equity ratio of 0.22. Strategy Inc has a twelve month low of $81.81 and a twelve month high of $365.21. The stock has a market capitalization of $49.40 billion, a PE ratio of -1.32 and a beta of 3.59.

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

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