BI Asset Management Fondsmaeglerselskab A S Raises Stake in Strategy Inc $MSTR

Key Points

• BI Asset Management Fondsmaeglerselskab A S boosted its stake in Strategy Inc. by 78.9% in the fourth quarter, ending with 103,083 shares valued at about $15.7 million.
• Other major institutions also moved into or added to MSTR, including Vanguard, Norges Bank, and Capital Research, and institutional investors now own about 59.84% of the stock.
• Strategy reported a steep quarterly EPS miss on May 5, while analysts remain mixed overall with a Moderate Buy consensus and a price target of $313.93; meanwhile, the CEO and a director recently sold shares.

BI Asset Management Fondsmaeglerselskab A S increased its holdings in Strategy Inc (NASDAQ:MSTR - Free Report) by 78.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 103,083 shares of the software maker's stock after acquiring an additional 45,463 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S's holdings in Strategy were worth $15,663,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in MSTR. Vanguard Group Inc. lifted its stake 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. Norges Bank purchased a new position in shares of Strategy in the 4th quarter valued at $536,140,000. Capital Research Global Investors increased its holdings in shares of Strategy by 33.6% in the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker's stock valued at $1,354,982,000 after acquiring an additional 1,057,804 shares during the period. Harvest Portfolios Group Inc. increased its holdings in shares of Strategy by 119.0% in the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker's stock valued at $499,593,000 after acquiring an additional 842,480 shares during the period. Finally, State Street Corp increased its holdings in shares of Strategy by 9.2% in the 3rd quarter. State Street Corp now owns 5,989,048 shares of the software maker's stock valued at $1,929,731,000 after acquiring an additional 504,479 shares during the period. 59.84% of the stock is owned by hedge funds and other institutional investors.

Strategy Stock Performance

MSTR opened at $120.44 on Friday. Strategy Inc has a 52-week low of $104.17 and a 52-week high of $457.22. The firm's 50-day moving average price is $153.65 and its 200-day moving average price is $154.35. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. The company has a market cap of $42.21 billion, a P/E ratio of -3.00 and a beta of 3.49.

Strategy (NASDAQ:MSTR - Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The business had revenue of $124.30 million during the quarter, compared to analyst estimates of $120.75 million. During the same quarter last year, the company posted ($16.49) EPS. Strategy's quarterly revenue was up 11.9% compared to the same quarter last year. As a group, equities analysts anticipate that Strategy Inc will post 116.7 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CEO Phong Le sold 93,738 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $118.73, for a total value of $11,129,512.74. Following the transaction, the chief executive officer owned 119,925 shares in the company, valued at approximately $14,238,695.25. This represents a 43.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of the stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $154.94, for a total transaction of $2,331,847.00. Following the completion of the transaction, the director owned 28,000 shares in the company, valued at approximately $4,338,320. This trade represents a 34.96% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 190,649 shares of company stock worth $24,968,729. 6.49% of the stock is owned by company insiders.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Some commentary noted that Strategy still has a large liquidity cushion, with reports citing about $2.25 billion in reserves and lower leverage, which could help support long-term balance-sheet stability. MSTR's Liquidity Position Improves: Is Long-Term Stability Growing?
• Positive Sentiment: Michael Saylor argued Bitcoin is undergoing a “disciplined expansion” and that institutional adoption through banks, credit, and capital markets could still support long-term demand for the asset. Saylor says Bitcoin needs ‘disciplined expansion’ as analysts weigh demand reset
• Neutral Sentiment: Strategy’s founder Michael Saylor also tried to frame the Bitcoin weakness as capital rotating into AI and other assets, suggesting the selloff may be more about market allocation than a fundamental break in Strategy’s business model. Strategy's Michael Saylor Blames 'Capital Rotation' Into AI as Bitcoin Dives 13%
• Neutral Sentiment: Several reports said the company’s small Bitcoin sale was mainly used to fund preferred stock dividends, but it still sparked concern that Strategy may need to keep adjusting its funding approach if crypto weakness persists. Crypto Biz: Nobody told Saylor ‘never sell’
• Negative Sentiment: Bitcoin’s drop below key support levels is pressuring all BTC-linked stocks, and Strategy was cited as one of the biggest losers as investors reassess the risks of its leveraged Bitcoin exposure. Crypto mutiny on Strategy: Shorts target 'MSTR' in bitcoin bloodbath
• Negative Sentiment: Analysts and market commentators warned that Strategy’s first Bitcoin sale in years may signal tighter liquidity, reduced buying capacity, and possible further downside if Bitcoin keeps falling. Why Strategy (Formerly MicroStrategy) Stock Collapsed This Week

Wall Street Analysts Forecast Growth

MSTR has been the subject of a number of recent research reports. Mizuho reduced their target price on shares of Strategy from $320.00 to $265.00 and set an "outperform" rating for the company in a report on Monday, June 1st. Cantor Fitzgerald reiterated an "overweight" rating on shares of Strategy in a report on Monday, May 11th. Zacks Research downgraded shares of Strategy from a "hold" rating to a "strong sell" rating in a report on Monday, May 18th. Monness Crespi & Hardt reiterated a "neutral" rating on shares of Strategy in a report on Tuesday. Finally, Texas Capital upgraded shares of Strategy to a "strong-buy" rating in a report on Thursday, March 19th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Strategy presently has a consensus rating of "Moderate Buy" and a consensus price target of $313.93.

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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