Banque Transatlantique SA Acquires 1,799 Shares of CrowdStrike $CRWD

Key Points

• Banque Transatlantique SA significantly increased its position in CrowdStrike, acquiring shares that raised their holdings by 17,990.0% during the first quarter, bringing their total investment to $589,000.
• Multiple institutional investors, including Nuveen LLC and GAMMA Investing LLC, have also made substantial investments in CrowdStrike, indicating strong institutional interest with hedge funds owning 71.16% of the company's stock.
• CrowdStrike reported a quarterly revenue of $1.17 billion, surpassing analyst expectations, and the company has set its FY 2026 EPS guidance at 3.600-3.720.

Banque Transatlantique SA grew its position in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 17,990.0% during the first quarter, according to its most recent filing with the SEC. The firm owned 1,809 shares of the company's stock after acquiring an additional 1,799 shares during the period. Banque Transatlantique SA's holdings in CrowdStrike were worth $589,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of CrowdStrike by 4.1% in the 1st quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company's stock worth $8,051,011,000 after buying an additional 908,554 shares during the last quarter. Jennison Associates LLC grew its stake in shares of CrowdStrike by 21.1% in the 1st quarter. Jennison Associates LLC now owns 6,565,275 shares of the company's stock worth $2,314,785,000 after buying an additional 1,144,295 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in shares of CrowdStrike by 39.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company's stock worth $939,747,000 after buying an additional 760,222 shares during the last quarter. Invesco Ltd. grew its stake in shares of CrowdStrike by 16.4% in the 1st quarter. Invesco Ltd. now owns 2,506,418 shares of the company's stock worth $883,713,000 after buying an additional 352,473 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD grew its stake in shares of CrowdStrike by 23.0% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 2,383,943 shares of the company's stock worth $840,532,000 after buying an additional 445,612 shares during the last quarter. Hedge funds and other institutional investors own 71.16% of the company's stock.

CrowdStrike Stock Performance

Shares of CRWD stock traded up $5.17 on Friday, reaching $417.63. The stock had a trading volume of 2,167,665 shares, compared to its average volume of 3,303,641. The stock has a market cap of $104.09 billion, a P/E ratio of -350.95, a price-to-earnings-growth ratio of 130.70 and a beta of 1.12. CrowdStrike has a 1 year low of $242.25 and a 1 year high of $517.98. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. The company has a 50 day simple moving average of $453.56 and a 200 day simple moving average of $426.21.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last released its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.83 by $0.10. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.15 billion. During the same period last year, the business posted $1.04 EPS. The company's revenue for the quarter was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Equities research analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Analyst Ratings Changes

CRWD has been the topic of several recent research reports. DA Davidson cut their price target on CrowdStrike from $530.00 to $490.00 and set a "buy" rating on the stock in a research note on Thursday, August 28th. Royal Bank Of Canada set a $510.00 price target on CrowdStrike and gave the stock an "outperform" rating in a research note on Thursday, August 28th. The Goldman Sachs Group lifted their target price on CrowdStrike from $389.00 to $530.00 and gave the stock a "buy" rating in a report on Tuesday, June 10th. Jefferies Financial Group decreased their price target on CrowdStrike from $530.00 to $500.00 and set a "buy" rating for the company in a research note on Thursday, August 28th. Finally, UBS Group dropped their price objective on CrowdStrike from $545.00 to $500.00 and set a "buy" rating on the stock in a research report on Thursday, August 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and nineteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $460.10.

Insider Buying and Selling

In related news, CEO George Kurtz sold 42,267 shares of the firm's stock in a transaction on Tuesday, August 5th. The stock was sold at an average price of $450.47, for a total value of $19,040,015.49. Following the transaction, the chief executive officer directly owned 2,132,887 shares of the company's stock, valued at approximately $960,801,606.89. This trade represents a 1.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Roxanne S. Austin sold 15,000 shares of the firm's stock in a transaction on Wednesday, June 25th. The stock was sold at an average price of $497.67, for a total value of $7,465,050.00. Following the completion of the transaction, the director directly owned 18,858 shares in the company, valued at approximately $9,385,060.86. This represents a 44.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 188,164 shares of company stock worth $88,876,050 in the last quarter. Company insiders own 3.32% of the company's stock.

About CrowdStrike

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.