CrowdStrike $CRWD Stock Holdings Lifted by CFM Wealth Partners LLC

Key Points

• CFM Wealth Partners LLC increased its stake in CrowdStrike (NASDAQ:CRWD) by 19.5% during Q2, now holding 11,520 shares valued at approximately $5.87 million.
• Insider transactions revealed that Director Sameer K. Gandhi sold 6,250 shares, while CEO George Kurtz sold 17,830 shares, which indicates a modest decrease in their ownership positions.
• Analyst ratings show a consensus of "Moderate Buy" for CrowdStrike, with price targets ranging from $440.00 to $555.00, reflecting varying outlooks on the stock's performance.

CFM Wealth Partners LLC raised its position in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 19.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,520 shares of the company's stock after purchasing an additional 1,881 shares during the period. CrowdStrike accounts for about 0.9% of CFM Wealth Partners LLC's investment portfolio, making the stock its 28th largest position. CFM Wealth Partners LLC's holdings in CrowdStrike were worth $5,867,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Patron Partners LLC raised its stake in shares of CrowdStrike by 2.1% in the second quarter. Patron Partners LLC now owns 1,076 shares of the company's stock valued at $548,000 after purchasing an additional 22 shares in the last quarter. Real Talk Capital LLC increased its holdings in CrowdStrike by 0.9% in the 1st quarter. Real Talk Capital LLC now owns 2,732 shares of the company's stock valued at $963,000 after buying an additional 24 shares during the period. Tradewinds Capital Management LLC raised its stake in shares of CrowdStrike by 20.8% in the 1st quarter. Tradewinds Capital Management LLC now owns 145 shares of the company's stock valued at $51,000 after buying an additional 25 shares in the last quarter. Close Asset Management Ltd raised its stake in shares of CrowdStrike by 23.8% in the 1st quarter. Close Asset Management Ltd now owns 130 shares of the company's stock valued at $46,000 after buying an additional 25 shares in the last quarter. Finally, Ramirez Asset Management Inc. lifted its holdings in shares of CrowdStrike by 5.9% during the 1st quarter. Ramirez Asset Management Inc. now owns 450 shares of the company's stock worth $159,000 after acquiring an additional 25 shares during the period. Institutional investors own 71.16% of the company's stock.

Insider Activity at CrowdStrike

In related news, Director Sameer K. Gandhi sold 6,250 shares of CrowdStrike stock in a transaction on Thursday, September 4th. The stock was sold at an average price of $410.32, for a total transaction of $2,564,500.00. Following the completion of the sale, the director directly owned 768,511 shares of the company's stock, valued at $315,335,433.52. The trade was a 0.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO George Kurtz sold 17,830 shares of the company's stock in a transaction dated Monday, September 22nd. The shares were sold at an average price of $494.53, for a total value of $8,817,469.90. Following the completion of the sale, the chief executive officer owned 2,115,057 shares of the company's stock, valued at $1,045,959,138.21. This represents a 0.84% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 132,816 shares of company stock worth $62,606,356. 3.32% of the stock is owned by company insiders.

Analyst Ratings Changes

CRWD has been the topic of a number of analyst reports. Cfra reissued a "hold" rating and issued a $555.00 target price (up previously from $517.00) on shares of CrowdStrike in a research note on Thursday, July 10th. Morgan Stanley upped their price objective on CrowdStrike from $460.00 to $475.00 and gave the company an "equal weight" rating in a research note on Thursday, September 18th. DZ Bank downgraded CrowdStrike from a "hold" rating to a "sell" rating and set a $440.00 target price for the company. in a research report on Wednesday, September 24th. Robert W. Baird boosted their price target on CrowdStrike from $460.00 to $490.00 and gave the company a "neutral" rating in a research note on Friday, September 19th. Finally, Canaccord Genuity Group increased their price objective on CrowdStrike from $430.00 to $500.00 and gave the stock a "hold" rating in a research note on Monday, September 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat, CrowdStrike currently has a consensus rating of "Moderate Buy" and a consensus price target of $487.11.

CrowdStrike Stock Performance

Shares of NASDAQ:CRWD opened at $495.95 on Tuesday. The business has a fifty day moving average of $446.69 and a 200-day moving average of $441.44. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. CrowdStrike has a twelve month low of $285.79 and a twelve month high of $517.98. The firm has a market cap of $124.46 billion, a PE ratio of -416.76, a price-to-earnings-growth ratio of 115.12 and a beta of 1.19.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last announced its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, topping analysts' consensus estimates of $0.83 by $0.10. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the previous year, the firm posted $1.04 earnings per share. The company's revenue 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. On average, equities research analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

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.

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