Dynamic Advisor Solutions LLC Decreases Stock Position in Strategy Inc $MSTR

Key Points

• Dynamic Advisor Solutions LLC has decreased its stake in Strategy Inc (NASDAQ:MSTR) by 9.6%, reducing its holdings to 6,832 shares valued at approximately $2.76 million.
• Strategy Inc recently reported earnings of $32.60 per share, significantly exceeding analysts' expectations, with a revenue of $114.49 million for the quarter.
• Insider trading revealed that CFO Andrew Kang sold 18,750 shares, decreasing his position by 43.39%, while Director Peter L. Briger, Jr. purchased 220,000 shares in a significant investment.

Dynamic Advisor Solutions LLC decreased its position in Strategy Inc (NASDAQ:MSTR - Free Report) by 9.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 6,832 shares of the software maker's stock after selling 722 shares during the period. Dynamic Advisor Solutions LLC's holdings in Strategy were worth $2,762,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. First United Bank & Trust bought a new position in shares of Strategy in the first quarter worth approximately $29,000. Siemens Fonds Invest GmbH grew its holdings in shares of Strategy by 6,992.7% in the fourth quarter. Siemens Fonds Invest GmbH now owns 119,654 shares of the software maker's stock worth $33,000 after purchasing an additional 117,967 shares during the last quarter. Hexagon Capital Partners LLC grew its holdings in shares of Strategy by 7,750.0% in the first quarter. Hexagon Capital Partners LLC now owns 157 shares of the software maker's stock worth $45,000 after purchasing an additional 155 shares during the last quarter. Vermillion Wealth Management Inc. bought a new position in shares of Strategy in the fourth quarter worth approximately $54,000. Finally, Dogwood Wealth Management LLC bought a new position in shares of Strategy in the fourth quarter worth approximately $57,000. Institutional investors own 59.84% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the stock. Benchmark reiterated a "buy" rating on shares of Strategy in a report on Wednesday, August 13th. Cowen reiterated a "buy" rating on shares of Strategy in a report on Wednesday, August 13th. Mizuho lifted their price target on shares of Strategy from $563.00 to $586.00 and gave the company an "outperform" rating in a report on Monday, August 11th. Cantor Fitzgerald reiterated an "overweight" rating on shares of Strategy in a report on Wednesday, August 13th. Finally, Canaccord Genuity Group reiterated a "buy" rating and issued a $464.00 price target on shares of Strategy in a report on Tuesday, August 26th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $547.50.

Insider Activity at Strategy

In related news, EVP Wei-Ming Shao sold 32,500 shares of the business's stock in a transaction that occurred on Wednesday, July 9th. The stock was sold at an average price of $401.47, for a total transaction of $13,047,775.00. Following the completion of the transaction, the executive vice president directly owned 12,726 shares in the company, valued at approximately $5,109,107.22. The trade was a 71.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Gregg Winiarski purchased 10,000 shares of the stock in a transaction that occurred on Friday, August 8th. The stock was acquired at an average cost of $97.65 per share, for a total transaction of $976,500.00. Following the completion of the acquisition, the director owned 10,000 shares in the company, valued at $976,500. This represents a ∞ increase in their position. The disclosure for this purchase can be found here. In the last quarter, insiders purchased 265,474 shares of company stock worth $24,056,259 and sold 142,150 shares worth $59,289,351. Insiders own 8.46% of the company's stock.

Strategy Stock Performance

Shares of Strategy stock traded down $4.37 during trading hours on Friday, reaching $344.75. 17,669,417 shares of the stock traded hands, compared to its average volume of 10,064,784. The company has a 50 day moving average price of $371.79 and a 200 day moving average price of $359.18. The firm has a market capitalization of $97.75 billion, a price-to-earnings ratio of 30.35 and a beta of 3.82. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.17. Strategy Inc has a one year low of $141.64 and a one year high of $543.00.

Strategy (NASDAQ:MSTR - Get Free Report) last announced its quarterly earnings data on Thursday, July 31st. The software maker reported $32.60 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.12) by $32.72. The company had revenue of $114.49 million during the quarter, compared to the consensus estimate of $112.68 million. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The firm's revenue was up 2.7% on a year-over-year basis. During the same period in the previous year, the company posted ($5.74) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.