Fiduciary Alliance LLC Acquires 9,937 Shares of Strategy Inc $MSTR

Key Points

• Fiduciary Alliance LLC has increased its holdings in Strategy Inc (NASDAQ:MSTR) by 28.4%, acquiring an additional 9,937 shares for a total of 44,918 shares, worth approximately $18.16 million.
• Multiple large investors have also significantly increased their stakes in Strategy, with GAMMA Investing LLC raising its position by 42,473.7%, owning 239,264 shares valued at $68.97 million.
• Insiders at Strategy have engaged in substantial stock transactions, with EVP Wei-Ming Shao selling 32,500 shares and director Gregg Winiarski acquiring 10,000 shares within the last quarter.

Fiduciary Alliance LLC increased its holdings in Strategy Inc (NASDAQ:MSTR - Free Report) by 28.4% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 44,918 shares of the software maker's stock after purchasing an additional 9,937 shares during the period. Strategy makes up about 1.4% of Fiduciary Alliance LLC's holdings, making the stock its 12th biggest holding. Fiduciary Alliance LLC's holdings in Strategy were worth $18,157,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in MSTR. GAMMA Investing LLC boosted its position in Strategy by 42,473.7% during the first quarter. GAMMA Investing LLC now owns 239,264 shares of the software maker's stock valued at $68,973,000 after buying an additional 238,702 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of Strategy by 25.4% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 802,464 shares of the software maker's stock valued at $232,410,000 after acquiring an additional 162,757 shares during the last quarter. Voloridge Investment Management LLC boosted its holdings in Strategy by 1,677.4% during the 4th quarter. Voloridge Investment Management LLC now owns 134,494 shares of the software maker's stock valued at $38,952,000 after acquiring an additional 126,927 shares during the period. Siemens Fonds Invest GmbH grew its position in Strategy by 6,992.7% during the 4th quarter. Siemens Fonds Invest GmbH now owns 119,654 shares of the software maker's stock worth $33,000 after acquiring an additional 117,967 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. increased its stake in Strategy by 27.4% in the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 528,850 shares of the software maker's stock worth $152,452,000 after purchasing an additional 113,752 shares during the period. Hedge funds and other institutional investors own 59.84% of the company's stock.

Insider Transactions at Strategy

In related news, EVP Wei-Ming Shao sold 32,500 shares of the company's stock in a transaction dated Wednesday, July 9th. The shares were sold at an average price of $401.47, for a total value of $13,047,775.00. Following the transaction, the executive vice president owned 12,726 shares in the company, valued at $5,109,107.22. The trade was a 71.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Gregg Winiarski acquired 10,000 shares of the business's stock in a transaction that occurred on Friday, August 8th. The shares were purchased at an average cost of $97.65 per share, for a total transaction of $976,500.00. Following the completion of the transaction, the director directly owned 10,000 shares in the company, valued at $976,500. The trade was a ∞ increase in their position. The disclosure for this purchase can be found here. Over the last quarter, insiders have bought 252,974 shares of company stock worth $22,844,759 and have sold 142,150 shares worth $59,289,351. 8.46% of the stock is owned by company insiders.

Strategy Price Performance

MSTR stock opened at $327.79 on Tuesday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68. The firm has a 50 day moving average price of $377.99 and a 200-day moving average price of $358.03. Strategy Inc has a 52-week low of $128.51 and a 52-week high of $543.00. The firm has a market capitalization of $92.94 billion, a price-to-earnings ratio of 28.85 and a beta of 3.82.

Strategy (NASDAQ:MSTR - Get Free Report) last posted its quarterly earnings data on Thursday, July 31st. The software maker reported $32.60 earnings per share 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 analyst estimates 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 for the quarter was up 2.7% on a year-over-year basis. During the same quarter last year, the company earned ($5.74) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Analyst Upgrades and Downgrades

MSTR has been the subject of a number of analyst reports. Mizuho increased their price objective on Strategy from $563.00 to $586.00 and gave the company an "outperform" rating in a research note on Monday, August 11th. BTIG Research increased their price target on shares of Strategy from $620.00 to $700.00 and gave the company a "buy" rating in a research report on Friday, August 1st. Cowen reissued a "buy" rating on shares of Strategy in a report on Wednesday, August 13th. Canaccord Genuity Group reaffirmed a "buy" rating and set a $464.00 price objective on shares of Strategy in a research note on Tuesday, August 26th. Finally, Monness Crespi & Hardt increased their target price on shares of Strategy from $175.00 to $200.00 and gave the stock a "sell" rating in a report on Tuesday, July 15th. One equities research 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 given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $552.50.

Strategy Company 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.

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