International Assets Investment Management LLC Buys 21,779 Shares of Strategy Inc $MSTR

Key Points

• International Assets Investment Management increased its Strategy stake by 998.1% in the third quarter, purchasing 21,779 shares for a total holding of 23,961 shares valued at approximately $3.67 million. Institutional investors now own 59.84% of MSTR.
• Strategy reported quarterly EPS of $44.75, well above the $20.19 consensus estimate, but revenue fell 2.5% year over year to $125.43 million and analysts expect a full-year loss of $15.60 per share.
• MSTR traded at $130.76, with analysts maintaining a “Moderate Buy” consensus and an average price target of $245.86, while insider selling and the stock’s heavy sensitivity to Bitcoin prices remain key risks.

International Assets Investment Management LLC increased its stake in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 998.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,961 shares of the software maker's stock after buying an additional 21,779 shares during the quarter. International Assets Investment Management LLC's holdings in Strategy were worth $3,668,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. Partners Wealth Management LLC raised its stake in Strategy by 1,529.5% during the third quarter. Partners Wealth Management LLC now owns 121,564 shares of the software maker's stock worth $18,610,000 after acquiring an additional 114,104 shares in the last quarter. United Asset Strategies Inc. lifted its holdings in shares of Strategy by 31.8% during the third quarter. United Asset Strategies Inc. now owns 5,270 shares of the software maker's stock valued at $807,000 after acquiring an additional 1,271 shares during the period. Choreo LLC boosted its stake in shares of Strategy by 2.8% in the 3rd quarter. Choreo LLC now owns 7,646 shares of the software maker's stock valued at $1,171,000 after purchasing an additional 208 shares in the last quarter. China Universal Asset Management Co. Ltd. boosted its stake in shares of Strategy by 23.3% in the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 12,286 shares of the software maker's stock valued at $1,900,000 after purchasing an additional 2,325 shares in the last quarter. Finally, D.A. Davidson & CO. grew its holdings in shares of Strategy by 5.6% in the 3rd quarter. D.A. Davidson & CO. now owns 34,103 shares of the software maker's stock worth $5,221,000 after purchasing an additional 1,821 shares during the last quarter. 59.84% of the stock is currently owned by institutional investors.

Strategy Trading Up 0.2%

Shares of NASDAQ MSTR opened at $130.76 on Tuesday. Strategy Inc has a 1-year low of $81.81 and a 1-year high of $270.36. The company has a market cap of $50.24 billion, a PE ratio of -2.15 and a beta of 3.56. The company has a current ratio of 5.39, a quick ratio of 5.39 and a debt-to-equity ratio of 0.22. The company has a 50-day moving average of $143.90 and a two-hundred day moving average of $134.30.

Strategy (NASDAQ:MSTR - Get Free Report) last released its quarterly earnings results on Thursday, October 29th. The software maker reported $44.75 EPS for the quarter, beating the consensus estimate of $20.19 by $24.56. The business had revenue of $125.43 million for the quarter, compared to analysts' expectations of $127.76 million. Strategy had a negative net margin of 6,102.95% and a negative return on equity of 74.18%. Strategy's revenue was down 2.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $8.42 earnings per share. As a group, equities analysts expect that Strategy Inc will post -15.60 earnings per share for the current fiscal year.

Insider Transactions at Strategy

In other Strategy news, Director Jarrod Patten sold 2,775 shares of the company's stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $125.33, for a total transaction of $347,790.75. Following the transaction, the director owned 28,406 shares of the company's stock, valued at approximately $3,560,123.98. This represents a 8.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last 90 days, insiders sold 10,200 shares of company stock worth $1,443,356. 5.40% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

MSTR has been the subject of a number of recent analyst reports. Sanford C. Bernstein reiterated an "outperform" rating and set a $350.00 target price (down from $450.00) on shares of Strategy in a research report on Wednesday, August 26th. Wall Street Zen upgraded shares of Strategy from a "strong sell" rating to a "sell" rating in a research report on Sunday, August 16th. Barclays reaffirmed an "overweight" rating and set a $175.00 price objective (up from $160.00) on shares of Strategy in a research note on Friday, October 9th. Weiss Ratings lowered shares of Strategy from a "hold (c)" rating to a "sell (d)" rating in a report on Tuesday, August 4th. Finally, Alliance Global Partners assumed coverage on shares of Strategy in a research note on Tuesday, September 1st. They issued a "buy" rating and a $217.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $245.86.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy purchased 811 Bitcoin for approximately $65.5 million at an average price of $80,846, bringing its holdings to 849,327 BTC. The purchase reinforces Michael Saylor’s commitment to expanding the company’s Bitcoin treasury and likely helped support the stock. Strategy Buys 811 Bitcoin for $65.5M as Reserve Reaches $4.9B
• Positive Sentiment: The Q3 earnings call highlighted plans to accelerate Bitcoin accumulation through preferred securities, stronger liquidity and expansion of Strategy’s digital-credit business. Management’s broader financing strategy may improve access to capital for future purchases. Strategy Earnings Call Highlights Bitcoin and Credit Growth
• Positive Sentiment: Strategy repurchased approximately $208.2 million of its STRC preferred stock, a move that could reduce preferred-share obligations and support the capital structure. Analysts also maintained bullish views, including a reiterated “Buy” rating from BTIG.
• Neutral Sentiment: The company sold 1.18 million common shares for $164 million, using proceeds for Bitcoin purchases and cash reserves. The fundraising strengthens liquidity but increases the number of shares outstanding.
• Neutral Sentiment: Strategy’s reported Q3 results benefited substantially from unrealized Bitcoin gains, while revenue declined year over year. Investors are therefore likely to focus more on Bitcoin prices, financing access and asset coverage than on the software business alone.
• Negative Sentiment: Bitcoin-linked equities experienced a difficult October, and higher Treasury yields have reduced demand for riskier assets. Continued cryptocurrency weakness or further ETF outflows could pressure MSTR because of its high sensitivity to Bitcoin prices. Strategy's Michael Saylor Blames These 3 Factors for Bitcoin's Recent Sluggish Performance

Strategy Company 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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