Jacobsen Capital Management Takes Position in CrowdStrike $CRWD

Key Points

• Jacobsen Capital Management acquired a new stake in CrowdStrike, purchasing 521 shares valued at approximately $265,000 during the second quarter.
• Insider transactions included CAO Anurag Saha selling 1,762 shares and President Michael Sentonas selling 10,000 shares, reflecting a decrease in their ownership positions.
• CrowdStrike reported a quarterly EPS of $0.93, beating expectations, and raised its guidance for FY 2026 to 3.600-3.72 EPS.

Jacobsen Capital Management bought a new stake in CrowdStrike (NASDAQ:CRWD - Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 521 shares of the company's stock, valued at approximately $265,000.

Several other institutional investors also recently added to or reduced their stakes in CRWD. Patron Partners LLC grew its position in shares of CrowdStrike by 2.1% during the second quarter. Patron Partners LLC now owns 1,076 shares of the company's stock worth $548,000 after acquiring an additional 22 shares during the last quarter. Real Talk Capital LLC raised its position 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 purchasing an additional 24 shares during the last quarter. Tradewinds Capital Management LLC boosted its stake in CrowdStrike by 20.8% during the 1st quarter. Tradewinds Capital Management LLC now owns 145 shares of the company's stock worth $51,000 after purchasing an additional 25 shares during the period. Close Asset Management Ltd grew its position in CrowdStrike by 23.8% during the 1st quarter. Close Asset Management Ltd now owns 130 shares of the company's stock worth $46,000 after purchasing an additional 25 shares during the last quarter. Finally, Ramirez Asset Management Inc. increased its stake in CrowdStrike by 5.9% in the first quarter. Ramirez Asset Management Inc. now owns 450 shares of the company's stock valued at $159,000 after purchasing an additional 25 shares during the period. Institutional investors and hedge funds own 71.16% of the company's stock.

Insider Buying and Selling at CrowdStrike

In related news, CAO Anurag Saha sold 1,762 shares of the company's stock in a transaction that occurred on Wednesday, September 24th. The stock was sold at an average price of $482.41, for a total value of $850,006.42. Following the sale, the chief accounting officer owned 37,255 shares in the company, valued at $17,972,184.55. This represents a 4.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, President Michael Sentonas sold 10,000 shares of the firm's stock in a transaction that occurred on Friday, October 10th. The shares were sold at an average price of $515.00, for a total value of $5,150,000.00. Following the completion of the transaction, the president directly owned 354,116 shares of the company's stock, valued at $182,369,740. The trade was a 2.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 158,090 shares of company stock worth $75,500,649. Corporate insiders own 3.32% of the company's stock.

CrowdStrike Price Performance

Shares of NASDAQ CRWD opened at $503.95 on Wednesday. The firm has a market capitalization of $126.47 billion, a P/E ratio of -423.48, a PEG ratio of 118.34 and a beta of 1.19. CrowdStrike has a one year low of $294.68 and a one year high of $517.98. The company's fifty day moving average is $458.06 and its two-hundred day moving average is $451.22. 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 (NASDAQ:CRWD - Get Free Report) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating the consensus estimate of $0.83 by $0.10. The firm had revenue of $1.17 billion during the quarter, compared to analysts' expectations of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The business's revenue for the quarter was up 21.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.04 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Oppenheimer increased their target price on shares of CrowdStrike from $520.00 to $560.00 and gave the stock an "outperform" rating in a research note on Friday, October 17th. Capital One Financial lifted their target price on CrowdStrike from $495.00 to $519.00 and gave the company an "overweight" rating in a research note on Thursday, September 18th. Rosenblatt Securities restated a "buy" rating and set a $490.00 price target on shares of CrowdStrike in a research note on Thursday, September 18th. Weiss Ratings reiterated a "sell (d)" rating on shares of CrowdStrike in a research report on Wednesday, October 8th. Finally, BTIG Research restated a "buy" rating and set a $489.00 price objective on shares of CrowdStrike in a research report on Thursday, September 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $496.47.

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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