Legacy Wealth Managment LLC ID Sells 6,054 Shares of Strategy Inc $MSTR

Key Points

• Legacy Wealth Managment LLC ID cut its Strategy stake by 80.9% in the fourth quarter, selling 6,054 shares and leaving it with 1,428 shares worth about $217,000.
• Other institutional investors also adjusted MSTR holdings, and institutions still own a majority of the stock at 59.84%, showing continued heavy professional interest.
• Strategy posted a huge quarterly loss of ($38.25) EPS while revenue came in at $124.3 million, and analysts remain mixed-to-positive with a consensus rating of Moderate Buy and an average target price of $321.86.

Legacy Wealth Managment LLC ID trimmed its stake in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 80.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,428 shares of the software maker's stock after selling 6,054 shares during the quarter. Legacy Wealth Managment LLC ID's holdings in Strategy were worth $217,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of MSTR. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Strategy in the third quarter valued at about $32,000. Quent Capital LLC bought a new stake in shares of Strategy in the third quarter valued at about $33,000. Binnacle Investments Inc boosted its position in shares of Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker's stock valued at $34,000 after acquiring an additional 69 shares during the period. City State Bank boosted its position in shares of Strategy by 354.5% in the fourth quarter. City State Bank now owns 250 shares of the software maker's stock valued at $38,000 after acquiring an additional 195 shares during the period. Finally, Cheviot Value Management LLC bought a new stake in shares of Strategy in the third quarter valued at about $39,000. Institutional investors own 59.84% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Zacks Research cut shares of Strategy from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, April 7th. BTIG Research reissued a "buy" rating and issued a $350.00 target price (up from $250.00) on shares of Strategy in a research report on Wednesday. Canaccord Genuity Group set a $224.00 target price on shares of Strategy and gave the company a "buy" rating in a research report on Thursday. B. Riley Financial boosted their target price on shares of Strategy from $200.00 to $215.00 and gave the company a "buy" rating in a research report on Thursday. Finally, Benchmark reduced their target price on shares of Strategy from $705.00 to $570.00 and set a "buy" rating for the company in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $321.86.

Strategy Trading Up 4.3%

MSTR opened at $187.59 on Friday. Strategy Inc has a twelve month low of $104.17 and a twelve month high of $457.22. The company has a 50-day simple moving average of $144.21 and a 200 day simple moving average of $168.13. The company has a quick ratio of 5.62, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. The stock has a market capitalization of $62.61 billion, a price-to-earnings ratio of -4.67 and a beta of 3.59.

Strategy (NASDAQ:MSTR - Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The firm had revenue of $124.30 million for the quarter, compared to the consensus estimate of $120.75 million. During the same period in the prior year, the company earned ($16.49) EPS. The company's revenue for the quarter was up 11.9% compared to the same quarter last year. Analysts predict that Strategy Inc will post 136.35 EPS for the current fiscal year.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: JPMorgan said Strategy could buy as much as $30 billion in Bitcoin this year if its current pace continues, reinforcing the company’s role as the most aggressive public Bitcoin accumulator. JPMorgan predicts a $30B Bitcoin buy is happening this year
• Positive Sentiment: TD Cowen and Canaccord both raised price targets on MSTR, signaling that analysts see further upside despite the recent loss-heavy quarter. JPMorgan Says Strategy Could Buy Up To $30B In Bitcoin This Year– TD Cowen Lifts Target To $395
• Positive Sentiment: Several recent reports highlighted technical breakout potential and strong analyst sentiment, with some calling for a large rally if Bitcoin stays firm. Strategy's MSTR stock signals 80% rally potential despite Q1 loss
• Neutral Sentiment: Michael Saylor said his comments about potentially selling Bitcoin were meant to pressure short-sellers and “haters,” not necessarily signal a change in long-term conviction, leaving investors trying to gauge how much optionality Strategy really has. Michael Saylor says remarks about selling Bitcoin were intended to jam short-sellers and ‘haters’
• Negative Sentiment: Investor concern remains tied to Strategy’s huge Q1 net loss of $12.54 billion, which underscored how closely the stock moves with Bitcoin’s price swings and fair-value accounting changes. Strategy Inc (MSTR) Announces Financial Results for Q1 2026
• Negative Sentiment: Reports that Strategy may sell Bitcoin to help fund preferred-share dividends sparked debate, because any actual sales would be a major shift from the company’s long-standing “never sell” stance. Strategy (MSTR) Is Up 8.7% After Hinting It May Sell Bitcoin To Fund Dividends

Insiders Place Their Bets

In related news, Director Jarrod M. Patten sold 2,250 shares of Strategy stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $173.84, for a total transaction of $391,140.00. Following the sale, the director directly owned 28,000 shares of the company's stock, valued at approximately $4,867,520. The trade was a 7.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders have sold a total of 25,452 shares of company stock worth $3,708,002 over the last three months. Corporate insiders own 8.46% of the company's stock.

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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