Legal & General Group Plc Increases Stock Holdings in Strategy Inc $MSTR

Key Points

• Legal & General Group Plc increased its stake in Strategy Inc. by 9.3% in the fourth quarter, holding 1,371,947 shares worth about $208.5 million. The filing shows continued institutional interest in MSTR.
• Strategy’s stock was down 3.6% and recently traded around $154.20, well below its 12-month high of $457.22. The company remains highly volatile, with a beta of 3.59.
• The company posted a sharp earnings miss, reporting EPS of -$38.25 versus expectations of -$0.86, even as revenue rose 11.9% year over year. Insider selling also continued, with CFO Andrew Kang and Director Jarrod M. Patten both trimming shares.

Legal & General Group Plc boosted its position in Strategy Inc (NASDAQ:MSTR - Free Report) by 9.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,371,947 shares of the software maker's stock after purchasing an additional 116,177 shares during the period. Legal & General Group Plc owned about 0.48% of Strategy worth $208,467,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Swedbank AB boosted its position in Strategy by 0.4% in the fourth quarter. Swedbank AB now owns 79,460 shares of the software maker's stock worth $12,074,000 after purchasing an additional 316 shares during the last quarter. Prospera Financial Services Inc boosted its position in Strategy by 47.6% in the fourth quarter. Prospera Financial Services Inc now owns 13,538 shares of the software maker's stock worth $2,057,000 after purchasing an additional 4,368 shares during the last quarter. Boundless Plain Holdings Ltd purchased a new position in Strategy in the fourth quarter worth about $4,558,000. Carroll Advisory Group LLC purchased a new position in Strategy in the fourth quarter worth about $477,000. Finally, EverSource Wealth Advisors LLC boosted its position in Strategy by 48.9% in the fourth quarter. EverSource Wealth Advisors LLC now owns 52,606 shares of the software maker's stock worth $7,994,000 after purchasing an additional 17,270 shares during the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Strategy Stock Down 3.6%

Shares of MSTR opened at $154.20 on Thursday. The business's 50 day moving average is $153.76 and its 200 day moving average is $158.06. The company has a market capitalization of $54.04 billion, a PE ratio of -3.84 and a beta of 3.59. Strategy Inc has a 12-month low of $104.17 and a 12-month high of $457.22. The company has a current ratio of 6.05, a quick ratio of 6.05 and a debt-to-equity ratio of 0.22.

Strategy (NASDAQ:MSTR - Get Free Report) last issued its earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.86) by ($37.39). The business had revenue of $124.30 million for the quarter, compared to the consensus estimate of $120.75 million. Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The firm's revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period last year, the business posted ($16.49) EPS. Research analysts expect that Strategy Inc will post 116.7 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Strategy news, CFO Andrew Kang sold 5,597 shares of Strategy stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $165.78, for a total value of $927,870.66. Following the sale, the chief financial officer owned 33,675 shares of the company's stock, valued at $5,582,641.50. The trade was a 14.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 2,250 shares of Strategy stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $166.37, for a total value of $374,332.50. Following the completion of the sale, the director directly owned 28,000 shares in the company, valued at approximately $4,658,360. The trade was a 7.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 41,549 shares of company stock worth $6,510,803. Corporate insiders own 6.49% of the company's stock.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy retired $1.5 billion of convertible debt, using about $1.38 billion of cash to reduce leverage and strengthen its balance sheet. Supporters view the move as improving the company’s credit profile and reducing near-term financing risk. Article Title
• Positive Sentiment: Chair Michael Saylor said Strategy could continue accumulating Bitcoin over the long term, reinforcing the company’s core “Bitcoin treasury” identity and keeping the stock tied to bullish crypto sentiment. Article Title
• Neutral Sentiment: Bitcoin itself weakened and traded around $75,000, which matters because MSTR’s valuation is heavily leveraged to BTC price moves. That creates a direct headwind even if the company’s balance sheet improves. Article Title
• Neutral Sentiment: Analysts and market commentary continue to frame Strategy as a high-risk Bitcoin proxy rather than a software company, keeping investor focus on treasury moves, not operating fundamentals. Article Title
• Negative Sentiment: A report said Strategy’s touted Bitcoin-per-share improvement from the debt retirement was only theoretical, while critics argued the company is overstating the benefit. That kind of pushback can weigh on sentiment and raise questions about disclosure quality. Article Title
• Negative Sentiment: Peter Schiff and other skeptics criticized the debt repurchase, suggesting Strategy may be pressured to sell assets or cash to manage obligations. That adds to concerns about liquidity and the sustainability of the company’s Bitcoin-heavy strategy. Article Title

Wall Street Analyst Weigh In

Several brokerages have issued reports on MSTR. B. Riley Financial raised their target price on Strategy from $200.00 to $215.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. Texas Capital raised Strategy to a "strong-buy" rating in a research note on Thursday, March 19th. BTIG Research reaffirmed a "buy" rating and issued a $350.00 price objective (up from $250.00) on shares of Strategy in a research note on Wednesday, May 6th. Zacks Research downgraded Strategy from a "hold" rating to a "strong sell" rating in a research note on Monday, May 18th. Finally, Wall Street Zen downgraded Strategy from a "hold" rating to a "sell" rating in a research note on Sunday, February 8th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Strategy has an average rating of "Moderate Buy" and an average price target of $322.21.

Strategy 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.

Want to see what other hedge funds are holding MSTR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Strategy Inc (NASDAQ:MSTR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.