National Pension Service Buys 85,457 Shares of Strategy Inc $MSTR

Key Points

• National Pension Service increased its Strategy stake by 10.4% in the second quarter, buying 85,457 shares to hold 907,442 shares worth approximately $78.9 million. Institutional investors collectively own 59.84% of the company.
• Strategy reported a substantial quarterly loss of $24.45 per share, missing the $2.19 consensus estimate, while revenue rose 6.9% year over year to $122.37 million.
• Analyst sentiment remains broadly positive, with an average “Moderate Buy” rating and a $236.65 price target, but the stock remains highly volatile, reflected by its 3.59 beta and wide $81.81–$365.21 one-year trading range.

National Pension Service increased its stake in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 10.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 907,442 shares of the software maker's stock after buying an additional 85,457 shares during the quarter. National Pension Service owned about 0.24% of Strategy worth $78,884,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in MSTR. Handelsbanken Fonder AB grew its position in Strategy by 28.8% in the second quarter. Handelsbanken Fonder AB now owns 106,522 shares of the software maker's stock valued at $9,260,000 after acquiring an additional 23,829 shares during the last quarter. Daviman Financial LLC acquired a new position in Strategy during the 4th quarter worth approximately $1,013,000. Eurizon Capital SGR S.p.A. bought a new position in Strategy in the 4th quarter valued at approximately $4,237,000. ProShare Advisors LLC boosted its position in Strategy by 45.7% in the fourth quarter. ProShare Advisors LLC now owns 417,790 shares of the software maker's stock valued at $63,483,000 after buying an additional 131,014 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its stake in shares of Strategy by 48.9% during the fourth quarter. EverSource Wealth Advisors LLC now owns 52,606 shares of the software maker's stock worth $7,994,000 after buying an additional 17,270 shares during the last quarter. Institutional investors own 59.84% of the company's stock.

Strategy Price Performance

Shares of MSTR opened at $130.97 on Friday. The business has a 50-day moving average of $107.81 and a 200-day moving average of $128.52. The company has a debt-to-equity ratio of 0.22, a current ratio of 5.39 and a quick ratio of 5.39. The company has a market capitalization of $50.32 billion, a price-to-earnings ratio of -1.35 and a beta of 3.59. Strategy Inc has a 1 year low of $81.81 and a 1 year high of $365.21.

Strategy (NASDAQ:MSTR - Get Free Report) last released its earnings results on Friday, July 31st. The software maker reported ($24.45) earnings per share for the quarter, missing analysts' consensus estimates of ($2.19) by ($22.26). The firm had revenue of $122.37 million for the quarter, compared to analyst estimates of $122.90 million. Strategy had a negative net margin of 6,102.95% and a negative return on equity of 74.18%. The business's revenue for the quarter was up 6.9% compared to the same quarter last year. During the same period in the prior year, the company posted $32.52 EPS. As a group, equities research analysts anticipate that Strategy Inc will post -23.74 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have recently commented on MSTR shares. HC Wainwright set a $325.00 price target on Strategy in a research note on Monday, August 3rd. Weiss Ratings lowered Strategy from a "hold (c)" rating to a "sell (d)" rating in a research report on Tuesday, August 4th. Barclays reaffirmed an "overweight" rating and issued a $125.00 target price (down from $130.00) on shares of Strategy in a report on Monday, August 3rd. Wall Street Zen upgraded Strategy from a "strong sell" rating to a "sell" rating in a research report on Sunday, August 16th. Finally, Citigroup reissued a "buy" rating and set a $136.00 price target (down from $260.00) on shares of Strategy in a research note on Tuesday, June 30th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, two have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $236.65.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Analyst upgrade supports shares: Strategy shares reportedly gapped higher after receiving an analyst upgrade, improving sentiment toward the company’s Bitcoin-focused treasury strategy. Specific details of the upgrade were not provided. Strategy Shares Gap Up After Analyst Upgrade
• Positive Sentiment: Crypto-treasury rally provides a tailwind: Strategy gained alongside Bitmine and SharpLink as Ethereum and the broader crypto market strengthened. The move highlights continued investor demand for publicly traded companies offering leveraged exposure to digital assets. Crypto Treasury Stocks Rally
• Neutral Sentiment: Bitcoin purchase pause adds uncertainty: Strategy reportedly held off on additional Bitcoin purchases while buying preferred stock. The decision may reflect capital-allocation flexibility, but it also limits near-term growth in the company’s Bitcoin holdings and could temper enthusiasm among investors seeking continued accumulation. Strategy Holds Off on Bitcoin Purchases
• Negative Sentiment: Recent volatility remains a risk: Strategy had declined more sharply than the broader market in the previous session, underscoring the stock’s elevated volatility and dependence on Bitcoin prices. Its beta of 3.59 also indicates that market moves can be amplified in either direction. Strategy Dips More Than Broader Market

Insider Buying and Selling at Strategy

In related news, Director Jarrod Patten sold 1,850 shares of Strategy stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $130.00, for a total transaction of $240,500.00. Following the completion of the transaction, the director owned 28,406 shares of the company's stock, valued at $3,692,780. This trade represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Phong Le bought 11,000 shares of the company's stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average price of $90.80 per share, for a total transaction of $998,800.00. Following the acquisition, the chief executive officer owned 11,000 shares of the company's stock, valued at $998,800. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have sold 13,950 shares of company stock valued at $1,615,809. 6.49% of the stock is currently owned by corporate insiders.

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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