Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A. Sells 36,442 Shares of CrowdStrike $CRWD

Key Points

• Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A. significantly reduced its stake in CrowdStrike by 84.2%, selling 36,442 shares and leaving it with just 6,860 shares, valued at approximately $3.49 million.
• Multiple institutional investors, including Vanguard and Goldman Sachs, increased their positions in CrowdStrike, with Vanguard acquiring additional shares worth over $8 billion.
• CrowdStrike's stock recently experienced a drop of 3.0%, currently trading around $493.66, despite positive earnings results showing growth in revenue and earnings per share exceeding analyst expectations.

Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A. reduced its stake in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 84.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 6,860 shares of the company's stock after selling 36,442 shares during the period. Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s holdings in CrowdStrike were worth $3,494,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in CrowdStrike by 4.1% in the 1st quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company's stock valued at $8,051,011,000 after acquiring an additional 908,554 shares in the last quarter. Jennison Associates LLC increased its holdings in CrowdStrike by 21.1% during the 1st quarter. Jennison Associates LLC now owns 6,565,275 shares of the company's stock worth $2,314,785,000 after purchasing an additional 1,144,295 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of CrowdStrike by 52.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company's stock valued at $977,149,000 after purchasing an additional 955,529 shares during the period. Goldman Sachs Group Inc. lifted its holdings in shares of CrowdStrike by 39.9% in the first quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company's stock valued at $939,747,000 after purchasing an additional 760,222 shares in the last quarter. Finally, Invesco Ltd. boosted its position in shares of CrowdStrike by 16.4% during the first quarter. Invesco Ltd. now owns 2,506,418 shares of the company's stock worth $883,713,000 after buying an additional 352,473 shares during the period. Institutional investors and hedge funds own 71.16% of the company's stock.

CrowdStrike Stock Down 3.0%

Shares of CRWD stock opened at $493.66 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. The firm's 50-day moving average is $450.04 and its 200-day moving average is $444.40. The stock has a market cap of $123.89 billion, a price-to-earnings ratio of -414.84, a PEG ratio of 116.00 and a beta of 1.19. CrowdStrike has a 52-week low of $294.68 and a 52-week high of $517.98.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last posted its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, topping analysts' consensus estimates of $0.83 by $0.10. The business had revenue of $1.17 billion during the quarter, compared to analysts' expectations of $1.15 billion. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.CrowdStrike's quarterly revenue was up 21.4% on a year-over-year basis. During the same quarter last year, the company posted $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. Sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Analyst Upgrades and Downgrades

CRWD has been the topic of a number of recent research reports. Roth Capital reissued a "buy" rating and issued a $510.00 target price (up previously from $410.00) on shares of CrowdStrike in a research report on Thursday, September 18th. Wedbush reiterated a "buy" rating on shares of CrowdStrike in a report on Thursday, August 28th. TD Cowen boosted their price objective on shares of CrowdStrike from $500.00 to $580.00 and gave the stock a "buy" rating in a research report on Friday, October 3rd. Barclays raised their target price on shares of CrowdStrike from $500.00 to $515.00 and gave the company an "overweight" rating in a research report on Thursday, September 18th. Finally, Zacks Research raised shares of CrowdStrike from a "hold" rating to a "strong-buy" rating in a research report on Friday, August 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $493.33.

Insiders Place Their Bets

In other news, CEO George Kurtz sold 17,830 shares of the stock in a transaction dated Monday, September 22nd. The shares were sold at an average price of $494.53, for a total value of $8,817,469.90. Following the transaction, the chief executive officer directly owned 2,115,057 shares of the company's stock, valued at $1,045,959,138.21. This represents a 0.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, President Michael Sentonas sold 10,000 shares of the firm's stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $515.00, for a total transaction of $5,150,000.00. Following the sale, the president owned 354,116 shares of the company's stock, valued at approximately $182,369,740. This represents a 2.75% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 157,816 shares of company stock worth $75,331,356 in the last quarter. Company insiders own 3.32% of the company's stock.

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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