NEOS Investment Management LLC Grows Stock Position in Strategy Inc $MSTR

Key Points

• NEOS Investment Management increased its Strategy position by 29% in the second quarter, adding 41,261 shares to reach 183,301 shares valued at approximately $15.9 million. Hedge funds and institutional investors collectively own 59.84% of the company.
• Strategy reported a quarterly loss of $24.45 per share, far below the consensus estimate of a $2.19 loss, while revenue rose 6.9% year over year to $122.37 million.
• Analyst sentiment remains broadly positive, with a consensus rating of Moderate Buy and an average price target of $236.41, despite the stock’s high volatility and wide 52-week range of $81.81 to $365.21.

NEOS Investment Management LLC boosted its position in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 29.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 183,301 shares of the software maker's stock after purchasing an additional 41,261 shares during the period. NEOS Investment Management LLC's holdings in Strategy were worth $15,934,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Capital International Investors increased its stake in shares of Strategy by 37.3% in the fourth quarter. Capital International Investors now owns 20,614,868 shares of the software maker's stock worth $3,132,460,000 after buying an additional 5,600,573 shares during the last quarter. Capital Research Global Investors grew its holdings in shares of Strategy by 66.7% during the fourth quarter. Capital Research Global Investors now owns 7,008,535 shares of the software maker's stock valued at $1,064,963,000 after purchasing an additional 2,803,277 shares during the last quarter. State Street Corp increased its position in Strategy by 2.3% in the fourth quarter. State Street Corp now owns 6,127,301 shares of the software maker's stock worth $931,043,000 after buying an additional 138,253 shares during the period. Amundi increased its holdings in shares of Strategy by 373.7% in the 4th quarter. Amundi now owns 4,790,702 shares of the software maker's stock worth $727,947,000 after acquiring an additional 3,779,340 shares during the period. Finally, Bank of America Corp DE raised its holdings in shares of Strategy by 3.1% during the first quarter. Bank of America Corp DE now owns 3,965,680 shares of the software maker's stock valued at $494,917,000 after buying an additional 117,374 shares during the last quarter. 59.84% of the stock is currently owned by hedge funds and other institutional investors.

Strategy Price Performance

Shares of Strategy stock opened at $142.80 on Friday. Strategy Inc has a fifty-two week low of $81.81 and a fifty-two week high of $365.21. The company has a market cap of $54.87 billion, a PE ratio of -1.47 and a beta of 3.59. The firm has a fifty day moving average price of $103.87 and a two-hundred day moving average price of $128.35. The company has a debt-to-equity ratio of 0.22, a current ratio of 5.39 and a quick ratio of 5.39.

Strategy (NASDAQ:MSTR - Get Free Report) last posted its quarterly earnings results on Friday, July 31st. The software maker reported ($24.45) EPS for the quarter, missing the consensus estimate of ($2.19) by ($22.26). The firm had revenue of $122.37 million during 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 company's revenue was up 6.9% on a year-over-year basis. During the same period last year, the company earned $32.52 EPS. Analysts expect that Strategy Inc will post -23.76 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. BTIG Research reaffirmed a "buy" rating and issued a $250.00 price objective on shares of Strategy in a report on Friday, July 31st. UBS Group reaffirmed a "buy" rating on shares of Strategy in a report on Friday, July 31st. Canaccord Genuity Group boosted their target price on shares of Strategy from $130.00 to $175.00 and gave the company a "buy" rating in a research note on Tuesday, August 25th. Zacks Research lowered shares of Strategy from a "hold" rating to a "strong sell" rating in a research note on Tuesday, August 4th. Finally, Alliance Global Partners started coverage on Strategy in a report on Tuesday. They set a "buy" rating and a $217.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $236.41.

Insider Buying and Selling

In other news, Director Jarrod M. Patten sold 2,775 shares of the business's stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $125.33, for a total value of $347,790.75. Following the sale, the director owned 28,406 shares in the company, valued at approximately $3,560,123.98. The trade was a 8.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Phong Le purchased 11,000 shares of Strategy stock in a transaction 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 completion of the transaction, the chief executive officer owned 11,000 shares of the company's stock, valued at approximately $998,800. This represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders sold 21,775 shares of company stock valued at $2,584,857 over the last quarter. 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 resumed Bitcoin purchases. The company acquired 4,603 Bitcoin for approximately $370 million, bringing total holdings to 845,050 coins. The purchases reinforce its Bitcoin-focused treasury strategy and could benefit shareholders if Bitcoin continues rising. Strategy Buys $370M in Bitcoin
• Positive Sentiment: Analyst sentiment improved. B. Riley raised its price target from $155 to $175 and maintained a Buy rating, while Alliance Global Partners upgraded Strategy to Strong Buy. These actions signal continued confidence in the company’s Bitcoin exposure and capital-markets strategy.
• Positive Sentiment: Strategy is expanding its AI profile. The company and Google Cloud announced a seven-city executive forum focused on enterprise AI, trusted data and governance. The initiative may help demonstrate that Strategy remains more than a Bitcoin-holding vehicle. Why Are Strategy Shares Surging on Thursday?
• Neutral Sentiment: Crypto-treasury stocks remain highly volatile. Strategy initially outperformed after Bitcoin’s rally and its latest purchase, but it has held up better than some peers as investors reassess whether the broader crypto-treasury trade can continue. Is the Crypto Treasury Trade Unwinding?
• Negative Sentiment: Profit-taking and Bitcoin weakness pressured the shares. After Strategy surged roughly 18% in the prior session, traders locked in gains as Bitcoin pulled back. The stock’s leverage to Bitcoin magnifies both rallies and declines, making near-term performance particularly dependent on crypto momentum. What’s Going On With Strategy Stock on Friday?

About Strategy

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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