Oliver Lagore Vanvalin Investment Group Takes $2.55 Million Position in CrowdStrike $CRWD

Key Points

• The Oliver Lagore Vanvalin Investment Group acquired 4,997 shares of CrowdStrike (NASDAQ:CRWD), valued at approximately $2.54 million during the second quarter.
• Insider transactions included sales by Director Johanna Flower and CEO George Kurtz, amounting to $19 million and a decrease in their stock positions of 2.48% and 1.94%, respectively.
• CrowdStrike's recent earnings report showed earnings per share of $0.93, exceeding analyst estimates, with projected earnings guidance for fiscal year 2026 between $3.60 to $3.72 EPS.

Oliver Lagore Vanvalin Investment Group acquired a new stake in CrowdStrike (NASDAQ:CRWD - Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,997 shares of the company's stock, valued at approximately $2,545,000.

Other large investors have also added to or reduced their stakes in the company. Blue Trust Inc. grew its holdings in CrowdStrike by 20.4% during the 1st quarter. Blue Trust Inc. now owns 1,267 shares of the company's stock valued at $447,000 after buying an additional 215 shares in the last quarter. OLD National Bancorp IN purchased a new position in shares of CrowdStrike during the first quarter worth approximately $248,000. Bessemer Group Inc. increased its stake in shares of CrowdStrike by 4.6% in the first quarter. Bessemer Group Inc. now owns 2,221 shares of the company's stock worth $783,000 after buying an additional 98 shares during the period. Geneos Wealth Management Inc. raised its holdings in CrowdStrike by 33.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company's stock valued at $8,483,000 after buying an additional 5,998 shares during the last quarter. Finally, Benchmark Investment Advisors LLC raised its holdings in CrowdStrike by 90.8% during the 1st quarter. Benchmark Investment Advisors LLC now owns 10,248 shares of the company's stock valued at $3,613,000 after buying an additional 4,877 shares during the last quarter. Hedge funds and other institutional investors own 71.16% of the company's stock.

Insider Transactions at CrowdStrike

In other CrowdStrike news, Director Roxanne S. Austin sold 9,447 shares of the stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $512.65, for a total value of $4,843,004.55. Following the completion of the sale, the director owned 18,858 shares in the company, valued at approximately $9,667,553.70. This trade represents a 33.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Burt W. Podbere sold 11,883 shares of the stock in a transaction that occurred on Tuesday, August 5th. The shares were sold at an average price of $455.47, for a total transaction of $5,412,350.01. Following the transaction, the chief financial officer directly owned 231,130 shares of the company's stock, valued at $105,272,781.10. This represents a 4.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 101,741 shares of company stock worth $47,456,437. Company insiders own 3.32% of the company's stock.

CrowdStrike Stock Down 1.0%

Shares of NASDAQ CRWD traded down $4.95 during mid-day trading on Monday, hitting $497.61. The company had a trading volume of 2,335,754 shares, compared to its average volume of 3,721,839. CrowdStrike has a one year low of $272.67 and a one year high of $517.98. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $124.88 billion, a PE ratio of -417.72, a price-to-earnings-growth ratio of 120.33 and a beta of 1.12. The firm has a 50-day simple moving average of $442.94 and a two-hundred day simple moving average of $430.74.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating the consensus estimate of $0.83 by $0.10. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The business had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the previous year, the business earned $1.04 earnings per share. The company's revenue was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. On average, equities analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on CRWD shares. Wells Fargo & Company upped their target price on shares of CrowdStrike from $430.00 to $550.00 and gave the stock an "overweight" rating in a research report on Monday, June 2nd. Zacks Research upgraded shares of CrowdStrike from a "hold" rating to a "strong-buy" rating in a research report on Friday, August 29th. Truist Financial boosted their target price on shares of CrowdStrike from $500.00 to $550.00 and gave the company a "buy" rating in a research note on Thursday. JMP Securities reiterated a "market outperform" rating and issued a $500.00 target price on shares of CrowdStrike in a report on Wednesday, June 4th. Finally, Needham & Company LLC upped their price objective on CrowdStrike from $475.00 to $535.00 and gave the stock a "buy" rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and nineteen have issued a Hold rating to the company's stock. According to data from MarketBeat.com, CrowdStrike currently has an average rating of "Moderate Buy" and a consensus price target of $476.41.

CrowdStrike Company Profile

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.