Park Capital Management LLC WI Purchases New Shares in Strategy Inc $MSTR

Key Points

• Park Capital Management LLC has invested $315,000 in Strategy Inc (NASDAQ:MSTR) by acquiring 779 shares during the second quarter.
• Analysts have varying ratings on MSTR, with price targets ranging from $200.00 to $700.00 and a consensus rating of "Moderate Buy."
• Recent insider trades include CFO Andrew Kang selling 18,750 shares, while EVP Wei-Ming Shao purchased 12,500 shares, indicating mixed insider sentiment.

Park Capital Management LLC WI bought a new stake in Strategy Inc (NASDAQ:MSTR - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 779 shares of the software maker's stock, valued at approximately $315,000.

Several other institutional investors have also recently added to or reduced their stakes in MSTR. Summit Financial LLC increased its stake in shares of Strategy by 5.3% during the 1st quarter. Summit Financial LLC now owns 815 shares of the software maker's stock valued at $235,000 after acquiring an additional 41 shares during the last quarter. Rothschild Investment LLC increased its stake in shares of Strategy by 2.3% during the 1st quarter. Rothschild Investment LLC now owns 2,049 shares of the software maker's stock valued at $591,000 after acquiring an additional 46 shares during the last quarter. Mill Creek Capital Advisors LLC increased its stake in shares of Strategy by 2.8% during the 1st quarter. Mill Creek Capital Advisors LLC now owns 1,701 shares of the software maker's stock valued at $490,000 after acquiring an additional 46 shares during the last quarter. MassMutual Private Wealth & Trust FSB increased its stake in shares of Strategy by 2.1% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 2,798 shares of the software maker's stock valued at $1,131,000 after acquiring an additional 58 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of Strategy by 40.9% during the 1st quarter. Thurston Springer Miller Herd & Titak Inc. now owns 231 shares of the software maker's stock valued at $67,000 after acquiring an additional 67 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company's stock.

Analyst Upgrades and Downgrades

MSTR has been the subject of a number of research analyst reports. Cowen reissued a "buy" rating on shares of Strategy in a research report on Wednesday, August 13th. BTIG Research increased their price objective on shares of Strategy from $620.00 to $700.00 and gave the company a "buy" rating in a research report on Friday, August 1st. Monness Crespi & Hardt increased their price objective on shares of Strategy from $175.00 to $200.00 and gave the company a "sell" rating in a research report on Tuesday, July 15th. TD Cowen lowered their price objective on shares of Strategy from $640.00 to $620.00 and set a "buy" rating for the company in a research report on Tuesday. Finally, Canaccord Genuity Group reaffirmed a "buy" rating and issued a $464.00 price objective on shares of Strategy in a research report on Tuesday, August 26th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $547.50.

Insiders Place Their Bets

In related news, EVP Wei-Ming Shao acquired 12,500 shares of Strategy stock in a transaction that occurred on Monday, September 15th. The stock was acquired at an average price of $96.92 per share, with a total value of $1,211,500.00. Following the completion of the acquisition, the executive vice president directly owned 15,000 shares of the company's stock, valued at $1,453,800. This trade represents a 500.00% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Andrew Kang sold 18,750 shares of the company's stock in a transaction dated Thursday, August 7th. The stock was sold at an average price of $395.00, for a total transaction of $7,406,250.00. Following the completion of the sale, the chief financial officer directly owned 24,460 shares of the company's stock, valued at $9,661,700. The trade was a 43.39% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have acquired 265,474 shares of company stock valued at $24,056,259 and have sold 142,150 shares valued at $59,289,351. 8.46% of the stock is owned by company insiders.

Strategy Stock Performance

MSTR traded down $4.37 during trading hours on Friday, hitting $344.75. 17,669,417 shares of the stock were exchanged, compared to its average volume of 10,064,784. The stock has a 50-day simple moving average of $371.79 and a 200-day simple moving average of $358.83. Strategy Inc has a 12 month low of $141.64 and a 12 month high of $543.00. The stock has a market cap of $97.75 billion, a price-to-earnings ratio of 30.35 and a beta of 3.82. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.68 and a quick ratio of 0.68.

Strategy (NASDAQ:MSTR - Get Free Report) last issued its earnings results on Thursday, July 31st. The software maker reported $32.60 earnings per share for the quarter, topping the consensus estimate of ($0.12) by $32.72. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The firm had revenue of $114.49 million for the quarter, compared to analyst estimates of $112.68 million. During the same period last year, the company earned ($5.74) earnings per share. The firm's revenue for the quarter was up 2.7% on a year-over-year basis. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy Company Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.