RFG Advisory LLC Sells 19,269 Shares of Strategy Inc $MSTR

Key Points

• RFG Advisory LLC sold 19,269 shares of Strategy Inc (MSTR) in Q4, cutting its stake by 60.6% to 12,540 shares worth about $1.905 million.
• Strategy posted a massive Q1 loss driven by a $14.46 billion unrealized Bitcoin markdown, missed EPS expectations by a wide margin, and management signaled it may sell Bitcoin to cover preferred‑stock dividends — a departure from its prior "never sell" stance that could pressure sentiment.
• Analysts remain mixed but the consensus is a Moderate Buy with an average price target near $319.93, while institutional ownership is about 59.8% and insiders have recently trimmed holdings, which could add near‑term selling pressure.

RFG Advisory LLC lessened its holdings in Strategy Inc (NASDAQ:MSTR - Free Report) by 60.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 12,540 shares of the software maker's stock after selling 19,269 shares during the quarter. RFG Advisory LLC's holdings in Strategy were worth $1,905,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. boosted its position in shares of Strategy by 21.0% in the fourth quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker's stock valued at $3,656,356,000 after acquiring an additional 4,178,611 shares during the period. Capital International Investors boosted its position in shares of Strategy by 2.6% in the third quarter. Capital International Investors now owns 15,014,295 shares of the software maker's stock valued at $4,837,778,000 after acquiring an additional 383,207 shares during the period. State Street Corp boosted its position in shares of Strategy by 9.2% in the third quarter. State Street Corp now owns 5,989,048 shares of the software maker's stock valued at $1,929,731,000 after acquiring an additional 504,479 shares during the period. Capital Research Global Investors boosted its position in shares of Strategy by 33.6% in the third quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker's stock valued at $1,354,982,000 after acquiring an additional 1,057,804 shares during the period. Finally, Invesco Ltd. lifted its position in Strategy by 13.9% during the third quarter. Invesco Ltd. now owns 1,593,085 shares of the software maker's stock worth $513,308,000 after purchasing an additional 194,987 shares during the period. Institutional investors own 59.84% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on MSTR shares. Zacks Research cut shares of Strategy from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, April 7th. Canaccord Genuity Group set a $224.00 price objective on shares of Strategy and gave the stock a "buy" rating in a research report on Thursday. HC Wainwright reaffirmed a "buy" rating on shares of Strategy in a research report on Friday, February 6th. BTIG Research reaffirmed a "buy" rating and set a $350.00 price objective (up from $250.00) on shares of Strategy in a research report on Wednesday. Finally, Wall Street Zen cut shares of Strategy from a "hold" rating to a "sell" rating in a research report on Sunday, February 8th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $319.93.

Strategy Trading Down 3.7%

MSTR opened at $179.84 on Friday. The stock has a market capitalization of $60.02 billion, a price-to-earnings ratio of -4.48 and a beta of 3.59. The company has a quick ratio of 5.62, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. Strategy Inc has a twelve month low of $104.17 and a twelve month high of $457.22. The company has a 50-day simple moving average of $144.21 and a 200 day simple moving average of $168.13.

Strategy (NASDAQ:MSTR - Get Free Report) last posted its earnings results on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing analysts' consensus estimates of ($0.86) by ($37.39). The company had revenue of $124.30 million during the quarter, compared to the consensus estimate of $120.75 million. Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The firm's revenue was up 11.9% compared to the same quarter last year. During the same period last year, the company posted ($16.49) EPS. Analysts predict that Strategy Inc will post 136.35 EPS for the current fiscal year.

Insider Transactions at Strategy

In other news, CEO Phong Le sold 3,299 shares of the stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total value of $456,350.67. Following the completion of the transaction, the chief executive officer owned 22,923 shares of the company's stock, valued at approximately $3,170,938.59. This represents a 12.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jarrod M. Patten sold 3,400 shares of the stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $130.65, for a total transaction of $444,210.00. Following the completion of the transaction, the director directly owned 28,000 shares of the company's stock, valued at $3,658,200. This trade represents a 10.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 25,452 shares of company stock valued at $3,708,002. 8.46% of the stock is currently owned by insiders.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Analysts highlight potential aggressive Bitcoin buying and lift targets—JPMorgan says Strategy could buy up to $30B of Bitcoin this year and TD Cowen raised its MSTR target to $395, supporting a bullish thesis if BTC accumulation resumes. JPMorgan Says Strategy Could Buy Up To $30B In Bitcoin This Year– TD Cowen Lifts Target To $395
• Positive Sentiment: Canaccord raised its price target to $224, reiterating Buy as Bitcoin recovers above $80k — a direct tailwind for MSTR given its BTC exposure. Canaccord Hikes Strategy Price Target to $224 as Bitcoin Roars Back Above $80K
• Neutral Sentiment: Benchmark lowered its 12‑month price target to $570 (still a Buy), a recalibration that keeps analyst interest but tempers upside expectations. Strategy NASDAQ: MSTR Price Target Lowered to $570.00 at Benchmark
• Negative Sentiment: Q1 results showed a massive net loss (about $12.5B) driven by a $14.46B unrealized Bitcoin markdown; management signaled it may sell some BTC to cover preferred‑stock dividends and “inoculate” markets — a policy shift from the former “never sell” stance that risks depressing BTC and MSTR sentiment. Bitcoin treasury firm Strategy breaks from 'never sell' approach to the flagship crypto
• Negative Sentiment: Insider selling was reported (director trimmed position), which can amplify near‑term selling pressure after an earnings shock. Top Strategy Insider Quietly Unloads a Significant Stake

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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