Strategy Inc $MSTR Shares Acquired by Fulcrum Asset Management LLP

Key Points

• Fulcrum Asset Management increased its Strategy stake by 1,706.3% in the third quarter, adding 51,838 shares to hold 54,876 shares valued at $8.49 million.
• Institutional investors and hedge funds own 59.84% of Strategy. Director Jarrod Patten sold 4,750 shares for about $670,000, reducing his direct holding by 14.33%.
• Analysts give Strategy a “Moderate Buy” consensus, with an average price target of $244.79; however, the stock may be sensitive to Bitcoin’s volatility.

Fulcrum Asset Management LLP raised its stake in Strategy Inc (NASDAQ:MSTR - Free Report) by 1,706.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 54,876 shares of the software maker's stock after acquiring an additional 51,838 shares during the period. Fulcrum Asset Management LLP's holdings in Strategy were worth $8,488,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Ancora Advisors LLC boosted its stake in shares of Strategy by 111.7% in the 2nd quarter. Ancora Advisors LLC now owns 290 shares of the software maker's stock valued at $25,000 after purchasing an additional 153 shares in the last quarter. Continuum Advisory LLC bought a new stake in shares of Strategy in the 2nd quarter worth about $26,000. Ameritas Advisory Services LLC acquired a new stake in shares of Strategy during the 2nd quarter worth about $28,000. Root Financial Partners LLC acquired a new stake in shares of Strategy during the 3rd quarter worth about $38,000. Finally, Rosenberg Matthew Hamilton acquired a new stake in shares of Strategy during the 3rd quarter worth about $52,000. 59.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Strategy

In other news, Director Jarrod Patten sold 4,750 shares of the firm's stock in a transaction on Wednesday, November 4th. The stock was sold at an average price of $141.00, for a total value of $669,750.00. Following the transaction, the director directly owned 28,406 shares in the company, valued at $4,005,246. This trade represents a 14.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Over the last 90 days, insiders sold 14,950 shares of company stock valued at $2,113,106. Corporate insiders own 5.40% of the company's stock.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Michael Saylor said he believes Bitcoin’s bull market could last another two to three years, citing potential demand from digital credit, bank lending, tokenization and the 2028 halving. His outlook supports Strategy’s long-term Bitcoin investment thesis, though it does not offset short-term price volatility. Michael Saylor Says Bitcoin Bull Market Could Last 2-3 Years
• Positive Sentiment: Strategy’s preferred stock STRC returned to its $100 par value, a potential sign of investor confidence in the security and the company’s financing strategy for Bitcoin accumulation. Strategy's STRC hits par for first time since May
• Negative Sentiment: Bitcoin fell below $76,000 amid a broader technology-stock sell-off, weighing on Strategy and other crypto-related stocks. Reports noted MSTR’s declines can be amplified relative to Bitcoin, making its shares vulnerable when crypto prices fall. Strategy Sinks as Bitcoin Tumbles Below $76,000
• Negative Sentiment: Director Jarrod Patten sold 4,750 shares for about $670,000, reducing his direct holding by 14.33%. The disclosed sale may weigh on sentiment, although it does not by itself establish a change in the company’s outlook. SEC filing on director stock sale
• Negative Sentiment: Recent coverage raised concerns about an impending CFO departure and whether MSTR’s valuation is full, adding to uncertainty around the stock. Strategy CFO Exit Looms, Does The Stock Look Fully Valued?

Strategy Stock Performance

Shares of NASDAQ MSTR opened at $128.93 on Monday. The company's 50 day simple moving average is $144.43 and its 200 day simple moving average is $133.56. Strategy Inc has a fifty-two week low of $81.81 and a fifty-two week high of $249.96. The firm has a market capitalization of $54.45 billion, a P/E ratio of -2.12 and a beta of 3.60. The company has a debt-to-equity ratio of 0.10, a current ratio of 4.04 and a quick ratio of 4.04.

Strategy (NASDAQ:MSTR - Get Free Report) last released its earnings results on Thursday, October 29th. The software maker reported $44.75 EPS for the quarter, topping analysts' consensus estimates of $20.19 by $24.56. The firm had revenue of $125.43 million during the quarter, compared to analyst estimates of $127.76 million. Strategy had a negative net margin of 2,760.33% and a negative return on equity of 32.71%. The business's quarterly revenue was down 2.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $8.42 EPS. On average, analysts predict that Strategy Inc will post -13.01 EPS for the current year.

Analysts Set New Price Targets

MSTR has been the topic of a number of recent analyst reports. Cantor Fitzgerald boosted their price target on shares of Strategy from $186.00 to $208.00 and gave the company an "overweight" rating in a research report on Friday, October 16th. Alliance Global Partners began coverage on shares of Strategy in a research note on Tuesday, September 1st. They set a "buy" rating and a $217.00 price objective on the stock. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $350.00 price objective (down from $450.00) on shares of Strategy in a report on Wednesday, August 26th. Weiss Ratings reiterated a "sell (d)" rating on shares of Strategy in a research note on Monday, November 2nd. Finally, BTIG Research reiterated a "buy" rating and issued a $250.00 target price on shares of Strategy in a research note on Friday, October 30th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Strategy currently has an average rating of "Moderate Buy" and an average target price of $244.79.

Strategy 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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