Strategy Inc $MSTR Shares Bought by Partners Wealth Management LLC

Key Points

• Partners Wealth Management increased its Strategy holdings by 1,529.5% in the third quarter, ending with 121,564 shares worth approximately $18.6 million. Institutional investors collectively own 59.84% of the stock.
• Wall Street maintains a generally positive view, with Strategy receiving a “Moderate Buy” consensus rating and an average price target of $251.21, despite one analyst issuing a sell rating.
• Strategy’s quarterly EPS of $44.75 sharply exceeded estimates, but revenue fell short of expectations and the profit was driven largely by bitcoin appreciation. This highlights the stock’s sensitivity to bitcoin prices, while a planned CFO resignation adds further uncertainty.

Partners Wealth Management LLC grew its holdings in Strategy Inc (NASDAQ:MSTR - Free Report) by 1,529.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 121,564 shares of the software maker's stock after buying an additional 114,104 shares during the period. Strategy accounts for about 1.9% of Partners Wealth Management LLC's portfolio, making the stock its 9th biggest holding. Partners Wealth Management LLC's holdings in Strategy were worth $18,610,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Farther Finance Advisors LLC boosted its position in Strategy by 0.5% during the third quarter. Farther Finance Advisors LLC now owns 14,162 shares of the software maker's stock worth $2,168,000 after purchasing an additional 69 shares during the period. V Square Quantitative Management LLC raised its position in shares of Strategy by 21.6% in the third quarter. V Square Quantitative Management LLC now owns 524 shares of the software maker's stock valued at $80,000 after purchasing an additional 93 shares during the period. Sterling Capital Management LLC raised its position in shares of Strategy by 8.1% in the third quarter. Sterling Capital Management LLC now owns 1,315 shares of the software maker's stock valued at $201,000 after purchasing an additional 98 shares during the period. Rahlfs Capital LLC lifted its stake in shares of Strategy by 4.0% during the 3rd quarter. Rahlfs Capital LLC now owns 2,585 shares of the software maker's stock worth $396,000 after buying an additional 100 shares during the last quarter. Finally, Weaver Consulting Group lifted its stake in shares of Strategy by 3.4% during the 3rd quarter. Weaver Consulting Group now owns 3,211 shares of the software maker's stock worth $492,000 after buying an additional 106 shares during the last quarter. 59.84% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts recently commented on MSTR shares. Canaccord Genuity Group lifted their target price on shares of Strategy from $175.00 to $179.00 and gave the stock a "buy" rating in a report on Tuesday, September 8th. BTIG Research reissued a "buy" rating and issued a $250.00 price target on shares of Strategy in a report on Friday, July 31st. Citigroup restated a "buy" rating and set a $240.00 price objective (up from $136.00) on shares of Strategy in a research report on Friday, October 2nd. Barclays restated an "overweight" rating and set a $175.00 price objective (up from $160.00) on shares of Strategy in a report on Friday, October 9th. Finally, Alliance Global Partners assumed coverage on Strategy in a research report on Tuesday, September 1st. They issued a "buy" rating and a $217.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $251.21.

Insider Activity

In other news, Director Jarrod Patten sold 2,775 shares of the business's stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $125.33, for a total value of $347,790.75. Following the transaction, the director directly owned 28,406 shares of the company's stock, valued at $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 available through this link. Over the last 90 days, insiders sold 10,200 shares of company stock valued at $1,443,356. 5.40% of the stock is owned by insiders.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy reported diluted GAAP earnings of $44.75 per share, well above the roughly $20.19 analyst consensus, as bitcoin gains produced record operating profit. Founder Michael Saylor also said he believes a new bitcoin bull market is beginning. Strategy’s $21B Quarter Is Its Biggest Ever as Saylor Sees New Bitcoin Bull Run
• Positive Sentiment: Shareholders approved changes allowing Strategy’s four preferred securities—STRF, STRC, STRK and STRD—to accrue and pay dividends daily. The change could improve liquidity and make the preferred offerings more attractive as financing tools; STRC is expected to transition first, followed by the other securities in early 2027. Strategy Shareholders Approve Daily Dividends
• Neutral Sentiment: Analysts and investors are examining operating metrics beyond headline EPS, including bitcoin holdings, bitcoin per share and financing activity. The company’s quarter was heavily influenced by the market value of its bitcoin portfolio rather than software operations. Key Metrics Tell Us About Strategy Q3 Earnings
• Negative Sentiment: Revenue was $125.4 million, below the $127.8 million consensus estimate, while commentary indicated that nearly all of the large profit came from bitcoin appreciation rather than the core software business. This raises concerns about earnings durability and Strategy’s substantial sensitivity to bitcoin prices. Strategy Shares Slip After Q3 Earnings Print
• Negative Sentiment: Bitcoin per share reportedly fell 3.7%, an unfavorable development for a stock whose valuation depends heavily on bitcoin exposure per common share. Bitcoin’s recent weakness toward the $76,000–$80,000 range is adding to the pressure. Strategy’s Bitcoin Per Share Falls 3.7%
• Negative Sentiment: Chief Financial Officer Andrew Kang plans to resign, creating an additional uncertainty during a period of aggressive capital raising, preferred dividends and bitcoin-treasury management. Strategy Reshapes Financial Leadership

Strategy Trading Down 2.4%

MSTR opened at $141.62 on Friday. Strategy Inc has a twelve month low of $81.81 and a twelve month high of $276.32. The company has a quick ratio of 5.39, a current ratio of 5.39 and a debt-to-equity ratio of 0.22. The company has a fifty day moving average of $143.31 and a 200-day moving average of $134.67. The stock has a market cap of $54.41 billion, a PE ratio of -1.46 and a beta of 3.56.

Strategy (NASDAQ:MSTR - Get Free Report) last released its earnings results on Thursday, October 29th. The software maker reported $44.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $20.19 by $24.56. Strategy had a negative net margin of 6,102.95% and a negative return on equity of 74.18%. The business had revenue of $125.43 million for the quarter, compared to analyst estimates of $127.76 million. During the same quarter in the previous year, the business earned $8.42 earnings per share. Strategy's revenue for the quarter was down 2.5% on a year-over-year basis. On average, sell-side analysts predict that Strategy Inc will post -15.60 EPS for the current year.

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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