Strategy Inc $MSTR Shares Newly Bought by Venture Visionary Partners LLC

Key Points

• Venture Visionary Partners acquired 11,084 Strategy shares during the third quarter, valued at approximately $1.7 million; institutional investors collectively own 59.84% of the company.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $258, although several firms recently lowered their targets.
• Strategy remains highly exposed to Bitcoin volatility: shares opened at $153.37 after trading down 6.8%, while the company’s latest quarterly loss significantly exceeded analyst expectations.

Venture Visionary Partners LLC acquired a new stake in shares of Strategy Inc (NASDAQ:MSTR - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 11,084 shares of the software maker's stock, valued at approximately $1,697,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Westfuller Advisors LLC bought a new position in shares of Strategy during the 1st quarter valued at $25,000. Ancora Advisors LLC grew its stake in Strategy by 111.7% in the second quarter. Ancora Advisors LLC now owns 290 shares of the software maker's stock worth $25,000 after purchasing an additional 153 shares during the period. Continuum Advisory LLC purchased a new stake in shares of Strategy in the 2nd quarter worth about $26,000. Ameritas Advisory Services LLC bought a new position in shares of Strategy during the second quarter valued at approximately $28,000. Finally, V Square Quantitative Management LLC bought a new position in Strategy during the 1st quarter valued at approximately $47,000. Hedge funds and other institutional investors own 59.84% of the company's stock.

Analyst Ratings Changes

MSTR has been the subject of several recent analyst reports. Benchmark reaffirmed a "buy" rating and issued a $435.00 target price (down from $570.00) on shares of Strategy in a report on Monday, July 27th. UBS Group reaffirmed a "buy" rating on shares of Strategy in a research report on Friday, July 31st. TD Cowen decreased their target price on Strategy from $400.00 to $260.00 and set a "buy" rating for the company in a research report on Tuesday, June 30th. BTIG Research restated a "buy" rating and set a $250.00 target price on shares of Strategy in a research note on Friday, July 31st. Finally, Mizuho set a $165.00 price target on shares of Strategy in a research note on Monday, August 10th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $258.00.

Insider Buying and Selling at Strategy

In other news, Director Jarrod Patten sold 475 shares of the company's stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $171.00, for a total transaction of $81,225.00. Following the sale, the director directly owned 28,406 shares in the company, valued at approximately $4,857,426. This represents a 1.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last 90 days, insiders have sold 11,350 shares of company stock valued at $1,393,439. Insiders own 6.49% of the company's stock.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy continued expanding its Bitcoin holdings, purchasing 334 BTC for approximately $28.7 million and bringing its total to about 848,000 BTC. The accumulation reinforces the company’s long-term Bitcoin strategy and could benefit shareholders if Bitcoin appreciates. Michael Saylor’s Strategy Adds 334 Bitcoin
• Positive Sentiment: Analysts remain constructive on the long-term outlook for Bitcoin-treasury companies. TD Cowen projected substantial future Bitcoin appreciation and said well-managed treasury firms such as Strategy could outperform Bitcoin, while StoneX analyst Mark Palmer cited a potential $435 price target. These views may provide support, although they depend heavily on higher Bitcoin prices. TD Cowen Bitcoin Forecast
• Neutral Sentiment: Strategy estimated a $20.91 billion third-quarter Bitcoin gain, highlighting the potential earnings impact of cryptocurrency appreciation. However, the gain is primarily tied to Bitcoin’s market value and does not eliminate the company’s dependence on volatile digital-asset prices or its earlier-year losses. Strategy’s Bitcoin Quarter
• Negative Sentiment: Bitcoin fell below approximately $83,000–$84,000 amid a broader equity and global bond-market selloff. The decline directly pressured MSTR and other crypto-linked stocks, as investors reduced exposure to high-beta assets. Bitcoin Falls Below $83,000
• Negative Sentiment: Investor concerns increased after commentary suggested Bitmine’s aggressive Ethereum-buying strategy may be nearing a pause. Although the comments concerned another company, they raised broader doubts about the sustainability of crypto-treasury accumulation models, weighing on Strategy by association. Bitmine Ethereum Buying Strategy

Strategy Trading Down 6.8%

Shares of MSTR opened at $153.37 on Thursday. The company's fifty day moving average is $128.51 and its 200 day moving average is $130.54. Strategy Inc has a fifty-two week low of $81.81 and a fifty-two week high of $336.36. The stock has a market capitalization of $58.93 billion, a PE ratio of -1.58 and a beta of 3.56. The company has a debt-to-equity ratio of 0.22, a quick ratio of 5.39 and a current ratio of 5.39.

Strategy (NASDAQ:MSTR - Get Free Report) last released its quarterly earnings results on Friday, July 31st. The software maker reported ($24.45) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($2.19) by ($22.26). Strategy had a negative net margin of 6,102.95% and a negative return on equity of 74.18%. The business had revenue of $122.37 million for the quarter, compared to analysts' expectations of $122.90 million. During the same period in the previous year, the company earned $32.52 EPS. Strategy's revenue for the quarter was up 6.9% compared to the same quarter last year. Sell-side analysts expect that Strategy Inc will post -23.74 earnings per share for the current fiscal 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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