Strategy Inc $MSTR Stock Holdings Increased by Foundations Investment Advisors LLC

Key Points

• Foundations Investment Advisors LLC increased its stake in Strategy Inc. by 141.2% in the fourth quarter, lifting its holdings to 265,745 shares worth about $40.4 million.
• Despite the buying interest from some institutions, Strategy’s stock was down 3.6% and the company remains highly tied to Bitcoin price moves, which have recently weakened.
• Strategy’s latest earnings showed a much larger-than-expected loss per share, though revenue came in slightly above estimates and rose 11.9% year over year.

Foundations Investment Advisors LLC raised its holdings in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 141.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 265,745 shares of the software maker's stock after acquiring an additional 155,555 shares during the period. Foundations Investment Advisors LLC owned approximately 0.09% of Strategy worth $40,380,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in MSTR. Federated Hermes Inc. bought a new stake in Strategy during the 2nd quarter valued at $396,000. Cary Street Partners Financial LLC bought a new stake in Strategy during the 2nd quarter valued at $202,000. Sei Investments Co. raised its stake in Strategy by 136.0% during the 2nd quarter. Sei Investments Co. now owns 39,905 shares of the software maker's stock valued at $16,125,000 after acquiring an additional 22,999 shares in the last quarter. The Manufacturers Life Insurance Company raised its stake in Strategy by 59.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 19,215 shares of the software maker's stock valued at $7,767,000 after acquiring an additional 7,158 shares in the last quarter. Finally, Peapack Gladstone Financial Corp raised its stake in Strategy by 22.0% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 3,055 shares of the software maker's stock valued at $1,235,000 after acquiring an additional 550 shares in the last quarter. Institutional investors own 59.84% of the company's stock.

Strategy Stock Down 3.6%

MSTR opened at $154.20 on Thursday. Strategy Inc has a one year low of $104.17 and a one year high of $457.22. The company has a debt-to-equity ratio of 0.22, a quick ratio of 6.05 and a current ratio of 6.05. The stock's fifty day moving average is $153.76 and its 200-day moving average is $158.06. The company has a market capitalization of $54.04 billion, a PE ratio of -3.84 and a beta of 3.59.

Strategy (NASDAQ:MSTR - Get Free Report) last issued its earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (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 analyst estimates of $120.75 million. Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The business's revenue was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($16.49) earnings per share. On average, equities analysts predict that Strategy Inc will post 116.7 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

MSTR has been the topic of a number of research reports. Cantor Fitzgerald reissued an "overweight" rating on shares of Strategy in a research note on Monday, May 11th. Mizuho set a $320.00 price objective on Strategy and gave the stock an "outperform" rating in a research note on Tuesday, February 17th. Benchmark dropped their price objective on Strategy from $705.00 to $570.00 and set a "buy" rating on the stock in a research note on Wednesday, May 6th. HC Wainwright reissued a "buy" rating on shares of Strategy in a research note on Friday, February 6th. Finally, Weiss Ratings reissued a "hold (c)" rating on shares of Strategy in a research note on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $322.21.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy retired $1.5 billion of convertible debt, using about $1.38 billion of cash to reduce leverage and strengthen its balance sheet. Supporters view the move as improving the company’s credit profile and reducing near-term financing risk. Article Title
• Positive Sentiment: Chair Michael Saylor said Strategy could continue accumulating Bitcoin over the long term, reinforcing the company’s core “Bitcoin treasury” identity and keeping the stock tied to bullish crypto sentiment. Article Title
• Neutral Sentiment: Bitcoin itself weakened and traded around $75,000, which matters because MSTR’s valuation is heavily leveraged to BTC price moves. That creates a direct headwind even if the company’s balance sheet improves. Article Title
• Neutral Sentiment: Analysts and market commentary continue to frame Strategy as a high-risk Bitcoin proxy rather than a software company, keeping investor focus on treasury moves, not operating fundamentals. Article Title
• Negative Sentiment: A report said Strategy’s touted Bitcoin-per-share improvement from the debt retirement was only theoretical, while critics argued the company is overstating the benefit. That kind of pushback can weigh on sentiment and raise questions about disclosure quality. Article Title
• Negative Sentiment: Peter Schiff and other skeptics criticized the debt repurchase, suggesting Strategy may be pressured to sell assets or cash to manage obligations. That adds to concerns about liquidity and the sustainability of the company’s Bitcoin-heavy strategy. Article Title

Insider Buying and Selling

In related news, CEO Phong Le sold 3,299 shares of Strategy stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total value of $456,350.67. Following the transaction, the chief executive officer directly owned 22,923 shares in the company, valued at $3,170,938.59. The trade was a 12.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Jarrod M. Patten sold 3,400 shares of Strategy stock in a transaction on Monday, April 13th. The stock was sold at an average price of $130.65, for a total value of $444,210.00. Following the completion of the transaction, the director owned 28,000 shares in the company, valued at $3,658,200. The trade was a 10.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 41,549 shares of company stock worth $6,510,803 in the last three months. 6.49% of the stock is currently owned by insiders.

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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