Strategy Inc $MSTR Stock Position Lifted by IFM Investors Pty Ltd

Key Points

• IFM Investors Pty Ltd increased its position in Strategy Inc (MSTR) by 11.1%, holding 47,697 shares valued at approximately $19.3 million as of the last SEC filing.
• Strategy Inc reported an impressive earnings per share of $32.60 for the last quarter, significantly exceeding the consensus estimate, alongside a net margin of 1,036.61%.
• The stock currently holds a consensus rating of "Moderate Buy" with an average price target of $547.50 from multiple brokerages.

IFM Investors Pty Ltd grew its position in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 11.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 47,697 shares of the software maker's stock after buying an additional 4,776 shares during the period. IFM Investors Pty Ltd's holdings in Strategy were worth $19,281,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the stock. Summit Financial LLC increased its position in shares of Strategy by 5.3% during the 1st quarter. Summit Financial LLC now owns 815 shares of the software maker's stock valued at $235,000 after purchasing an additional 41 shares during the period. Rothschild Investment LLC grew its holdings in shares of Strategy by 2.3% during the first quarter. Rothschild Investment LLC now owns 2,049 shares of the software maker's stock valued at $591,000 after buying an additional 46 shares in the last quarter. Mill Creek Capital Advisors LLC grew its holdings in shares of Strategy by 2.8% during the first quarter. Mill Creek Capital Advisors LLC now owns 1,701 shares of the software maker's stock valued at $490,000 after buying an additional 46 shares in the last quarter. MassMutual Private Wealth & Trust FSB grew its holdings in shares of Strategy by 2.1% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 2,798 shares of the software maker's stock valued at $1,131,000 after buying an additional 58 shares in the last quarter. Finally, YHB Investment Advisors Inc. grew its stake in Strategy by 8.5% in the second quarter. YHB Investment Advisors Inc. now owns 788 shares of the software maker's stock valued at $319,000 after purchasing an additional 62 shares in the last quarter. 59.84% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on MSTR. Benchmark reaffirmed a "buy" rating on shares of Strategy in a research report on Wednesday, August 13th. Cowen restated a "buy" rating on shares of Strategy in a research report on Wednesday, August 13th. TD Cowen reduced their price objective on Strategy from $640.00 to $620.00 and set a "buy" rating on the stock in a report on Tuesday. Cantor Fitzgerald reissued an "overweight" rating on shares of Strategy in a research note on Wednesday, August 13th. Finally, Canaccord Genuity Group reaffirmed a "buy" rating and set a $464.00 price objective on shares of Strategy in a research note on Tuesday, August 26th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Strategy currently has a consensus rating of "Moderate Buy" and an average price target of $547.50.

Insiders Place Their Bets

In other news, Director Gregg Winiarski acquired 10,000 shares of the firm's stock in a transaction that occurred on Friday, August 8th. The shares were acquired at an average cost of $97.65 per share, with a total value of $976,500.00. Following the completion of the purchase, the director directly owned 10,000 shares of the company's stock, valued at $976,500. The trade was a ∞ increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Andrew Kang sold 18,750 shares of Strategy stock in a transaction that occurred on Thursday, August 7th. The shares were sold at an average price of $395.00, for a total transaction of $7,406,250.00. Following the completion of the transaction, the chief financial officer directly owned 24,460 shares in the company, valued at $9,661,700. This trade represents a 43.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders purchased 265,474 shares of company stock valued at $24,056,259 and sold 142,150 shares valued at $59,289,351. 8.46% of the stock is owned by insiders.

Strategy Trading Up 5.9%

Shares of MSTR stock opened at $349.12 on Friday. The firm has a 50 day moving average price of $373.59 and a two-hundred day moving average price of $358.35. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $98.99 billion, a PE ratio of 30.73 and a beta of 3.82. Strategy Inc has a 12-month low of $139.62 and a 12-month high of $543.00.

Strategy (NASDAQ:MSTR - Get Free Report) last issued its quarterly earnings data on Thursday, July 31st. The software maker reported $32.60 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.12) by $32.72. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. The firm had revenue of $114.49 million during the quarter, compared to the consensus estimate of $112.68 million. During the same period last year, the business posted ($5.74) earnings per share. The business's revenue for the quarter was up 2.7% compared to the same quarter last year. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.

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