Strong Tower Advisory Services Has $19.56 Million Position in Strategy Inc $MSTR

Key Points

• Strong Tower Advisory Services increased its stake in Strategy Inc. by 43.1% in Q4 to 128,733 shares worth $19.56M, making the position about 3.5% of its portfolio and the firm's fifth-largest holding.
• Strategy reported a large quarterly loss (EPS –$42.93) while revenue rose 1.9% to $122.99M; the stock trades near $128.64 with a consensus rating of "Moderate Buy" and an average price target of $361.79.
• Management has resumed large Bitcoin purchases (~$330M), reinforcing Strategy's role as a leveraged Bitcoin treasury play that can benefit from crypto rallies but increases balance-sheet volatility and has coincided with recent insider selling.

Strong Tower Advisory Services lifted its position in Strategy Inc (NASDAQ:MSTR - Free Report) by 43.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 128,733 shares of the software maker's stock after acquiring an additional 38,752 shares during the quarter. Strategy makes up approximately 3.5% of Strong Tower Advisory Services' portfolio, making the stock its 5th largest position. Strong Tower Advisory Services' holdings in Strategy were worth $19,561,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. HBW Advisory Services LLC grew its stake in shares of Strategy by 3.5% in the 3rd quarter. HBW Advisory Services LLC now owns 1,078 shares of the software maker's stock worth $347,000 after acquiring an additional 36 shares in the last quarter. SOA Wealth Advisors LLC. grew its holdings in shares of Strategy by 44.4% in the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker's stock valued at $38,000 after acquiring an additional 36 shares in the last quarter. Beaumont Financial Advisors LLC grew its holdings in shares of Strategy by 5.7% in the third quarter. Beaumont Financial Advisors LLC now owns 681 shares of the software maker's stock valued at $219,000 after acquiring an additional 37 shares in the last quarter. Sowell Financial Services LLC grew its holdings in shares of Strategy by 1.0% in the third quarter. Sowell Financial Services LLC now owns 4,194 shares of the software maker's stock valued at $1,351,000 after acquiring an additional 42 shares in the last quarter. Finally, CWA Asset Management Group LLC grew its holdings in shares of Strategy by 2.5% in the third quarter. CWA Asset Management Group LLC now owns 1,794 shares of the software maker's stock valued at $578,000 after acquiring an additional 44 shares in the last quarter. Institutional investors own 59.84% of the company's stock.

Strategy Price Performance

Shares of NASDAQ MSTR opened at $128.64 on Friday. The stock has a fifty day simple moving average of $132.14 and a two-hundred day simple moving average of $188.61. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The firm has a market cap of $42.93 billion, a price-to-earnings ratio of -6.99 and a beta of 3.55. The company has a current ratio of 5.62, a quick ratio of 5.62 and a debt-to-equity ratio of 0.18.

Strategy (NASDAQ:MSTR - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) earnings per share for the quarter, missing the consensus estimate of $46.02 by ($88.95). Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The firm had revenue of $122.99 million for the quarter, compared to the consensus estimate of $117.42 million. During the same period last year, the company posted ($3.03) earnings per share. Strategy's revenue for the quarter was up 1.9% on a year-over-year basis.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on MSTR shares. Truist Financial set a $268.00 target price on Strategy in a report on Friday, January 9th. B. Riley Financial started coverage on Strategy in a report on Tuesday, March 10th. They issued a "buy" rating for the company. Citigroup reduced their target price on Strategy from $485.00 to $325.00 and set a "buy" rating for the company in a report on Monday, December 22nd. HC Wainwright restated a "buy" rating on shares of Strategy in a research report on Friday, February 6th. Finally, Cantor Fitzgerald initiated coverage on shares of Strategy in a research report on Tuesday, January 27th. They set an "overweight" rating for the company. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $361.79.

Insider Buying and Selling at Strategy

In other Strategy news, CFO Andrew Kang sold 2,373 shares of the stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total transaction of $328,257.09. Following the completion of the transaction, the chief financial officer owned 26,772 shares in the company, valued at $3,703,370.76. This trade represents a 8.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Jarrod M. Patten sold 1,400 shares of the stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $131.77, for a total transaction of $184,478.00. Following the transaction, the director owned 28,000 shares of the company's stock, valued at $3,689,560. This represents a 4.76% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders purchased 8,509 shares of company stock valued at $1,128,827 and sold 12,152 shares valued at $1,646,257. 8.46% of the stock is currently owned by company insiders.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Management and company-level crypto progress: STRC reached a $5B milestone and CEO framed it as a transformative moment, a positive narrative for MSTR’s crypto strategy. Read More.
• Positive Sentiment: Renewed crypto accumulation — Strategy resumed large Bitcoin purchases (~$330M reported) and March data shows meaningful BTC buys, reinforcing the company’s identity as a leveraged Bitcoin treasury vehicle. Read More.
• Positive Sentiment: Macro tailwind — a rally in Bitcoin (reclaiming key levels near $70–73k) is boosting investor appetite for crypto-tied equities like MSTR. Read More.
• Neutral Sentiment: Sell‑side and target dispersion: the street still shows wide disagreement — some firms reaffirm buy ratings and others cut targets, producing divergent signals for different investor types. Read More.
• Neutral Sentiment: Wall Street’s consensus price targets imply large upside versus the current price, but those targets reflect very different valuation approaches (BTC treasury value vs. legacy software business). Read More.
• Negative Sentiment: TD Cowen trimmed MSTR’s price target (from $440 to $350) citing a lower bitcoin price deck and reduced valuation multiple — a signal that some sell‑side models are becoming more conservative. Read More.
• Negative Sentiment: Rating downgrade: Zacks moved MSTR from “strong‑buy” to “hold,” which can reduce flows from certain model-based funds. Read More.
• Negative Sentiment: Insider selling: Director Jarrod Patten disclosed small open‑market sales (April 7–8), which some investors view as a near‑term negative signal. Read More.
• Negative Sentiment: Balance‑sheet headline risk — the company’s large BTC holdings carry substantial unrealized paper losses, increasing volatility and headline-driven price swings. Read More.

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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