Sumitomo Mitsui DS Asset Management Company Ltd Acquires 7,386 Shares of Strategy Inc $MSTR

Key Points

• Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in Strategy Inc (MSTR) by 15.8%, buying 7,386 shares to hold 54,214 shares worth about $8.24 million as of the latest 13F filing.
• Strategy reported a Q1 net loss driven by a roughly $14.46 billion unrealized Bitcoin markdown, and management signaled it may sell some BTC to cover preferred‑stock dividends — a departure from its former "never sell" stance that heightens downside risk for MSTR and Bitcoin sentiment.
• Insiders have been selling: the CEO and CFO trimmed stakes (insiders sold 25,452 shares worth ~$3.71 million last quarter), while analysts remain mixed — consensus is a "Moderate Buy" with divergent price targets and recent downward pressure on the stock.

Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 15.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 54,214 shares of the software maker's stock after purchasing an additional 7,386 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in Strategy were worth $8,238,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Pilgrim Partners Asia Pte Ltd acquired a new stake in Strategy in the 3rd quarter valued at $32,000. Quent Capital LLC acquired a new position in Strategy during the third quarter worth $33,000. Binnacle Investments Inc lifted its holdings in shares of Strategy by 492.9% during the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker's stock valued at $34,000 after acquiring an additional 69 shares during the period. City State Bank lifted its holdings in shares of Strategy by 354.5% during the fourth quarter. City State Bank now owns 250 shares of the software maker's stock valued at $38,000 after acquiring an additional 195 shares during the period. Finally, Cheviot Value Management LLC acquired a new stake in shares of Strategy in the 3rd quarter valued at $39,000. 59.84% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on MSTR shares. Truist Financial set a $268.00 target price on shares of Strategy in a report on Friday, January 9th. Benchmark reduced their price target on shares of Strategy from $705.00 to $570.00 and set a "buy" rating on the stock in a research report on Wednesday. Wall Street Zen cut shares of Strategy from a "hold" rating to a "sell" rating in a research note on Sunday, February 8th. Weiss Ratings reiterated a "hold (c)" rating on shares of Strategy in a research note on Friday, March 27th. Finally, TD Cowen reissued a "buy" rating and issued a $395.00 target price (up from $385.00) on shares of Strategy in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $319.93.

Insider Buying and Selling

In other Strategy news, CEO Phong Le sold 3,299 shares of the company's stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total transaction of $456,350.67. Following the transaction, the chief executive officer owned 22,923 shares of the company's stock, valued at approximately $3,170,938.59. This represents a 12.58% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Andrew Kang sold 2,373 shares of the stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total value 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. The trade was a 8.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 25,452 shares of company stock worth $3,708,002 in the last quarter. Insiders own 8.46% of the company's stock.

Strategy Stock Down 3.7%

Shares of NASDAQ:MSTR opened at $179.84 on Friday. Strategy Inc has a 12 month low of $104.17 and a 12 month high of $457.22. The company's 50-day moving average price is $144.21 and its two-hundred day moving average price is $168.13. The company has a quick ratio of 5.62, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. The firm has a market cap of $60.02 billion, a P/E ratio of -4.48 and a beta of 3.59.

Strategy (NASDAQ:MSTR - Get Free Report) last announced its earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing analysts' consensus estimates of ($0.86) by ($37.39). Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The company had revenue of $124.30 million during the quarter, compared to the consensus estimate of $120.75 million. During the same period in the prior year, the firm posted ($16.49) earnings per share. The company's revenue was up 11.9% on a year-over-year basis. As a group, research analysts forecast that Strategy Inc will post 136.35 EPS for the current fiscal year.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Analysts highlight potential aggressive Bitcoin buying and lift targets—JPMorgan says Strategy could buy up to $30B of Bitcoin this year and TD Cowen raised its MSTR target to $395, supporting a bullish thesis if BTC accumulation resumes. JPMorgan Says Strategy Could Buy Up To $30B In Bitcoin This Year– TD Cowen Lifts Target To $395
• Positive Sentiment: Canaccord raised its price target to $224, reiterating Buy as Bitcoin recovers above $80k — a direct tailwind for MSTR given its BTC exposure. Canaccord Hikes Strategy Price Target to $224 as Bitcoin Roars Back Above $80K
• Neutral Sentiment: Benchmark lowered its 12‑month price target to $570 (still a Buy), a recalibration that keeps analyst interest but tempers upside expectations. Strategy NASDAQ: MSTR Price Target Lowered to $570.00 at Benchmark
• Negative Sentiment: Q1 results showed a massive net loss (about $12.5B) driven by a $14.46B unrealized Bitcoin markdown; management signaled it may sell some BTC to cover preferred‑stock dividends and “inoculate” markets — a policy shift from the former “never sell” stance that risks depressing BTC and MSTR sentiment. Bitcoin treasury firm Strategy breaks from 'never sell' approach to the flagship crypto
• Negative Sentiment: Insider selling was reported (director trimmed position), which can amplify near‑term selling pressure after an earnings shock. Top Strategy Insider Quietly Unloads a Significant Stake

Strategy Company 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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