WINTON GROUP Ltd Purchases New Shares in Strategy Inc $MSTR

Key Points

• WINTON GROUP Ltd acquired 9,500 shares of Strategy (MSTR) during the second quarter, valued at approximately $826,000. Institutional investors collectively own 59.84% of the company.
• Analysts maintain a generally positive outlook, with Strategy carrying a “Moderate Buy” consensus rating and an average price target of $236.65, although several firms recently lowered their targets.
• Strategy’s shares opened at $136.94, while the company reported a significant quarterly EPS miss of $24.45 versus the $2.19 consensus estimate. The company also repurchased about $139 million of preferred shares while keeping its Bitcoin holdings unchanged at roughly 845,050 BTC.

WINTON GROUP Ltd acquired a new stake in shares of Strategy Inc (NASDAQ:MSTR - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 9,500 shares of the software maker's stock, valued at approximately $826,000.

Other hedge funds have also recently bought and sold shares of the company. California State Teachers Retirement System boosted its holdings in Strategy by 8,577.0% in the 2nd quarter. California State Teachers Retirement System now owns 34,849,455 shares of the software maker's stock valued at $3,029,463,000 after purchasing an additional 34,447,826 shares during the period. Capital International Investors raised its position in shares of Strategy by 37.3% in the fourth quarter. Capital International Investors now owns 20,614,868 shares of the software maker's stock worth $3,132,460,000 after buying an additional 5,600,573 shares in the last quarter. Norges Bank bought a new stake in Strategy during the fourth quarter valued at $536,140,000. Capital Research Global Investors grew its position in Strategy by 66.7% during the fourth quarter. Capital Research Global Investors now owns 7,008,535 shares of the software maker's stock worth $1,064,963,000 after buying an additional 2,803,277 shares in the last quarter. Finally, Capital World Investors increased its stake in Strategy by 127.6% in the 4th quarter. Capital World Investors now owns 2,911,311 shares of the software maker's stock worth $442,379,000 after acquiring an additional 1,632,179 shares during the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

MSTR has been the subject of a number of research analyst reports. Benchmark reiterated a "buy" rating and set a $435.00 price target (down from $570.00) on shares of Strategy in a research report on Monday, July 27th. Sanford C. Bernstein reiterated an "outperform" rating and set a $350.00 target price (down from $450.00) on shares of Strategy in a research report on Wednesday, August 26th. Citigroup restated a "buy" rating and set a $136.00 price objective (down from $260.00) on shares of Strategy in a research report on Tuesday, June 30th. TD Cowen cut their target price on shares of Strategy from $400.00 to $260.00 and set a "buy" rating for the company in a research report on Tuesday, June 30th. Finally, Weiss Ratings cut Strategy from a "hold (c)" rating to a "sell (d)" rating in a research note on Tuesday, August 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, Strategy presently has an average rating of "Moderate Buy" and an average target price of $236.65.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy repurchased approximately $139 million of STRC preferred shares between September 8 and 13 while maintaining substantial liquidity. The buyback may support STRC’s market value and signals management’s intent to defend its preferred-stock financing strategy. Strategy repurchases $139 million in STRC shares
• Positive Sentiment: STRC preferred shares were reported to be approaching par value, helping reinforce confidence in Strategy’s capital structure. Analysts cited in market coverage have assigned targets as high as $185 for MSTR, adding to bullish sentiment around the company’s Bitcoin-treasury model. Strategy stock surges as STRC approaches par value
• Positive Sentiment: Potential progress on the Senate CLARITY Act provided a sector-wide catalyst for crypto-related equities. The latest draft reportedly includes numerous revisions ahead of a Senate vote, raising hopes for clearer U.S. cryptocurrency-market rules. Latest CLARITY Act draft
• Neutral Sentiment: Strategy left its Bitcoin holdings unchanged at approximately 845,050 BTC for another week. The pause avoids additional financing or purchase-related dilution in the near term, but it also means the company is not increasing its direct Bitcoin exposure while its stock remains highly sensitive to Bitcoin prices. Strategy buys back STRC while Bitcoin holdings remain unchanged

Strategy Price Performance

Shares of Strategy stock opened at $136.94 on Tuesday. 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 Inc has a 52-week low of $81.81 and a 52-week high of $365.21. The company has a fifty day moving average of $108.53 and a 200-day moving average of $128.64. The stock has a market capitalization of $52.62 billion, a price-to-earnings ratio of -1.41 and a beta of 3.59.

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

Insider Activity at Strategy

In other Strategy news, Director Jarrod Patten sold 2,775 shares of Strategy stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $125.33, for a total value of $347,790.75. Following the transaction, the director directly owned 28,406 shares of the company's stock, valued at $3,560,123.98. The trade was a 8.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Phong Le acquired 11,000 shares of the stock in a transaction on Monday, June 22nd. The stock was bought at an average price of $90.80 per share, with a total value of $998,800.00. Following the transaction, the chief executive officer directly owned 11,000 shares of the company's stock, valued at approximately $998,800. The trade was a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have sold 12,450 shares of company stock worth $1,414,854. 6.49% of the stock is owned by corporate insiders.

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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