Diversified Trust Co Takes Position in Strategy Inc $MSTR

Diversified Trust Co acquired a new stake in Strategy Inc (NASDAQ:MSTR) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 709 shares of the software maker’s stock, valued at approximately $287,000.

A number of other large investors also recently added to or reduced their stakes in the business. Sumitomo Mitsui Trust Group Inc. lifted its holdings in Strategy by 27.4% in the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 528,850 shares of the software maker’s stock worth $152,452,000 after purchasing an additional 113,752 shares in the last quarter. Rhumbline Advisers lifted its stake in Strategy by 35.5% in the 1st quarter. Rhumbline Advisers now owns 268,406 shares of the software maker’s stock worth $77,373,000 after purchasing an additional 70,359 shares in the last quarter. GAMMA Investing LLC lifted its stake in Strategy by 42,473.7% in the 1st quarter. GAMMA Investing LLC now owns 239,264 shares of the software maker’s stock worth $68,973,000 after purchasing an additional 238,702 shares in the last quarter. Correct Capital Wealth Management lifted its stake in Strategy by 12.4% in the 1st quarter. Correct Capital Wealth Management now owns 188,463 shares of the software maker’s stock worth $54,328,000 after purchasing an additional 20,790 shares in the last quarter. Finally, Siemens Fonds Invest GmbH lifted its stake in Strategy by 6,992.7% in the 4th quarter. Siemens Fonds Invest GmbH now owns 119,654 shares of the software maker’s stock worth $33,000 after purchasing an additional 117,967 shares in the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms recently commented on MSTR. TD Cowen decreased their target price on Strategy from $640.00 to $620.00 and set a “buy” rating on the stock in a research report on Tuesday, September 16th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Strategy in a report on Wednesday, August 13th. Mizuho upped their price objective on Strategy from $563.00 to $586.00 and gave the stock an “outperform” rating in a report on Monday, August 11th. Benchmark reaffirmed a “buy” rating on shares of Strategy in a research note on Wednesday, August 13th. Finally, BTIG Research upped their price target on shares of Strategy from $620.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, August 1st. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Strategy presently has a consensus rating of “Moderate Buy” and an average target price of $547.50.

Insider Buying and Selling

In other news, EVP Wei-Ming Shao sold 32,500 shares of the firm’s stock in a transaction that occurred on Wednesday, July 9th. The shares were sold at an average price of $401.47, for a total transaction of $13,047,775.00. Following the transaction, the executive vice president directly owned 12,726 shares of the company’s stock, valued at approximately $5,109,107.22. This trade represents a 71.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Peter L. Briger, Jr. bought 220,000 shares of Strategy stock in a transaction dated Tuesday, July 29th. The shares were bought at an average cost of $90.00 per share, for a total transaction of $19,800,000.00. Following the completion of the transaction, the director owned 220,000 shares of the company’s stock, valued at approximately $19,800,000. This trade represents a ∞ increase in their position. The disclosure for this purchase can be found here. Over the last ninety days, insiders have bought 265,474 shares of company stock worth $24,056,259 and have sold 152,150 shares worth $62,847,251. 8.46% of the stock is currently owned by corporate insiders.

Strategy Trading Down 1.4%

Shares of NASDAQ MSTR opened at $323.31 on Thursday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68. The business’s 50 day moving average price is $364.55 and its 200-day moving average price is $359.43. Strategy Inc has a fifty-two week low of $151.50 and a fifty-two week high of $543.00. The company has a market cap of $91.67 billion, a price-to-earnings ratio of 28.46 and a beta of 3.82.

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

About Strategy

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.