Railway Pension Investments Ltd Sells 118,657 Shares of CrowdStrike $CRWD

Railway Pension Investments Ltd lessened its holdings in CrowdStrike (NASDAQ:CRWD) by 98.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,198 shares of the company’s stock after selling 118,657 shares during the period. Railway Pension Investments Ltd’s holdings in CrowdStrike were worth $1,078,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Laurel Wealth Advisors LLC boosted its holdings in shares of CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after buying an additional 4,285,640 shares during the period. Norges Bank acquired a new stake in CrowdStrike during the second quarter worth approximately $1,638,365,000. Vestor Capital LLC lifted its position in CrowdStrike by 269,840.3% during the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after acquiring an additional 976,822 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of CrowdStrike by 52.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock worth $977,149,000 after acquiring an additional 955,529 shares during the period. Finally, Vanguard Group Inc. grew its position in shares of CrowdStrike by 2.6% in the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after purchasing an additional 596,007 shares during the last quarter. 71.16% of the stock is owned by institutional investors.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the transaction, the chief financial officer owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the sale, the president owned 342,655 shares in the company, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 98,395 shares of company stock worth $49,645,217 over the last quarter. 3.32% of the stock is currently owned by company insiders.

CrowdStrike Price Performance

Shares of NASDAQ:CRWD opened at $453.58 on Monday. The firm has a 50 day moving average of $509.99 and a 200-day moving average of $482.24. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $114.35 billion, a PE ratio of -359.98, a PEG ratio of 109.10 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period last year, the firm posted $0.93 earnings per share. The firm’s quarterly revenue was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, equities research analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

CRWD has been the subject of several research reports. KeyCorp lifted their price target on CrowdStrike from $510.00 to $570.00 and gave the stock an “overweight” rating in a report on Monday, December 1st. Bank of America lifted their target price on CrowdStrike from $470.00 to $535.00 and gave the stock a “neutral” rating in a report on Monday, October 20th. Oppenheimer boosted their target price on shares of CrowdStrike from $560.00 to $580.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $590.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Needham & Company LLC lifted their price objective on shares of CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, CrowdStrike presently has a consensus rating of “Moderate Buy” and an average price target of $555.10.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analysts and sector pieces continue to flag CrowdStrike as a top cybersecurity pick due to its cloud-native Falcon platform and the convergence of identity and endpoint security, supporting medium-term demand for CRWD. 3 Top Cybersecurity Stocks to Buy in January
• Positive Sentiment: Industry outlook pieces highlight identity+endpoint convergence as a tailwind for market leaders like CrowdStrike, suggesting structural demand that could support revenues and ARR over 2026. 3 Cybersecurity Stocks to Watch in 2026 as Identity and Endpoint Converge (CRWD)
• Neutral Sentiment: MarketBeat notes CrowdStrike remains “best‑in‑breed” with strong ARR and margin improvement, but flags that decelerating growth vs. a ~30x sales multiple makes CRWD a tougher trade into 2026 — supportive fundamentals but narrower margin for error. CrowdStrike Is Still Best-in-Breed—But 2026 May Be a Tough Trade
• Negative Sentiment: Recent reports of insider selling — including a CAO sale of roughly $398k and broader insider offloads highlighted by media — are spooking investors and can amplify downward pressure, especially given the premium valuation. CrowdStrike (NASDAQ:CRWD) CAO Sells $398,629.88 in Stock
• Negative Sentiment: Short-form market stories and commentaries point to a pullback (and a modest intraday decline) driven by valuation concerns, decelerating growth expectations, and tactical traders trimming exposure — factors likely driving today’s downside. CrowdStrike (NASDAQ:CRWD) Stock Price Down 1.4% – Here’s Why
• Negative Sentiment: Barchart coverage on insider offloads underscores investor unease; even if fundamentals remain healthy, persistent insider selling and a shift toward lower-multiple, cash-generating names could keep selling pressure on CRWD. CrowdStrike Insiders Are Offloading CRWD Stock. Should You?

About CrowdStrike

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.