Strategy Inc $MSTR Shares Purchased by Citizens Financial Group Inc. RI

Citizens Financial Group Inc. RI boosted its stake in Strategy Inc (NASDAQ:MSTR) by 652.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,504 shares of the software maker’s stock after acquiring an additional 5,640 shares during the period. Citizens Financial Group Inc. RI’s holdings in Strategy were worth $2,096,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. SJS Investment Consulting Inc. lifted its holdings in shares of Strategy by 25.8% in the 2nd quarter. SJS Investment Consulting Inc. now owns 117 shares of the software maker’s stock valued at $47,000 after purchasing an additional 24 shares during the last quarter. Mutual Advisors LLC grew its stake in Strategy by 2.0% during the 2nd quarter. Mutual Advisors LLC now owns 1,350 shares of the software maker’s stock worth $548,000 after buying an additional 27 shares during the last quarter. Bernardo Wealth Planning LLC increased its position in Strategy by 3.9% during the second quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker’s stock worth $312,000 after buying an additional 29 shares during the period. Smith Anglin Financial LLC lifted its stake in Strategy by 1.2% in the second quarter. Smith Anglin Financial LLC now owns 2,537 shares of the software maker’s stock valued at $1,025,000 after buying an additional 30 shares during the last quarter. Finally, GPS Wealth Strategies Group LLC lifted its stake in Strategy by 2.7% in the second quarter. GPS Wealth Strategies Group LLC now owns 1,163 shares of the software maker’s stock valued at $470,000 after buying an additional 31 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Activity

In other news, Director Jarrod M. Patten acquired 12,000 shares of Strategy stock in a transaction that occurred on Friday, October 17th. The stock was purchased at an average price of $96.88 per share, for a total transaction of $1,162,560.00. Following the completion of the transaction, the director directly owned 29,335 shares in the company, valued at approximately $2,841,974.80. This trade represents a 69.22% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Wei-Ming Shao sold 5,334 shares of Strategy stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $226.36, for a total value of $1,207,404.24. Following the completion of the sale, the executive vice president directly owned 32,726 shares in the company, valued at $7,407,857.36. This represents a 14.01% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have acquired 29,892 shares of company stock valued at $3,201,819 and have sold 13,177 shares valued at $2,843,166. 8.46% of the stock is currently owned by company insiders.

Strategy Price Performance

Shares of NASDAQ MSTR opened at $172.99 on Wednesday. The stock has a fifty day moving average price of $180.10 and a 200 day moving average price of $291.65. Strategy Inc has a 1-year low of $149.75 and a 1-year high of $457.22. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.66 and a quick ratio of 0.66. The company has a market cap of $49.71 billion, a PE ratio of 8.05 and a beta of 3.42.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.10) by $8.52. The company had revenue of $128.69 million for the quarter, compared to analysts’ expectations of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. Strategy’s revenue was up 10.9% compared to the same quarter last year. During the same period in the previous year, the company posted ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy disclosed it bought 13,627 BTC (~$1.25B), increasing its treasury and directly tying MSTR’s outlook to Bitcoin price appreciation. Strategy Buys 13,627 Bitcoin
• Positive Sentiment: Insider buying — Director Carl J. Rickertsen bought 5,000 shares at ~$155.88 — provides a management-confidence signal that can support the share rally. Insider Purchase Filing
• Positive Sentiment: Broader crypto strength (Bitcoin trading above ~$90k recently) lifts MSTR via its high correlation to BTC; positive macro/crypto headlines act as a tailwind. Bitcoin Breaks $92K
• Neutral Sentiment: The Bitcoin acquisition was funded through an at-the-market equity program (Jan 5–11 raise) — this enabled the buy but investors should watch issuance timing and pricing for longer-term per-share effects. Equity Issuance to Expand BTC Holdings
• Neutral Sentiment: Analyst coverage remains broadly positive on a conviction basis (many Buy ratings) but with wide-ranging price targets — helpful context but not an immediate catalyst; watch any fresh revisions.
• Negative Sentiment: Short interest was elevated at the end of December (~34.7M shares, ~13.2% of float), which can amplify downside pressure or trigger volatility if sentiment reverses.
• Negative Sentiment: Equity issuance is dilutive over time; if Bitcoin retreats or purchases are mistimed relative to BTC peaks, per‑share returns could be hurt and put selling pressure on MSTR. Equity Issuance to Expand BTC Holdings

Wall Street Analyst Weigh In

MSTR has been the topic of a number of research reports. Truist Financial set a $268.00 target price on shares of Strategy in a research report on Friday. HC Wainwright reduced their price target on shares of Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Benchmark reissued a “buy” rating on shares of Strategy in a research report on Monday, December 1st. Wells Fargo & Company restated an “equal weight” rating and issued a $54.00 price objective (down from $65.00) on shares of Strategy in a research note on Tuesday, September 30th. Finally, Cowen reaffirmed a “buy” rating on shares of Strategy in a report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $452.81.

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.