Principal Financial Group Inc. Has $1.92 Million Stock Position in Strategy Inc $MSTR

Principal Financial Group Inc. cut its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 84.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,970 shares of the software maker’s stock after selling 32,957 shares during the quarter. Principal Financial Group Inc.’s holdings in Strategy were worth $1,924,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Strategy during the third quarter worth approximately $32,000. Quent Capital LLC purchased a new stake in Strategy in the 3rd quarter worth approximately $33,000. Binnacle Investments Inc boosted its stake in shares of Strategy by 492.9% during the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after buying an additional 69 shares during the period. SOA Wealth Advisors LLC. grew its holdings in shares of Strategy by 44.4% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after acquiring an additional 36 shares in the last quarter. Finally, Salomon & Ludwin LLC acquired a new position in shares of Strategy in the third quarter worth $39,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Strategy Stock Performance

Shares of NASDAQ MSTR opened at $128.67 on Wednesday. The business’s 50-day simple moving average is $155.05 and its 200-day simple moving average is $244.84. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.66 and a current ratio of 5.62. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22. The firm has a market cap of $36.97 billion, a price-to-earnings ratio of -6.99 and a beta of 3.54.

Strategy (NASDAQ:MSTR) last announced its earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $46.02 by ($88.95). Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The company had revenue of $122.99 million for the quarter, compared to the consensus estimate of $117.42 million. During the same period in the previous year, the company earned ($3.03) EPS. The firm’s revenue for the quarter was up 1.9% compared to the same quarter last year.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Company continued to accumulate Bitcoin — Strategy bought 2,486 BTC (bringing its public holdings to ~717,131 BTC), a signal of management conviction that supports the long-term “bitcoin-treasury” thesis. Cointelegraph: Top crypto treasury companies add to BTC
• Positive Sentiment: Management says the firm can survive a deep BTC crash (down to $8k) and plans to equitize ~$6B of convertible debt over 3–6 years — steps intended to reduce leverage and provide runway. CoinDesk: Strategy says it can survive even if bitcoin drops to $8,000
• Neutral Sentiment: Financing mix is shifting: recent buys were funded via at‑the‑market sales of preferred shares and common stock; management argues preferreds protect common from dilution but this changes the capital structure. Cointelegraph: Funding details
• Negative Sentiment: Large mark‑to‑market losses and negative quarterly results are a major overhang — Strategy reported huge Q4 crypto losses and its BTC position is trading well below the company’s average purchase price, magnifying unrealized impairment and investor fear. Bitcoin.com: Strategy’s BTC stash underwater
• Negative Sentiment: Preferred issuance carries high cash costs (Stretch preferred yields were raised to attract buyers) and increases long‑term funding costs — if BTC stalls or falls, negative carry and complex capital stack could erode equity value. QuiverQuant: Preferreds funding Bitcoin buys
• Negative Sentiment: Market reaction: common shares face pressure from dilution and NAV/premium compression — investors are trading the stock more like a leveraged BTC proxy than a software business, raising downside sensitivity to Bitcoin and funding risk. Benzinga: Strategy buys but MSTR falls

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Citigroup reduced their price objective on Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a research report on Monday, December 22nd. Cantor Fitzgerald assumed coverage on Strategy in a research note on Tuesday, January 27th. They set an “overweight” rating for the company. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research note on Monday, December 29th. TD Cowen restated a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Finally, Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a research note on Monday, November 10th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Strategy presently has a consensus rating of “Moderate Buy” and an average price target of $368.21.

Insider Buying and Selling at Strategy

In other Strategy news, Director Jane A. Dietze purchased 1,000 shares of the stock in a transaction dated Tuesday, January 20th. The shares were bought at an average cost of $99.48 per share, with a total value of $99,480.00. Following the completion of the transaction, the director owned 3,600 shares in the company, valued at $358,128. This trade represents a 38.46% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Carl J. Rickertsen acquired 5,000 shares of the company’s stock in a transaction dated Monday, January 12th. The stock was acquired at an average price of $155.88 per share, for a total transaction of $779,400.00. Following the completion of the purchase, the director directly owned 5,000 shares of the company’s stock, valued at $779,400. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have purchased 7,112 shares of company stock valued at $984,888. 8.46% of the stock is owned by insiders.

About Strategy

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.