Yeomans Consulting Group Inc. Takes $579,000 Position in Strategy Inc $MSTR

Yeomans Consulting Group Inc. acquired a new position in shares of Strategy Inc (NASDAQ:MSTR) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 1,550 shares of the software maker’s stock, valued at approximately $579,000.

Other hedge funds have also bought and sold shares of the company. Sumitomo Mitsui Trust Group Inc. increased its position in Strategy by 27.4% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 528,850 shares of the software maker’s stock worth $152,452,000 after buying an additional 113,752 shares during the last quarter. Correct Capital Wealth Management boosted its stake in shares of Strategy by 12.4% during the 1st quarter. Correct Capital Wealth Management now owns 188,463 shares of the software maker’s stock worth $54,328,000 after acquiring an additional 20,790 shares during the period. Robeco Institutional Asset Management B.V. increased its holdings in shares of Strategy by 75.7% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 125,650 shares of the software maker’s stock worth $50,791,000 after acquiring an additional 54,144 shares during the last quarter. Public Employees Retirement System of Ohio raised its stake in Strategy by 26.7% in the 2nd quarter. Public Employees Retirement System of Ohio now owns 101,880 shares of the software maker’s stock valued at $41,183,000 after acquiring an additional 21,499 shares during the period. Finally, Mn Services Vermogensbeheer B.V. acquired a new stake in Strategy during the 2nd quarter valued at $37,391,000. 59.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Strategy

In other Strategy news, EVP Wei-Ming Shao sold 10,000 shares of the stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $355.79, for a total transaction of $3,557,900.00. Following the sale, the executive vice president directly owned 12,726 shares in the company, valued at $4,527,783.54. This represents a 44.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Andrew Kang sold 18,750 shares of the firm’s stock in a transaction dated Thursday, August 7th. The shares were sold at an average price of $395.00, for a total transaction of $7,406,250.00. Following the completion of the transaction, the chief financial officer directly owned 24,460 shares in the company, valued at approximately $9,661,700. This represents a 43.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have purchased 265,474 shares of company stock valued at $24,056,259 and have sold 152,150 shares valued at $62,847,251. 8.46% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

MSTR has been the topic of several research analyst reports. TD Cowen dropped their price objective on shares of Strategy from $640.00 to $620.00 and set a “buy” rating on the stock in a research report on Tuesday, September 16th. BTIG Research increased their price target on shares of Strategy from $620.00 to $700.00 and gave the company a “buy” rating in a report on Friday, August 1st. Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a report on Wednesday, August 13th. Wells Fargo & Company reiterated an “equal weight” rating and set a $54.00 target price (down previously from $65.00) on shares of Strategy in a research note on Tuesday. Finally, Monness Crespi & Hardt boosted their price target on Strategy from $175.00 to $200.00 and gave the company a “sell” rating in a research note on Tuesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $509.54.

Strategy Trading Up 4.1%

Shares of MSTR stock opened at $352.33 on Friday. The stock has a market cap of $99.90 billion, a P/E ratio of 31.01 and a beta of 3.83. Strategy Inc has a 1 year low of $157.82 and a 1 year high of $543.00. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.17. The stock has a 50 day simple moving average of $352.44 and a 200 day simple moving average of $361.72.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Thursday, July 31st. The software maker reported $32.60 earnings per share for the quarter, beating the consensus estimate of ($0.12) by $32.72. The firm had revenue of $114.49 million during the quarter, compared to analysts’ expectations of $112.68 million. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The company’s quarterly revenue was up 2.7% compared to the same quarter last year. During the same period in the previous year, the firm earned ($5.74) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy Company Profile

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.