SOA Wealth Advisors LLC. Has $33,000 Stake in Strategy Inc $MSTR

SOA Wealth Advisors LLC. trimmed its stake in Strategy Inc (NASDAQ:MSTR) by 36.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 81 shares of the software maker’s stock after selling 47 shares during the period. SOA Wealth Advisors LLC.’s holdings in Strategy were worth $33,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of MSTR. MCF Advisors LLC bought a new stake in Strategy during the second quarter valued at $35,000. Maseco LLP bought a new stake in Strategy during the second quarter valued at $36,000. First United Bank & Trust bought a new stake in Strategy during the first quarter valued at $29,000. SJS Investment Consulting Inc. boosted its position in Strategy by 25.8% during the second quarter. SJS Investment Consulting Inc. now owns 117 shares of the software maker’s stock valued at $47,000 after acquiring an additional 24 shares during the last quarter. Finally, V Square Quantitative Management LLC bought a new stake in Strategy during the second quarter valued at $51,000. 59.84% of the stock is currently owned by institutional investors and hedge funds.

Strategy Trading Down 0.2%

NASDAQ:MSTR opened at $351.63 on Friday. Strategy Inc has a one year low of $163.97 and a one year high of $543.00. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.68 and a quick ratio of 0.68. The company’s 50-day simple moving average is $351.36 and its 200 day simple moving average is $362.20. The firm has a market capitalization of $99.70 billion, a P/E ratio of 30.95 and a beta of 3.83.

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

Analyst Ratings Changes

A number of analysts have commented on MSTR shares. 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 report on Friday, August 1st. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research report on Saturday, September 27th. Cowen reissued a “buy” rating on shares of Strategy in a research report on Wednesday, August 13th. Mizuho increased their price objective on shares of Strategy from $563.00 to $586.00 and gave the stock an “outperform” rating in a research report on Monday, August 11th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Strategy in a research report on Wednesday, August 13th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $509.54.

Insider Transactions at Strategy

In related news, Director Peter L. Briger, Jr. acquired 220,000 shares of the firm’s stock in a transaction dated Tuesday, July 29th. The stock was purchased at an average cost of $90.00 per share, with a total value of $19,800,000.00. Following the completion of the acquisition, the director directly owned 220,000 shares of the company’s stock, valued at approximately $19,800,000. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Wei-Ming Shao sold 32,500 shares of the company’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 sale, the executive vice president directly owned 12,726 shares of the company’s stock, valued at approximately $5,109,107.22. This represents a 71.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, 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. Corporate insiders own 8.46% of the company’s stock.

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.