468 Shares in CrowdStrike $CRWD Bought by Welch Group LLC

Welch Group LLC acquired a new position in shares of CrowdStrike (NASDAQ:CRWD) in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 468 shares of the company’s stock, valued at approximately $238,000.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Patron Partners LLC boosted its position in shares of CrowdStrike by 2.1% during the 2nd quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock worth $548,000 after acquiring an additional 22 shares in the last quarter. Real Talk Capital LLC boosted its position in shares of CrowdStrike by 0.9% during the 1st quarter. Real Talk Capital LLC now owns 2,732 shares of the company’s stock worth $963,000 after acquiring an additional 24 shares in the last quarter. Tradewinds Capital Management LLC boosted its position in shares of CrowdStrike by 20.8% during the 1st quarter. Tradewinds Capital Management LLC now owns 145 shares of the company’s stock worth $51,000 after acquiring an additional 25 shares in the last quarter. Close Asset Management Ltd boosted its position in shares of CrowdStrike by 23.8% during the 1st quarter. Close Asset Management Ltd now owns 130 shares of the company’s stock worth $46,000 after acquiring an additional 25 shares in the last quarter. Finally, Ramirez Asset Management Inc. boosted its position in shares of CrowdStrike by 5.9% during the 1st quarter. Ramirez Asset Management Inc. now owns 450 shares of the company’s stock worth $159,000 after acquiring an additional 25 shares in the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Weiss Ratings reaffirmed a “sell (d)” rating on shares of CrowdStrike in a research report on Wednesday, October 8th. KeyCorp upped their target price on CrowdStrike from $495.00 to $510.00 and gave the company an “overweight” rating in a research report on Thursday, September 18th. Wedbush reissued a “buy” rating on shares of CrowdStrike in a research report on Thursday, August 28th. Scotiabank raised CrowdStrike from a “sector perform” rating to a “sector outperform” rating and upped their target price for the company from $440.00 to $600.00 in a research report on Thursday, September 25th. Finally, Royal Bank Of Canada upped their target price on CrowdStrike from $510.00 to $540.00 and gave the company an “outperform” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $494.02.

Insider Activity at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 17,830 shares of the stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $494.53, for a total transaction of $8,817,469.90. Following the completion of the sale, the chief executive officer directly owned 2,115,057 shares of the company’s stock, valued at approximately $1,045,959,138.21. This trade represents a 0.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Michael Sentonas sold 10,000 shares of the stock in a transaction that occurred on Friday, October 10th. The stock was sold at an average price of $515.00, for a total value of $5,150,000.00. Following the transaction, the president directly owned 354,116 shares of the company’s stock, valued at approximately $182,369,740. This trade represents a 2.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 155,743 shares of company stock worth $74,348,319 in the last ninety days. Company insiders own 3.32% of the company’s stock.

CrowdStrike Stock Up 3.0%

CrowdStrike stock opened at $508.61 on Tuesday. CrowdStrike has a twelve month low of $294.68 and a twelve month high of $517.98. The stock has a 50 day moving average of $451.12 and a two-hundred day moving average of $446.01. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. The stock has a market capitalization of $127.64 billion, a price-to-earnings ratio of -427.40, a PEG ratio of 116.01 and a beta of 1.19.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.83 by $0.10. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.15 billion. During the same period last year, the firm earned $1.04 EPS. The firm’s revenue for the quarter was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. As a group, research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

About CrowdStrike

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.