Koshinski Asset Management Inc. Raises Position in Strategy Inc $MSTR

Koshinski Asset Management Inc. increased its holdings in Strategy Inc (NASDAQ:MSTR) by 16.3% during the second quarter, Holdings Channel.com reports. The firm owned 1,748 shares of the software maker’s stock after acquiring an additional 245 shares during the quarter. Koshinski Asset Management Inc.’s holdings in Strategy were worth $707,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. MCF Advisors LLC purchased a new position in Strategy in the 2nd quarter worth $35,000. Maseco LLP purchased a new position in shares of Strategy in the second quarter valued at about $36,000. SJS Investment Consulting Inc. increased its position in shares of Strategy by 25.8% in 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 period. E Fund Management Hong Kong Co. Ltd. increased its position in shares of Strategy by 57.3% in the second quarter. E Fund Management Hong Kong Co. Ltd. now owns 118 shares of the software maker’s stock valued at $48,000 after acquiring an additional 43 shares during the period. Finally, V Square Quantitative Management LLC purchased a new position in shares of Strategy in the second quarter valued at about $51,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Insider Buying and Selling at Strategy

In other Strategy news, CFO Andrew Kang sold 18,750 shares of Strategy stock in a transaction that occurred on Thursday, August 7th. The stock was sold at an average price of $395.00, for a total transaction of $7,406,250.00. Following the sale, the chief financial officer directly owned 24,460 shares of the company’s stock, valued at approximately $9,661,700. The trade was a 43.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Gregg Winiarski bought 10,000 shares of the stock in a transaction dated Friday, August 8th. The shares were acquired at an average price of $97.65 per share, with a total value of $976,500.00. Following the completion of the acquisition, the director directly owned 10,000 shares of the company’s stock, valued at approximately $976,500. The trade was a ∞ increase in their position. The disclosure for this purchase can be found here. In the last 90 days, insiders purchased 265,474 shares of company stock worth $24,056,259 and sold 65,000 shares worth $24,099,750. Insiders own 8.46% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a research report on Wednesday, October 8th. Canaccord Genuity Group restated a “buy” rating and issued a $464.00 price objective on shares of Strategy in a research report on Tuesday, August 26th. Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a research report on Wednesday, August 13th. China Renaissance assumed coverage on shares of Strategy in a research report on Wednesday, October 15th. They issued a “buy” rating and a $473.00 price objective on the stock. Finally, TD Cowen decreased 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. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Strategy presently has a consensus rating of “Moderate Buy” and a consensus target price of $506.93.

Strategy Stock Performance

Strategy stock opened at $289.87 on Monday. The stock’s 50 day simple moving average is $335.82 and its two-hundred day simple moving average is $363.14. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68. The stock has a market cap of $82.19 billion, a price-to-earnings ratio of 25.52 and a beta of 3.83. Strategy Inc has a fifty-two week low of $197.10 and a fifty-two week high of $543.00.

Strategy (NASDAQ:MSTR) last posted 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 business had revenue of $114.49 million for 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 business’s revenue was up 2.7% on a year-over-year basis. During the same period in the previous year, the firm posted ($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.