Strategy Inc $MSTR Holdings Boosted by Aberdeen Group plc

Aberdeen Group plc raised its position in shares of Strategy Inc (NASDAQ:MSTR) by 41.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 53,541 shares of the software maker’s stock after acquiring an additional 15,765 shares during the period. Aberdeen Group plc’s holdings in Strategy were worth $16,998,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Oxinas Partners Wealth Management LLC grew its holdings in shares of Strategy by 71.8% during the third quarter. Oxinas Partners Wealth Management LLC now owns 909 shares of the software maker’s stock valued at $293,000 after buying an additional 380 shares in the last quarter. Ameritas Advisory Services LLC boosted its position in Strategy by 688.6% during the 3rd quarter. Ameritas Advisory Services LLC now owns 4,408 shares of the software maker’s stock worth $1,420,000 after acquiring an additional 3,849 shares during the period. CENTRAL TRUST Co grew its stake in Strategy by 168.3% during the 3rd quarter. CENTRAL TRUST Co now owns 4,025 shares of the software maker’s stock valued at $1,297,000 after acquiring an additional 2,525 shares in the last quarter. Shariaportfolio Inc. increased its holdings in shares of Strategy by 18.1% in the 3rd quarter. Shariaportfolio Inc. now owns 106,492 shares of the software maker’s stock valued at $34,313,000 after purchasing an additional 16,354 shares during the period. Finally, Abich Financial Wealth Management LLC acquired a new position in shares of Strategy in the 3rd quarter valued at about $180,000. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Buying and Selling

In other news, Director Jane A. Dietze bought 1,100 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were purchased at an average price of $95.28 per share, for a total transaction of $104,808.00. Following the acquisition, the director directly owned 2,600 shares of the company’s stock, valued at $247,728. The trade was a 73.33% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Carl J. Rickertsen bought 5,000 shares of the business’s stock in a transaction on Monday, January 12th. The shares were purchased at an average cost of $155.88 per share, with a total value of $779,400.00. Following the transaction, the director owned 5,000 shares in the company, valued at approximately $779,400. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders bought 7,112 shares of company stock worth $984,888. Insiders own 8.46% of the company’s stock.

Strategy Price Performance

NASDAQ MSTR opened at $125.20 on Thursday. Strategy Inc has a fifty-two week low of $104.17 and a fifty-two week high of $457.22. The stock’s 50-day moving average is $153.86 and its two-hundred day moving average is $244.00. The firm has a market cap of $35.98 billion, a P/E ratio of -6.80 and a beta of 3.54. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 0.66.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) EPS for the quarter, missing analysts’ consensus estimates of $46.02 by ($88.95). Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The company had revenue of $122.99 million for the quarter, compared to analyst estimates of $117.42 million. During the same period in the prior year, the company posted ($3.03) EPS. The business’s revenue was up 1.9% on a year-over-year basis.

Analyst Ratings Changes

A number of research analysts recently commented on the stock. Canaccord Genuity Group set a $185.00 price objective on shares of Strategy and gave the company a “buy” rating in a research report on Wednesday, February 4th. HC Wainwright restated a “buy” rating on shares of Strategy in a report on Friday, February 6th. Cantor Fitzgerald began coverage on Strategy in a report on Tuesday, January 27th. They set an “overweight” rating for the company. Benchmark reissued a “buy” rating on shares of Strategy in a research report on Monday, December 1st. Finally, Citigroup dropped their target price on Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research report on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Strategy presently has a consensus rating of “Moderate Buy” and a consensus price target of $368.21.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Company added 2,486 BTC (~$168.4M), raising holdings to ~717,131 BTC — continued accumulation reinforces Strategy’s positioning as a large public Bitcoin proxy and shows management’s conviction to buy weakness. Article Title
• Positive Sentiment: Management messaging stresses balance-sheet resilience (says company could survive a very large BTC crash), which may calm some creditors and longer‑term holders worried about solvency risk. Article Title
• Neutral Sentiment: Latest BTC buys were funded via at‑the‑market issuances including common stock and sizable preferred-share sales (STRC/“Stretch”), a deliberate capital‑raising mix that changes the investor base but does not immediately alter the BTC position. Article Title
• Neutral Sentiment: Third‑party vehicles tied to MSTR (YieldMax MSTR option ETF) saw a NAV restatement and trading halt — this is noise around instruments referencing MSTR exposure and could temporarily affect demand dynamics for the stock. Article Title
• Negative Sentiment: Large mark‑to‑market losses remain a major overhang: Strategy’s disclosed average BTC cost (~$76k) is well above current prices, producing multi‑billion dollar unrealized losses and a reported Q4 net loss that weighs on equity valuation and investor confidence. Article Title
• Negative Sentiment: Funding via high‑yield perpetual preferreds (Stretch) increases fixed cash costs (variable dividends recently around double‑digit rates); that raises negative‑carry risk if BTC stalls or falls, and it complicates the capital stack — a key reason the stock is under pressure. Article Title
• Negative Sentiment: Analyst and media coverage flag valuation risks and dilution concerns; some pieces argue the recent BTC buys lowered Strategy’s average cost only slightly and warn the stock could fall further if investor appetite for equity/preferred issuance weakens. Article Title

Strategy Company Profile

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.