6,057 Shares in Strategy Inc $MSTR Acquired by Turner Financial Group Inc.

Turner Financial Group Inc. bought a new stake in Strategy Inc (NASDAQ:MSTRFree Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 6,057 shares of the software maker’s stock, valued at approximately $527,000.

A number of other institutional investors also recently added to or reduced their stakes in MSTR. Binnacle Investments Inc grew its holdings in Strategy by 492.9% during the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after acquiring an additional 69 shares in the last quarter. Wealth Watch Advisors INC purchased a new stake in shares of Strategy in the 3rd quarter valued at approximately $44,000. Fideuram Asset Management Ireland dac acquired a new stake in shares of Strategy in the 4th quarter valued at $25,000. Dogwood Wealth Management LLC lifted its position in shares of Strategy by 280.0% during the 4th quarter. Dogwood Wealth Management LLC now owns 190 shares of the software maker’s stock worth $29,000 after purchasing an additional 140 shares during the last quarter. Finally, Darwin Wealth Management LLC purchased a new stake in shares of Strategy during the 2nd quarter worth $77,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Wall Street Analysts Forecast Growth

MSTR has been the subject of a number of analyst reports. Alliance Global Partners began coverage on shares of Strategy in a research note on Tuesday. They set a “buy” rating and a $217.00 target price for the company. Weiss Ratings downgraded Strategy from a “hold (c)” rating to a “sell (d)” rating in a report on Tuesday, August 4th. Credit Suisse Group set a $250.00 price target on Strategy in a report on Tuesday, June 30th. Cantor Fitzgerald lowered their price objective on Strategy from $212.00 to $186.00 and set an “overweight” rating for the company in a research report on Monday, August 3rd. Finally, Mizuho set a $165.00 price objective on Strategy in a report on Monday, August 10th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, two have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $236.41.

Get Our Latest Analysis on MSTR

Insiders Place Their Bets

In other news, CEO Phong Le bought 11,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average cost of $90.80 per share, with a total value of $998,800.00. Following the transaction, the chief executive officer directly owned 11,000 shares in the company, valued at $998,800. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Andrew Kang sold 1,949 shares of the company’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total value of $241,364.16. Following the completion of the sale, the chief financial officer directly owned 71,044 shares of the company’s stock, valued at approximately $8,798,088.96. This trade represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 21,775 shares of company stock valued at $2,584,857. 6.49% of the stock is currently owned by insiders.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

  • Positive Sentiment: Strategy resumed Bitcoin purchases. The company acquired 4,603 Bitcoin for approximately $370 million, bringing total holdings to 845,050 coins. The purchases reinforce its Bitcoin-focused treasury strategy and could benefit shareholders if Bitcoin continues rising. Strategy Buys $370M in Bitcoin
  • Positive Sentiment: Analyst sentiment improved. B. Riley raised its price target from $155 to $175 and maintained a Buy rating, while Alliance Global Partners upgraded Strategy to Strong Buy. These actions signal continued confidence in the company’s Bitcoin exposure and capital-markets strategy.
  • Positive Sentiment: Strategy is expanding its AI profile. The company and Google Cloud announced a seven-city executive forum focused on enterprise AI, trusted data and governance. The initiative may help demonstrate that Strategy remains more than a Bitcoin-holding vehicle. Why Are Strategy Shares Surging on Thursday?
  • Neutral Sentiment: Crypto-treasury stocks remain highly volatile. Strategy initially outperformed after Bitcoin’s rally and its latest purchase, but it has held up better than some peers as investors reassess whether the broader crypto-treasury trade can continue. Is the Crypto Treasury Trade Unwinding?
  • Negative Sentiment: Profit-taking and Bitcoin weakness pressured the shares. After Strategy surged roughly 18% in the prior session, traders locked in gains as Bitcoin pulled back. The stock’s leverage to Bitcoin magnifies both rallies and declines, making near-term performance particularly dependent on crypto momentum. What’s Going On With Strategy Stock on Friday?

Strategy Trading Down 1.4%

Shares of Strategy stock opened at $142.80 on Friday. The company has a current ratio of 5.39, a quick ratio of 5.39 and a debt-to-equity ratio of 0.22. The company has a fifty day simple moving average of $103.87 and a 200-day simple moving average of $128.35. The stock has a market cap of $54.87 billion, a price-to-earnings ratio of -1.47 and a beta of 3.59. Strategy Inc has a 12-month low of $81.81 and a 12-month high of $365.21.

Strategy (NASDAQ:MSTRGet Free Report) last announced its quarterly earnings results on Friday, July 31st. The software maker reported ($24.45) EPS for the quarter, missing the consensus estimate of ($2.19) by ($22.26). Strategy had a negative return on equity of 74.18% and a negative net margin of 6,102.95%.The company had revenue of $122.37 million for the quarter, compared to analyst estimates of $122.90 million. During the same quarter in the prior year, the business earned $32.52 earnings per share. Strategy’s revenue was up 6.9% compared to the same quarter last year. On average, equities analysts forecast that Strategy Inc will post -23.76 EPS for the current fiscal year.

Strategy Profile

(Free Report)

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.

Featured Articles

Want to see what other hedge funds are holding MSTR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Strategy Inc (NASDAQ:MSTRFree Report).

Institutional Ownership by Quarter for Strategy (NASDAQ:MSTR)

Receive News & Ratings for Strategy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Strategy and related companies with MarketBeat.com's FREE daily email newsletter.