Greenleaf Trust Buys New Stake in Strategy Inc $MSTR

Greenleaf Trust bought a new position in shares of Strategy Inc (NASDAQ:MSTR) in the third quarter, Holdings Channel reports. The firm bought 4,388 shares of the software maker’s stock, valued at approximately $672,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Farther Finance Advisors LLC raised its position in shares of Strategy by 0.5% in the third quarter. Farther Finance Advisors LLC now owns 14,162 shares of the software maker’s stock valued at $2,168,000 after purchasing an additional 69 shares during the period. V Square Quantitative Management LLC boosted its holdings in shares of Strategy by 21.6% during the 3rd quarter. V Square Quantitative Management LLC now owns 524 shares of the software maker’s stock worth $80,000 after buying an additional 93 shares during the period. Sterling Capital Management LLC boosted its holdings in shares of Strategy by 8.1% during the 3rd quarter. Sterling Capital Management LLC now owns 1,315 shares of the software maker’s stock worth $201,000 after buying an additional 98 shares during the period. Rahlfs Capital LLC grew its stake in Strategy by 4.0% in the 3rd quarter. Rahlfs Capital LLC now owns 2,585 shares of the software maker’s stock valued at $396,000 after buying an additional 100 shares during the last quarter. Finally, Weaver Consulting Group grew its stake in Strategy by 3.4% in the 3rd quarter. Weaver Consulting Group now owns 3,211 shares of the software maker’s stock valued at $492,000 after buying an additional 106 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insiders Place Their Bets

In related news, Director Jarrod Patten sold 1,350 shares of the stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $156.16, for a total value of $210,816.00. Following the completion of the transaction, the director owned 28,406 shares of the company’s stock, valued at $4,435,880.96. This represents a 4.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold a total of 10,200 shares of company stock valued at $1,443,356 over the last quarter. Insiders own 5.40% of the company’s stock.

Analyst Ratings Changes

MSTR has been the topic of several recent analyst reports. Alliance Global Partners initiated coverage on shares of Strategy in a report on Tuesday, September 1st. They issued a “buy” rating and a $217.00 target price on the stock. HC Wainwright reaffirmed a “buy” rating and issued a $250.00 price target on shares of Strategy in a research report on Friday, October 30th. UBS Group reiterated a “buy” rating on shares of Strategy in a research note on Friday, July 31st. Mizuho set a $165.00 target price on Strategy in a research note on Monday, August 10th. Finally, Benchmark reaffirmed a “buy” rating and issued a $435.00 target price (down from $570.00) on shares of Strategy in a report on Monday, July 27th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $244.79.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy bought another 811 Bitcoin for about $65.5 million, reinforcing its Bitcoin treasury strategy. The purchase came even as U.S. spot Bitcoin ETFs saw substantial outflows, underscoring Strategy’s continued conviction but also its exposure to Bitcoin’s price swings. Article
• Positive Sentiment: Bitcoin’s post-election rally helped lift MSTR, while CEO Phong Le described the company’s large-scale stock sales as a way to fund a “Bitcoin capital cycle.” Article
• Positive Sentiment: Strategy’s STRC preferred shares reached $100 for the first time since May after the company shifted to daily dividend payments. The recovery may indicate stronger demand for this funding instrument. Article
• Neutral Sentiment: Strategy is reported to have raised about $21 billion through stock sales, becoming one of the largest U.S. equity issuers this year. The proceeds support Bitcoin purchases, but the scale highlights reliance on capital markets. Article
• Negative Sentiment: The company’s CFO is leaving, with longtime executive Reza Virasteh named as successor. The transition could add uncertainty, though the articles provide no indication of a change in Strategy’s Bitcoin policy. Article
• Negative Sentiment: Frequent equity issuance can dilute shareholders, while STRC’s high dividend commitment raises ongoing funding costs. Those risks may weigh on MSTR if Bitcoin weakens or investor demand for new securities fades. Article

Strategy Stock Performance

MSTR opened at $142.54 on Thursday. The stock has a market cap of $54.77 billion, a PE ratio of -2.34 and a beta of 3.60. The company has a current ratio of 4.04, a quick ratio of 5.39 and a debt-to-equity ratio of 0.10. Strategy Inc has a 1 year low of $81.81 and a 1 year high of $255.36. The stock’s 50 day simple moving average is $144.47 and its 200-day simple moving average is $133.94.

Strategy (NASDAQ:MSTR) last issued its earnings results on Thursday, October 29th. The software maker reported $44.75 EPS for the quarter, topping the consensus estimate of $20.19 by $24.56. The firm had revenue of $125.43 million during the quarter, compared to analysts’ expectations of $127.76 million. Strategy had a negative return on equity of 32.71% and a negative net margin of 2,760.33%. Strategy’s quarterly revenue was down 2.5% compared to the same quarter last year. During the same period last year, the business earned $8.42 earnings per share. Sell-side analysts forecast that Strategy Inc will post -21.41 EPS for the current year.

Strategy 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.