Sei Investments Co. Has $5.70 Million Stake in Strategy Inc $MSTR

Sei Investments Co. reduced its position in Strategy Inc (NASDAQ:MSTR) by 22.3% during the first quarter, Holdings Channel.com reports. The firm owned 45,664 shares of the software maker’s stock after selling 13,124 shares during the quarter. Sei Investments Co.’s holdings in Strategy were worth $5,697,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. McIlrath & Eck LLC increased its stake in Strategy by 3.8% during the 2nd quarter. McIlrath & Eck LLC now owns 1,246 shares of the software maker’s stock valued at $504,000 after purchasing an additional 46 shares in the last quarter. Banco Bilbao Vizcaya Argentaria S.A. lifted its stake in shares of Strategy by 0.6% in the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 9,533 shares of the software maker’s stock valued at $3,061,000 after buying an additional 53 shares in the last quarter. Binnacle Investments Inc grew its holdings in shares of Strategy by 492.9% during the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after buying an additional 69 shares during the last quarter. Patriot Investment Management Group Inc. increased its position in shares of Strategy by 0.5% during the fourth quarter. Patriot Investment Management Group Inc. now owns 14,538 shares of the software maker’s stock worth $2,209,000 after acquiring an additional 73 shares in the last quarter. Finally, KPP Advisory Services LLC raised its holdings in shares of Strategy by 0.5% in the 4th quarter. KPP Advisory Services LLC now owns 14,994 shares of the software maker’s stock worth $2,278,000 after acquiring an additional 79 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Trading Up 2.9%

Shares of Strategy stock opened at $97.65 on Wednesday. Strategy Inc has a 1 year low of $81.81 and a 1 year high of $414.36. The firm has a market cap of $34.22 billion, a PE ratio of -1.00 and a beta of 3.54. The stock has a fifty day moving average price of $107.79 and a 200-day moving average price of $133.71. The company has a debt-to-equity ratio of 0.22, a current ratio of 5.39 and a quick ratio of 6.05.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Friday, July 31st. The software maker reported ($24.45) earnings per share for the quarter, missing analysts’ consensus estimates of ($2.19) by ($22.26). The company had revenue of $122.37 million during the quarter, compared to analysts’ expectations of $122.90 million. Strategy had a negative return on equity of 74.18% and a negative net margin of 6,102.95%.Strategy’s quarterly revenue was up 6.9% compared to the same quarter last year. During the same period last year, the firm posted $32.52 earnings per share. Equities research analysts anticipate that Strategy Inc will post 57.47 EPS for the current year.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy sold 1,638 Bitcoin for approximately $104.7 million and raised another $290.6 million through common-stock sales. The proceeds helped fund preferred dividends, repurchase STRC shares, add $250 million to the U.S. dollar reserve and increase total reserves to roughly $4 billion. The larger cash cushion may improve balance-sheet flexibility and support STRC stability. Strategy sells 1,638 Bitcoin to fund dividends and STRC repurchases
• Positive Sentiment: STRC preferred shares recovered above $90, supported by the cash-reserve build and repurchases. Maintaining the preferred dividend and improving coverage could reduce funding pressure on Strategy’s capital structure. Strategy’s STRC retakes $90 after rebound
• Neutral Sentiment: CEO Phong Le said Strategy expects to outperform Bitcoin during the next bull market, while Michael Saylor described the company as the “JPMorgan of crypto.” The comments reinforce management’s long-term strategy but do not change near-term cash flows or Bitcoin exposure. Strategy CEO expects to outperform Bitcoin
• Negative Sentiment: The Bitcoin sale reduces Strategy’s holdings to 842,138 BTC and conflicts with its earlier “never sell” messaging, potentially weakening the stock’s appeal as a leveraged Bitcoin proxy. Bitcoin also remains under pressure amid geopolitical uncertainty. Bitcoin remains weak as Strategy sells Bitcoin
• Negative Sentiment: Analysts lowered price targets, including B. Riley’s reduction to $155 from $215 and Cantor Fitzgerald’s reduction to $186 from $212, although both firms retained positive ratings. Analyst price-target changes

Insider Activity at Strategy

In related news, CEO Phong Le bought 11,000 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average cost of $90.80 per share, for a total transaction of $998,800.00. Following the completion of the purchase, the chief executive officer directly owned 11,000 shares in the company, valued at $998,800. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Jeanine Montgomery sold 354 shares of the business’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total transaction of $43,839.36. Following the completion of the transaction, the chief accounting officer owned 11,209 shares in the company, valued at approximately $1,388,122.56. The trade was a 3.06% 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. In the last ninety days, insiders acquired 11,166 shares of company stock worth $1,014,265 and sold 181,422 shares worth $23,144,128. Company insiders own 6.49% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on MSTR shares. HC Wainwright set a $325.00 price target on shares of Strategy in a research report on Monday. B. Riley Financial lowered their price objective on Strategy from $215.00 to $155.00 and set a “buy” rating for the company in a research note on Monday. TD Cowen dropped their target price on Strategy from $400.00 to $260.00 and set a “buy” rating on the stock in a report on Tuesday, June 30th. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a report on Wednesday, June 24th. Finally, Benchmark reissued a “buy” rating and issued a $435.00 price target (down from $570.00) on shares of Strategy in a research report on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $242.81.

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.