CrowdStrike $CRWD Shares Acquired by BNC Wealth Management LLC

BNC Wealth Management LLC raised its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 3.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,208 shares of the company’s stock after acquiring an additional 348 shares during the quarter. CrowdStrike makes up 1.5% of BNC Wealth Management LLC’s investment portfolio, making the stock its 20th biggest holding. BNC Wealth Management LLC’s holdings in CrowdStrike were worth $5,199,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of CrowdStrike by 4.1% during the 1st quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock worth $8,051,011,000 after acquiring an additional 908,554 shares in the last quarter. Jennison Associates LLC boosted its position in shares of CrowdStrike by 21.1% during the 1st quarter. Jennison Associates LLC now owns 6,565,275 shares of the company’s stock worth $2,314,785,000 after acquiring an additional 1,144,295 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of CrowdStrike by 52.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock worth $977,149,000 after acquiring an additional 955,529 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of CrowdStrike by 39.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock worth $939,747,000 after acquiring an additional 760,222 shares in the last quarter. Finally, Invesco Ltd. boosted its position in shares of CrowdStrike by 16.4% during the 1st quarter. Invesco Ltd. now owns 2,506,418 shares of the company’s stock worth $883,713,000 after acquiring an additional 352,473 shares in the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

Insider Activity at CrowdStrike

In other news, Director Roxanne S. Austin sold 9,447 shares of the firm’s stock in a transaction on Tuesday, July 1st. The stock was sold at an average price of $512.65, for a total transaction of $4,843,004.55. Following the sale, the director owned 18,858 shares in the company, valued at $9,667,553.70. This trade represents a 33.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Burt W. Podbere sold 11,883 shares of the firm’s stock in a transaction on Tuesday, August 5th. The stock was sold at an average price of $455.47, for a total value of $5,412,350.01. Following the sale, the chief financial officer owned 231,130 shares in the company, valued at $105,272,781.10. This trade represents a 4.89% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 84,973 shares of company stock valued at $39,121,937 in the last ninety days. 3.32% of the stock is owned by insiders.

CrowdStrike Price Performance

CrowdStrike stock opened at $484.10 on Wednesday. CrowdStrike has a 52 week low of $272.67 and a 52 week high of $517.98. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20. The firm’s 50-day simple moving average is $443.50 and its 200 day simple moving average is $432.22. The firm has a market capitalization of $121.49 billion, a PE ratio of -406.80, a P/E/G ratio of 115.88 and a beta of 1.12.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, topping the consensus estimate of $0.83 by $0.10. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The business’s revenue for the quarter was up 21.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.04 EPS. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. On average, equities research analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Analysts Set New Price Targets

CRWD has been the subject of a number of research analyst reports. Wells Fargo & Company upped their target price on CrowdStrike from $430.00 to $550.00 and gave the company an “overweight” rating in a research report on Monday, June 2nd. Needham & Company LLC upped their target price on CrowdStrike from $475.00 to $535.00 and gave the company a “buy” rating in a research report on Thursday, September 18th. Citigroup reissued an “outperform” rating on shares of CrowdStrike in a research report on Tuesday. Scotiabank decreased their target price on CrowdStrike from $480.00 to $440.00 and set a “sector perform” rating for the company in a research report on Thursday, August 28th. Finally, Guggenheim reissued a “neutral” rating on shares of CrowdStrike in a research report on Thursday, September 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and twenty have given a Hold rating to the company’s stock. Based on data from MarketBeat, CrowdStrike currently has a consensus rating of “Moderate Buy” and a consensus target price of $477.21.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.