Strategy Inc $MSTR Position Boosted by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. boosted its position in Strategy Inc (NASDAQ:MSTR) by 6.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 623,981 shares of the software maker’s stock after buying an additional 35,443 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.22% of Strategy worth $201,053,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of MSTR. RiverFront Investment Group LLC bought a new position in shares of Strategy during the 2nd quarter valued at about $3,561,000. J.W. Cole Advisors Inc. lifted its stake in Strategy by 25.3% during the second quarter. J.W. Cole Advisors Inc. now owns 10,262 shares of the software maker’s stock valued at $4,148,000 after purchasing an additional 2,069 shares during the last quarter. Resona Asset Management Co. Ltd. boosted its holdings in Strategy by 13.6% during the second quarter. Resona Asset Management Co. Ltd. now owns 77,914 shares of the software maker’s stock worth $31,298,000 after buying an additional 9,338 shares in the last quarter. Stevens Capital Management LP bought a new stake in Strategy during the second quarter worth approximately $35,967,000. Finally, Swiss National Bank grew its position in Strategy by 17.1% in the second quarter. Swiss National Bank now owns 749,300 shares of the software maker’s stock worth $302,890,000 after buying an additional 109,500 shares during the last quarter. Institutional investors own 59.84% of the company’s stock.

Insider Transactions at Strategy

In other Strategy news, Director Carl J. Rickertsen acquired 5,000 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The shares were purchased at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the transaction, the director owned 5,000 shares in the company, valued at $779,400. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Jarrod M. Patten bought 12,000 shares of Strategy stock in a transaction on Friday, October 17th. The stock was acquired at an average price of $96.88 per share, with a total value of $1,162,560.00. Following the completion of the purchase, the director directly owned 29,335 shares of the company’s stock, valued at approximately $2,841,974.80. The trade was a 69.22% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders purchased 29,892 shares of company stock valued at $3,201,819 and sold 13,177 shares valued at $2,843,166. Corporate insiders own 8.46% of the company’s stock.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy announced it bought 13,627 BTC (~$1.25B), bringing its treasury to roughly 687k BTC — a material increase in the company’s crypto exposure that typically boosts investor interest in MSTR whenever Bitcoin purchases occur. Strategy Buys 13,627 Bitcoin
• Positive Sentiment: An insider (director Carl J. Rickertsen) purchased 5,000 shares at ~$155.88, signaling confidence from management-level ownership and providing a supportive signal to investors. Insider Purchase Filing
• Positive Sentiment: Bitcoin’s recent rally (briefly above ~$92k amid macro headlines) lifts MSTR indirectly because the stock is highly correlated with BTC price — positive crypto momentum tends to lift demand for MSTR shares. Bitcoin Breaks $92K
• Neutral Sentiment: The company raised capital via a new equity issuance between Jan 5–11 to fund additional Bitcoin purchases — this enabled the BTC buy but also introduces factors (timing, pricing) investors should track. Equity Issuance to Expand BTC Holdings
• Neutral Sentiment: Analyst coverage remains mixed-to-positive (consensus around a “moderate buy” on average); some firms reaffirm buys despite price-target adjustments — useful context but not an immediate catalyst. Analyst Consensus
• Neutral Sentiment: Ownership structure: institutions hold ~46% and retail ~48% — that split can amplify moves (retail flows + institutional positioning) but is informational rather than directional by itself. Ownership Breakdown
• Negative Sentiment: Short interest was elevated at the end of December (≈34.7M shares, about 13.2% of float), reflecting substantial bearish positioning that can add selling pressure and volatility if sentiment turns negative. (Data reported Jan. 12.)
• Negative Sentiment: Equity issuance used to fund Bitcoin buys is dilutive over the long run; while it enables scaling BTC exposure, dilution and timing of buys vs. BTC price can weigh on per-share returns if Bitcoin reverses. Equity Issuance to Expand BTC Holdings

Analyst Ratings Changes

A number of equities research analysts have recently commented on MSTR shares. TD Cowen cut their price objective on Strategy from $620.00 to $535.00 and set a “buy” rating for the company in a research report on Friday, October 31st. Truist Financial set a $268.00 target price on Strategy in a report on Friday. Wells Fargo & Company reissued an “equal weight” rating and issued a $54.00 price target (down previously from $65.00) on shares of Strategy in a research note on Tuesday, September 30th. Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a report on Monday, November 10th. Finally, Sanford C. Bernstein set a $450.00 price objective on shares of Strategy and gave the stock an “outperform” rating in a research note on Monday, December 8th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Strategy has an average rating of “Moderate Buy” and a consensus price target of $452.81.

Strategy Stock Up 3.1%

MSTR stock opened at $162.23 on Tuesday. The company has a 50 day moving average of $181.58 and a two-hundred day moving average of $293.13. The company has a market cap of $46.62 billion, a price-to-earnings ratio of 7.55 and a beta of 3.42. Strategy Inc has a 12-month low of $149.75 and a 12-month high of $457.22. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.10) by $8.52. The business had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. Strategy’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same period in the prior year, the business posted ($1.56) earnings per share. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

About Strategy

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.