Strategy Inc $MSTR Shares Acquired by Capital International Investors

Capital International Investors raised its stake in shares of Strategy Inc (NASDAQ:MSTR) by 37.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 20,614,868 shares of the software maker’s stock after buying an additional 5,600,573 shares during the quarter. Capital International Investors owned about 0.07% of Strategy worth $3,132,460,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. Rhumbline Advisers lifted its stake in shares of Strategy by 16.1% during the 3rd quarter. Rhumbline Advisers now owns 313,565 shares of the software maker’s stock worth $101,034,000 after purchasing an additional 43,509 shares during the period. Schroder Investment Management Group raised its position in shares of Strategy by 21.0% in the 3rd quarter. Schroder Investment Management Group now owns 118,478 shares of the software maker’s stock worth $38,175,000 after buying an additional 20,536 shares during the period. Van ECK Associates Corp raised its position in shares of Strategy by 46.1% in the 3rd quarter. Van ECK Associates Corp now owns 204,506 shares of the software maker’s stock worth $65,894,000 after buying an additional 64,482 shares during the period. Daviman Financial LLC purchased a new position in shares of Strategy in the 4th quarter worth $1,013,000. Finally, Harvest Portfolios Group Inc. raised its position in shares of Strategy by 119.0% in the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock worth $499,593,000 after buying an additional 842,480 shares during the period. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Stock Down 6.9%

Shares of Strategy stock opened at $120.44 on Friday. The business has a 50-day moving average of $153.65 and a 200-day moving average of $154.35. The company has a debt-to-equity ratio of 0.22, a current ratio of 6.05 and a quick ratio of 6.05. The company has a market capitalization of $42.21 billion, a PE ratio of -3.00 and a beta of 3.49. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). The firm had revenue of $124.30 million during the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The firm’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter last year, the business posted ($16.49) earnings per share. As a group, equities analysts forecast that Strategy Inc will post 116.7 EPS for the current fiscal year.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Some commentary noted that Strategy still has a large liquidity cushion, with reports citing about $2.25 billion in reserves and lower leverage, which could help support long-term balance-sheet stability. MSTR’s Liquidity Position Improves: Is Long-Term Stability Growing?
• Positive Sentiment: Michael Saylor argued Bitcoin is undergoing a “disciplined expansion” and that institutional adoption through banks, credit, and capital markets could still support long-term demand for the asset. Saylor says Bitcoin needs ‘disciplined expansion’ as analysts weigh demand reset
• Neutral Sentiment: Strategy’s founder Michael Saylor also tried to frame the Bitcoin weakness as capital rotating into AI and other assets, suggesting the selloff may be more about market allocation than a fundamental break in Strategy’s business model. Strategy’s Michael Saylor Blames ‘Capital Rotation’ Into AI as Bitcoin Dives 13%
• Neutral Sentiment: Several reports said the company’s small Bitcoin sale was mainly used to fund preferred stock dividends, but it still sparked concern that Strategy may need to keep adjusting its funding approach if crypto weakness persists. Crypto Biz: Nobody told Saylor ‘never sell’
• Negative Sentiment: Bitcoin’s drop below key support levels is pressuring all BTC-linked stocks, and Strategy was cited as one of the biggest losers as investors reassess the risks of its leveraged Bitcoin exposure. Crypto mutiny on Strategy: Shorts target ‘MSTR’ in bitcoin bloodbath
• Negative Sentiment: Analysts and market commentators warned that Strategy’s first Bitcoin sale in years may signal tighter liquidity, reduced buying capacity, and possible further downside if Bitcoin keeps falling. Why Strategy (Formerly MicroStrategy) Stock Collapsed This Week

Insider Buying and Selling

In related news, CEO Phong Le sold 93,738 shares of Strategy stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $118.73, for a total value of $11,129,512.74. Following the completion of the transaction, the chief executive officer directly owned 119,925 shares in the company, valued at approximately $14,238,695.25. This trade represents a 43.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of Strategy stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $154.94, for a total value of $2,331,847.00. Following the completion of the transaction, the director owned 28,000 shares of the company’s stock, valued at $4,338,320. This trade represents a 34.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 190,649 shares of company stock worth $24,968,729. Corporate insiders own 6.49% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on MSTR shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a research report on Friday, March 27th. Mizuho cut their target price on Strategy from $320.00 to $265.00 and set an “outperform” rating on the stock in a research report on Monday, June 1st. Wall Street Zen lowered Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. Canaccord Genuity Group set a $163.00 price objective on Strategy and gave the company a “buy” rating in a research report on Wednesday. Finally, TD Cowen raised their price objective on Strategy from $395.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, May 19th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $313.93.

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.