Strategy Incorporated (NASDAQ:MSTR) Stock Holdings Lifted by Capital International Sarl

Capital International Sarl lifted its stake in shares of Strategy Incorporated (NASDAQ:MSTR) by 308.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,717 shares of the software maker’s stock after acquiring an additional 5,829 shares during the quarter. Capital International Sarl’s holdings in Strategy were worth $2,235,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Riverview Trust Co purchased a new position in Strategy in the 4th quarter worth about $25,000. IAG Wealth Partners LLC purchased a new position in shares of Strategy in the fourth quarter worth approximately $25,000. Quadrant Capital Group LLC lifted its position in shares of Strategy by 855.6% in the 4th quarter. Quadrant Capital Group LLC now owns 86 shares of the software maker’s stock valued at $25,000 after acquiring an additional 77 shares in the last quarter. Parkside Financial Bank & Trust grew its position in Strategy by 422.2% during the 4th quarter. Parkside Financial Bank & Trust now owns 94 shares of the software maker’s stock worth $27,000 after purchasing an additional 76 shares in the last quarter. Finally, Aspect Partners LLC acquired a new stake in Strategy during the 4th quarter valued at $28,000. 59.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Strategy news, Director Leslie J. Rechan sold 15,000 shares of the company’s stock in a transaction dated Tuesday, March 25th. The shares were sold at an average price of $335.90, for a total transaction of $5,038,500.00. Following the completion of the sale, the director now directly owns 4,970 shares in the company, valued at $1,669,423. This represents a 75.11 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Andrew Kang acquired 1,500 shares of the business’s stock in a transaction that occurred on Thursday, March 20th. The shares were acquired at an average cost of $85.00 per share, with a total value of $127,500.00. Following the transaction, the chief financial officer now directly owns 1,500 shares in the company, valued at $127,500. The trade was a ∞ increase in their position. The disclosure for this purchase can be found here. In the last three months, insiders bought 8,000 shares of company stock valued at $680,000 and sold 32,998 shares valued at $10,821,926. 9.16% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Cantor Fitzgerald lifted their price target on Strategy from $613.00 to $619.00 and gave the company an “overweight” rating in a report on Thursday, February 6th. Monness Crespi & Hardt downgraded Strategy from a “neutral” rating to a “sell” rating and set a $220.00 target price on the stock. in a report on Tuesday, April 1st. Compass Point raised shares of Strategy to a “strong-buy” rating in a research report on Wednesday, January 29th. Keefe, Bruyette & Woods began coverage on shares of Strategy in a research report on Friday, February 7th. They issued an “outperform” rating and a $560.00 target price for the company. Finally, Mizuho initiated coverage on shares of Strategy in a report on Wednesday, January 29th. They set an “outperform” rating and a $515.00 price target on the stock. One investment analyst has rated the stock with a sell rating, nine have issued a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and an average target price of $508.09.

Strategy Price Performance

NASDAQ MSTR opened at $317.20 on Friday. Strategy Incorporated has a fifty-two week low of $101.00 and a fifty-two week high of $543.00. The stock’s 50-day moving average is $294.28 and its two-hundred day moving average is $309.73. The firm has a market cap of $81.63 billion, a P/E ratio of -56.31 and a beta of 3.46. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.71 and a quick ratio of 0.65.

Strategy (NASDAQ:MSTR) last posted its earnings results on Wednesday, February 5th. The software maker reported ($3.20) earnings per share for the quarter, missing the consensus estimate of ($0.13) by ($3.07). Strategy had a negative return on equity of 19.01% and a negative net margin of 251.73%.

Strategy Company Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.