IVC Wealth Advisors LLC Increases Holdings in CrowdStrike $CRWD

IVC Wealth Advisors LLC lifted its position in shares of CrowdStrike (NASDAQ:CRWD) by 3.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,467 shares of the company’s stock after acquiring an additional 44 shares during the quarter. IVC Wealth Advisors LLC’s holdings in CrowdStrike were worth $747,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in CRWD. Brighton Jones LLC grew its stake in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after acquiring an additional 2,417 shares during the period. Merit Financial Group LLC grew its stake in shares of CrowdStrike by 30.2% during the 1st quarter. Merit Financial Group LLC now owns 4,390 shares of the company’s stock worth $1,548,000 after acquiring an additional 1,019 shares during the period. Thurston Springer Miller Herd & Titak Inc. grew its stake in shares of CrowdStrike by 8.9% during the 1st quarter. Thurston Springer Miller Herd & Titak Inc. now owns 539 shares of the company’s stock worth $190,000 after acquiring an additional 44 shares during the period. Signal Advisors Wealth LLC grew its stake in shares of CrowdStrike by 14.0% during the 1st quarter. Signal Advisors Wealth LLC now owns 2,465 shares of the company’s stock worth $869,000 after acquiring an additional 302 shares during the period. Finally, Magnus Financial Group LLC grew its stake in shares of CrowdStrike by 164.5% during the 1st quarter. Magnus Financial Group LLC now owns 1,865 shares of the company’s stock worth $658,000 after acquiring an additional 1,160 shares during the period. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Performance

Shares of NASDAQ CRWD opened at $489.88 on Friday. The stock has a market cap of $122.94 billion, a price-to-earnings ratio of -411.66, a P/E/G ratio of 115.12 and a beta of 1.19. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. CrowdStrike has a 1-year low of $283.80 and a 1-year high of $517.98. The stock’s 50-day moving average is $446.22 and its 200 day moving average is $440.01.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.83 by $0.10. The company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.15 billion. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.CrowdStrike’s revenue for the quarter was up 21.4% compared to the same quarter last year. During the same period last year, the firm posted $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, sell-side analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

CRWD has been the subject of several research reports. Westpark Capital reiterated a “hold” rating on shares of CrowdStrike in a research note on Thursday, August 28th. Daiwa Capital Markets increased their price target on CrowdStrike from $475.00 to $530.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 24th. Citigroup reiterated an “outperform” rating on shares of CrowdStrike in a research note on Tuesday, September 23rd. Cantor Fitzgerald raised their target price on CrowdStrike from $475.00 to $500.00 and gave the stock an “overweight” rating in a research note on Thursday, September 18th. Finally, Wedbush restated a “buy” rating on shares of CrowdStrike in a research note on Thursday, August 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, CrowdStrike currently has an average rating of “Moderate Buy” and a consensus target price of $487.11.

Insider Activity at CrowdStrike

In related news, Director Sameer K. Gandhi sold 6,250 shares of the firm’s stock in a transaction dated Thursday, September 4th. The stock was sold at an average price of $410.32, for a total transaction of $2,564,500.00. Following the transaction, the director directly owned 768,511 shares of the company’s stock, valued at approximately $315,335,433.52. This trade represents a 0.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, President Michael Sentonas sold 20,000 shares of CrowdStrike stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $500.00, for a total value of $10,000,000.00. Following the completion of the transaction, the president directly owned 379,116 shares in the company, valued at $189,558,000. This trade represents a 5.01% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 132,816 shares of company stock worth $62,606,356 in the last quarter. 3.32% of the stock is owned by company insiders.

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.