Clear Creek Financial Management LLC Has $596,000 Stock Holdings in Strategy Inc $MSTR

Clear Creek Financial Management LLC increased its holdings in Strategy Inc (NASDAQ:MSTR) by 27.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,475 shares of the software maker’s stock after purchasing an additional 322 shares during the period. Clear Creek Financial Management LLC’s holdings in Strategy were worth $596,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Fiduciary Alliance LLC grew its stake in Strategy by 28.4% during the second quarter. Fiduciary Alliance LLC now owns 44,918 shares of the software maker’s stock worth $18,157,000 after buying an additional 9,937 shares during the last quarter. Swedbank AB bought a new stake in Strategy during the first quarter worth about $17,352,000. GAMMA Investing LLC grew its stake in Strategy by 47.7% during the first quarter. GAMMA Investing LLC now owns 830 shares of the software maker’s stock worth $239,000 after buying an additional 268 shares during the last quarter. Yousif Capital Management LLC grew its stake in Strategy by 42.9% during the first quarter. Yousif Capital Management LLC now owns 2,909 shares of the software maker’s stock worth $839,000 after buying an additional 873 shares during the last quarter. Finally, Shariaportfolio Inc. grew its stake in Strategy by 2.9% during the second quarter. Shariaportfolio Inc. now owns 90,138 shares of the software maker’s stock worth $36,436,000 after buying an additional 2,541 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Transactions at Strategy

In other Strategy news, Director Gregg Winiarski acquired 10,000 shares of Strategy stock in a transaction on Friday, August 8th. The shares were purchased at an average cost of $97.65 per share, with a total value of $976,500.00. Following the completion of the purchase, the director owned 10,000 shares in the company, valued at $976,500. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Peter L. Briger, Jr. acquired 220,000 shares of Strategy stock in a transaction on Tuesday, July 29th. The stock was acquired at an average cost of $90.00 per share, for a total transaction of $19,800,000.00. Following the completion of the purchase, the director owned 220,000 shares of the company’s stock, valued at approximately $19,800,000. The trade was a ∞ increase in their position. The disclosure for this purchase can be found here. In the last quarter, insiders purchased 265,474 shares of company stock valued at $24,056,259 and sold 75,900 shares valued at $28,992,651. Insiders own 8.46% of the company’s stock.

Analyst Ratings Changes

MSTR has been the topic of several research analyst reports. Mizuho upped their price objective on shares of Strategy from $563.00 to $586.00 and gave the stock an “outperform” rating in a research note on Monday, August 11th. Cowen reaffirmed a “buy” rating on shares of Strategy in a research note on Wednesday, August 13th. Wells Fargo & Company reaffirmed an “equal weight” rating and set a $54.00 price objective (down from $65.00) on shares of Strategy in a research note on Tuesday, September 30th. BTIG Research increased their price target on shares of Strategy from $620.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, August 1st. Finally, Monness Crespi & Hardt increased their price target on shares of Strategy from $175.00 to $200.00 and gave the company a “sell” rating in a research note on Tuesday, July 15th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and an average target price of $509.54.

Strategy Price Performance

MSTR opened at $304.79 on Friday. Strategy Inc has a one year low of $185.81 and a one year high of $543.00. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.68 and a quick ratio of 0.68. The company’s 50 day simple moving average is $345.00 and its 200-day simple moving average is $362.58. The stock has a market capitalization of $86.42 billion, a P/E ratio of 26.83 and a beta of 3.83.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Thursday, July 31st. The software maker reported $32.60 EPS for the quarter, beating the consensus estimate of ($0.12) by $32.72. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. The business had revenue of $114.49 million for the quarter, compared to analysts’ expectations of $112.68 million. During the same period in the prior year, the firm earned ($5.74) earnings per share. Strategy’s revenue was up 2.7% compared to the same quarter last year. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

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.