RWA Wealth Partners LLC Trims Stock Position in CrowdStrike $CRWD

RWA Wealth Partners LLC decreased its position in CrowdStrike (NASDAQ:CRWD) by 10.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,369 shares of the company’s stock after selling 619 shares during the period. RWA Wealth Partners LLC’s holdings in CrowdStrike were worth $2,734,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Nuveen LLC purchased a new stake in shares of CrowdStrike in the 1st quarter worth $595,766,000. Jennison Associates LLC raised its holdings in shares of CrowdStrike by 21.1% in the first quarter. Jennison Associates LLC now owns 6,565,275 shares of the company’s stock valued at $2,314,785,000 after acquiring an additional 1,144,295 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in CrowdStrike by 52.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock worth $977,149,000 after acquiring an additional 955,529 shares during the period. Vanguard Group Inc. grew its holdings in CrowdStrike by 4.1% during the 1st quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock worth $8,051,011,000 after acquiring an additional 908,554 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its position in CrowdStrike by 39.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock valued at $939,747,000 after purchasing an additional 760,222 shares during the period. Institutional investors own 71.16% of the company’s stock.

Insider Buying and Selling at CrowdStrike

In other news, Director Sameer K. Gandhi sold 5,000 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $550.20, for a total transaction of $2,751,000.00. Following the transaction, the director owned 765,456 shares in the company, valued at $421,153,891.20. This represents a 0.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, President Michael Sentonas sold 10,000 shares of the stock in a transaction that occurred on Friday, October 10th. The shares were sold at an average price of $515.00, for a total transaction of $5,150,000.00. Following the completion of the transaction, the president directly owned 354,116 shares of the company’s stock, valued at $182,369,740. The trade was a 2.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 116,622 shares of company stock valued at $58,561,456. Insiders own 3.32% of the company’s stock.

CrowdStrike Stock Performance

Shares of CRWD stock opened at $539.81 on Friday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $555.81. The business’s fifty day simple moving average is $486.81 and its 200-day simple moving average is $467.21. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. The company has a market cap of $135.47 billion, a PE ratio of -453.62, a PEG ratio of 126.85 and a beta of 1.16.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, topping the consensus estimate of $0.83 by $0.10. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the previous year, the business earned $1.04 EPS. The firm’s revenue for the quarter was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. BTIG Research upped their price target on shares of CrowdStrike from $489.00 to $640.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. DA Davidson lifted their price objective on shares of CrowdStrike from $490.00 to $515.00 and gave the company a “buy” rating in a report on Thursday, September 18th. KeyCorp boosted their price objective on shares of CrowdStrike from $495.00 to $510.00 and gave the stock an “overweight” rating in a research note on Thursday, September 18th. Evercore ISI increased their target price on CrowdStrike from $405.00 to $430.00 in a research report on Thursday, September 18th. Finally, Robert W. Baird lifted their price target on CrowdStrike from $460.00 to $490.00 and gave the company a “neutral” rating in a report on Friday, September 19th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $510.80.

CrowdStrike 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.