Strategy Inc $MSTR Shares Purchased by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. boosted its stake in Strategy Inc (NASDAQ:MSTR) by 5.6% in the second quarter, Holdings Channel.com reports. The fund owned 1,066,971 shares of the software maker’s stock after buying an additional 56,577 shares during the quarter. Charles Schwab Investment Management Inc.’s holdings in Strategy were worth $431,302,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. MCF Advisors LLC acquired a new stake in shares of Strategy during the second quarter worth about $35,000. Maseco LLP acquired a new stake in shares of Strategy in the 2nd quarter valued at about $36,000. SJS Investment Consulting Inc. grew its stake in Strategy by 25.8% during the 2nd quarter. SJS Investment Consulting Inc. now owns 117 shares of the software maker’s stock worth $47,000 after buying an additional 24 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. increased its position in Strategy by 57.3% during the second quarter. E Fund Management Hong Kong Co. Ltd. now owns 118 shares of the software maker’s stock worth $48,000 after buying an additional 43 shares during the period. Finally, AlphaQuest LLC increased its position in Strategy by 454.5% during the second quarter. AlphaQuest LLC now owns 122 shares of the software maker’s stock worth $49,000 after buying an additional 100 shares during the period. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Transactions at Strategy

In other Strategy news, Director Jarrod M. Patten acquired 12,000 shares of the stock in a transaction on Friday, October 17th. The shares were bought at an average price of $96.88 per share, with a total value of $1,162,560.00. Following the acquisition, the director owned 29,335 shares of the company’s stock, valued at $2,841,974.80. This trade represents a 69.22% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Wei-Ming Shao sold 2,600 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $202.02, for a total value of $525,252.00. Following the transaction, the executive vice president owned 32,726 shares in the company, valued at $6,611,306.52. The trade was a 7.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders purchased 36,280 shares of company stock valued at $3,527,911 and sold 53,177 shares valued at $17,122,166. 8.46% of the stock is owned by company insiders.

Strategy Stock Performance

Shares of MSTR opened at $179.04 on Tuesday. The stock has a market capitalization of $51.45 billion, a P/E ratio of 15.76 and a beta of 3.87. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68. Strategy Inc has a 1 year low of $166.01 and a 1 year high of $457.22. The company’s fifty day moving average is $281.50 and its two-hundred day moving average is $346.78.

Strategy (NASDAQ:MSTR) last issued its earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, beating the consensus estimate of ($0.10) by $8.52. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. The business had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.65 million. During the same quarter in the previous year, the firm earned ($1.56) earnings per share. The business’s quarterly revenue was up 10.9% compared to the same quarter last year. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Benchmark reissued a “buy” rating on shares of Strategy in a report on Friday, October 31st. HC Wainwright reduced their price target on shares of Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a research note on Wednesday, October 8th. BTIG Research lowered their price objective on shares of Strategy from $700.00 to $630.00 and set a “buy” rating on the stock in a research report on Friday, October 31st. Finally, Cowen restated a “buy” rating on shares of Strategy in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and an average price target of $485.80.

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.