Joel Isaacson & Co. LLC Increases Holdings in CrowdStrike $CRWD

Joel Isaacson & Co. LLC lifted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 66.0% during the third quarter, HoldingsChannel reports. The firm owned 3,549 shares of the company’s stock after purchasing an additional 1,411 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in CrowdStrike were worth $1,740,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after acquiring an additional 2,417 shares during the period. Empowered Funds LLC grew its holdings in CrowdStrike by 3.6% during the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock valued at $1,697,000 after purchasing an additional 169 shares during the period. Diversified Trust Co raised its stake in shares of CrowdStrike by 78.5% in the second quarter. Diversified Trust Co now owns 1,169 shares of the company’s stock valued at $595,000 after buying an additional 514 shares during the period. CX Institutional grew its stake in shares of CrowdStrike by 65.5% during the 2nd quarter. CX Institutional now owns 819 shares of the company’s stock worth $417,000 after acquiring an additional 324 shares during the period. Finally, Annex Advisory Services LLC bought a new position in shares of CrowdStrike during the 2nd quarter worth $213,000. Institutional investors own 71.16% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on CRWD. Robert W. Baird upped their price objective on shares of CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a report on Friday, November 14th. Susquehanna raised their price objective on shares of CrowdStrike from $530.00 to $600.00 and gave the stock a “positive” rating in a report on Wednesday, December 3rd. Berenberg Bank set a $600.00 price objective on shares of CrowdStrike and gave the company a “buy” rating in a research note on Friday, January 9th. Mizuho set a $540.00 price target on CrowdStrike in a report on Thursday, January 8th. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $500.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike currently has an average rating of “Moderate Buy” and a consensus price target of $555.21.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $442.73 on Wednesday. The stock has a market cap of $111.61 billion, a P/E ratio of -351.37, a PEG ratio of 110.19 and a beta of 1.03. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The business’s 50-day moving average price is $490.37 and its two-hundred day moving average price is $479.20. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the business earned $0.93 earnings per share. CrowdStrike’s revenue for the quarter was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, equities analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity at CrowdStrike

In related news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the sale, the director owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 74,048 shares of company stock worth $37,153,707 in the last three months. 3.32% of the stock is owned by insiders.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.