RFG Advisory LLC Has $1.91 Million Position in Strategy Inc $MSTR

RFG Advisory LLC lowered its position in Strategy Inc (NASDAQ:MSTR) by 60.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 12,540 shares of the software maker’s stock after selling 19,269 shares during the quarter. RFG Advisory LLC’s holdings in Strategy were worth $1,905,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Strategy in the third quarter valued at approximately $32,000. Quent Capital LLC acquired a new position in shares of Strategy in the third quarter valued at approximately $33,000. Binnacle Investments Inc increased its stake in shares of Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after buying an additional 69 shares during the period. City State Bank increased its stake in shares of Strategy by 354.5% in the fourth quarter. City State Bank now owns 250 shares of the software maker’s stock valued at $38,000 after buying an additional 195 shares during the period. Finally, Cheviot Value Management LLC acquired a new position in shares of Strategy in the third quarter valued at approximately $39,000. Institutional investors and hedge funds own 59.84% of the company’s stock.

Analysts Set New Price Targets

MSTR has been the subject of several recent research reports. B. Riley Financial reaffirmed a “buy” rating on shares of Strategy in a research note on Wednesday, April 29th. HC Wainwright reaffirmed a “buy” rating on shares of Strategy in a research note on Friday, February 6th. Cantor Fitzgerald set a $212.00 price objective on Strategy and gave the company an “overweight” rating in a research note on Tuesday, April 21st. Wall Street Zen downgraded Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. Finally, Zacks Research downgraded shares of Strategy from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, Strategy has an average rating of “Moderate Buy” and an average price target of $319.93.

Insiders Place Their Bets

In other news, Director Jarrod M. Patten sold 3,400 shares of the firm’s stock in a transaction that occurred on Monday, April 13th. The shares were sold at an average price of $130.65, for a total transaction of $444,210.00. Following the completion of the sale, the director owned 28,000 shares of the company’s stock, valued at $3,658,200. This trade represents a 10.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Phong Le sold 3,299 shares of the firm’s stock in a transaction that occurred on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total transaction of $456,350.67. Following the sale, the chief executive officer directly owned 22,923 shares of the company’s stock, valued at approximately $3,170,938.59. This trade represents a 12.58% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 25,452 shares of company stock worth $3,708,002. 8.46% of the stock is currently owned by insiders.

Strategy Stock Down 3.7%

Strategy stock opened at $179.84 on Friday. The company has a debt-to-equity ratio of 0.22, a quick ratio of 5.62 and a current ratio of 6.05. Strategy Inc has a 52-week low of $104.17 and a 52-week high of $457.22. The firm has a 50 day moving average price of $144.21 and a two-hundred day moving average price of $168.13. The firm has a market cap of $60.02 billion, a price-to-earnings ratio of -4.48 and a beta of 3.59.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The firm had revenue of $124.30 million for the quarter, compared to the consensus estimate of $120.75 million. During the same quarter in the previous year, the business posted ($16.49) EPS. The firm’s revenue for the quarter was up 11.9% compared to the same quarter last year. Equities analysts predict that Strategy Inc will post 136.35 EPS for the current year.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Analysts highlight potential aggressive Bitcoin buying and lift targets—JPMorgan says Strategy could buy up to $30B of Bitcoin this year and TD Cowen raised its MSTR target to $395, supporting a bullish thesis if BTC accumulation resumes. JPMorgan Says Strategy Could Buy Up To $30B In Bitcoin This Year– TD Cowen Lifts Target To $395
• Positive Sentiment: Canaccord raised its price target to $224, reiterating Buy as Bitcoin recovers above $80k — a direct tailwind for MSTR given its BTC exposure. Canaccord Hikes Strategy Price Target to $224 as Bitcoin Roars Back Above $80K
• Neutral Sentiment: Benchmark lowered its 12‑month price target to $570 (still a Buy), a recalibration that keeps analyst interest but tempers upside expectations. Strategy (NASDAQ:MSTR) Price Target Lowered to $570.00 at Benchmark
• Negative Sentiment: Q1 results showed a massive net loss (about $12.5B) driven by a $14.46B unrealized Bitcoin markdown; management signaled it may sell some BTC to cover preferred‑stock dividends and “inoculate” markets — a policy shift from the former “never sell” stance that risks depressing BTC and MSTR sentiment. Bitcoin treasury firm Strategy breaks from ‘never sell’ approach to the flagship crypto
• Negative Sentiment: Insider selling was reported (director trimmed position), which can amplify near‑term selling pressure after an earnings shock. Top Strategy Insider Quietly Unloads a Significant Stake

About Strategy

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.