Bridgewater Advisors Inc. Acquires Shares of 536 Strategy Inc $MSTR

Bridgewater Advisors Inc. acquired a new position in shares of Strategy Inc (NASDAQ:MSTR) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 536 shares of the software maker’s stock, valued at approximately $212,000.

A number of other institutional investors have also modified their holdings of MSTR. MCF Advisors LLC bought a new position in shares of Strategy during the second quarter worth about $35,000. Maseco LLP acquired a new stake in Strategy during the second quarter valued at approximately $36,000. SJS Investment Consulting Inc. raised its stake in Strategy by 25.8% during the second quarter. SJS Investment Consulting Inc. now owns 117 shares of the software maker’s stock valued at $47,000 after buying an additional 24 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. lifted its holdings in Strategy by 57.3% during the 2nd 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 last quarter. Finally, AlphaQuest LLC grew its position in shares of Strategy by 454.5% in the 2nd quarter. AlphaQuest LLC now owns 122 shares of the software maker’s stock worth $49,000 after acquiring an additional 100 shares in the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on MSTR. Citigroup assumed coverage on Strategy in a research report on Tuesday, October 21st. They set a “buy” rating and a $485.00 price target on the stock. HC Wainwright dropped their target price on shares of Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a report on Monday. BTIG Research decreased their price target on shares of Strategy from $700.00 to $630.00 and set a “buy” rating for the company in a report on Friday, October 31st. Mizuho boosted their price objective on shares of Strategy from $563.00 to $586.00 and gave the company an “outperform” rating in a research report on Monday, August 11th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a research note on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Strategy presently has an average rating of “Moderate Buy” and an average price target of $485.80.

Strategy Stock Down 6.7%

Strategy stock opened at $246.99 on Wednesday. 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 one year low of $225.43 and a one year high of $543.00. The company has a 50-day simple moving average of $315.55 and a 200-day simple moving average of $362.69. The firm has a market capitalization of $70.03 billion, a P/E ratio of 21.74 and a beta of 3.83.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, beating the consensus estimate of ($0.11) by $8.53. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. The firm had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.76 million. During the same period last year, the firm posted ($1.56) EPS. Strategy’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.

Insiders Place Their Bets

In related news, EVP Wei-Ming Shao sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 7th. The stock was sold at an average price of $357.37, for a total value of $10,721,100.00. Following the sale, the executive vice president directly owned 12,726 shares in the company, valued at $4,547,890.62. This trade represents a 70.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Gregg Winiarski bought 10,000 shares of the business’s stock in a transaction on Friday, August 8th. The shares were acquired at an average cost of $97.65 per share, for a total transaction of $976,500.00. Following the purchase, the director directly owned 10,000 shares in the company, valued at $976,500. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders acquired 46,399 shares of company stock valued at $4,515,720 and sold 58,750 shares valued at $21,685,250. 8.46% of the stock is currently owned by corporate insiders.

Strategy 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.