Park Avenue Securities LLC Has $517,000 Stock Holdings in Strategy Inc $MSTR

Park Avenue Securities LLC trimmed its stake in Strategy Inc (NASDAQ:MSTR) by 81.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,403 shares of the software maker’s stock after selling 14,468 shares during the quarter. Park Avenue Securities LLC’s holdings in Strategy were worth $517,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Bernardo Wealth Planning LLC raised its stake in shares of Strategy by 3.9% during the 2nd quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker’s stock worth $312,000 after purchasing an additional 29 shares in the last quarter. HBW Advisory Services LLC grew its stake in shares of Strategy by 3.5% in the third quarter. HBW Advisory Services LLC now owns 1,078 shares of the software maker’s stock valued at $347,000 after buying an additional 36 shares in the last quarter. SOA Wealth Advisors LLC. grew its stake in shares of Strategy by 44.4% in the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after buying an additional 36 shares in the last quarter. Beaumont Financial Advisors LLC increased its holdings in Strategy by 5.7% during the third quarter. Beaumont Financial Advisors LLC now owns 681 shares of the software maker’s stock worth $219,000 after buying an additional 37 shares during the last quarter. Finally, Sowell Financial Services LLC increased its holdings in Strategy by 1.0% during the third quarter. Sowell Financial Services LLC now owns 4,194 shares of the software maker’s stock worth $1,351,000 after buying an additional 42 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on MSTR. Sanford C. Bernstein set a $450.00 price target on shares of Strategy and gave the company an “outperform” rating in a research note on Monday, December 8th. Wall Street Zen lowered shares of Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. Texas Capital raised shares of Strategy to a “strong-buy” rating in a report on Thursday, March 19th. Benchmark reiterated a “buy” rating on shares of Strategy in a research note on Monday, December 1st. Finally, B. Riley Financial initiated coverage on Strategy in a report on Tuesday, March 10th. They set a “buy” rating for the company. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and a consensus price target of $368.21.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: STRC preferred shares have strong retail demand, providing an on‑ramp that has already funded material Bitcoin purchases — this financing pathway supports Strategy’s stated plan to keep growing its BTC treasury. Cointelegraph: 80% of STRC buyers are retail
• Positive Sentiment: Management has authorized very large equity/preferred programs explicitly to fund continued Bitcoin buys — if BTC rallies, the aggressive accumulation strategy can produce meaningful upside for MSTR holders. Yahoo Finance: Massive capital raise to turbocharge Bitcoin buying
• Neutral Sentiment: Strategy continues to add to its Bitcoin treasury (company holdings and realized price metrics are frequently cited), keeping the company’s valuation highly tied to BTC price moves and the mix of funding (common vs. preferred vs. debt). Zacks: Strategy expands bitcoin holdings
• Negative Sentiment: Insider common‑stock sales by senior officers have heightened selling pressure and investor concern about timing and dilution (CEO, CFO and other officers disclosed recent sales). AmericanBankingNews: Andrew Kang sells MSTR shares
• Negative Sentiment: Director and other leadership offloads reported in the press are adding to negative sentiment and headlines that can accelerate near‑term declines. Coingape: Director offloads shares
• Negative Sentiment: Analyst pressure: some price targets were trimmed this week, and coverage is emphasizing dilution and concentrated BTC risk — that can mechanically reduce demand from institutional/benchmark buyers. MSN: price target decrease
• Negative Sentiment: Bitcoin weakness is an immediate drag: crypto‑linked equities like MSTR gap lower when BTC falls (recent two‑day BTC weakness is cited as a primary intraday driver). Schaeffers: Crypto stocks gap lower as Bitcoin extends meltdown

Strategy Trading Down 5.2%

Shares of Strategy stock opened at $126.03 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62. The business has a fifty day simple moving average of $139.13 and a two-hundred day simple moving average of $202.24. Strategy Inc has a 1 year low of $104.17 and a 1 year high of $457.22. The company has a market capitalization of $42.06 billion, a price-to-earnings ratio of -6.85 and a beta of 3.55.

Strategy (NASDAQ:MSTR) last released its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) EPS for the quarter, missing the consensus estimate of $46.02 by ($88.95). The company had revenue of $122.99 million during the quarter, compared to analyst estimates of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. Strategy’s revenue for the quarter was up 1.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned ($3.03) earnings per share.

Insider Buying and Selling at Strategy

In related news, CEO Phong Le sold 3,299 shares of the company’s stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total value of $456,350.67. Following the transaction, the chief executive officer owned 22,923 shares in the company, valued at approximately $3,170,938.59. This represents a 12.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Jane A. Dietze purchased 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was bought at an average price of $99.48 per share, for a total transaction of $99,480.00. Following the purchase, the director owned 3,600 shares in the company, valued at $358,128. The trade was a 38.46% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have purchased 8,521 shares of company stock worth $1,130,026 and have sold 9,352 shares worth $1,290,195. 8.46% of the stock is currently owned by corporate insiders.

Strategy Company Profile

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.