Prospera Financial Services Inc Decreases Stock Position in Strategy Inc $MSTR

Prospera Financial Services Inc lessened its stake in Strategy Inc (NASDAQ:MSTR) by 73.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,170 shares of the software maker’s stock after selling 24,938 shares during the period. Prospera Financial Services Inc’s holdings in Strategy were worth $2,955,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Pilgrim Partners Asia Pte Ltd bought a new stake in Strategy in the third quarter valued at approximately $32,000. Quent Capital LLC purchased a new position in shares of Strategy in the third quarter worth $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 worth $34,000 after buying an additional 69 shares during the period. SOA Wealth Advisors LLC. raised its holdings in Strategy by 44.4% during the 3rd 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 during the last quarter. Finally, Salomon & Ludwin LLC purchased a new stake in Strategy during the 3rd quarter valued at $39,000. 59.84% of the stock is currently owned by institutional investors.

Strategy Stock Performance

Shares of MSTR opened at $123.00 on Friday. The company has a 50-day simple moving average of $158.15 and a two-hundred day simple moving average of $252.31. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 0.66. The firm has a market capitalization of $35.34 billion, a PE ratio of -6.68 and a beta of 3.54. Strategy Inc has a one year low of $104.17 and a one year high of $457.22.

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

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Mgmt reiterates no-selling / ongoing accumulation — CEO and co-founder statements that the company will continue to buy Bitcoin and won’t sell holdings provide reassurance to long‑term BTC bulls who view MSTR as a leveraged play on BTC. Michael Saylor Says “We Will Not Be Selling”
• Positive Sentiment: Preferred shares used to fund BTC buys — Management plans to lean on perpetual preferred (STRC / “Stretch”) issuance instead of selling common stock; this can create a steady financing source and attract yield‑focused investors. That reduces immediate common‑share dilution risk from equity offerings. Strategy CEO eyes more preferred stock to fund Bitcoin buys
• Positive Sentiment: Analyst attention and upgrades — Recent coverage (including a Zacks upgrade and positive notes from H.C. Wainwright) highlights expanding bitcoin-per‑share metrics and gives some fundamental support for longer‑term holders. Zacks Research
• Neutral Sentiment: Corporate BTC accumulation data — Reports show corporate accumulation in January was concentrated in a single heavyweight (Strategy), underscoring that MSTR dominates corporate BTC flows; useful context but not an immediate catalyst. Strategy Devours January Bitcoin Buying
• Neutral Sentiment: Elevated options and volume activity — Options flow and heavy trading indicate speculative positioning; that can amplify moves but is not a directional fundamental by itself. Options trading trends in Strategy
• Negative Sentiment: Share volatility + price decline tied to BTC weakness — Large exposure to Bitcoin means MSTR falls sharply when BTC corrects; recent BTC weakness has driven marked declines in the stock and elevated short interest. MSTR Stock Struggles as Bitcoin’s Value Dips
• Negative Sentiment: Criticism and governance/credibility risk — High‑profile critics (e.g., Jim Chanos) are attacking the preferred‑share strategy and management messaging, increasing reputational risk and investor skepticism. Jim Chanos slams Strategy
• Negative Sentiment: Leverage and refinancing risk — The firm carries multibillion‑dollar debt used to fund BTC purchases; investors worry about refinancing risk and the impact of prolonged BTC weakness on balance‑sheet flexibility. Strategy Unfazed By Bitcoin Crash

Insiders Place Their Bets

In other news, Director Jane A. Dietze acquired 1,100 shares of the stock in a transaction on Friday, November 21st. The stock was acquired at an average price of $95.28 per share, with a total value of $104,808.00. Following the completion of the transaction, the director owned 2,600 shares of the company’s stock, valued at $247,728. This represents a 73.33% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Wei-Ming Shao sold 2,600 shares of the company’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $202.02, for a total transaction of $525,252.00. Following the completion of the sale, the executive vice president directly owned 32,726 shares in the company, valued at $6,611,306.52. This represents a 7.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders bought 7,112 shares of company stock worth $984,888 and sold 5,243 shares worth $1,054,220. 8.46% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MSTR. TD Cowen reissued a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Canaccord Genuity Group set a $185.00 target price on Strategy and gave the stock a “buy” rating in a research note on Wednesday, February 4th. HC Wainwright restated a “buy” rating on shares of Strategy in a report on Friday, February 6th. Cantor Fitzgerald assumed coverage on Strategy in a report on Tuesday, January 27th. They issued an “overweight” rating for the company. Finally, Wall Street Zen lowered Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $374.14.

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.