Roundview Capital LLC Acquires New Shares in Strategy Inc $MSTR

Roundview Capital LLC acquired a new stake in Strategy Inc (NASDAQ:MSTR) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 500 shares of the software maker’s stock, valued at approximately $202,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. SJS Investment Consulting Inc. boosted its position in Strategy by 25.8% in the 2nd quarter. SJS Investment Consulting Inc. now owns 117 shares of the software maker’s stock worth $47,000 after purchasing an additional 24 shares in the last quarter. Smith Anglin Financial LLC boosted its position in Strategy by 1.2% in the 2nd quarter. Smith Anglin Financial LLC now owns 2,537 shares of the software maker’s stock worth $1,025,000 after purchasing an additional 30 shares in the last quarter. Magnus Financial Group LLC raised its stake in shares of Strategy by 0.9% during the 2nd quarter. Magnus Financial Group LLC now owns 3,660 shares of the software maker’s stock worth $1,479,000 after buying an additional 32 shares during the period. Beacon Capital Management LLC raised its stake in shares of Strategy by 0.8% during the 2nd quarter. Beacon Capital Management LLC now owns 5,176 shares of the software maker’s stock worth $2,092,000 after buying an additional 39 shares during the period. Finally, Summit Financial LLC raised its stake in shares of Strategy by 5.3% during the 1st quarter. Summit Financial LLC now owns 815 shares of the software maker’s stock worth $235,000 after buying an additional 41 shares during the period. 59.84% of the stock is currently owned by institutional investors.

Strategy Stock Performance

NASDAQ MSTR opened at $330.80 on Thursday. The stock has a market cap of $93.80 billion, a PE ratio of 29.12 and a beta of 3.83. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.17. Strategy Inc has a twelve month low of $178.00 and a twelve month high of $543.00. The stock has a fifty day simple moving average of $347.86 and a 200-day simple moving average of $362.95.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Thursday, July 31st. The software maker reported $32.60 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.12) by $32.72. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The business had revenue of $114.49 million during the quarter, compared to analysts’ expectations of $112.68 million. During the same period in the prior year, the business posted ($5.74) EPS. The company’s revenue was up 2.7% compared to the same quarter last year. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on MSTR shares. BTIG Research upped their target price on Strategy from $620.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, August 1st. Monness Crespi & Hardt increased their price objective on Strategy from $175.00 to $200.00 and gave the company a “sell” rating in a research note on Tuesday, July 15th. Wells Fargo & Company restated an “equal weight” rating and issued a $54.00 target price (down from $65.00) on shares of Strategy in a report on Tuesday, September 30th. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a report on Wednesday. Finally, Mizuho upped their target price on Strategy from $563.00 to $586.00 and gave the company an “outperform” rating in a report on Monday, August 11th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Strategy presently has a consensus rating of “Moderate Buy” and an average target price of $509.54.

Insider Activity at Strategy

In related news, Director Gregg Winiarski purchased 10,000 shares of Strategy stock in a transaction on Friday, August 8th. The shares were bought at an average price of $97.65 per share, with a total value of $976,500.00. Following the transaction, the director directly owned 10,000 shares of the company’s stock, valued at approximately $976,500. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Andrew Kang sold 18,750 shares of the stock in a transaction dated Thursday, August 7th. The shares were sold at an average price of $395.00, for a total value of $7,406,250.00. Following the completion of the sale, the chief financial officer directly owned 24,460 shares in the company, valued at $9,661,700. This represents a 43.39% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders bought 265,474 shares of company stock worth $24,056,259 and sold 99,650 shares worth $41,427,476. Insiders own 8.46% of the company’s stock.

Strategy Company 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.