SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Boosts Holdings in Strategy Inc $MSTR

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co lifted its position in shares of Strategy Inc (NASDAQ:MSTR) by 9.9% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,597 shares of the software maker’s stock after buying an additional 1,046 shares during the quarter. Strategy comprises 3.5% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings, making the stock its 8th biggest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Strategy were worth $4,549,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Lindbrook Capital LLC raised its stake in Strategy by 15.4% in the 1st quarter. Lindbrook Capital LLC now owns 622 shares of the software maker’s stock worth $179,000 after purchasing an additional 83 shares in the last quarter. Wedbush Securities Inc. increased its holdings in shares of Strategy by 21.1% during the first quarter. Wedbush Securities Inc. now owns 10,503 shares of the software maker’s stock worth $3,028,000 after purchasing an additional 1,830 shares during the period. Navellier & Associates Inc. increased its holdings in shares of Strategy by 28.3% during the first quarter. Navellier & Associates Inc. now owns 6,156 shares of the software maker’s stock worth $1,775,000 after purchasing an additional 1,358 shares during the period. Pin Oak Investment Advisors Inc. raised its position in shares of Strategy by 95.9% in the first quarter. Pin Oak Investment Advisors Inc. now owns 568 shares of the software maker’s stock valued at $164,000 after buying an additional 278 shares in the last quarter. Finally, Arkadios Wealth Advisors boosted its stake in shares of Strategy by 14.3% in the first quarter. Arkadios Wealth Advisors now owns 5,433 shares of the software maker’s stock valued at $1,566,000 after buying an additional 679 shares during the period. 59.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Jarrod M. Patten purchased 12,000 shares of the company’s stock in a transaction dated Friday, October 17th. The stock was bought at an average cost of $96.88 per share, for a total transaction of $1,162,560.00. Following the purchase, the director owned 29,335 shares of the company’s stock, valued at approximately $2,841,974.80. The trade was a 69.22% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Wei-Ming Shao sold 2,600 shares of the firm’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $200.00, for a total value of $520,000.00. Following the sale, the executive vice president directly owned 32,726 shares in the company, valued at approximately $6,545,200. This trade represents a 7.36% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders acquired 36,399 shares of company stock worth $3,539,220 and sold 50,577 shares worth $16,596,914. Company insiders own 8.46% of the company’s stock.

Strategy Stock Performance

Strategy stock opened at $186.50 on Thursday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.17. The stock has a market cap of $53.59 billion, a PE ratio of 16.42 and a beta of 3.87. Strategy Inc has a 12-month low of $181.73 and a 12-month high of $543.00. The business’s 50-day moving average price is $290.67 and its two-hundred day moving average price is $351.72.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.10) by $8.52. The company had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.65 million. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. The firm’s quarterly revenue was up 10.9% compared to the same quarter last year. During the same period last year, the company posted ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Wall Street Analyst Weigh In

A number of research firms have commented on MSTR. Cowen restated a “buy” rating on shares of Strategy in a research note on Friday, October 31st. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a research report on Wednesday, October 8th. HC Wainwright reduced their target price on Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a report on Monday, November 3rd. Mizuho raised their price target on Strategy from $563.00 to $586.00 and gave the stock an “outperform” rating in a research report on Monday, August 11th. Finally, Benchmark reaffirmed a “buy” rating on shares of Strategy in a research report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $485.80.

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.