Strategy Inc $MSTR is Strong Tower Advisory Services’ Largest Position

Strong Tower Advisory Services lessened its stake in shares of Strategy Inc (NASDAQ:MSTR) by 32.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 89,981 shares of the software maker’s stock after selling 44,094 shares during the period. Strategy makes up approximately 5.5% of Strong Tower Advisory Services’ holdings, making the stock its largest holding. Strong Tower Advisory Services’ holdings in Strategy were worth $28,993,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of MSTR. State Street Corp increased its stake in shares of Strategy by 9.9% during the second quarter. State Street Corp now owns 5,484,569 shares of the software maker’s stock valued at $2,217,027,000 after buying an additional 495,278 shares during the period. Norges Bank acquired a new stake in shares of Strategy in the 2nd quarter worth $1,203,062,000. Amundi grew its stake in shares of Strategy by 378.9% during the second quarter. Amundi now owns 1,783,982 shares of the software maker’s stock worth $717,660,000 after acquiring an additional 1,411,500 shares during the last quarter. Invesco Ltd. increased its stake in Strategy by 14.0% during the 2nd quarter. Invesco Ltd. now owns 1,398,098 shares of the software maker’s stock valued at $565,153,000 after purchasing an additional 171,940 shares in the last quarter. Finally, Legal & General Group Plc raised its stake in Strategy by 19.1% in the 2nd quarter. Legal & General Group Plc now owns 1,168,437 shares of the software maker’s stock worth $472,317,000 after acquiring an additional 187,291 shares during the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Insider Transactions at Strategy

In other Strategy news, EVP Wei-Ming Shao sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 7th. The shares were sold at an average price of $357.37, for a total transaction of $10,721,100.00. Following the sale, the executive vice president owned 12,726 shares of the company’s stock, valued at approximately $4,547,890.62. This trade represents a 70.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jane A. Dietze acquired 1,100 shares of Strategy stock in a transaction dated Friday, November 21st. The shares were bought at an average price of $95.28 per share, with a total value of $104,808.00. Following the transaction, the director directly owned 2,600 shares in the company, valued at approximately $247,728. The trade was a 73.33% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders acquired 24,880 shares of company stock valued at $2,421,219 and sold 43,177 shares valued at $13,564,266. Insiders own 8.46% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on MSTR shares. Sanford C. Bernstein set a $450.00 target price on shares of Strategy and gave the company an “outperform” rating in a research report on Monday, December 8th. Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Strategy in a research note on Monday, December 15th. TD Cowen dropped their price objective on shares of Strategy from $620.00 to $535.00 and set a “buy” rating for the company in a research note on Friday, October 31st. Finally, Benchmark reiterated a “buy” rating on shares of Strategy in a report on Monday, December 1st. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $465.13.

Strategy Stock Down 3.9%

Shares of NASDAQ:MSTR opened at $157.88 on Wednesday. Strategy Inc has a fifty-two week low of $155.61 and a fifty-two week high of $457.22. The firm’s 50 day moving average price is $216.56 and its 200 day moving average price is $314.95. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16. The stock has a market cap of $45.37 billion, a price-to-earnings ratio of 7.34 and a beta of 3.40.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data 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 business had revenue of $128.69 million for the quarter, compared to analyst estimates of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. The company’s revenue was up 10.9% on a year-over-year basis. During the same period last year, the business earned ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Company materially increased cash liquidity — Strategy sold ~4.5M shares for roughly $748M and expanded its USD Reserve to about $2.19–$2.2B, improving near-term liquidity and lowering short‑term funding risk. Article Title
• Positive Sentiment: Management continues to argue the long-term opportunity in institutional Bitcoin adoption; CEO comments suggest banks are building Bitcoin services — supports the company’s strategic narrative beyond short-term market swings. Article Title
• Neutral Sentiment: Analysts remain mixed but not uniformly negative — some outlets highlight institutional demand and argue recovery could begin if Bitcoin stabilizes; these views temper outright bearishness. Article Title
• Negative Sentiment: Market reaction: investors sold the stock after the company paused Bitcoin accumulation and used equity to boost cash rather than buying BTC — headlines and trading show this was interpreted as a defensive shift, weighing on the share price. Article Title
• Negative Sentiment: Price-target and forecast pressure — Citigroup cut its price target (from $485 to $325) and published a cautious outlook; separate analysts issued pessimistic near‑term forecasts, reinforcing selling momentum. Article Title
• Negative Sentiment: Short-term risk from crypto volatility and mNAV dynamics — with Bitcoin down from recent highs, Strategy’s market‑linked valuation metrics (mNAV) and prior leverage to BTC returns increase the chance of further volatility in MSTR shares. Article Title

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.