Strategy Inc $MSTR Shares Acquired by Prospera Financial Services Inc

Prospera Financial Services Inc grew its holdings in Strategy Inc (NASDAQ:MSTR) by 47.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 13,538 shares of the software maker’s stock after acquiring an additional 4,368 shares during the quarter. Prospera Financial Services Inc’s holdings in Strategy were worth $2,057,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Binnacle Investments Inc boosted its holdings in 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 acquiring an additional 69 shares in the last quarter. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Strategy in the third quarter worth $32,000. Bessemer Group Inc. raised its holdings in shares of Strategy by 356.7% in the third quarter. Bessemer Group Inc. now owns 137 shares of the software maker’s stock worth $44,000 after buying an additional 107 shares during the last quarter. Wealth Watch Advisors INC purchased a new position in shares of Strategy in the third quarter worth $44,000. Finally, Dogwood Wealth Management LLC raised its holdings in shares of Strategy by 280.0% in the fourth quarter. Dogwood Wealth Management LLC now owns 190 shares of the software maker’s stock worth $29,000 after buying an additional 140 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Activity

In other news, Director Jarrod M. Patten sold 3,400 shares of Strategy stock in a transaction that occurred on Monday, April 13th. The shares were sold at an average price of $130.65, for a total transaction of $444,210.00. Following the completion of the transaction, the director directly owned 28,000 shares of the company’s stock, valued at $3,658,200. The trade was a 10.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Phong Le sold 3,299 shares of Strategy stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total transaction of $456,350.67. Following the transaction, the chief executive officer directly owned 22,923 shares of the company’s stock, valued at approximately $3,170,938.59. This trade represents a 12.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 41,549 shares of company stock valued at $6,510,803 in the last three months. 6.49% of the stock is currently owned by corporate insiders.

Strategy Stock Performance

Shares of MSTR stock opened at $154.20 on Thursday. The stock has a market cap of $54.04 billion, a PE ratio of -3.84 and a beta of 3.59. The business has a 50-day simple moving average of $153.76 and a 200-day simple moving average of $158.06. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. Strategy Inc has a 52-week low of $104.17 and a 52-week high of $457.22.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.86) by ($37.39). The company had revenue of $124.30 million during the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The business’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same period last year, the firm earned ($16.49) EPS. On average, equities analysts expect that Strategy Inc will post 116.7 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have issued reports on MSTR shares. Texas Capital raised shares of Strategy to a “strong-buy” rating in a report on Thursday, March 19th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a report on Friday, March 27th. Zacks Research lowered Strategy from a “hold” rating to a “strong sell” rating in a report on Monday, May 18th. Mizuho set a $320.00 price objective on Strategy and gave the company an “outperform” rating in a report on Tuesday, February 17th. Finally, Canaccord Genuity Group set a $224.00 price objective on Strategy and gave the company a “buy” rating in a report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $322.21.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy retired $1.5 billion of convertible debt, using about $1.38 billion of cash to reduce leverage and strengthen its balance sheet. Supporters view the move as improving the company’s credit profile and reducing near-term financing risk. Article Title
• Positive Sentiment: Chair Michael Saylor said Strategy could continue accumulating Bitcoin over the long term, reinforcing the company’s core “Bitcoin treasury” identity and keeping the stock tied to bullish crypto sentiment. Article Title
• Neutral Sentiment: Bitcoin itself weakened and traded around $75,000, which matters because MSTR’s valuation is heavily leveraged to BTC price moves. That creates a direct headwind even if the company’s balance sheet improves. Article Title
• Neutral Sentiment: Analysts and market commentary continue to frame Strategy as a high-risk Bitcoin proxy rather than a software company, keeping investor focus on treasury moves, not operating fundamentals. Article Title
• Negative Sentiment: A report said Strategy’s touted Bitcoin-per-share improvement from the debt retirement was only theoretical, while critics argued the company is overstating the benefit. That kind of pushback can weigh on sentiment and raise questions about disclosure quality. Article Title
• Negative Sentiment: Peter Schiff and other skeptics criticized the debt repurchase, suggesting Strategy may be pressured to sell assets or cash to manage obligations. That adds to concerns about liquidity and the sustainability of the company’s Bitcoin-heavy strategy. Article Title

Strategy 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.