Strategy Inc $MSTR Shares Purchased by VestGen Advisors LLC

VestGen Advisors LLC lifted its stake in shares of Strategy Inc (NASDAQ:MSTR) by 54.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,785 shares of the software maker’s stock after purchasing an additional 2,405 shares during the period. VestGen Advisors LLC’s holdings in Strategy were worth $2,743,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. SJS Investment Consulting Inc. raised its holdings in shares of Strategy by 25.8% during the second quarter. SJS Investment Consulting Inc. now owns 117 shares of the software maker’s stock valued at $47,000 after acquiring an additional 24 shares during the last quarter. Mutual Advisors LLC raised its position in shares of Strategy by 2.0% in the second quarter. Mutual Advisors LLC now owns 1,350 shares of the software maker’s stock valued at $548,000 after buying an additional 27 shares during the last quarter. Bernardo Wealth Planning LLC raised its position in shares of Strategy by 3.9% in the second quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker’s stock valued at $312,000 after buying an additional 29 shares during the last quarter. Smith Anglin Financial LLC lifted its stake in shares of Strategy by 1.2% in the second quarter. Smith Anglin Financial LLC now owns 2,537 shares of the software maker’s stock worth $1,025,000 after buying an additional 30 shares in the last quarter. Finally, GPS Wealth Strategies Group LLC grew its stake in Strategy by 2.7% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 1,163 shares of the software maker’s stock valued at $470,000 after acquiring an additional 31 shares in the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director Jane A. Dietze acquired 1,100 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were 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. The trade was a 73.33% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Jarrod M. Patten purchased 12,000 shares of the business’s stock in a transaction on Friday, October 17th. The shares were bought at an average price of $96.88 per share, for a total transaction of $1,162,560.00. Following the acquisition, the director owned 29,335 shares in the company, valued at $2,841,974.80. This trade represents a 69.22% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders acquired 37,380 shares of company stock worth $3,632,719 and sold 53,177 shares worth $17,122,166. Insiders own 8.46% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. TD Cowen cut their price target on Strategy from $620.00 to $535.00 and set a “buy” rating for the company in a report on Friday, October 31st. China Renaissance assumed coverage on Strategy in a report on Wednesday, October 15th. They set a “buy” rating and a $473.00 price target on the stock. Benchmark reissued a “buy” rating on shares of Strategy in a report on Friday, October 31st. Cantor Fitzgerald cut their price objective on shares of Strategy from $697.00 to $560.00 and set an “overweight” rating for the company in a research report on Friday, October 31st. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Strategy presently has a consensus rating of “Moderate Buy” and an average price target of $485.80.

Strategy Stock Performance

NASDAQ:MSTR opened at $178.11 on Monday. Strategy Inc has a fifty-two week low of $166.01 and a fifty-two week high of $457.22. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68. The company has a 50 day moving average price of $268.36 and a 200 day moving average price of $340.04. The stock has a market capitalization of $51.18 billion, a P/E ratio of 15.68 and a beta of 3.87.

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

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.