Tred Avon Family Wealth LLC Buys New Holdings in Strategy Inc $MSTR

Tred Avon Family Wealth LLC bought a new position in Strategy Inc (NASDAQ:MSTR) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 9,768 shares of the software maker’s stock, valued at approximately $3,147,000. Strategy accounts for 1.1% of Tred Avon Family Wealth LLC’s investment portfolio, making the stock its 18th biggest holding.

A number of other institutional investors have also recently bought and sold shares of the business. Walkner Condon Financial Advisors LLC raised its stake in shares of Strategy by 43.1% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 1,238 shares of the software maker’s stock valued at $399,000 after buying an additional 373 shares in the last quarter. Maryland State Retirement & Pension System increased its stake in Strategy by 8.5% in the third quarter. Maryland State Retirement & Pension System now owns 13,168 shares of the software maker’s stock valued at $4,243,000 after acquiring an additional 1,028 shares during the period. QRG Capital Management Inc. raised its position in Strategy by 229.6% in the third quarter. QRG Capital Management Inc. now owns 40,688 shares of the software maker’s stock worth $13,110,000 after purchasing an additional 28,345 shares in the last quarter. Nations Financial Group Inc. IA ADV lifted its stake in Strategy by 1.1% during the third quarter. Nations Financial Group Inc. IA ADV now owns 19,765 shares of the software maker’s stock worth $6,368,000 after purchasing an additional 223 shares during the period. Finally, LCM Capital Management Inc lifted its stake in Strategy by 9.7% during the third quarter. LCM Capital Management Inc now owns 5,091 shares of the software maker’s stock worth $1,640,000 after purchasing an additional 450 shares during the period. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Price Performance

Shares of MSTR stock opened at $173.71 on Friday. Strategy Inc has a 52 week low of $149.75 and a 52 week high of $457.22. The stock has a market capitalization of $49.92 billion, a PE ratio of 8.08 and a beta of 3.42. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.66 and a current ratio of 0.66. The stock’s fifty day moving average is $175.90 and its 200-day moving average is $287.83.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.10) by $8.52. The business had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. The firm’s quarterly revenue was up 10.9% on a year-over-year basis. During the same quarter in the prior year, the company earned ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Insider Activity at Strategy

In other Strategy news, EVP Wei-Ming Shao sold 2,600 shares of the stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $202.02, for a total value of $525,252.00. Following the transaction, the executive vice president directly owned 32,726 shares in the company, valued at approximately $6,611,306.52. This trade represents a 7.36% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jane A. Dietze bought 1,100 shares of the stock in a transaction dated Friday, November 21st. The stock was purchased at an average cost of $95.28 per share, with a total value of $104,808.00. Following the completion of the purchase, the director directly owned 2,600 shares in the company, valued at approximately $247,728. This trade represents a 73.33% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders purchased 6,112 shares of company stock valued at $885,408 and sold 13,177 shares valued at $2,843,166. 8.46% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. Cowen reissued a “buy” rating on shares of Strategy in a report on Thursday. Wells Fargo & Company reiterated an “equal weight” rating and set a $54.00 price objective (down from $65.00) on shares of Strategy in a research note on Tuesday, September 30th. TD Cowen cut their price objective on Strategy from $500.00 to $440.00 and set a “buy” rating for the company in a report on Thursday. Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a research note on Friday, December 5th. Finally, HC Wainwright dropped their target price on shares of Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. One investment 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’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $435.44.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bitcoin rally lifts MSTR — coverage notes Strategy stock surged as Bitcoin approached $100,000 and the company’s stake benefited from the crypto rally. Strategy (MSTR) Stock Soars 10 Percent
• Positive Sentiment: Company continues to add Bitcoin — reporting that Strategy kept buying BTC amid increased clarity from MSCI, reinforcing the firm’s asset-allocation narrative. Strategy Inc. (MSTR) Continues to Add Bitcoin Amid MSCI Clarity
• Positive Sentiment: Chairman Michael Saylor defends Bitcoin-treasury strategy — Saylor pushed back on criticism of companies using equity/debt to buy BTC, a public-relations positive that supports management’s narrative. Michael Saylor pushes back on criticism of Bitcoin treasury companies
• Positive Sentiment: Insider buying — a Strategy director bought MSTR shares for the first time in 3.5 years, which investors often view as a confidence signal. Strategy Director Buys MSTR For First Time In 3.5 Years—Here’s Why That Matters
• Neutral Sentiment: Analyst and market commentary is mixed — some Wall Street pieces highlight bullish analyst views and debate whether to buy, reflecting divergent investor opinions rather than a clear consensus. Wall Street Bulls Look Optimistic About Strategy (MSTR): Should You Buy?
• Negative Sentiment: TD Cowen trims price target — the firm cut its MSTR target to $440 from $500, citing a weaker Bitcoin-yield outlook, which reduces analyst upside expectations. TD Cowen Cuts Strategy Stock (MSTR) Price Target on Lower Bitcoin Yield Outlook
• Negative Sentiment: Mizuho lowers its price target — another analyst trimmed its target (from $484 to $403) while remaining positive, signaling caution about near-term upside. MSTR price target lowered by Mizuho
• Negative Sentiment: Critical coverage — longform pieces (e.g., NYT) question whether Strategy’s Bitcoin-first transformation is sustainable, which can weigh on investor sentiment and attract more scrutiny. Michael Saylor’s Creative Bitcoin Strategy Isn’t Working

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.