Winthrop Advisory Group LLC Takes $235,000 Position in CrowdStrike $CRWD

Winthrop Advisory Group LLC bought a new stake in CrowdStrike (NASDAQ:CRWD) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 461 shares of the company’s stock, valued at approximately $235,000.

A number of other large investors also recently modified their holdings of CRWD. Brighton Jones LLC lifted its holdings in shares of CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Miracle Mile Advisors LLC lifted its holdings in shares of CrowdStrike by 1.8% in the first quarter. Miracle Mile Advisors LLC now owns 1,704 shares of the company’s stock valued at $601,000 after purchasing an additional 30 shares in the last quarter. OLD National Bancorp IN bought a new position in shares of CrowdStrike in the first quarter valued at approximately $248,000. Wesbanco Bank Inc. purchased a new stake in shares of CrowdStrike during the first quarter valued at approximately $341,000. Finally, Farther Finance Advisors LLC increased its position in shares of CrowdStrike by 34.3% during the first quarter. Farther Finance Advisors LLC now owns 5,668 shares of the company’s stock valued at $2,054,000 after acquiring an additional 1,449 shares during the last quarter. Institutional investors own 71.16% of the company’s stock.

Insider Transactions at CrowdStrike

In other news, Director Sameer K. Gandhi sold 6,250 shares of the firm’s stock in a transaction on Thursday, September 4th. The stock was sold at an average price of $410.32, for a total value of $2,564,500.00. Following the completion of the transaction, the director directly owned 768,511 shares of the company’s stock, valued at $315,335,433.52. This trade represents a 0.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO George Kurtz sold 42,267 shares of the firm’s stock in a transaction on Tuesday, August 5th. The stock was sold at an average price of $450.47, for a total value of $19,040,015.49. Following the completion of the transaction, the chief executive officer directly owned 2,132,887 shares of the company’s stock, valued at $960,801,606.89. The trade was a 1.94% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 132,816 shares of company stock valued at $62,606,356. 3.32% of the stock is currently owned by company insiders.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $509.95 on Thursday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88. The business has a fifty day simple moving average of $448.01 and a two-hundred day simple moving average of $442.21. CrowdStrike has a 1 year low of $292.50 and a 1 year high of $517.98. The company has a market capitalization of $127.98 billion, a P/E ratio of -428.53, a P/E/G ratio of 113.88 and a beta of 1.19.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.83 by $0.10. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The business had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. During the same period last year, the business posted $1.04 earnings per share. The business’s revenue for the quarter was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. On average, analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts recently commented on the company. BMO Capital Markets increased their price target on CrowdStrike from $450.00 to $500.00 and gave the company an “outperform” rating in a research report on Thursday, September 18th. Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research report on Thursday, September 18th. KeyCorp increased their price target on CrowdStrike from $495.00 to $510.00 and gave the company an “overweight” rating in a research report on Thursday, September 18th. Cantor Fitzgerald increased their price target on CrowdStrike from $475.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday, September 18th. Finally, Stifel Nicolaus increased their price target on CrowdStrike from $495.00 to $515.00 and gave the company a “buy” rating in a research report on Thursday, September 18th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $491.81.

About CrowdStrike

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.