Universal Beteiligungs und Servicegesellschaft mbH Boosts Stake in CrowdStrike $CRWD

Universal Beteiligungs und Servicegesellschaft mbH lifted its holdings in CrowdStrike (NASDAQ:CRWD) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 155,512 shares of the company’s stock after purchasing an additional 6,140 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.06% of CrowdStrike worth $76,260,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Disciplined Equity Management Inc. increased its position in shares of CrowdStrike by 0.8% in the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after buying an additional 20 shares in the last quarter. TD Private Client Wealth LLC grew its stake in CrowdStrike by 6.4% in the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after acquiring an additional 20 shares during the period. Fire Capital Management LLC increased its holdings in CrowdStrike by 1.7% in the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after acquiring an additional 21 shares in the last quarter. One Wealth Management Investment & Advisory Services LLC raised its position in CrowdStrike by 1.8% during the third quarter. One Wealth Management Investment & Advisory Services LLC now owns 1,167 shares of the company’s stock worth $572,000 after acquiring an additional 21 shares during the period. Finally, Patron Partners LLC lifted its holdings in CrowdStrike by 2.1% during the second quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock valued at $548,000 after purchasing an additional 22 shares in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on CRWD. JMP Securities upped their price target on shares of CrowdStrike from $500.00 to $550.00 and gave the stock a “market outperform” rating in a research report on Tuesday, September 23rd. TD Cowen increased their target price on CrowdStrike from $500.00 to $580.00 and gave the company a “buy” rating in a report on Friday, October 3rd. Oppenheimer raised their target price on CrowdStrike from $560.00 to $580.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Macquarie reiterated a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Robert W. Baird raised their price objective on CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a report on Friday, November 14th. Thirty-two analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $555.21.

CrowdStrike Trading Down 2.5%

Shares of CRWD opened at $442.73 on Wednesday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The firm has a market capitalization of $111.61 billion, a P/E ratio of -351.37, a P/E/G ratio of 110.19 and a beta of 1.03. The firm has a 50-day moving average price of $490.37 and a 200 day moving average price of $479.20. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business’s revenue was up 21.8% compared to the same quarter last year. During the same quarter last year, the firm earned $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Sell-side analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling

In other CrowdStrike news, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the sale, the director directly owned 10,816 shares in the company, valued at $5,574,999.04. This trade represents a 41.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the sale, the chief financial officer directly owned 179,114 shares in the company, valued at $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 74,048 shares of company stock valued at $37,153,707 over the last three months. Company insiders own 3.32% of the company’s stock.

CrowdStrike Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.