Strategy Inc $MSTR Shares Acquired by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC increased its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 141.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 265,745 shares of the software maker’s stock after buying an additional 155,555 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Strategy were worth $40,380,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of MSTR. Vanguard Group Inc. grew its holdings in shares of Strategy by 21.0% during the fourth quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock valued at $3,656,356,000 after buying an additional 4,178,611 shares in the last quarter. Capital Research Global Investors grew its holdings in shares of Strategy by 33.6% during the third quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock valued at $1,354,982,000 after buying an additional 1,057,804 shares in the last quarter. Harvest Portfolios Group Inc. grew its holdings in shares of Strategy by 119.0% during the third quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock valued at $499,593,000 after buying an additional 842,480 shares in the last quarter. State Street Corp grew its holdings in shares of Strategy by 9.2% during the third quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock valued at $1,929,731,000 after buying an additional 504,479 shares in the last quarter. Finally, Capital International Investors grew its holdings in shares of Strategy by 2.6% during the third quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock valued at $4,837,778,000 after buying an additional 383,207 shares in the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Insider Buying and Selling at Strategy

In other Strategy news, Director Jarrod M. Patten sold 3,400 shares of the business’s stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $130.65, for a total value of $444,210.00. Following the transaction, the director owned 28,000 shares in the company, valued at $3,658,200. The trade was a 10.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Phong Le sold 3,299 shares of the business’s stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total value of $456,350.67. Following the completion of the transaction, the chief executive officer owned 22,923 shares in the company, valued at $3,170,938.59. This trade represents a 12.58% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 41,549 shares of company stock worth $6,510,803 over the last 90 days. 6.49% of the stock is currently owned by corporate insiders.

Strategy News Summary

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on MSTR shares. B. Riley Financial lifted their price target on Strategy from $200.00 to $215.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a report on Friday, March 27th. BTIG Research reiterated a “buy” rating and set a $350.00 price target (up from $250.00) on shares of Strategy in a report on Wednesday, May 6th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Strategy in a report on Monday, May 11th. Finally, Zacks Research downgraded Strategy from a “hold” rating to a “strong sell” rating in a report on Monday, May 18th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $322.21.

Strategy Stock Performance

Shares of NASDAQ MSTR opened at $154.20 on Thursday. The business’s 50-day moving average price is $153.76 and its two-hundred day moving average price is $158.06. The company has a debt-to-equity ratio of 0.22, a current ratio of 6.05 and a quick ratio of 6.05. Strategy Inc has a one year low of $104.17 and a one year high of $457.22. The company has a market capitalization of $54.04 billion, a P/E ratio of -3.84 and a beta of 3.59.

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

Strategy Company 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.