Strategy Inc $MSTR Shares Sold by United Capital Management of KS Inc.

United Capital Management of KS Inc. cut its stake in Strategy Inc (NASDAQ:MSTR) by 33.0% in the fourth quarter, Holdings Channel reports. The fund owned 20,057 shares of the software maker’s stock after selling 9,877 shares during the period. United Capital Management of KS Inc.’s holdings in Strategy were worth $3,048,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. McIlrath & Eck LLC raised its holdings in shares of Strategy by 3.8% in the 2nd quarter. McIlrath & Eck LLC now owns 1,246 shares of the software maker’s stock valued at $504,000 after purchasing an additional 46 shares in the last quarter. Mill Creek Capital Advisors LLC lifted its position in shares of Strategy by 2.8% during the 3rd quarter. Mill Creek Capital Advisors LLC now owns 1,748 shares of the software maker’s stock worth $563,000 after purchasing an additional 48 shares during the last quarter. Angeles Wealth Management LLC lifted its position in shares of Strategy by 6.2% during the 3rd quarter. Angeles Wealth Management LLC now owns 893 shares of the software maker’s stock worth $288,000 after purchasing an additional 52 shares during the last quarter. Banco Bilbao Vizcaya Argentaria S.A. lifted its position in shares of Strategy by 0.6% during the 3rd quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 9,533 shares of the software maker’s stock worth $3,061,000 after purchasing an additional 53 shares during the last quarter. Finally, Binnacle Investments Inc raised its stake in Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after buying an additional 69 shares in the last quarter. 59.84% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy added 1,550 Bitcoin in a June 8 filing, lifting total reported holdings to 845,256 BTC and signaling continued conviction in its Bitcoin treasury strategy.
• Positive Sentiment: Analyst coverage remained constructive, with H.C. Wainwright reiterating a Buy rating and a $540 price target, citing a compelling entry point and a bullish 2026 Bitcoin target of $150,000.
• Neutral Sentiment: CEO Phong Le said the company’s small Bitcoin sale was meant to “test” processes and that institutional investors were less concerned than retail traders, suggesting management sees the move as operational rather than strategic retreat.
• Neutral Sentiment: Market commentary noted that crypto prices have stabilized somewhat after a recent selloff, which can help sentiment around MSTR because the stock remains highly tied to Bitcoin’s direction.
• Negative Sentiment: Recent headlines also highlighted concerns that Strategy’s first-ever Bitcoin sale since 2022 rattled some investors and renewed debate about leverage, dilution, and the risks of its aggressive Bitcoin-focused capital structure.

Insiders Place Their Bets

In other Strategy news, CEO Phong Le sold 93,738 shares of Strategy stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $118.73, for a total transaction of $11,129,512.74. Following the transaction, the chief executive officer owned 119,925 shares of the company’s stock, valued at $14,238,695.25. The trade was a 43.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of Strategy stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $154.94, for a total value of $2,331,847.00. Following the transaction, the director directly owned 28,000 shares in the company, valued at approximately $4,338,320. This trade represents a 34.96% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 195,264 shares of company stock valued at $25,497,204 over the last quarter. Company insiders own 6.49% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on MSTR. Benchmark reaffirmed a “buy” rating on shares of Strategy in a research report on Tuesday, June 2nd. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research report on Friday, March 27th. Mizuho decreased their target price on Strategy from $320.00 to $265.00 and set an “outperform” rating for the company in a research note on Monday, June 1st. B. Riley Financial upped 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. Finally, Texas Capital upgraded shares of Strategy to a “strong-buy” rating in a research note on Thursday, March 19th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Strategy currently has an average rating of “Moderate Buy” and an average price target of $313.93.

Strategy Trading Up 3.2%

MSTR opened at $123.97 on Friday. The firm has a market cap of $43.45 billion, a price-to-earnings ratio of -3.09 and a beta of 3.49. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22. The business’s 50 day moving average is $153.17 and its two-hundred day moving average is $152.02. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing the consensus estimate of ($0.86) by ($37.39). The firm had revenue of $124.30 million for the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The company’s quarterly revenue was up 11.9% on a year-over-year basis. During the same period last year, the firm earned ($16.49) EPS. On average, research analysts predict that Strategy Inc will post 116.7 EPS for the current year.

About Strategy

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.