Brandywine Trust Co. Invests $4.54 Million in CrowdStrike $CRWD

Brandywine Trust Co. purchased a new position in shares of CrowdStrike (NASDAQ:CRWD) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 8,906 shares of the company’s stock, valued at approximately $4,536,000. CrowdStrike comprises approximately 0.7% of Brandywine Trust Co.’s investment portfolio, making the stock its 12th largest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BTG Pactual Asset Management US LLC lifted its holdings in CrowdStrike by 3.2% during the 2nd quarter. BTG Pactual Asset Management US LLC now owns 9,277 shares of the company’s stock worth $4,632,000 after buying an additional 286 shares during the last quarter. Brevan Howard Capital Management LP acquired a new stake in shares of CrowdStrike during the 2nd quarter valued at approximately $1,047,000. Blue Capital Inc. bought a new position in CrowdStrike during the second quarter worth $238,000. Adage Capital Partners GP L.L.C. lifted its stake in CrowdStrike by 9.7% during the second quarter. Adage Capital Partners GP L.L.C. now owns 214,100 shares of the company’s stock worth $109,043,000 after purchasing an additional 19,000 shares during the last quarter. Finally, AFT Forsyth & Company Inc. boosted its holdings in CrowdStrike by 16.4% in the second quarter. AFT Forsyth & Company Inc. now owns 2,526 shares of the company’s stock worth $1,287,000 after purchasing an additional 355 shares during the period. 71.16% of the stock is owned by institutional investors.

CrowdStrike Stock Performance

CRWD stock opened at $504.78 on Friday. The company has a 50-day simple moving average of $517.20 and a 200 day simple moving average of $481.87. The company has a market capitalization of $126.68 billion, a P/E ratio of -400.62, a PEG ratio of 125.30 and a beta of 1.09. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping the consensus estimate of $0.94 by $0.02. The firm had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The firm’s quarterly revenue was up 21.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.93 earnings per share. 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 predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Johanna Flower sold 2,347 shares of the business’s stock in a transaction that occurred on Wednesday, October 15th. The shares were sold at an average price of $490.98, for a total value of $1,152,330.06. Following the sale, the director directly owned 79,057 shares in the company, valued at $38,815,405.86. The trade was a 2.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Denis Oleary sold 7,750 shares of the stock in a transaction that occurred on 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 sale, the director directly owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. This represents a 41.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 120,595 shares of company stock valued at $61,294,989. 3.32% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on CRWD shares. UBS Group increased their target price on shares of CrowdStrike from $580.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Zacks Research upgraded shares of CrowdStrike from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. HSBC raised their target price on shares of CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a report on Thursday, December 4th. Truist Financial lifted their target price on CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Finally, BMO Capital Markets increased their price target on CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $554.65.

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.