Dale Q Rice Investment Management Ltd Makes New $214,000 Investment in CrowdStrike $CRWD

Dale Q Rice Investment Management Ltd bought a new position in shares of CrowdStrike (NASDAQ:CRWD) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 454 shares of the company’s stock, valued at approximately $214,000.

Other hedge funds have also recently bought and sold shares of the company. Blue Trust Inc. increased its position in CrowdStrike by 20.4% during the first quarter. Blue Trust Inc. now owns 1,267 shares of the company’s stock worth $447,000 after buying an additional 215 shares during the last quarter. Bessemer Group Inc. grew its position in shares of CrowdStrike by 4.6% in the first quarter. Bessemer Group Inc. now owns 2,221 shares of the company’s stock valued at $783,000 after purchasing an additional 98 shares during the last quarter. Geneos Wealth Management Inc. grew its position in shares of CrowdStrike by 33.2% in the first quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company’s stock valued at $8,483,000 after purchasing an additional 5,998 shares during the last quarter. Drucker Wealth 3.0 LLC acquired a new stake in shares of CrowdStrike in the second quarter valued at about $397,000. Finally, Pegasus Asset Management Inc. grew its position in shares of CrowdStrike by 3.4% in the second quarter. Pegasus Asset Management Inc. now owns 2,431 shares of the company’s stock valued at $1,238,000 after purchasing an additional 79 shares during the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Sameer K. Gandhi sold 6,250 shares of the firm’s stock in a transaction dated Thursday, September 4th. The shares were sold at an average price of $410.32, for a total transaction of $2,564,500.00. Following the completion of the transaction, the director owned 768,511 shares in the company, valued at $315,335,433.52. This trade represents a 0.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, President Michael Sentonas sold 20,000 shares of the firm’s stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $500.00, for a total transaction of $10,000,000.00. Following the transaction, the president owned 379,116 shares of the company’s stock, valued at approximately $189,558,000. This represents a 5.01% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 158,090 shares of company stock worth $75,500,649 in the last three months. 3.32% of the stock is currently owned by company insiders.

CrowdStrike Stock Up 0.5%

Shares of CRWD opened at $484.65 on Friday. The stock has a market cap of $121.63 billion, a price-to-earnings ratio of -407.27, a P/E/G ratio of 113.32 and a beta of 1.19. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20. CrowdStrike has a 12 month low of $294.68 and a 12 month high of $517.98. The company has a 50-day moving average price of $455.15 and a two-hundred day moving average price of $448.34.

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

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the company. JMP Securities raised their price target on CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a research report on Tuesday, September 23rd. Robert W. Baird upped their price target on CrowdStrike from $460.00 to $490.00 and gave the company a “neutral” rating in a report on Friday, September 19th. Sanford C. Bernstein cut their price target on CrowdStrike from $371.00 to $343.00 and set a “market perform” rating for the company in a report on Thursday, August 28th. Piper Sandler cut their price target on CrowdStrike from $505.00 to $450.00 and set a “neutral” rating for the company in a report on Thursday, August 28th. Finally, The Goldman Sachs Group upped their price target on CrowdStrike from $492.00 to $535.00 and gave the company a “buy” rating in a report on Friday, September 19th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $494.95.

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.