Dynamic Advisor Solutions LLC Decreases Stock Position in Strategy Inc $MSTR

Dynamic Advisor Solutions LLC lowered its holdings in Strategy Inc (NASDAQ:MSTR) by 9.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,832 shares of the software maker’s stock after selling 722 shares during the quarter. Dynamic Advisor Solutions LLC’s holdings in Strategy were worth $2,762,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently made changes to their positions in the company. Quantinno Capital Management LP raised its stake in Strategy by 117.6% during the 4th quarter. Quantinno Capital Management LP now owns 3,642 shares of the software maker’s stock valued at $1,055,000 after buying an additional 1,968 shares during the last quarter. Snowden Capital Advisors LLC purchased a new stake in shares of Strategy during the 4th quarter valued at about $317,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Strategy by 25.4% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 802,464 shares of the software maker’s stock valued at $232,410,000 after purchasing an additional 162,757 shares during the last quarter. Pacific Center for Financial Services purchased a new stake in shares of Strategy during the 4th quarter valued at about $96,000. Finally, JT Stratford LLC purchased a new stake in shares of Strategy during the 4th quarter valued at about $399,000. 59.84% of the stock is owned by hedge funds and other institutional investors.

Strategy Trading Up 5.9%

MSTR stock opened at $349.12 on Friday. The firm has a fifty day moving average price of $373.59 and a 200 day moving average price of $358.35. Strategy Inc has a fifty-two week low of $139.62 and a fifty-two week high of $543.00. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68. The firm has a market cap of $98.99 billion, a PE ratio of 30.73 and a beta of 3.82.

Strategy (NASDAQ:MSTR) last posted its earnings results on Thursday, July 31st. The software maker reported $32.60 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.12) by $32.72. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. The firm had revenue of $114.49 million during the quarter, compared to analyst estimates of $112.68 million. During the same period last year, the firm posted ($5.74) earnings per share. Strategy’s revenue for the quarter was up 2.7% compared to the same quarter last year. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Insider Buying and Selling

In other news, CFO Andrew Kang sold 18,750 shares of Strategy stock in a transaction that occurred on Thursday, August 7th. The stock was sold at an average price of $395.00, for a total value of $7,406,250.00. Following the completion of the transaction, the chief financial officer owned 24,460 shares in the company, valued at approximately $9,661,700. The trade was a 43.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Peter L. Briger, Jr. bought 220,000 shares of the company’s stock in a transaction dated Tuesday, July 29th. The stock was bought at an average price of $90.00 per share, with a total value of $19,800,000.00. Following the acquisition, the director owned 220,000 shares in the company, valued at approximately $19,800,000. This trade represents a ? increase in their position. The disclosure for this purchase can be found here. In the last quarter, insiders have bought 265,474 shares of company stock valued at $24,056,259 and have sold 142,150 shares valued at $59,289,351. Insiders own 8.46% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on MSTR. Canaccord Genuity Group reaffirmed a “buy” rating and set a $464.00 target price on shares of Strategy in a report on Tuesday, August 26th. Mizuho upped their price objective on Strategy from $563.00 to $586.00 and gave the stock an “outperform” rating in a research note on Monday, August 11th. TD Cowen reduced their price target on Strategy from $640.00 to $620.00 and set a “buy” rating for the company in a research report on Tuesday. BTIG Research upped their price target on Strategy from $620.00 to $700.00 and gave the stock a “buy” rating in a research report on Friday, August 1st. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a research report on Wednesday, August 13th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and an average price target of $547.50.

Strategy Company Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.