Key Points
- Director Jane Dietze bought 1,000 shares at an average price of $99.48 ($99,480 total), boosting her stake to 3,600 shares (a 38.46% increase), according to an SEC filing.
- Strategy recently spent about $2.13 billion to acquire ~22,305 BTC, pushing its treasury past ~700k BTC and increasing the company’s balance-sheet exposure to Bitcoin price swings and related stock volatility.
- Institutional investors own roughly 59.84% of the stock (notable positions from Vanguard, Norges Bank and Amundi), and analysts’ consensus rating is a "Moderate Buy" with an average target near $435.44.
Strategy Inc (NASDAQ:MSTR - Get Free Report) Director Jane Dietze purchased 1,000 shares of the firm's stock in a transaction that occurred on Tuesday, January 20th. The shares were bought at an average cost of $99.48 per share, for a total transaction of $99,480.00. Following the completion of the acquisition, the director directly owned 3,600 shares in the company, valued at $358,128. The trade was a 38.46% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.
Strategy Price Performance
Shares of NASDAQ:MSTR opened at $163.81 on Thursday. Strategy Inc has a one year low of $149.75 and a one year high of $457.22. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.66 and a quick ratio of 0.66. The company has a market cap of $47.07 billion, a price-to-earnings ratio of 7.62 and a beta of 3.42. The firm has a 50 day simple moving average of $171.96 and a 200 day simple moving average of $282.83.
Strategy (NASDAQ:MSTR - Get Free Report) last announced its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.10) by $8.52. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. The company had revenue of $128.69 million during the quarter, compared to the consensus estimate of $116.65 million. During the same period in the prior year, the business earned ($1.56) earnings per share. The company's revenue for the quarter was up 10.9% compared to the same quarter last year. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.
Institutional Investors Weigh In On Strategy
Institutional investors have recently modified their holdings of the company. Norges Bank bought a new position in Strategy during the second quarter worth $1,203,062,000. Amundi raised its position in shares of Strategy by 378.9% in the 2nd quarter. Amundi now owns 1,783,982 shares of the software maker's stock worth $717,660,000 after acquiring an additional 1,411,500 shares in the last quarter. Vanguard Group Inc. raised its position in shares of Strategy by 7.3% in the 3rd quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker's stock worth $6,406,912,000 after acquiring an additional 1,344,519 shares in the last quarter. Capital Research Global Investors boosted its position in shares of Strategy by 33.6% during the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker's stock valued at $1,354,982,000 after purchasing an additional 1,057,804 shares in the last quarter. Finally, Harvest Portfolios Group Inc. boosted its position in shares of Strategy by 119.0% during the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker's stock valued at $499,593,000 after purchasing an additional 842,480 shares in the last quarter. 59.84% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
Several research firms have recently weighed in on MSTR. Truist Financial set a $268.00 price target on Strategy in a report on Friday, January 9th. Sanford C. Bernstein set a $450.00 target price on shares of Strategy and gave the stock an "outperform" rating in a report on Monday, December 8th. BTIG Research dropped their price target on shares of Strategy from $700.00 to $630.00 and set a "buy" rating for the company in a research note on Friday, October 31st. Monness Crespi & Hardt raised shares of Strategy from a "sell" rating to a "neutral" rating in a research note on Monday, November 10th. Finally, Benchmark restated a "buy" rating on shares of Strategy in a report on Monday, December 1st. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $435.44.
Get Our Latest Research Report on MSTR
More Strategy News
Here are the key news stories impacting Strategy this week:
- Positive Sentiment: Director Jane A. Dietze bought 1,000 shares (increasing her stake ~38%), a direct insider purchase that signals management-level confidence. SEC Filing: Insider Purchase
- Positive Sentiment: Large institutional interest — reports that Vanguard made a $505M investment (and continued attention from big credit/preferred holders such as BlackRock) have supported the stock by validating outside demand for MSTR exposure. MSTR Stock Jumps as Vanguard Invests
- Neutral Sentiment: Strategy completed another large Bitcoin purchase — ~$2.13B to acquire ~22,305 BTC, taking its treasury past ~700k BTC. This reinforces the company’s stated treasury strategy but also increases balance-sheet exposure to BTC price swings. Strategy Buys $2.13B in Bitcoin
- Neutral Sentiment: Coverage and stock analyses highlight mixed valuations (mNAV-to-BTC metrics, AI-software optionality). Some analysts view the company as undervalued on NAV metrics; others emphasize dependence on BTC. Seeking Alpha: mNAV to Bitcoin
- Negative Sentiment: Immediate market reaction and coverage flagged costs and dilution: several outlets noted the stock slid after the leveraged BTC buy as Bitcoin weakened, and questioned whether the treasury strategy still creates shareholder value. That narrative weighs on sentiment when BTC falls. MSTR Down After Leveraged Bitcoin Buy
- Negative Sentiment: Broader critique and risk reminders: pieces highlighting large unrealized losses, heavy correlation to Bitcoin, and prior steep share declines raise the bar for upside — investors remain concerned about equity dilution from past and potential future offerings. Zacks: 59% Slide in 6 Months
Strategy Company Profile
(
Get Free Report)
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.
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