Carl Rickertsen Buys 5,000 Shares of Strategy (NASDAQ:MSTR) Stock

Strategy Inc (NASDAQ:MSTR) Director Carl Rickertsen bought 5,000 shares of Strategy stock in a transaction dated Monday, January 12th. The shares were acquired at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the purchase, the director owned 5,000 shares in the company, valued at approximately $779,400. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Strategy Stock Up 3.1%

Shares of NASDAQ:MSTR traded up $4.90 during midday trading on Monday, reaching $162.23. The company had a trading volume of 16,110,408 shares, compared to its average volume of 23,312,916. The stock has a market capitalization of $46.62 billion, a P/E ratio of 7.55 and a beta of 3.42. The stock’s fifty day moving average price is $183.63 and its 200-day moving average price is $294.71. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.66 and a quick ratio of 0.66. Strategy Inc has a one year low of $149.75 and a one year high of $457.22.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 EPS for the quarter, beating analysts’ consensus estimates of ($0.10) by $8.52. The firm had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. The firm’s revenue was up 10.9% compared to the same quarter last year. During the same period in the prior year, the firm posted ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy bought 13,627 BTC (~$1.25 billion), pushing its total treasury to roughly 687,000+ BTC — market reaction drove buying interest in the stock as investors re-rate the company for its crypto treasury exposure. Strategy Buys 13,627 Bitcoin for $1.25B
• Positive Sentiment: Index and analyst context looks stabilizing — commentary that Strategy will remain in major indexes (MSCI) and some brokerages maintain buy/recommendations, reducing the risk of forced index-related selling. MSCI Index Retention Commentary
• Neutral Sentiment: Strategy disclosed an equity issuance (Jan 5–11) used to expand bitcoin holdings — this supplies cash for purchases but can be dilutive; investors should monitor share count changes and use of proceeds. Strategy Expands Bitcoin Holdings Through New Equity Issuance
• Neutral Sentiment: Ownership profile: institutions own ~46% while retail holds ~48% — a balanced but active shareholder base that can amplify moves in either direction. Institutions Own 46% of Strategy
• Negative Sentiment: Short interest rose sharply in December to 34.74M shares (up 19.2% vs. mid‑December), representing ~13.2% of float and a days-to-cover of ~2.2 — elevated shorting increases downside pressure and volatility if bitcoin or shares move against shorts.
• Negative Sentiment: Technical/market cautions: some coverage notes the stock remains near key support (~$150) and could test that level despite the BTC buy; investors should expect high beta moves tied to bitcoin price swings. Strategy Buys BTC but MSTR Teeters Around $150

Institutional Trading of Strategy

A number of large investors have recently modified their holdings of the company. RiverFront Investment Group LLC bought a new position in Strategy in the 2nd quarter worth approximately $3,561,000. J.W. Cole Advisors Inc. grew its stake in shares of Strategy by 25.3% in the second quarter. J.W. Cole Advisors Inc. now owns 10,262 shares of the software maker’s stock worth $4,148,000 after acquiring an additional 2,069 shares during the last quarter. Resona Asset Management Co. Ltd. increased its position in Strategy by 13.6% during the second quarter. Resona Asset Management Co. Ltd. now owns 77,914 shares of the software maker’s stock worth $31,298,000 after acquiring an additional 9,338 shares during the period. Stevens Capital Management LP bought a new position in Strategy during the second quarter worth $35,967,000. Finally, Swiss National Bank raised its stake in Strategy by 17.1% during the 2nd quarter. Swiss National Bank now owns 749,300 shares of the software maker’s stock valued at $302,890,000 after purchasing an additional 109,500 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on MSTR shares. BTIG Research cut their price objective on Strategy from $700.00 to $630.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. Benchmark reissued a “buy” rating on shares of Strategy in a research report on Monday, December 1st. TD Cowen reduced their price objective on Strategy from $620.00 to $535.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a report on Monday, December 29th. Finally, Truist Financial set a $268.00 target price on shares of Strategy in a report on Friday. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $452.81.

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.