Strategy Inc $MSTR Position Boosted by Rhumbline Advisers

Rhumbline Advisers raised its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 16.1% during the 3rd quarter, Holdings Channel reports. The fund owned 313,565 shares of the software maker’s stock after purchasing an additional 43,509 shares during the period. Rhumbline Advisers’ holdings in Strategy were worth $101,034,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in MSTR. Krilogy Financial LLC acquired a new position in shares of Strategy during the third quarter valued at $841,000. Stratos Wealth Partners LTD. raised its position in shares of Strategy by 9.4% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 12,158 shares of the software maker’s stock worth $3,917,000 after buying an additional 1,049 shares in the last quarter. Stratos Wealth Advisors LLC lifted its stake in shares of Strategy by 11.9% in the 3rd quarter. Stratos Wealth Advisors LLC now owns 9,576 shares of the software maker’s stock worth $3,086,000 after acquiring an additional 1,020 shares during the period. Baader Bank Aktiengesellschaft boosted its holdings in shares of Strategy by 146.0% in the third quarter. Baader Bank Aktiengesellschaft now owns 4,604 shares of the software maker’s stock valued at $1,483,000 after acquiring an additional 14,604 shares in the last quarter. Finally, Navellier & Associates Inc. increased its stake in shares of Strategy by 14.4% during the third quarter. Navellier & Associates Inc. now owns 7,011 shares of the software maker’s stock valued at $2,259,000 after acquiring an additional 883 shares during the period. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Stock Performance

Shares of NASDAQ MSTR opened at $126.19 on Thursday. The stock’s fifty day simple moving average is $159.41 and its 200 day simple moving average is $253.21. The stock has a market capitalization of $36.26 billion, a price-to-earnings ratio of -6.86 and a beta of 3.54. The company has a quick ratio of 0.66, a current ratio of 5.62 and a debt-to-equity ratio of 0.18. Strategy Inc has a 52-week low of $104.17 and a 52-week high of $457.22.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share for the quarter, missing analysts’ consensus estimates of $46.02 by ($88.95). The company had revenue of $122.99 million during the quarter, compared to analyst estimates of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The company’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same quarter last year, the business earned ($3.03) EPS.

Insiders Place Their Bets

In other Strategy news, Director Jane A. Dietze bought 1,100 shares of Strategy stock in a transaction dated Friday, November 21st. The stock was bought at an average price of $95.28 per share, for a total transaction of $104,808.00. Following the completion of the acquisition, the director directly owned 2,600 shares of the company’s stock, valued at approximately $247,728. This trade represents a 73.33% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Carl J. Rickertsen purchased 5,000 shares of the stock in a transaction dated Monday, January 12th. The shares were acquired at an average price of $155.88 per share, for a total transaction of $779,400.00. Following the acquisition, the director directly owned 5,000 shares of the company’s stock, valued at $779,400. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders bought 7,112 shares of company stock worth $984,888 and sold 5,243 shares worth $1,054,220. Corporate insiders own 8.46% of the company’s stock.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Zacks upgraded Strategy from “hold” to “strong‑buy,” a near‑term positive for share sentiment and could attract some buy‑side interest. Zacks Research upgrade
• Positive Sentiment: Strategy reported a fresh purchase of 1,142 BTC (~$90M, avg ~$78,815), reinforcing its commitment to grow BTC reserves — bullish for investors who treat MSTR as a bitcoin proxy. InsiderMonkey: BTC purchase filing
• Neutral Sentiment: Coverage pointing to MSTR as “oversold” argues the pullback could be a buying opportunity — useful framing for long‑term investors but not an immediate catalyst while BTC and leverage concerns persist. Yahoo Finance: Oversold thesis
• Negative Sentiment: Market reacted poorly to Strategy’s pivot toward issuing perpetual preferred shares (STRC) to fund future bitcoin buys — preferred issuance can be expensive (high coupon) and signaling that common‑share dilution or other equity moves are less favored; the shift has been tied to the recent share weakness. Blockonomi: Transition to preferred stock
• Negative Sentiment: CEO/Executive commentary (Michael Saylor / Phong Le) doubling down — “we’ll keep buying every quarter” and “we’ll refinance the debt” — has reassured some holders but worried credit‑sensitive investors given ~\$8B+ of debt and rising short interest; that combination is pressuring the stock during BTC weakness. CNBC: Saylor downplays credit risk
• Negative Sentiment: Prominent short‑seller criticism (e.g., Jim Chanos) and headline coverage of large drawdowns in bitcoin have amplified investor concern about concentration risk and volatility, contributing to downward pressure on MSTR. Benzinga: Jim Chanos criticism

Wall Street Analyst Weigh In

MSTR has been the subject of a number of research analyst reports. Cantor Fitzgerald began coverage on Strategy in a research report on Tuesday, January 27th. They issued an “overweight” rating for the company. Canaccord Genuity Group set a $185.00 price objective on Strategy and gave the stock a “buy” rating in a research note on Wednesday, February 4th. BTIG Research set a $250.00 target price on Strategy and gave the company a “buy” rating in a research note on Friday, February 6th. Wall Street Zen lowered Strategy from a “hold” rating to a “sell” rating in a report on Sunday. Finally, China Renaissance initiated coverage on shares of Strategy in a report on Wednesday, October 15th. They issued a “buy” rating and a $473.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $374.14.

Strategy Profile

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.