Strategy Inc $MSTR Position Raised by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC grew its position in shares of Strategy Inc (NASDAQ:MSTR) by 21.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 61,924 shares of the software maker’s stock after acquiring an additional 11,010 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Strategy were worth $20,336,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of MSTR. Mutual Advisors LLC increased its stake in shares of Strategy by 2.0% in the second quarter. Mutual Advisors LLC now owns 1,350 shares of the software maker’s stock valued at $548,000 after purchasing an additional 27 shares during the period. Bernardo Wealth Planning LLC increased its position in Strategy by 3.9% in the 2nd quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker’s stock valued at $312,000 after acquiring an additional 29 shares during the period. Smith Anglin Financial LLC increased its position in Strategy by 1.2% in the 2nd quarter. Smith Anglin Financial LLC now owns 2,537 shares of the software maker’s stock valued at $1,025,000 after acquiring an additional 30 shares during the period. GPS Wealth Strategies Group LLC raised its stake in Strategy by 2.7% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 1,163 shares of the software maker’s stock valued at $470,000 after acquiring an additional 31 shares in the last quarter. Finally, Magnus Financial Group LLC boosted its position in Strategy by 0.9% during the 2nd quarter. Magnus Financial Group LLC now owns 3,660 shares of the software maker’s stock worth $1,479,000 after acquiring an additional 32 shares during the period. Institutional investors and hedge funds own 59.84% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on MSTR shares. China Renaissance started coverage on Strategy in a report on Wednesday, October 15th. They set a “buy” rating and a $473.00 price target on the stock. BTIG Research reduced 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. Citigroup decreased their price objective on shares of Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a report on Monday, December 22nd. Canaccord Genuity Group upped their target price on Strategy from $464.00 to $474.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Finally, Mizuho dropped their price objective on Strategy from $484.00 to $403.00 and set an “outperform” rating on the stock in a research note on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $435.44.

Strategy Stock Performance

MSTR opened at $163.81 on Thursday. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16. The firm has a market cap of $47.07 billion, a PE ratio of 7.62 and a beta of 3.42. The business has a fifty day simple moving average of $171.96 and a 200-day simple moving average of $282.83. Strategy Inc has a fifty-two week low of $149.75 and a fifty-two week high of $457.22.

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

Insider Activity

In related news, Director Carl J. Rickertsen purchased 5,000 shares of Strategy stock in a transaction dated Monday, January 12th. The stock was acquired at an average cost of $155.88 per share, with a total value of $779,400.00. Following the completion of the transaction, the director directly owned 5,000 shares of the company’s stock, valued at $779,400. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Wei-Ming Shao sold 5,334 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $226.36, for a total transaction of $1,207,404.24. Following the transaction, the executive vice president directly owned 32,726 shares in the company, valued at $7,407,857.36. The trade was a 14.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have acquired 7,112 shares of company stock worth $984,888 and have sold 13,177 shares worth $2,843,166. 8.46% of the stock is currently owned by corporate insiders.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Director insider purchase: a Strategy director, Jane Dietze, bought 1,000 shares (~$99.48 each), increasing her stake ~38% — a management-level vote of confidence that can support investor sentiment. Insider Purchase
• Positive Sentiment: Large institutional backing: reports of a substantial Vanguard investment (reported ~$505M) and interest from major credit/preferred holders have validated outside demand for MSTR exposure, which can underpin the equity during volatile periods. Vanguard Investment
• Neutral Sentiment: Another large Bitcoin accumulation: Strategy disclosed a ~$2.13B purchase (~22,305 BTC), pushing its treasury past ~700k BTC — reinforces the firm’s long-stated treasury strategy but increases direct correlation of the equity to BTC moves. Bitcoin Purchase
• Neutral Sentiment: Coverage highlighting valuation tools: analysts and commentators continue to debate mNAV-to-BTC metrics and Strategy’s AI/software optionality — some see upside on NAV measures, others warn of concentrated BTC risk. Valuation Debate
• Negative Sentiment: Immediate market reaction and dilution concerns: the leveraged nature of the recent BTC buy and concerns about equity raises/dilution triggered sharp intraday weakness in prior sessions and remain a headline risk when Bitcoin falls. Stock Down After Leveraged Buy
• Negative Sentiment: Broader skepticism: multiple outlets point to heavy unrealized losses, steep historical share declines and the company’s high BTC correlation — these narratives cap multiple expansion and make upside contingent on BTC recovery or clear software/AI growth proof points. Analyst Critique

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.