Fiduciary Family Office LLC Cuts Stock Holdings in CrowdStrike $CRWD

Fiduciary Family Office LLC decreased its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 8.2% during the second quarter, according to its most recent filing with the SEC. The firm owned 770 shares of the company’s stock after selling 69 shares during the period. Fiduciary Family Office LLC’s holdings in CrowdStrike were worth $392,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Bessemer Group Inc. increased its position in CrowdStrike by 4.6% during the 1st quarter. Bessemer Group Inc. now owns 2,221 shares of the company’s stock valued at $783,000 after purchasing an additional 98 shares during the period. Geneos Wealth Management Inc. grew its stake in CrowdStrike by 33.2% in the first quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company’s stock valued at $8,483,000 after purchasing an additional 5,998 shares during the last quarter. Drucker Wealth 3.0 LLC purchased a new position in CrowdStrike in the second quarter valued at about $397,000. Pegasus Asset Management Inc. grew its stake in CrowdStrike by 3.4% in the second quarter. Pegasus Asset Management Inc. now owns 2,431 shares of the company’s stock valued at $1,238,000 after purchasing an additional 79 shares during the last quarter. Finally, Turtle Creek Wealth Advisors LLC purchased a new position in CrowdStrike in the second quarter valued at about $899,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike Price Performance

Shares of CRWD stock opened at $503.95 on Wednesday. CrowdStrike has a fifty-two week low of $294.68 and a fifty-two week high of $517.98. The firm has a market capitalization of $126.47 billion, a price-to-earnings ratio of -423.48, a PEG ratio of 118.34 and a beta of 1.19. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. The stock’s 50-day simple moving average is $458.06 and its 200-day simple moving average is $451.22.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.83 by $0.10. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.15 billion. During the same quarter in the previous year, the firm earned $1.04 earnings per share. The company’s revenue was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. As a group, equities analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity

In related news, President Michael Sentonas sold 10,000 shares of CrowdStrike stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $515.00, for a total transaction of $5,150,000.00. Following the completion of the sale, the president owned 354,116 shares of the company’s stock, valued at $182,369,740. The trade was a 2.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO George Kurtz sold 17,830 shares of CrowdStrike stock in a transaction dated Monday, September 22nd. The stock was sold at an average price of $494.53, for a total value of $8,817,469.90. Following the sale, the chief executive officer directly owned 2,115,057 shares of the company’s stock, valued at $1,045,959,138.21. This trade represents a 0.84% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 158,090 shares of company stock valued at $75,500,649. 3.32% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have issued reports on CRWD. Rosenblatt Securities reiterated a “buy” rating and issued a $490.00 target price on shares of CrowdStrike in a research note on Thursday, September 18th. The Goldman Sachs Group lifted their target price on CrowdStrike from $492.00 to $535.00 and gave the company a “buy” rating in a research note on Friday, September 19th. Needham & Company LLC lifted their target price on CrowdStrike from $475.00 to $535.00 and gave the company a “buy” rating in a research note on Thursday, September 18th. Cantor Fitzgerald lifted their target price on CrowdStrike from $475.00 to $500.00 and gave the company an “overweight” rating in a research note on Thursday, September 18th. Finally, Stifel Nicolaus lifted their target price on CrowdStrike from $495.00 to $515.00 and gave the company a “buy” rating in a research note on Thursday, September 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus target price of $496.47.

CrowdStrike Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.