Asset Management One Co. Ltd. Has $69.13 Million Stock Position in CrowdStrike $CRWD

Asset Management One Co. Ltd. reduced its stake in shares of CrowdStrike (NASDAQ:CRWD) by 0.7% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 135,737 shares of the company’s stock after selling 949 shares during the quarter. Asset Management One Co. Ltd.’s holdings in CrowdStrike were worth $69,132,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Cloud Capital Management LLC acquired a new stake in CrowdStrike in the first quarter valued at about $25,000. Atlantic Edge Private Wealth Management LLC boosted its stake in CrowdStrike by 114.3% in the first quarter. Atlantic Edge Private Wealth Management LLC now owns 75 shares of the company’s stock valued at $26,000 after buying an additional 40 shares in the last quarter. Vision Financial Markets LLC acquired a new stake in CrowdStrike in the first quarter valued at about $26,000. Neo Ivy Capital Management acquired a new stake in CrowdStrike in the first quarter valued at about $30,000. Finally, Saudi Central Bank acquired a new stake in CrowdStrike in the first quarter valued at about $34,000. 71.16% of the stock is owned by institutional investors and hedge funds.

Insider Activity at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 10,000 shares of the company’s stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $515.00, for a total value of $5,150,000.00. Following the transaction, the president directly owned 354,116 shares in the company, valued at $182,369,740. This represents a 2.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO George Kurtz sold 17,830 shares of the company’s 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 completion of the transaction, the chief executive officer owned 2,115,057 shares in the company, valued at $1,045,959,138.21. This represents a 0.84% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 158,090 shares of company stock worth $75,500,649 in the last 90 days. 3.32% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research firms recently weighed in on CRWD. Scotiabank raised CrowdStrike from a “sector perform” rating to a “sector outperform” rating and raised their price objective for the company from $440.00 to $600.00 in a research note on Thursday, September 25th. Stifel Nicolaus increased their target price on CrowdStrike from $495.00 to $515.00 and gave the company a “buy” rating in a research report on Thursday, September 18th. Needham & Company LLC increased their target price on CrowdStrike from $475.00 to $535.00 and gave the company a “buy” rating in a research report on Thursday, September 18th. Canaccord Genuity Group increased their target price on CrowdStrike from $430.00 to $500.00 and gave the company a “hold” rating in a research report on Monday, September 22nd. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on CrowdStrike from $430.00 to $435.00 and gave the stock a “hold” rating in a research note on Thursday, September 18th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, CrowdStrike currently has an average rating of “Moderate Buy” and an average price target of $496.47.

CrowdStrike Trading Up 4.4%

NASDAQ CRWD opened at $521.98 on Friday. The company has a market cap of $131.00 billion, a price-to-earnings ratio of -438.63, a P/E/G ratio of 117.52 and a beta of 1.19. CrowdStrike has a 52 week low of $294.68 and a 52 week high of $522.43. The business has a 50 day moving average price of $461.36 and a 200-day moving average price of $452.92. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.15 billion. During the same quarter in the previous year, the firm earned $1.04 earnings per share. CrowdStrike’s quarterly 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 expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

CrowdStrike Company 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.