Strategy Inc $MSTR Holdings Lessened by Strong Tower Advisory Services

Strong Tower Advisory Services lowered its position in shares of Strategy Inc (NASDAQ:MSTR) by 32.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 89,981 shares of the software maker’s stock after selling 44,094 shares during the period. Strategy comprises about 5.5% of Strong Tower Advisory Services’ holdings, making the stock its largest position. Strong Tower Advisory Services’ holdings in Strategy were worth $28,993,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in MSTR. Summit Financial LLC boosted its holdings in shares of Strategy by 5.3% in the first quarter. Summit Financial LLC now owns 815 shares of the software maker’s stock valued at $235,000 after acquiring an additional 41 shares during the period. MetLife Investment Management LLC boosted its stake in Strategy by 43.0% during the 1st quarter. MetLife Investment Management LLC now owns 4,790 shares of the software maker’s stock worth $1,381,000 after purchasing an additional 1,440 shares during the period. Corebridge Financial Inc. boosted its stake in Strategy by 26.8% during the 1st quarter. Corebridge Financial Inc. now owns 16,691 shares of the software maker’s stock worth $4,812,000 after purchasing an additional 3,527 shares during the period. Wealth Preservation Advisors LLC acquired a new position in Strategy in the first quarter valued at $375,000. Finally, Gordian Capital Singapore Pte Ltd raised its holdings in shares of Strategy by 11.0% in the first quarter. Gordian Capital Singapore Pte Ltd now owns 1,010 shares of the software maker’s stock valued at $292,000 after buying an additional 100 shares during the last quarter. 59.84% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

MSTR has been the subject of several recent research reports. Citigroup decreased their target price on shares of Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a research note on Monday. Monness Crespi & Hardt raised Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. BTIG Research lowered their target price on Strategy from $700.00 to $630.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. Sanford C. Bernstein set a $450.00 target price on Strategy and gave the company an “outperform” rating in a report on Monday, December 8th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Strategy in a report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $465.13.

Strategy Stock Performance

Shares of MSTR stock opened at $157.88 on Wednesday. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 0.16. The stock has a 50 day simple moving average of $216.56 and a 200-day simple moving average of $314.95. The company has a market cap of $45.37 billion, a price-to-earnings ratio of 7.34 and a beta of 3.40. Strategy Inc has a 12-month low of $155.61 and a 12-month high of $457.22.

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

Insider Activity

In related news, Director Jane A. Dietze acquired 1,100 shares of Strategy stock in a transaction that occurred on Friday, November 21st. The stock was purchased at an average price of $95.28 per share, for a total transaction of $104,808.00. Following the completion of the purchase, 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jarrod M. Patten purchased 12,000 shares of Strategy stock in a transaction dated Friday, October 17th. The shares were bought at an average price of $96.88 per share, with a total value of $1,162,560.00. Following the completion of the transaction, the director owned 29,335 shares in the company, valued at approximately $2,841,974.80. This trade represents a 69.22% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders purchased 24,880 shares of company stock worth $2,421,219 and sold 43,177 shares worth $13,564,266. Insiders own 8.46% of the company’s stock.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Company materially increased cash liquidity — Strategy sold ~4.5M shares for roughly $748M and expanded its USD Reserve to about $2.19–$2.2B, improving near-term liquidity and lowering short‑term funding risk. Article Title
• Positive Sentiment: Management continues to argue the long-term opportunity in institutional Bitcoin adoption; CEO comments suggest banks are building Bitcoin services — supports the company’s strategic narrative beyond short-term market swings. Article Title
• Neutral Sentiment: Analysts remain mixed but not uniformly negative — some outlets highlight institutional demand and argue recovery could begin if Bitcoin stabilizes; these views temper outright bearishness. Article Title
• Negative Sentiment: Market reaction: investors sold the stock after the company paused Bitcoin accumulation and used equity to boost cash rather than buying BTC — headlines and trading show this was interpreted as a defensive shift, weighing on the share price. Article Title
• Negative Sentiment: Price-target and forecast pressure — Citigroup cut its price target (from $485 to $325) and published a cautious outlook; separate analysts issued pessimistic near‑term forecasts, reinforcing selling momentum. Article Title
• Negative Sentiment: Short-term risk from crypto volatility and mNAV dynamics — with Bitcoin down from recent highs, Strategy’s market‑linked valuation metrics (mNAV) and prior leverage to BTC returns increase the chance of further volatility in MSTR shares. Article Title

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.