Mitsubishi UFJ Trust & Banking Corp Has $37.05 Million Stock Position in Strategy Inc $MSTR

Mitsubishi UFJ Trust & Banking Corp lifted its position in Strategy Inc (NASDAQ:MSTR) by 7.7% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 114,983 shares of the software maker’s stock after buying an additional 8,190 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Strategy were worth $37,049,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in MSTR. Envestnet Portfolio Solutions Inc. boosted its stake in Strategy by 117.4% in the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 1,661 shares of the software maker’s stock worth $535,000 after purchasing an additional 897 shares during the period. iA Global Asset Management Inc. lifted its holdings in shares of Strategy by 8.7% in the third quarter. iA Global Asset Management Inc. now owns 30,559 shares of the software maker’s stock valued at $9,846,000 after purchasing an additional 2,453 shares in the last quarter. Triad Wealth Partners LLC acquired a new stake in shares of Strategy in the third quarter worth $284,000. Andina Capital Management LLC grew its holdings in shares of Strategy by 170.6% during the third quarter. Andina Capital Management LLC now owns 1,875 shares of the software maker’s stock valued at $604,000 after buying an additional 1,182 shares in the last quarter. Finally, AM Investment Strategies LLC raised its position in Strategy by 98.2% during the third quarter. AM Investment Strategies LLC now owns 2,842 shares of the software maker’s stock valued at $916,000 after buying an additional 1,408 shares during the period. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Buying and Selling

In other Strategy news, EVP Wei-Ming Shao sold 2,600 shares of the business’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $202.02, for a total value of $525,252.00. Following the completion of the sale, the executive vice president owned 32,726 shares of the company’s stock, valued at $6,611,306.52. The trade was a 7.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Jane A. Dietze purchased 1,000 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were bought at an average price of $99.48 per share, with a total value of $99,480.00. Following the purchase, the director owned 3,600 shares in the company, valued at $358,128. This represents a 38.46% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders acquired 7,112 shares of company stock worth $984,888 and sold 13,177 shares worth $2,843,166. 8.46% of the stock is currently owned by corporate insiders.

Strategy Price Performance

Shares of MSTR opened at $163.11 on Monday. The firm has a market cap of $46.87 billion, a PE ratio of 7.59 and a beta of 3.42. The firm’s 50 day moving average price is $170.27 and its 200 day moving average price is $278.60. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.66 and a current ratio of 0.66. Strategy Inc has a twelve month low of $149.75 and a twelve month high of $457.22.

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

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Insider buy: Director Jane Dietze purchased 1,000 shares (~$99.48 avg), a direct-management buy that signals confidence from the board level. SEC Filing: Insider Purchase
• Positive Sentiment: STRC / capital-structure support: Analysis argues STRC (preferred-equity instrument) complements MSTR’s multi-layered Bitcoin buying plan by providing non-dilutive capital access and preserving buy capacity when equity issuance is costly. That supports long-term BTC accumulation potential. How STRC Completes MicroStrategy’s Strategy
• Positive Sentiment: Management defense: CEO/President reiterated bullish 2026 outlook for Bitcoin and defended recent buys in a media interview, which helps calm investor concerns about the firm’s commitment to its strategy. CEO Interview: Defends Bitcoin Buys
• Neutral Sentiment: Large BTC accumulation continues: Reports confirm a ~$2.13B Bitcoin purchase (adding ~22k BTC), pushing Strategy’s treasury toward ~700k BTC — reinforces strategy but increases equity correlation to BTC price moves. Strategy Buys $2.13B in Bitcoin
• Neutral Sentiment: Analyst defense / mixed valuations: Some Wall Street notes defend leadership and NAV-based upside while others flag dependence on BTC; expect diverging analyst views to keep volatility high. Analyst Defends Strategy After Big Drop
• Negative Sentiment: Bearish coverage & BTC pullback: Zacks and other outlets highlight >50% share declines tied to Bitcoin slippage and warn the BTC-heavy treasury creates large unrealized losses and potential dilution concerns — press that depresses sentiment when BTC falls. MSTR Drops 50%+: Buy the Dip or Walk Away?
• Negative Sentiment: Critics warn BTC exposure risks adoption and investor appetite: Pundits say large concentrated BTC holdings can be a net negative for adoption and amplify downside during crypto drawdowns. Ongoing negative narratives raise short-term downside risk. Bitcoin Is At Risk From Saylor

Wall Street Analysts Forecast Growth

MSTR has been the subject of a number of research reports. Monness Crespi & Hardt upgraded Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. Benchmark reissued a “buy” rating on shares of Strategy in a research report on Monday, December 1st. BTIG Research lowered their price objective on shares of Strategy from $700.00 to $630.00 and set a “buy” rating on the stock in a research report on Friday, October 31st. China Renaissance initiated coverage on shares of Strategy in a research report on Wednesday, October 15th. They issued a “buy” rating and a $473.00 target price for the company. Finally, Mizuho decreased their target price on shares of Strategy from $484.00 to $403.00 and set an “outperform” rating for the company in a research note on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $435.44.

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.