Capital International Sarl Cuts Stake in Strategy Inc $MSTR

Capital International Sarl lowered its position in Strategy Inc (NASDAQ:MSTR) by 52.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,805 shares of the software maker’s stock after selling 12,041 shares during the quarter. Capital International Sarl’s holdings in Strategy were worth $1,642,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also bought and sold shares of the company. McIlrath & Eck LLC boosted its stake in Strategy by 3.8% in the second quarter. McIlrath & Eck LLC now owns 1,246 shares of the software maker’s stock worth $504,000 after buying an additional 46 shares in the last quarter. Mill Creek Capital Advisors LLC boosted its stake in Strategy by 2.8% in the third quarter. Mill Creek Capital Advisors LLC now owns 1,748 shares of the software maker’s stock worth $563,000 after buying an additional 48 shares in the last quarter. Angeles Wealth Management LLC boosted its stake in Strategy by 6.2% in the third quarter. Angeles Wealth Management LLC now owns 893 shares of the software maker’s stock worth $288,000 after buying an additional 52 shares in the last quarter. Banco Bilbao Vizcaya Argentaria S.A. boosted its stake in Strategy by 0.6% in the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 9,533 shares of the software maker’s stock worth $3,061,000 after buying an additional 53 shares in the last quarter. Finally, Binnacle Investments Inc lifted its position in Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after purchasing an additional 69 shares during the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Strategy Stock Performance

Shares of MSTR stock opened at $120.44 on Monday. The company has a debt-to-equity ratio of 0.22, a quick ratio of 6.05 and a current ratio of 6.05. The company has a market capitalization of $42.21 billion, a P/E ratio of -3.00 and a beta of 3.50. The stock has a 50 day moving average price of $153.65 and a two-hundred day moving average price of $154.06. Strategy Inc has a fifty-two week low of $104.17 and a fifty-two week high of $457.22.

Strategy (NASDAQ:MSTR) last announced its earnings results on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). The business had revenue of $124.30 million for the quarter, compared to the consensus estimate of $120.75 million. Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. Strategy’s revenue was up 11.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($16.49) EPS. Analysts expect that Strategy Inc will post 116.7 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on MSTR. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a research report on Friday, March 27th. Zacks Research downgraded Strategy from a “hold” rating to a “strong sell” rating in a research report on Monday, May 18th. BTIG Research reiterated a “buy” rating and issued a $350.00 price objective (up from $250.00) on shares of Strategy in a research report on Wednesday, May 6th. Wall Street Zen downgraded Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. Finally, Monness Crespi & Hardt reiterated a “neutral” rating on shares of Strategy in a research report on Tuesday, June 2nd. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and a consensus price target of $313.93.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Some commentary noted that Strategy still has a large liquidity cushion, with reports citing about $2.25 billion in reserves and lower leverage, which could help support long-term balance-sheet stability. MSTR’s Liquidity Position Improves: Is Long-Term Stability Growing?
• Positive Sentiment: Michael Saylor argued Bitcoin is undergoing a “disciplined expansion” and that institutional adoption through banks, credit, and capital markets could still support long-term demand for the asset. Saylor says Bitcoin needs ‘disciplined expansion’ as analysts weigh demand reset
• Neutral Sentiment: Strategy’s founder Michael Saylor also tried to frame the Bitcoin weakness as capital rotating into AI and other assets, suggesting the selloff may be more about market allocation than a fundamental break in Strategy’s business model. Strategy’s Michael Saylor Blames ‘Capital Rotation’ Into AI as Bitcoin Dives 13%
• Neutral Sentiment: Several reports said the company’s small Bitcoin sale was mainly used to fund preferred stock dividends, but it still sparked concern that Strategy may need to keep adjusting its funding approach if crypto weakness persists. Crypto Biz: Nobody told Saylor ‘never sell’
• Negative Sentiment: Bitcoin’s drop below key support levels is pressuring all BTC-linked stocks, and Strategy was cited as one of the biggest losers as investors reassess the risks of its leveraged Bitcoin exposure. Crypto mutiny on Strategy: Shorts target ‘MSTR’ in bitcoin bloodbath
• Negative Sentiment: Analysts and market commentators warned that Strategy’s first Bitcoin sale in years may signal tighter liquidity, reduced buying capacity, and possible further downside if Bitcoin keeps falling. Why Strategy (Formerly MicroStrategy) Stock Collapsed This Week

Insider Activity at Strategy

In related news, CFO Andrew Kang sold 33,062 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $118.73, for a total transaction of $3,925,451.26. Following the completion of the transaction, the chief financial officer owned 68,733 shares in the company, valued at $8,160,669.09. This represents a 32.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $154.94, for a total value of $2,331,847.00. Following the transaction, the director owned 28,000 shares of the company’s stock, valued at approximately $4,338,320. This represents a 34.96% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 190,649 shares of company stock worth $24,968,729 over the last quarter. 6.49% of the stock is owned by corporate insiders.

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.