Hsbc Holdings PLC Acquires 54,840 Shares of Strategy Inc $MSTR

Hsbc Holdings PLC lifted its holdings in Strategy Inc (NASDAQ:MSTR) by 17.4% during the 4th quarter, HoldingsChannel reports. The fund owned 370,057 shares of the software maker’s stock after acquiring an additional 54,840 shares during the quarter. Hsbc Holdings PLC’s holdings in Strategy were worth $56,521,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Fideuram Asset Management Ireland dac acquired a new stake in Strategy in the 4th quarter worth about $25,000. Dogwood Wealth Management LLC grew its position in shares of Strategy by 280.0% during the 4th quarter. Dogwood Wealth Management LLC now owns 190 shares of the software maker’s stock worth $29,000 after purchasing an additional 140 shares in the last quarter. Wilkerson Advisory Group LLC acquired a new position in shares of Strategy during the 4th quarter worth approximately $30,000. Binnacle Investments Inc increased its holdings in shares of Strategy by 492.9% during the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after purchasing an additional 69 shares during the period. Finally, Quarry LP increased its holdings in shares of Strategy by 96.8% during the fourth quarter. Quarry LP now owns 246 shares of the software maker’s stock worth $37,000 after purchasing an additional 121 shares during the period. 59.84% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on MSTR shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a research note on Friday, March 27th. Benchmark restated a “buy” rating on shares of Strategy in a research note on Tuesday, June 2nd. Mizuho dropped their price objective on Strategy from $320.00 to $265.00 and set an “outperform” rating for the company in a report on Monday, June 1st. Cantor Fitzgerald reiterated an “overweight” rating on shares of Strategy in a research report on Monday, June 15th. Finally, Texas Capital raised Strategy to a “strong-buy” rating in a report on Thursday, March 19th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Strategy presently has a consensus rating of “Moderate Buy” and a consensus target price of $313.93.

Strategy Stock Performance

Shares of Strategy stock opened at $109.46 on Tuesday. The company has a current ratio of 6.05, a quick ratio of 6.05 and a debt-to-equity ratio of 0.22. The company has a market cap of $38.36 billion, a PE ratio of -2.73 and a beta of 3.50. The company has a 50 day moving average of $152.30 and a 200-day moving average of $149.37. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22.

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

Insiders Place Their Bets

In other Strategy news, CFO Andrew Kang sold 1,949 shares of the firm’s stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $123.84, for a total value of $241,364.16. Following the sale, the chief financial officer owned 71,044 shares of the company’s stock, valued at approximately $8,798,088.96. This trade represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Phong Le purchased 11,000 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was acquired at an average price of $90.80 per share, for a total transaction of $998,800.00. Following the purchase, the chief executive officer owned 11,000 shares in the company, valued at approximately $998,800. The trade was a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders bought 11,166 shares of company stock worth $1,014,265 and sold 192,122 shares worth $25,030,501. 6.49% of the stock is currently owned by corporate insiders.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy disclosed that it bought another 520 Bitcoin for about $34.9 million and raised its USD reserve by $300 million to $1.4 billion, which supporters view as a balance-sheet buffer and a sign the company is still committed to expanding its Bitcoin holdings. Article Title
• Positive Sentiment: Michael Saylor’s latest “orange dots” post fueled speculation of more Bitcoin buying, helping reinforce the bullish narrative that Strategy is still actively accumulating BTC. Article Title
• Neutral Sentiment: Analysts and market watchers continue to focus on Strategy’s massive Bitcoin treasury, now around 847,000 BTC, keeping the stock closely tied to crypto price moves rather than software fundamentals. Article Title
• Negative Sentiment: Investor concern is rising that Strategy’s STRC preferred stock is trading below par, forcing the company to halt new STRC sales and even sell Bitcoin to help cover dividend obligations. That has sparked fears about funding pressure, dilution, and the durability of its capital model. Article Title
• Negative Sentiment: Related commentary highlighted that STRC’s slide has “emboldened critics” and raised questions about whether Strategy’s Bitcoin-financing flywheel is starting to break down, which is pressuring the stock. Article Title

Strategy Company 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.