Wealth Enhancement Advisory Services LLC Sells 21,415 Shares of Strategy Inc $MSTR

Wealth Enhancement Advisory Services LLC decreased its stake in shares of Strategy Inc (NASDAQ:MSTR) by 34.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 40,509 shares of the software maker’s stock after selling 21,415 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Strategy were worth $6,379,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of MSTR. Rhumbline Advisers increased its position in Strategy by 16.1% in the 3rd quarter. Rhumbline Advisers now owns 313,565 shares of the software maker’s stock worth $101,034,000 after buying an additional 43,509 shares during the period. Schroder Investment Management Group raised its stake in shares of Strategy by 21.0% in the 3rd quarter. Schroder Investment Management Group now owns 118,478 shares of the software maker’s stock valued at $38,175,000 after buying an additional 20,536 shares in the last quarter. VestGen Advisors LLC lifted its stake in Strategy by 54.9% during the second quarter. VestGen Advisors LLC now owns 6,785 shares of the software maker’s stock worth $2,743,000 after purchasing an additional 2,405 shares during the period. New York State Common Retirement Fund boosted its stake in Strategy by 142.7% in the 2nd quarter. New York State Common Retirement Fund now owns 281,450 shares of the software maker’s stock valued at $113,771,000 after buying an additional 165,500 shares in the last quarter. Finally, State Street Corp lifted its holdings in shares of Strategy by 9.9% during the second quarter. State Street Corp now owns 5,484,569 shares of the software maker’s stock valued at $2,217,027,000 after acquiring an additional 495,278 shares during the period. Institutional investors own 59.84% of the company’s stock.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: STRC preferred shares have strong retail demand, providing an on‑ramp that has already funded material Bitcoin purchases — this financing pathway supports Strategy’s stated plan to keep growing its BTC treasury. Cointelegraph: 80% of STRC buyers are retail
• Positive Sentiment: Management has authorized very large equity/preferred programs explicitly to fund continued Bitcoin buys — if BTC rallies, the aggressive accumulation strategy can produce meaningful upside for MSTR holders. Yahoo Finance: Massive capital raise to turbocharge Bitcoin buying
• Neutral Sentiment: Strategy continues to add to its Bitcoin treasury (company holdings and realized price metrics are frequently cited), keeping the company’s valuation highly tied to BTC price moves and the mix of funding (common vs. preferred vs. debt). Zacks: Strategy expands bitcoin holdings
• Negative Sentiment: Insider common‑stock sales by senior officers have heightened selling pressure and investor concern about timing and dilution (CEO, CFO and other officers disclosed recent sales). AmericanBankingNews: Andrew Kang sells MSTR shares
• Negative Sentiment: Director and other leadership offloads reported in the press are adding to negative sentiment and headlines that can accelerate near‑term declines. Coingape: Director offloads shares
• Negative Sentiment: Analyst pressure: some price targets were trimmed this week, and coverage is emphasizing dilution and concentrated BTC risk — that can mechanically reduce demand from institutional/benchmark buyers. MSN: price target decrease
• Negative Sentiment: Bitcoin weakness is an immediate drag: crypto‑linked equities like MSTR gap lower when BTC falls (recent two‑day BTC weakness is cited as a primary intraday driver). Schaeffers: Crypto stocks gap lower as Bitcoin extends meltdown

Analyst Ratings Changes

A number of research firms have recently issued reports on MSTR. Canaccord Genuity Group set a $185.00 target price on shares of Strategy and gave the company a “buy” rating in a research note on Wednesday, February 4th. Texas Capital raised shares of Strategy to a “strong-buy” rating in a research note on Thursday, March 19th. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a research report on Monday, December 29th. Cantor Fitzgerald assumed coverage on shares of Strategy in a report on Tuesday, January 27th. They set an “overweight” rating for the company. Finally, Truist Financial set a $268.00 price target on Strategy in a report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $368.21.

Strategy Price Performance

NASDAQ:MSTR opened at $126.03 on Friday. The stock’s 50 day moving average price is $139.13 and its two-hundred day moving average price is $202.24. Strategy Inc has a 12-month low of $104.17 and a 12-month high of $457.22. The firm has a market capitalization of $42.06 billion, a price-to-earnings ratio of -6.85 and a beta of 3.55. The company has a quick ratio of 5.62, a current ratio of 5.62 and a debt-to-equity ratio of 0.18.

Strategy (NASDAQ:MSTR) last released its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) EPS for the quarter, missing analysts’ consensus estimates of $46.02 by ($88.95). The company had revenue of $122.99 million for the quarter, compared to the consensus estimate of $117.42 million. Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The company’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same period last year, the firm earned ($3.03) earnings per share.

Insiders Place Their Bets

In related news, CAO Jeanine Montgomery sold 470 shares of the company’s stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total transaction of $65,015.10. Following the completion of the sale, the chief accounting officer owned 10,423 shares of the company’s stock, valued at $1,441,813.59. This represents a 4.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Jane A. Dietze purchased 1,000 shares of Strategy stock in a transaction that occurred on Tuesday, January 20th. The shares were purchased at an average price of $99.48 per share, for a total transaction of $99,480.00. Following the transaction, the director directly owned 3,600 shares in the company, valued at $358,128. This represents a 38.46% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have acquired 8,521 shares of company stock worth $1,130,026 and have sold 9,352 shares worth $1,290,195. Company insiders own 8.46% of the company’s stock.

About Strategy

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.