Nordea Investment Management AB Acquires 35,337 Shares of CrowdStrike $CRWD

Nordea Investment Management AB raised its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 835,405 shares of the company’s stock after buying an additional 35,337 shares during the quarter. Nordea Investment Management AB owned about 0.33% of CrowdStrike worth $405,656,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of CRWD. Vanguard Group Inc. increased its position in CrowdStrike by 2.6% during the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after purchasing an additional 596,007 shares during the period. State Street Corp lifted its stake in shares of CrowdStrike by 3.6% in the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after purchasing an additional 370,965 shares during the period. Geode Capital Management LLC lifted its position in shares of CrowdStrike by 5.0% during the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock valued at $2,903,752,000 after buying an additional 273,922 shares in the last quarter. Laurel Wealth Advisors LLC lifted its holdings in CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Finally, Norges Bank purchased a new position in CrowdStrike during the 2nd quarter valued at approximately $1,638,365,000. 71.16% of the stock is currently owned by institutional investors.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire SGNL to add identity security and real‑time, risk‑based access controls to the Falcon platform — a strategic tuck‑in that could expand addressable market and cross‑sell opportunities. CRWD to Acquire SGNL
• Positive Sentiment: CrowdStrike announced a strategic partnership with Nord Security to target SMB cybersecurity, extending reach into smaller customers and packaging Falcon with Nord’s access/credential tools — helps revenue diversification and go‑to‑market. CrowdStrike and Nord Security Partnership
• Positive Sentiment: Analysts broadly praised the SGNL deal and many reiterated buy/upgrade calls (including a recent Berenberg upgrade and coverage noting upside), which can support near‑term sentiment and buying pressure. Analysts Applaud SGNL Deal
• Neutral Sentiment: CrowdStrike is appearing on lists of high‑growth names and is heavily searched by investors — increased attention can amplify moves but doesn’t by itself change fundamentals. High‑Growth Stocks List
• Neutral Sentiment: Reported short interest data is effectively meaningless (shows 0 shares / NaN change and 0.0 days to cover) — no actionable signal from this release. Short Interest Report
• Negative Sentiment: KeyBanc analyst flagged risks: lowering bullish stance due to expectations of weaker cybersecurity budgets in 2026 and an absence of AI tailwinds for CrowdStrike — this raises short‑term demand risk and could pressure estimates if broader IT spend softens. KeyBanc Analyst Caution

Analyst Ratings Changes

Several analysts have recently weighed in on CRWD shares. Mizuho set a $540.00 price target on shares of CrowdStrike in a research note on Thursday. Rosenblatt Securities reiterated a “buy” rating and set a $630.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Cantor Fitzgerald restated an “overweight” rating and issued a $590.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. Finally, Stifel Nicolaus lifted their price objective on CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Monday, November 17th. Thirty-two analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $555.10.

CrowdStrike Price Performance

CRWD opened at $466.99 on Tuesday. The company’s 50 day simple moving average is $500.78 and its 200-day simple moving average is $481.24. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The stock has a market capitalization of $117.73 billion, a P/E ratio of -370.63, a price-to-earnings-growth ratio of 113.19 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.CrowdStrike’s quarterly revenue was up 21.8% on a year-over-year basis. During the same period last year, the company earned $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Sell-side analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Transactions at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Anurag Saha sold 836 shares of CrowdStrike stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the completion of the sale, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 73,395 shares of company stock worth $36,920,217. 3.32% of the stock is currently owned by insiders.

CrowdStrike Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.