Korea Investment CORP Lowers Stock Holdings in Strategy Inc $MSTR

Korea Investment CORP lowered its position in shares of Strategy Inc (NASDAQ:MSTR) by 13.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 118,926 shares of the software maker’s stock after selling 18,268 shares during the period. Korea Investment CORP’s holdings in Strategy were worth $38,319,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Strategy during the 2nd quarter valued at about $1,203,062,000. Amundi grew its position in Strategy by 378.9% during the second quarter. Amundi now owns 1,783,982 shares of the software maker’s stock valued at $717,660,000 after acquiring an additional 1,411,500 shares during the last quarter. Vanguard Group Inc. raised its stake in shares of Strategy by 7.3% during the third quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock worth $6,406,912,000 after acquiring an additional 1,344,519 shares in the last quarter. Harvest Portfolios Group Inc. raised its stake in shares of Strategy by 119.0% during the third quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock worth $499,593,000 after acquiring an additional 842,480 shares in the last quarter. Finally, State Street Corp lifted its holdings in shares of Strategy by 9.9% in the 2nd quarter. State Street Corp now owns 5,484,569 shares of the software maker’s stock worth $2,217,027,000 after acquiring an additional 495,278 shares during the last quarter. 59.84% of the stock is currently owned by institutional investors.

Strategy Trading Up 4.1%

Shares of MSTR opened at $138.95 on Tuesday. The stock has a market capitalization of $46.37 billion, a P/E ratio of -7.55 and a beta of 3.55. Strategy Inc has a twelve month low of $104.17 and a twelve month high of $457.22. The company has a quick ratio of 5.62, a current ratio of 5.62 and a debt-to-equity ratio of 0.18. The firm has a fifty day simple moving average of $146.05 and a two-hundred day simple moving average of $220.97.

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

Analysts Set New Price Targets

Several research firms recently commented on MSTR. Benchmark reaffirmed a “buy” rating on shares of Strategy in a report on Monday, December 1st. Citigroup cut their price target on shares of Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a research report on Monday, December 22nd. HC Wainwright reiterated a “buy” rating on shares of Strategy in a report on Friday, February 6th. Canaccord Genuity Group set a $185.00 target price on Strategy and gave the company a “buy” rating in a research note on Wednesday, February 4th. Finally, Truist Financial set a $268.00 target price on Strategy in a report on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and a consensus target price of $368.21.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy executed a ~ $1.28B purchase of 17,994 BTC (avg. ~$70.9k/coin), bringing total holdings to ~738,731 BTC — a clear, tangible step in its long-term bitcoin‑accumulation strategy. Strategy Buys $1.28B in Bitcoin
• Positive Sentiment: Management expanded its ATM program and used equity/preferred issuances to fund the buy — showing operational capacity to raise capital quickly for further BTC purchases. This reduces the likelihood of forced BTC sales to service obligations. Strategy Expands ATM Program
• Positive Sentiment: Analyst/support signals remain constructive for sentiment — coverage and positive analyst notes (e.g., reiterated buy ratings) reinforce investor confidence in the strategy‑as‑treasury narrative. Buy Rating Reiterated at BTIG
• Neutral Sentiment: Chairman Michael Saylor and company communications continue to telegraph further accumulation, which supports momentum but also means returns hinge on future Bitcoin price action and execution. CoinDesk Coverage of Latest Purchase
• Negative Sentiment: Financing via large common‑stock and perpetual preferred issuances funded much of the purchase — this raises dilution risk for existing shareholders and can compress per‑share economics if new capital issuance outpaces Bitcoin per share growth. Fortune: Bought Bitcoin Using Mostly Common Stock
• Negative Sentiment: Fundamental metrics remain mixed: recent quarterly results showed a very large negative EPS and heavy unrealized BTC mark‑to‑market swings — factors that can amplify volatility in the stock even as the treasury grows. MarketBeat: Recent Earnings Report

Insider Activity

In other Strategy news, Director Jane A. Dietze purchased 1,000 shares of the stock in a transaction on Tuesday, January 20th. The stock was acquired at an average price of $99.48 per share, with a total value of $99,480.00. Following the transaction, the director directly owned 3,600 shares of the company’s stock, valued at approximately $358,128. This trade represents a 38.46% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director Carl J. Rickertsen acquired 5,000 shares of the company’s stock in a transaction on Monday, January 12th. The stock was acquired at an average price of $155.88 per share, with a total value of $779,400.00. Following the acquisition, the director owned 5,000 shares in the company, valued at approximately $779,400. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased 6,012 shares of company stock worth $880,080 over the last three months. 8.46% of the stock is owned by insiders.

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.