Russell Investments Group Ltd. Buys 14,403 Shares of CrowdStrike $CRWD

Russell Investments Group Ltd. increased its stake in shares of CrowdStrike (NASDAQ:CRWD) by 10.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 146,717 shares of the company’s stock after purchasing an additional 14,403 shares during the period. Russell Investments Group Ltd. owned approximately 0.06% of CrowdStrike worth $71,938,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after buying an additional 2,417 shares during the period. Empowered Funds LLC grew its holdings in shares of CrowdStrike by 3.6% in the first quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after acquiring an additional 169 shares during the period. Savant Capital LLC grew its holdings in shares of CrowdStrike by 29.3% in the second quarter. Savant Capital LLC now owns 3,968 shares of the company’s stock worth $2,021,000 after acquiring an additional 900 shares during the period. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in CrowdStrike during the second quarter valued at $17,393,000. Finally, Acadian Asset Management LLC purchased a new stake in CrowdStrike during the second quarter valued at $12,276,000. Institutional investors own 71.16% of the company’s stock.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the transaction, the president owned 342,655 shares of the company’s stock, valued at $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the transaction, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 90,068 shares of company stock valued at $40,447,425. 3.32% of the stock is currently owned by company insiders.

CrowdStrike Stock Up 0.5%

NASDAQ CRWD opened at $436.33 on Wednesday. The stock’s 50-day moving average price is $429.94 and its 200-day moving average price is $469.54. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The company has a market capitalization of $110.00 billion, a P/E ratio of -589.63, a price-to-earnings-growth ratio of 22.76 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. The firm had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the firm earned $1.03 EPS. On average, equities research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

CRWD has been the topic of several research reports. Canaccord Genuity Group dropped their target price on CrowdStrike from $515.00 to $400.00 and set a “hold” rating on the stock in a research report on Wednesday, March 4th. TD Cowen reduced their price target on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a research report on Tuesday, February 24th. Wells Fargo & Company started coverage on shares of CrowdStrike in a research note on Tuesday, March 3rd. They issued an “overweight” rating and a $450.00 price objective on the stock. BNP Paribas Exane dropped their price objective on shares of CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Wednesday, March 4th. Finally, Scotiabank restated an “outperform” rating on shares of CrowdStrike in a research report on Wednesday, December 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $505.19.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Earnings beat and durable growth — Q4 results beat estimates (EPS $1.12 vs. $1.10; revenue $1.31B), ARR grew ~24% to $5.25B, operating income and cash flow expanded, supporting the view that subscription momentum is accelerating. CrowdStrike Delivered a Blowout Quarter—and the Stock Yawned
• Positive Sentiment: Analyst upgrade fuels demand — Morgan Stanley bumped CRWD to Overweight with a $510 target, a move that helped spark recent rallies and signals growing conviction that CrowdStrike will capture AI-related security spending. CrowdStrike (CRWD) Stock Jumps 17% Following Morgan Stanley’s Top Pick Designation
• Positive Sentiment: AI tailwind recognized by Wall Street — Multiple pieces note that AI expansion should raise demand for advanced endpoint and identity protection, reinforcing CrowdStrike’s addressable market thesis. Why CrowdStrike’s stock just won another fan on Wall Street
• Neutral Sentiment: Mixed price-target moves — Some shops trimmed targets (Daiwa to $500; Citi trimmed its target from $610 to $525 but kept Buy), reflecting differing views on how much premium the market should pay for growth. These conflicting PTs can moderate near-term upside. Daiwa lowers price target on CrowdStrike
• Negative Sentiment: Valuation concerns — Despite strong results, CRWD still trades at a premium (forward multiples well above the market). Analysts warn that sustained high growth will be needed to justify current valuations, which could cap gains if growth decelerates. Down 22%, Is It Time to Buy CrowdStrike Stock on the Dip?
• Negative Sentiment: Legal/competitive risk — CrowdStrike filed a trademark suit against rival AiStrike; litigation or intensified competition could create expenses or distractions. CrowdStrike sues rival AiStrike for trademark infringement

About CrowdStrike

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.