Orion Porfolio Solutions LLC Sells 8,725 Shares of Strategy Inc $MSTR

Orion Porfolio Solutions LLC lessened its position in Strategy Inc (NASDAQ:MSTR) by 37.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 14,769 shares of the software maker’s stock after selling 8,725 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Strategy were worth $4,759,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. RiverFront Investment Group LLC purchased a new position in Strategy during the second quarter valued at $3,561,000. J.W. Cole Advisors Inc. grew its position in shares of Strategy by 25.3% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 10,262 shares of the software maker’s stock worth $4,148,000 after buying an additional 2,069 shares during the period. Swiss National Bank increased its stake in shares of Strategy by 17.1% in the 2nd quarter. Swiss National Bank now owns 749,300 shares of the software maker’s stock worth $302,890,000 after acquiring an additional 109,500 shares in the last quarter. Stevens Capital Management LP bought a new position in shares of Strategy in the 2nd quarter worth about $35,967,000. Finally, Rhumbline Advisers lifted its position in Strategy by 16.1% during the 3rd quarter. Rhumbline Advisers now owns 313,565 shares of the software maker’s stock valued at $101,034,000 after acquiring an additional 43,509 shares during the period. 59.84% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director Jane A. Dietze bought 1,000 shares of the stock in a transaction on Tuesday, January 20th. The shares were acquired at an average price of $99.48 per share, for a total transaction of $99,480.00. Following the purchase, the director owned 3,600 shares of the company’s stock, valued at approximately $358,128. The trade was a 38.46% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Carl J. Rickertsen purchased 5,000 shares of the company’s stock in a transaction dated Monday, January 12th. The shares were bought at an average cost of $155.88 per share, for a total transaction of $779,400.00. Following the acquisition, the director owned 5,000 shares in the company, valued at approximately $779,400. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 6,012 shares of company stock worth $880,080 in the last 90 days. Company insiders own 8.46% of the company’s stock.

Strategy Stock Down 4.5%

MSTR stock opened at $133.53 on Friday. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The business has a fifty day moving average price of $146.38 and a 200-day moving average price of $223.22. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62. The stock has a market capitalization of $44.57 billion, a P/E ratio of -7.26 and a beta of 3.55.

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

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Continued Bitcoin accumulation — Strategy added 3,015 BTC this week, taking holdings above ~720,000 BTC; that supports the company’s identity as a Bitcoin treasury play and can lift the stock when BTC rallies. Yahoo: Strategy Bitcoin Bet Deepens
• Positive Sentiment: Higher STRC dividend and record STRC issuance — Strategy raised the dividend on its STRC perpetual preferred (seventh increase), which can attract income-oriented buyers and supported recent trading activity. Yahoo: Strategy Bitcoin Bet Deepens
• Neutral Sentiment: Analyst optimism vs. execution risk — Wall Street price-target averages imply large upside potential, but those targets assume successful BTC appreciation and execution; they’re a factor, not a guarantee. Zacks: Analysts See Upside
• Neutral Sentiment: Stock is highly correlated to Bitcoin swings — recent BTC rallies (above $73k) have driven sharp MSTR moves both up and down; price action largely follows BTC more than fundamentals. Blockonomi: Crypto Rally Lifted MSTR
• Negative Sentiment: Equity/preferred funding may dilute holders and signal capital needs — the company used a mix of common and record STRC issuance to fund BTC buys; investors worry about dilution and rising financing costs. Yahoo: Strategy Bitcoin Bet Deepens
• Negative Sentiment: Fundamentals remain weak — recent quarterly results showed a large EPS miss, deeply negative margins and negative ROE; those metrics increase downside risk if BTC stalls. (See company filings and recent earnings commentary.)

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Zacks Research raised shares of Strategy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a report on Monday, December 29th. Citigroup dropped their price target on Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research report on Monday, December 22nd. BTIG Research restated a “buy” rating on shares of Strategy in a research note on Friday. Finally, Truist Financial set a $268.00 price objective on Strategy in a research report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and a consensus price target of $368.21.

Strategy 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.