114,104 Strategy Inc $MSTR Shares Purchased by Partners Wealth Management LLC

Partners Wealth Management LLC increased its position in Strategy Inc (NASDAQ:MSTR) by 1,529.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 121,564 shares of the software maker’s stock after buying an additional 114,104 shares during the period. Strategy accounts for approximately 1.9% of Partners Wealth Management LLC’s investment portfolio, making the stock its 9th biggest holding. Partners Wealth Management LLC’s holdings in Strategy were worth $18,610,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Westfuller Advisors LLC acquired a new position in Strategy during the 1st quarter worth approximately $25,000. Ancora Advisors LLC boosted its holdings in Strategy by 111.7% in the second quarter. Ancora Advisors LLC now owns 290 shares of the software maker’s stock worth $25,000 after acquiring an additional 153 shares in the last quarter. Continuum Advisory LLC bought a new position in Strategy in the second quarter worth approximately $26,000. Ameritas Advisory Services LLC acquired a new stake in Strategy in the second quarter valued at approximately $28,000. Finally, Root Financial Partners LLC acquired a new stake in Strategy in the third quarter valued at approximately $38,000. 59.84% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, Director Jarrod Patten sold 2,775 shares of the stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $125.33, for a total transaction of $347,790.75. Following the completion of the transaction, the director owned 28,406 shares in the company, valued at approximately $3,560,123.98. This represents a 8.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders have sold a total of 10,200 shares of company stock worth $1,443,356 in the last three months. 5.40% of the stock is currently owned by corporate insiders.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy reported diluted GAAP earnings of $44.75 per share, well above the roughly $20.19 analyst consensus, as bitcoin gains produced record operating profit. Founder Michael Saylor also said he believes a new bitcoin bull market is beginning. Strategy’s $21B Quarter Is Its Biggest Ever as Saylor Sees New Bitcoin Bull Run
• Positive Sentiment: Shareholders approved changes allowing Strategy’s four preferred securities—STRF, STRC, STRK and STRD—to accrue and pay dividends daily. The change could improve liquidity and make the preferred offerings more attractive as financing tools; STRC is expected to transition first, followed by the other securities in early 2027. Strategy Shareholders Approve Daily Dividends
• Neutral Sentiment: Analysts and investors are examining operating metrics beyond headline EPS, including bitcoin holdings, bitcoin per share and financing activity. The company’s quarter was heavily influenced by the market value of its bitcoin portfolio rather than software operations. Key Metrics Tell Us About Strategy Q3 Earnings
• Negative Sentiment: Revenue was $125.4 million, below the $127.8 million consensus estimate, while commentary indicated that nearly all of the large profit came from bitcoin appreciation rather than the core software business. This raises concerns about earnings durability and Strategy’s substantial sensitivity to bitcoin prices. Strategy Shares Slip After Q3 Earnings Print
• Negative Sentiment: Bitcoin per share reportedly fell 3.7%, an unfavorable development for a stock whose valuation depends heavily on bitcoin exposure per common share. Bitcoin’s recent weakness toward the $76,000–$80,000 range is adding to the pressure. Strategy’s Bitcoin Per Share Falls 3.7%
• Negative Sentiment: Chief Financial Officer Andrew Kang plans to resign, creating an additional uncertainty during a period of aggressive capital raising, preferred dividends and bitcoin-treasury management. Strategy Reshapes Financial Leadership

Wall Street Analysts Forecast Growth

A number of brokerages have commented on MSTR. Mizuho set a $165.00 price target on shares of Strategy in a research note on Monday, August 10th. HC Wainwright set a $325.00 price objective on shares of Strategy in a research note on Monday, August 3rd. B. Riley Financial lifted their price objective on shares of Strategy from $175.00 to $195.00 and gave the company a “buy” rating in a report on Tuesday, September 22nd. Wall Street Zen upgraded shares of Strategy from a “strong sell” rating to a “sell” rating in a report on Sunday, August 16th. Finally, Canaccord Genuity Group boosted their target price on shares of Strategy from $175.00 to $179.00 and gave the stock a “buy” rating in a research report on Tuesday, September 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $251.21.

Strategy Trading Down 2.4%

Shares of MSTR stock opened at $141.62 on Friday. Strategy Inc has a 52-week low of $81.81 and a 52-week high of $276.32. The company has a debt-to-equity ratio of 0.22, a quick ratio of 5.39 and a current ratio of 5.39. The company has a 50-day simple moving average of $143.31 and a two-hundred day simple moving average of $134.67. The company has a market capitalization of $54.41 billion, a price-to-earnings ratio of -1.46 and a beta of 3.56.

Strategy (NASDAQ:MSTR) last announced its earnings results on Thursday, October 29th. The software maker reported $44.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $20.19 by $24.56. The firm had revenue of $125.43 million during the quarter, compared to analyst estimates of $127.76 million. Strategy had a negative return on equity of 74.18% and a negative net margin of 6,102.95%. The business’s revenue was down 2.5% compared to the same quarter last year. During the same period last year, the firm posted $8.42 EPS. Research analysts anticipate that Strategy Inc will post -15.60 EPS for the current fiscal year.

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.