Mountain Capital Investment Advisors Inc. acquired a new position in shares of Strategy Incorporated (NASDAQ:MSTR - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 947 shares of the software maker's stock, valued at approximately $274,000.
Other large investors have also recently added to or reduced their stakes in the company. Quadrant Capital Group LLC grew its position in shares of Strategy by 855.6% during the fourth quarter. Quadrant Capital Group LLC now owns 86 shares of the software maker's stock worth $25,000 after buying an additional 77 shares in the last quarter. Riverview Trust Co purchased a new position in Strategy in the fourth quarter valued at approximately $25,000. IAG Wealth Partners LLC purchased a new stake in shares of Strategy during the 4th quarter worth approximately $25,000. Parkside Financial Bank & Trust boosted its stake in Strategy by 422.2% in the fourth quarter. Parkside Financial Bank & Trust now owns 94 shares of the software maker's stock valued at $27,000 after acquiring an additional 76 shares in the last quarter. Finally, Aspect Partners LLC purchased a new position in shares of Strategy during the fourth quarter worth approximately $28,000. 59.84% of the stock is currently owned by institutional investors and hedge funds.
Strategy Price Performance
NASDAQ:MSTR traded up $2.78 during trading hours on Monday, reaching $302.76. The company had a trading volume of 7,482,601 shares, compared to its average volume of 17,991,679. The firm has a market capitalization of $77.92 billion, a PE ratio of -53.75 and a beta of 3.46. The stock has a 50-day moving average of $295.80 and a two-hundred day moving average of $306.65. The company has a quick ratio of 0.65, a current ratio of 0.71 and a debt-to-equity ratio of 0.39. Strategy Incorporated has a one year low of $101.00 and a one year high of $543.00.
Strategy (NASDAQ:MSTR - Get Free Report) last released its quarterly earnings results on Wednesday, February 5th. The software maker reported ($3.20) EPS for the quarter, missing the consensus estimate of ($0.13) by ($3.07). Strategy had a negative net margin of 251.73% and a negative return on equity of 19.01%.
Insider Activity at Strategy
In other Strategy news, CFO Andrew Kang acquired 1,500 shares of the business's stock in a transaction dated Thursday, March 20th. The shares were acquired at an average price of $85.00 per share, with a total value of $127,500.00. Following the completion of the transaction, the chief financial officer now directly owns 1,500 shares in the company, valued at $127,500. This trade represents a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Jeanine Montgomery sold 481 shares of the firm's stock in a transaction that occurred on Monday, March 24th. The shares were sold at an average price of $329.27, for a total value of $158,378.87. Following the completion of the transaction, the chief accounting officer now owns 7,805 shares of the company's stock, valued at approximately $2,569,952.35. This represents a 5.80 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders acquired 8,000 shares of company stock worth $680,000 and sold 22,998 shares worth $7,671,926. 9.16% of the stock is owned by insiders.
Analysts Set New Price Targets
A number of research analysts recently weighed in on the company. Benchmark reaffirmed a "buy" rating and set a $650.00 price objective on shares of Strategy in a report on Tuesday, January 14th. Barclays decreased their price objective on Strategy from $515.00 to $421.00 and set an "overweight" rating on the stock in a research note on Monday, February 10th. Monness Crespi & Hardt lowered shares of Strategy from a "neutral" rating to a "sell" rating and set a $220.00 target price on the stock. in a report on Tuesday, April 1st. Maxim Group increased their target price on Strategy from $480.00 to $500.00 and gave the stock a "buy" rating in a research report on Thursday, February 6th. Finally, Compass Point upgraded shares of Strategy to a "strong-buy" rating in a report on Wednesday, January 29th. One equities research analyst has rated the stock with a sell rating, nine have issued a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, Strategy presently has an average rating of "Moderate Buy" and an average target price of $508.09.
Read Our Latest Analysis on Strategy
About Strategy
(
Free Report)
Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.
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