Strs Ohio Grows Holdings in Strategy Inc $MSTR

06 Jul 2026, 09:11 by Michael Walen · The Markets Daily

Strs Ohio increased its stake in Strategy Inc (NASDAQ:MSTR – Free Report) by 6.7% in the first quarter, Holdings Channel reports. The institutional investor owned 93,570 shares of the software maker’s stock after acquiring an additional 5,881 shares during the quarter. Strs Ohio’s holdings in Strategy were worth $11,678,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in MSTR. Binnacle Investments Inc grew its stake in Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after purchasing an additional 69 shares in the last quarter. Wealth Watch Advisors INC bought a new position in Strategy during the 3rd quarter worth approximately $44,000. Fideuram Asset Management Ireland dac bought a new position in Strategy during the 4th quarter worth approximately $25,000. Darwin Wealth Management LLC acquired a new position in shares of Strategy in the 2nd quarter worth approximately $77,000. Finally, Dogwood Wealth Management LLC increased its holdings in shares of Strategy by 280.0% in the 4th quarter. Dogwood Wealth Management LLC now owns 190 shares of the software maker’s stock valued at $29,000 after acquiring an additional 140 shares during the last quarter. 59.84% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

MSTR has been the topic of several research analyst reports. Canaccord Genuity Group reduced their price objective on Strategy from $163.00 to $130.00 and set a “buy” rating on the stock in a research note on Tuesday, June 30th. Mizuho reduced their price target on shares of Strategy from $320.00 to $265.00 and set an “outperform” rating on the stock in a research report on Monday, June 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a research report on Wednesday, June 24th. Monness Crespi & Hardt reissued a “neutral” rating on shares of Strategy in a report on Tuesday, June 2nd. Finally, Zacks Research lowered Strategy from a “hold” rating to a “strong sell” rating in a report on Monday, May 18th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $278.87.

Get Our Latest Research Report on Strategy

Strategy Stock Performance

Strategy stock opened at $100.77 on Monday. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. The firm has a 50-day moving average price of $141.68 and a two-hundred day moving average price of $143.79. The firm has a market capitalization of $35.31 billion, a price-to-earnings ratio of -2.51 and a beta of 3.54. Strategy Inc has a 52-week low of $81.81 and a 52-week high of $457.22.

Strategy (NASDAQ:MSTR – Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing the consensus estimate of ($0.86) by ($37.39). The firm had revenue of $124.30 million during the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. Strategy’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($16.49) EPS. Sell-side analysts expect that Strategy Inc will post 116.7 earnings per share for the current year.

Insiders Place Their Bets

In related news, CAO Jeanine Montgomery sold 354 shares of Strategy stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total transaction of $43,839.36. Following the sale, the chief accounting officer directly owned 11,209 shares in the company, valued at $1,388,122.56. The trade was a 3.06% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Andrew Kang sold 1,949 shares of the stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total transaction of $241,364.16. Following the completion of the transaction, the chief financial officer owned 71,044 shares of the company’s stock, valued at $8,798,088.96. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders bought 11,166 shares of company stock worth $1,014,265 and sold 192,922 shares worth $25,104,214. Corporate insiders own 6.49% of the company’s stock.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

Positive Sentiment: Strategy’s new Digital Credit Capital Framework includes a $2 billion buyback program and a higher dividend on STRC preferred shares, which could support the stock by improving liquidity management and helping close the preferred’s discount to par. Article Title
Positive Sentiment: Several analysts and market commentators said the new capital plan and balance-sheet flexibility could help Strategy outperform Bitcoin in certain market conditions, contributing to recent upside in the shares. Article Title
Neutral Sentiment: CEO Phong Le bought 11,000 shares of STRC preferred stock, a signal of insider confidence, though the move is in the preferred shares rather than common stock. Article Title
Neutral Sentiment: Michael Saylor continues to promote Strategy’s Bitcoin-linked “digital credit” model, reinforcing the company’s long-term thesis even as investors debate whether the approach is becoming more complex. Article Title
Negative Sentiment: JPMorgan and other critics warned that allowing Bitcoin sales to fund preferred dividends could increase volatility and weaken the company’s long-held “never sell” message. Article Title
Negative Sentiment: Bitwise’s Matt Hougan said Strategy may be a “less important” Bitcoin buyer in the next cycle, while other reports highlighted concerns about dilution, insider selling in the broader setup, and the company’s heavy dependence on crypto sentiment. Article Title

Strategy Profile

(Free Report)

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.