MicroStrategy Incorporated's Stock Analysis

MicroStrategy Excludes Unrealized Gains from Corporate Tax Calculations

MicroStrategy Incorporated will no longer be subject to the 15% corporate alternative minimum tax (CAMT) due to interim guidance from the Treasury and IRS. This guidance allows corporations to disregard unrealized gains and losses on digital asset holdings when calculating adjusted financial statement income (AFSI), which is a key factor in determining CAMT liability.

The company adopted new accounting standards that require it to measure its bitcoin holdings at fair value, recognizing gains and losses in net income. Previously, the company anticipated being subject to CAMT based on unrealized gains on its digital assets. However, with the new guidance, MicroStrategy plans to exclude these unrealized gains from its AFSI calculation, effectively changing its expected tax obligations moving forward.

Oct 01, 2025 07:57:46

MicroStrategy Expects No CAMT Liability Due to New Guidance

The Department of the Treasury and the IRS have issued interim guidance allowing corporations to disregard unrealized gains and losses on digital asset holdings when calculating adjusted financial statement income (AFSI) for the corporate alternative minimum tax (CAMT). As a result of this guidance, MicroStrategy Incorporated no longer anticipates becoming subject to CAMT based on unrealized gains from its bitcoin holdings.

Additionally, MicroStrategy adopted a new accounting standard effective January 1, 2025, which requires the fair value measurement of its bitcoin assets. Previously, the company expected to be liable for CAMT starting in 2026 due to unrealized gains, but the new interim guidance alters this expectation, potentially impacting its financial obligations and tax liabilities moving forward.

Oct 01, 2025 07:57:46

MicroStrategy Increases Dividend Rate and Announces Cash Dividend

MicroStrategy Incorporated has increased the annual dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock from 10.00% to 10.25%, effective for monthly periods beginning October 1, 2025. This change was communicated on the company's website.

Additionally, the board of directors declared a cash dividend payable on October 31, 2025, to shareholders of record as of 5:00 p.m. on October 15, 2025. The company maintains a dashboard on its website that provides ongoing information about market prices, bitcoin holdings, and other key performance indicators for investors.

Sep 30, 2025 16:11:01

MicroStrategy Updates on Preferred Stock and Bitcoin Holdings

MicroStrategy Incorporated announced updates regarding its at-the-market offering programs, specifically the total face value of preferred stock sold and the net proceeds after sales commissions. These details are relevant for investors assessing the company's capital structure and dividend calculations.

Additionally, the company provided an update on its bitcoin holdings, indicating that recent purchases were funded through its various at-the-market offerings. Investors are encouraged to monitor the company's website dashboard for ongoing disclosures related to market prices, bitcoin purchases, and key performance indicators.

Sep 29, 2025 07:59:25

MicroStrategy Updates on Stock Offerings and Bitcoin Holdings

MicroStrategy Incorporated announced updates regarding its at-the-market offering programs, specifically the total face value of preferred stock sold and details on net proceeds after sales commissions. Additionally, the company disclosed that its bitcoin purchases were funded through proceeds from its ATM offerings, with the aggregate and average purchase prices reflecting associated fees and expenses.

The company maintains a dashboard on its website to provide investors with non-exclusionary access to information, including market prices of its securities, bitcoin purchases, and key performance indicators. Investors are encouraged to regularly check this dashboard for updates, as it serves as a means of complying with disclosure obligations under Regulation FD.

Sep 22, 2025 07:59:29

MicroStrategy Updates on Stock Offerings and Bitcoin Holdings

MicroStrategy Incorporated announced updates regarding its at-the-market offering programs, specifically detailing the total face value of preferred stock sold, which is relevant for calculating dividends. Additionally, the company provided information on its bitcoin purchases, indicating that these purchases were funded through proceeds from various ATM offerings, with aggregate and average purchase prices reflecting associated fees and expenses.

The company maintains a dashboard on its website to share information with the public, including market prices of its securities, bitcoin holdings, and key performance indicators. Investors are encouraged to regularly check this dashboard for updates, as it serves as a channel for disclosing non-public information in compliance with regulatory obligations.

Sep 15, 2025 07:59:26

MicroStrategy Updates on Preferred Stock and Bitcoin Holdings

On September 8, 2025, MicroStrategy Incorporated announced updates regarding its at-the-market offering programs, specifically the total face value of preferred stock sold, which is used for dividend calculations, and noted that net proceeds are reported after sales commissions. Additionally, the company provided details about its bitcoin purchases, indicating that these were funded through proceeds from its various ATM offerings, with aggregate and average purchase prices inclusive of fees and expenses.

The company maintains an online dashboard that serves as a channel for public disclosure, providing information on market prices of outstanding securities, bitcoin holdings, key performance indicators, and other relevant data. Investors are encouraged to regularly check this dashboard for updates, which comply with the company’s disclosure obligations under Regulation FD.

Sep 08, 2025 07:00:49

MicroStrategy Increases Preferred Stock Dividend Rate to 10%

MicroStrategy Incorporated has announced an increase in the regular dividend rate for its Variable Rate Series A Perpetual Stretch Preferred Stock from 9.00% to 10.00%, effective for monthly periods starting September 1, 2025. This adjustment was made public on the company's website.

Additionally, the board of directors declared cash dividends to be paid on September 30, 2025, to stockholders of record as of September 15, 2025. The company also maintains a dashboard on its website to provide public information regarding market prices, bitcoin holdings, and other key performance metrics, ensuring compliance with disclosure obligations.

Sep 02, 2025 09:00:46

MicroStrategy Updates on ATM Offerings and Bitcoin Holdings

MicroStrategy Incorporated announced updates regarding its at-the-market (ATM) offering programs, including the total face value of preferred stock sold and details on net proceeds after sales commissions. The updates also cover recent bitcoin purchases funded through various ATM programs, with aggregate and average purchase prices reflecting associated fees and expenses.

Additionally, the company maintains a dashboard on its website to provide public access to information about market prices of its securities, bitcoin holdings, and key performance indicators. Investors are encouraged to regularly check this dashboard for updates and disclosures related to the company's financial activities.

Sep 02, 2025 07:59:26

MicroStrategy Updates Dividend Framework for STRC Stock Adjustments

MicroStrategy Incorporated has announced an update to its Dividend Adjustment Framework for its Variable Rate Perpetual Stretch Preferred Stock (STRC Stock). The new guidance states that if the five-day volume-weighted average price (VWAP) of STRC Stock is between $95.00 and $98.99, the management intends to recommend a dividend rate increase of 25 basis points or more for the upcoming period. However, any changes to dividend rates are subject to approval by the Board of Directors and will only be declared if deemed beneficial for the company and its shareholders.

The updated framework aims to maintain the trading price of STRC Stock close to its stated amount of $100 per share. The company retains the discretion to change or suspend this framework at any time. Investors should note that while the company plans to evaluate dividend rates monthly based on the VWAP, there is no guarantee that these adjustments will achieve the intended outcomes.

Aug 28, 2025 08:00:32