MSTR Stock — Strategy Inc.
Strategy Inc. (MSTR)
MSTR is a low-cost Stock. Fund total return is 1105.3% over the past 28.2 years, 59.5 points ahead of SPY at 1045.8%.
Strategy Inc operates an enterprise analytics software business while maintaining a significant Bitcoin treasury reserve as a core part of its strategy, holding one of the largest corporate Bitcoin balance sheets. The company provides AI-powered analytics tools and services to enterprises seeking data-driven insights, but does not currently distribute dividends to shareholders. This stock appeals primarily to investors seeking exposure to both enterprise software and Bitcoin appreciation rather than income generation.
MSTR dividend yield and income
Data as of August 28, 2026.
It was paid on 05/22/2025.
MSTR performance versus SPY
Data as of August 28, 2026.
Fund total return is 1105.3% over the past 28.2 years, 59.5 points ahead of SPY at 1045.8%. Its deepest 1-year drawdown was 77.1%.
| Window | Total return | CAGR |
|---|---|---|
| Since inception (28.2 years) | 1105.3% | 9.20% |
| 3Y CAGR | — | 54.60% |
| 5Y CAGR | — | 12.50% |
| 10Y CAGR | — | 22.50% |
MSTR key facts
Data as of August 28, 2026.
- Asset type
- Stock
- Asset class
- Equity
- Inception date
- 06/11/1998
- Distribution frequency
- None
- Last close
- $127.31
- Market cap
- $48,941,129,728
- Average volume
- 30989446.0
- Payment date
- 05/22/2025
- Beta
- 3.555
- Payout ratio
- 0.0
- Forward P/E
- 9.6993
- EPS
- $-96.31
How Dividend Vision calculates yield and returns
Distribution rate (the posted rate) is the latest regular payout annualized by the fund's stated frequency, divided by the last close. Issuers often publish this as “Distribution Rate” on the fact sheet. Trailing-12-month yield is the sum of distributions paid in the last 12 months, split-adjusted, divided by the last close. It lags a recent raise or cut. We show a 30-day SEC yield when the fund publishes one. Schwab and other issuers may report a TTM distribution yield or SEC yield on a different date — all can be valid; they are not interchangeable. Fund total return uses split-adjusted close with distributions reinvested from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is what the fund did, not your personal gain/loss. Figures below use Dividend Vision data as of August 28, 2026.
Distribution rate methodology · Distribution Safety Score methodology · SEC yield
Sources and review
Data as of August 28, 2026.
Primary sources: prices and distributions from Dividend Vision, derived from vendor EOD data.
Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.
MSTR risks and drawbacks
The deepest 1-year drawdown on record here is 77.1%.
Who may consider MSTR — and who may not
MSTR may suit someone looking for low-cost broad dividend exposure. It is a weaker fit for investors who need monthly cash flow (MSTR does not currently distribute); investors hunting double-digit covered-call yields. This is educational context, not a recommendation to buy or sell.
Compare MSTR
MSTR vs similar funds:
Frequently asked questions
Does MSTR pay monthly?
No. MSTR does not currently distribute.
When does MSTR pay a dividend?
MSTR does not currently distribute. It was paid on 05/22/2025.
How has MSTR performed?
Fund total return is 1105.3% over the past 28.2 years, 59.5 points ahead of SPY at 1045.8%. Its deepest 1-year drawdown was 77.1%.
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