Strive, Inc. Announces 13% Dividend for SATA Preferred Stock & New Bitcoin Investment

Key Highlights for Investors

• Dividend Increase: Strive, Inc. (Nasdaq: ASST; SATA) announces an increase in the dividend rate on its Variable Rate Series A Perpetual Preferred Stock (“SATA Stock”) from 12.75% to 13.00%, effective for shareholders of record as of May 1, 2026.
• Bitcoin Investment: The company disclosed a new purchase of Bitcoin as part of its treasury management strategy, signaling continued commitment to digital assets.
• Tax Guidance on Dividends: Distributions on SATA Stock are expected to be treated as a return of capital (ROC) for U.S. tax purposes, given the company has no accumulated or current earnings and profits. For non-U.S. shareholders, this could mean distributions are exempt from U.S. dividend withholding tax.
• Merger Transaction: Strive provided updates on its merger with Semler Scientific, Inc., emphasizing strategic and financial benefits, as well as the integration of business operations and continued focus on digital asset strategies.

Details of the Announcement

On April 15, 2026, Strive, Inc. announced a significant dividend increase for its Series A Perpetual Preferred Stock (SATA), raising the rate by 25 basis points, from 12.75% to 13.00%. This increase is applicable for all shareholders of record at the close of business on May 1, 2026. The move underscores Strive’s intention to enhance shareholder value and reward preferred shareholders with a highly competitive yield in the current market environment.

In addition to the dividend increase, Strive confirmed a new purchase of Bitcoin. This investment is part of the company’s broader Bitcoin treasury strategy, reflecting management’s confidence in digital assets and their potential to add value to the company’s balance sheet. The exact size and price of the Bitcoin purchase were not disclosed in the press release.

Tax Implications of Dividends

The company issued specific guidance on the tax treatment of SATA dividends. Since Strive does not currently have accumulated or current earnings and profits, distributions on the SATA Stock are generally expected to be classified as a tax-deferred return of capital for U.S. investors. For non-U.S. investors, these distributions are expected to be exempt from U.S. dividend withholding tax. Strive also stated that it does not expect to generate earnings and profits in the current year or the foreseeable future, meaning this ROC treatment is likely to persist.

Strategic and Price-Sensitive Developments

• Merger Integration: Strive highlighted its ongoing merger with Semler Scientific, Inc. The company reiterated the anticipated strategic and financial benefits, including improved future financial performance resulting from the combined businesses and expanded digital asset capabilities.
• Future Dividend Adjustments: The company signaled the potential to adjust the SATA Stock regular monthly dividend rate, meaning the dividend yield could change based on future circumstances and management decisions.
• Forward-Looking Statements and Risks: Investors should be aware of several risks outlined in the release, including the successful integration of the merger, the execution of its Bitcoin strategy, changes in market or economic conditions, regulatory changes, dilution from potential share issuances, and possible adverse reactions from clients or employees.
• Emerging Growth Company: Strive is classified as an emerging growth company, which may influence its regulatory and financial reporting obligations.

What Investors Should Watch

• The increase in SATA’s dividend yield to 13% is well above market averages and could attract yield-seeking investors, potentially supporting the stock price.
• The company’s ongoing commitment to holding and acquiring Bitcoin introduces both upside potential and volatility, as Bitcoin prices can move sharply.
• Merger execution and realization of expected synergies from the Semler Scientific transaction will be critical to Strive’s future financial performance and shareholder value.
• The ROC tax treatment makes the SATA dividend especially attractive to certain investor profiles, but continued operating losses could impact long-term sustainability.

Contacts

• Media: [email protected]
• Investors: [email protected]

About Strive, Inc.

Strive, Inc. is a Nevada-based diversified holding company with a focus on digital assets and innovative financial strategies. Its common shares (ASST) and preferred shares (SATA) are both listed on Nasdaq.

Disclaimer

Forward-Looking Statements: This article contains forward-looking statements regarding Strive, Inc., including expectations related to dividends, business strategies, and the impacts of the Semler merger. Actual results may differ materially due to various risks, uncertainties, and factors described in the company’s SEC filings. Investors are cautioned not to place undue reliance on any forward-looking statements, which speak only as of the date of the announcement. The company assumes no obligation to update these statements except as required by law. This article does not constitute investment advice. Please review all regulatory filings and consult with a professional advisor before making investment decisions.

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