Sumitomo Mitsui Trust Group Inc. Sells 29,358 Shares of Dynatrace, Inc. $DT

Sumitomo Mitsui Trust Group Inc. decreased its position in Dynatrace, Inc. (NYSE:DT) by 4.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 651,652 shares of the company’s stock after selling 29,358 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Dynatrace were worth $31,573,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in DT. Vanguard Group Inc. lifted its holdings in Dynatrace by 3.6% during the second quarter. Vanguard Group Inc. now owns 31,403,014 shares of the company’s stock worth $1,733,760,000 after acquiring an additional 1,084,307 shares in the last quarter. American Century Companies Inc. raised its position in shares of Dynatrace by 0.6% during the second quarter. American Century Companies Inc. now owns 7,845,619 shares of the company’s stock worth $433,157,000 after purchasing an additional 44,288 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Dynatrace by 2.4% during the 2nd quarter. Geode Capital Management LLC now owns 5,757,417 shares of the company’s stock valued at $316,948,000 after purchasing an additional 134,478 shares in the last quarter. Congress Asset Management Co. grew its position in shares of Dynatrace by 6.8% in the 3rd quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock valued at $161,407,000 after purchasing an additional 212,607 shares during the period. Finally, DSM Capital Partners LLC increased its stake in Dynatrace by 27.6% during the 2nd quarter. DSM Capital Partners LLC now owns 3,291,325 shares of the company’s stock worth $181,714,000 after purchasing an additional 711,250 shares in the last quarter. Institutional investors own 94.28% of the company’s stock.

Analysts Set New Price Targets

DT has been the topic of several research analyst reports. Citigroup cut their price target on shares of Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a research note on Friday. UBS Group set a $51.00 price objective on shares of Dynatrace in a research report on Thursday, November 6th. Wells Fargo & Company started coverage on shares of Dynatrace in a report on Tuesday, September 30th. They set an “overweight” rating and a $65.00 price objective on the stock. Cowen reaffirmed a “buy” rating on shares of Dynatrace in a research note on Monday, November 17th. Finally, Wall Street Zen cut Dynatrace from a “buy” rating to a “hold” rating in a report on Friday, October 3rd. Eighteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $60.18.

Dynatrace Trading Up 1.4%

Shares of DT opened at $39.93 on Friday. The stock has a market capitalization of $12.04 billion, a price-to-earnings ratio of 23.91, a PEG ratio of 3.11 and a beta of 0.85. Dynatrace, Inc. has a 12 month low of $38.50 and a 12 month high of $63.00. The firm has a fifty day simple moving average of $44.08 and a 200 day simple moving average of $48.06.

Dynatrace (NYSE:DT) last issued its quarterly earnings results on Wednesday, November 5th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.03. Dynatrace had a net margin of 27.33% and a return on equity of 9.24%. The firm had revenue of $493.85 million for the quarter, compared to analyst estimates of $487.33 million. During the same period in the previous year, the business earned $0.37 EPS. The company’s revenue was up 18.1% compared to the same quarter last year. Dynatrace has set its Q3 2026 guidance at 0.400-0.420 EPS and its FY 2026 guidance at 1.620-1.640 EPS. As a group, research analysts predict that Dynatrace, Inc. will post 0.68 earnings per share for the current fiscal year.

Key Stories Impacting Dynatrace

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: KeyCorp raised multiple near‑ and medium‑term EPS forecasts and lifted its FY2027 view while keeping an “Overweight” rating and a $60 price target — a clear analyst endorsement that supports upside expectations. KeyCorp raises estimates and target
• Positive Sentiment: Independent bullish thesis summaries highlight durable revenue growth, recurring SaaS economics and upside from product-led adoption (a constructive narrative for longer-term investors). Dynatrace, Inc. (DT): A Bull Case Theory
• Neutral Sentiment: Coverage examining whether Dynatrace’s growth story (and AI-related positioning) is already priced in — these pieces weigh realistic outage/operational risk versus AI hype, helping investors decide if current multiples are justified. Expect this framing to influence sentiment more than fundamentals in the short term. Does Dynatrace (DT) Balance AI Hype With Real-World Outage Risks In Its Valuation Narrative?
• Neutral Sentiment: Analyses asking whether it’s time to reassess DT after recent weakness provide valuation frameworks (DCF and multiples) and reiterate both upside potential and reasons the stock has lagged — useful for investors weighing a trade or adding on weakness. Is It Time To Reassess Dynatrace (DT) After Its Recent Share Price Weakness?
• Negative Sentiment: Market summary pieces noted DT among several software names trading down in some sessions, reflecting sector rotations and profit‑taking that can pressure the stock despite company‑specific positives. Elevated intraday volume and the stock sitting below its 50‑ and 200‑day averages increase the risk of continued near‑term downside until sentiment stabilizes. Bandwidth, Dynatrace, Paylocity, Doximity, and Agilysys Stocks Trade Down, What You Need To Know

Insider Buying and Selling

In related news, EVP Dan Zugelder sold 7,505 shares of the stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total transaction of $339,751.35. Following the completion of the transaction, the executive vice president directly owned 8,925 shares of the company’s stock, valued at approximately $404,034.75. This represents a 45.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $46.69, for a total value of $93,380.00. Following the completion of the transaction, the chief accounting officer owned 23,380 shares of the company’s stock, valued at approximately $1,091,612.20. This represents a 7.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 39,843 shares of company stock worth $1,846,424. Corporate insiders own 0.57% of the company’s stock.

About Dynatrace

Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company’s engine, Davis.

The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.