Rakuten Investment Management Inc. Takes $1.58 Million Position in Dynatrace, Inc. $DT

Rakuten Investment Management Inc. purchased a new position in Dynatrace, Inc. (NYSE:DT) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 32,697 shares of the company’s stock, valued at approximately $1,584,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Congress Asset Management Co. raised its holdings in Dynatrace by 6.8% during the third quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock worth $161,407,000 after purchasing an additional 212,607 shares in the last quarter. Allspring Global Investments Holdings LLC increased its position in shares of Dynatrace by 5.4% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 1,077,181 shares of the company’s stock valued at $52,039,000 after purchasing an additional 55,040 shares during the period. Vontobel Holding Ltd. raised its stake in shares of Dynatrace by 790.5% in the 3rd quarter. Vontobel Holding Ltd. now owns 48,702 shares of the company’s stock worth $2,360,000 after buying an additional 43,233 shares in the last quarter. Stephens Investment Management Group LLC lifted its holdings in shares of Dynatrace by 63.1% in the third quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock valued at $50,411,000 after buying an additional 402,585 shares during the period. Finally, Sequoia Financial Advisors LLC boosted its stake in Dynatrace by 132.7% during the third quarter. Sequoia Financial Advisors LLC now owns 66,393 shares of the company’s stock valued at $3,217,000 after buying an additional 37,863 shares in the last quarter. Institutional investors and hedge funds own 94.28% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Barclays dropped their price target on shares of Dynatrace from $62.00 to $57.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Jefferies Financial Group dropped their target price on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Citigroup reduced their target price on shares of Dynatrace from $64.00 to $60.00 and set a “buy” rating for the company in a report on Friday, January 16th. Rosenblatt Securities restated a “buy” rating and issued a $67.00 price target on shares of Dynatrace in a research report on Thursday, November 6th. Finally, Cantor Fitzgerald cut their price objective on Dynatrace from $57.00 to $51.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Eighteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $59.96.

Dynatrace Stock Performance

Shares of NYSE:DT opened at $40.82 on Friday. The firm has a 50 day simple moving average of $43.41 and a 200 day simple moving average of $47.51. Dynatrace, Inc. has a 52 week low of $38.50 and a 52 week high of $63.00. The company has a market cap of $12.31 billion, a PE ratio of 24.44, a price-to-earnings-growth ratio of 3.24 and a beta of 0.85.

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

Insider Activity at Dynatrace

In related news, CEO Rick M. Mcconnell sold 30,000 shares of the stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $46.61, for a total value of $1,398,300.00. Following the completion of the sale, the chief executive officer directly owned 108,125 shares of the company’s stock, valued at approximately $5,039,706.25. This represents a 21.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Dan Zugelder sold 7,505 shares of Dynatrace stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total value of $339,751.35. Following the transaction, the executive vice president directly owned 8,925 shares in the company, valued at approximately $404,034.75. This trade represents a 45.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 39,843 shares of company stock valued at $1,846,424. Company 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.