Dynatrace, Inc. $DT Stake Trimmed by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC reduced its position in Dynatrace, Inc. (NYSE:DT) by 4.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,320,784 shares of the company’s stock after selling 62,870 shares during the period. TimesSquare Capital Management LLC owned about 0.44% of Dynatrace worth $63,992,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of 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 stake in shares of Dynatrace by 0.6% during the 2nd 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 in the last quarter. 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 buying an additional 134,478 shares during the last quarter. Congress Asset Management Co. grew its stake 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 buying an additional 212,607 shares in the last quarter. Finally, Westfield Capital Management Co. LP increased its holdings in Dynatrace by 1.4% in the second quarter. Westfield Capital Management Co. LP now owns 2,951,726 shares of the company’s stock worth $162,965,000 after buying an additional 41,173 shares during the last quarter. Institutional investors and hedge funds own 94.28% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on DT. Wedbush reduced their price objective on shares of Dynatrace from $67.00 to $55.00 and set an “outperform” rating for the company in a research note on Wednesday. TD Cowen reduced their price target on Dynatrace from $65.00 to $55.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Guggenheim reissued a “buy” rating and set a $68.00 price objective on shares of Dynatrace in a report on Tuesday, February 10th. Raymond James Financial reissued a “market perform” rating on shares of Dynatrace in a research note on Monday, February 9th. Finally, Robert W. Baird set a $47.00 target price on Dynatrace in a research report on Tuesday. Twenty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Dynatrace has a consensus rating of “Moderate Buy” and a consensus target price of $52.52.

Key Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat-and-raise: Dynatrace reported revenue and EPS above estimates, raised full‑year revenue guidance, posted ARR growth (~20% to $1.97B), strong net retention (111%) and unveiled Dynatrace Intelligence; management also authorized a $1B buyback — all positive for cash returns, EPS accretion and confidence in recurring revenue. Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
• Positive Sentiment: DA Davidson reaffirmed a buy after the solid Q3 report, reinforcing buy-side support following the beat-and-raise. DA Davidson reaffirms buy on Dynatrace (DT) after solid Q3
• Positive Sentiment: Cantor flags strengthening security-sales momentum after recent M&A (DevCycle etc.), indicating cross-sell/upsell tailwinds that can expand monetization beyond core observability. Cantor Notes Strengthening Security Sales Post-M&A Activity For Dynatrace, Inc. (DT)
• Positive Sentiment: Guggenheim and KeyCorp continue to show bullish conviction (reiterated buy/positive outlooks), supporting demand from institutional investors despite mixed market sentiment. Guggenheim Reiterates “Buy” Rating for Dynatrace (NYSE:DT) KeyCorp Forecasts Strong Price Appreciation for Dynatrace (NYSE:DT) Stock
• Positive Sentiment: Industry commentary and analysis (Seeking Alpha, MarketBeat) highlight product expansion (agentic AI operations, feature management) as potential catalysts for accelerating growth and deeper enterprise integration. Dynatrace: Growth Should Start To Accelerate
• Neutral Sentiment: Scotiabank trimmed its FY2026 and FY2027 EPS estimates slightly (FY26: $0.87 from $0.89; FY27: $0.97 from $0.99) but retained a Sector Outperform rating and a $47 target — a modest statistical tweak rather than a broad loss of conviction. Scotiabank Has Lowered Expectations for Dynatrace (NYSE:DT) Stock Price
• Neutral Sentiment: Valuation/comparison pieces (e.g., Zacks comparing Genpact vs. Dynatrace) provide context for investors debating relative value in the IT services/observability space — useful but not company-specific catalysts. G vs. DT: Which Stock Is the Better Value Option?
• Negative Sentiment: Several banks lowered price targets (Morgan Stanley to $43, Wells Fargo to $50, BTIG to $53), reflecting sectorwide multiple compression and giving some downside pressure to the shares despite operational strength. Morgan Stanley Lowers Dynatrace (NYSE:DT) Price Target to $43.00 Wells Fargo & Company Lowers Dynatrace (NYSE:DT) Price Target to $50.00 BTIG Research Cuts Dynatrace (NYSE:DT) Price Target to $53.00

Dynatrace Trading Up 1.8%

Shares of NYSE:DT opened at $37.22 on Friday. The firm has a market capitalization of $11.10 billion, a PE ratio of 61.01, a PEG ratio of 2.96 and a beta of 0.84. Dynatrace, Inc. has a 1-year low of $32.83 and a 1-year high of $62.66. The business’s 50 day moving average is $41.17 and its 200-day moving average is $45.75.

Dynatrace (NYSE:DT) last released its quarterly earnings data on Monday, February 9th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. The company had revenue of $515.47 million during the quarter, compared to the consensus estimate of $506.31 million. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The firm’s revenue for the quarter was up 18.2% compared to the same quarter last year. During the same period last year, the firm earned $0.37 EPS. Dynatrace has set its FY 2026 guidance at 1.670-1.690 EPS and its Q4 2026 guidance at 0.380-0.390 EPS. On average, sell-side analysts predict that Dynatrace, Inc. will post 0.68 EPS for the current year.

Dynatrace declared that its Board of Directors has initiated a share buyback program on Monday, February 9th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the company to buy up to 9.8% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling at Dynatrace

In other Dynatrace news, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction dated 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 sale, the chief accounting officer owned 23,380 shares in the company, valued at approximately $1,091,612.20. This trade represents a 7.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Dan Zugelder sold 7,505 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total transaction of $339,751.35. Following the completion of the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 9,843 shares of company stock worth $448,124 in the last 90 days. Company insiders own 0.57% of the company’s stock.

Dynatrace Company Profile

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.