Jain Global LLC Grows Holdings in Dynatrace, Inc. $DT

Jain Global LLC boosted its position in Dynatrace, Inc. (NYSE:DT) by 41.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 534,739 shares of the company’s stock after purchasing an additional 157,955 shares during the period. Jain Global LLC owned about 0.18% of Dynatrace worth $25,908,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC lifted its holdings in Dynatrace by 5.4% during the third quarter. Allspring Global Investments Holdings LLC now owns 1,077,181 shares of the company’s stock worth $52,039,000 after acquiring an additional 55,040 shares during the period. Congress Asset Management Co. boosted its position in Dynatrace by 6.8% in 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 during the last quarter. Penserra Capital Management LLC grew its stake in Dynatrace by 22.0% in the 3rd quarter. Penserra Capital Management LLC now owns 222,505 shares of the company’s stock valued at $10,780,000 after purchasing an additional 40,136 shares during the period. Vontobel Holding Ltd. grew its stake in Dynatrace by 790.5% in the 3rd quarter. Vontobel Holding Ltd. now owns 48,702 shares of the company’s stock valued at $2,360,000 after purchasing an additional 43,233 shares during the period. Finally, Stephens Investment Management Group LLC increased its position in shares of Dynatrace by 63.1% during the 3rd quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock valued at $50,411,000 after purchasing an additional 402,585 shares during the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Insider Buying and Selling at Dynatrace

In other Dynatrace news, EVP Stephen A. Mcmahon bought 3,000 shares of Dynatrace stock in a transaction dated Tuesday, March 3rd. The stock was purchased at an average price of $35.75 per share, for a total transaction of $107,250.00. Following the completion of the purchase, the executive vice president directly owned 3,454 shares of the company’s stock, valued at approximately $123,480.50. This trade represents a 660.79% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. 0.57% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on DT. BTIG Research reiterated a “buy” rating and set a $53.00 target price on shares of Dynatrace in a research note on Thursday, February 19th. Morgan Stanley reduced their price target on shares of Dynatrace from $57.00 to $43.00 and set an “equal weight” rating for the company in a research report on Tuesday, February 10th. Truist Financial decreased their price objective on shares of Dynatrace from $60.00 to $55.00 and set a “buy” rating for the company in a report on Wednesday, November 19th. Barclays lowered their price objective on shares of Dynatrace from $57.00 to $47.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 10th. Finally, DA Davidson dropped their target price on shares of Dynatrace from $65.00 to $50.00 and set a “buy” rating on the stock in a research note on Tuesday, February 10th. Nineteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $53.48.

Dynatrace Price Performance

Shares of NYSE DT opened at $38.32 on Monday. The stock has a market capitalization of $11.43 billion, a PE ratio of 62.82, a P/E/G ratio of 3.06 and a beta of 0.82. Dynatrace, Inc. has a one year low of $32.83 and a one year high of $57.55. The business’s fifty day moving average price is $38.23 and its 200-day moving average price is $44.01.

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

Dynatrace declared that its board has approved a stock buyback program on Monday, February 9th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the company to purchase up to 9.8% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its shares are undervalued.

Dynatrace 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.