Royal Bank of Canada Sells 512,814 Shares of Dynatrace, Inc. $DT

Royal Bank of Canada lessened its stake in shares of Dynatrace, Inc. (NYSE:DT) by 63.8% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 291,358 shares of the company’s stock after selling 512,814 shares during the quarter. Royal Bank of Canada’s holdings in Dynatrace were worth $10,775,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. NewEdge Advisors LLC raised its holdings in Dynatrace by 25.3% in the 1st quarter. NewEdge Advisors LLC now owns 9,135 shares of the company’s stock valued at $431,000 after acquiring an additional 1,846 shares during the period. Jones Financial Companies Lllp boosted its holdings in shares of Dynatrace by 19.2% during the first quarter. Jones Financial Companies Lllp now owns 2,161 shares of the company’s stock worth $102,000 after acquiring an additional 348 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Dynatrace by 21.3% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,548 shares of the company’s stock worth $85,000 after acquiring an additional 272 shares during the period. Invesco Ltd. grew its position in shares of Dynatrace by 38.9% in the second quarter. Invesco Ltd. now owns 793,630 shares of the company’s stock valued at $43,816,000 after purchasing an additional 222,395 shares during the last quarter. Finally, Marshall Wace LLP bought a new position in shares of Dynatrace during the second quarter worth approximately $410,000. Institutional investors own 94.28% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on DT shares. Canaccord Genuity Group boosted their price target on Dynatrace from $46.00 to $60.00 and gave the company a “buy” rating in a research note on Thursday. Guggenheim downgraded Dynatrace from a “buy” rating to a “neutral” rating in a report on Wednesday, May 13th. The Goldman Sachs Group boosted their target price on shares of Dynatrace from $45.00 to $50.00 and gave the company a “buy” rating in a research report on Thursday, June 18th. KeyCorp upped their price target on shares of Dynatrace from $53.00 to $61.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $52.00 price target on shares of Dynatrace in a research report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $53.77.

Dynatrace Stock Up 0.3%

Shares of DT stock opened at $48.99 on Friday. Dynatrace, Inc. has a twelve month low of $31.64 and a twelve month high of $53.28. The company has a market cap of $14.16 billion, a P/E ratio of 97.99, a P/E/G ratio of 3.15 and a beta of 0.72. The business has a fifty day simple moving average of $43.51 and a 200 day simple moving average of $39.58.

Dynatrace (NYSE:DT) last released its earnings results on Wednesday, August 5th. The company reported $0.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.45 by $0.03. The firm had revenue of $554.55 million for the quarter, compared to analysts’ expectations of $550.01 million. Dynatrace had a return on equity of 11.07% and a net margin of 7.22%.The business’s revenue for the quarter was up 16.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.42 earnings per share. Dynatrace has set its Q2 2027 guidance at 0.480-0.490 EPS and its FY 2027 guidance at 1.970-1.990 EPS. As a group, equities research analysts anticipate that Dynatrace, Inc. will post 1.12 earnings per share for the current fiscal year.

Key Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Earnings beat and strong growth: Dynatrace reported adjusted EPS of $0.48 versus the $0.45 consensus estimate and revenue of approximately $554.6 million, ahead of expectations near $550.0 million. Revenue increased 16.3% year over year. Annual recurring revenue rose 17%, while net new ARR increased 66%, supported by larger new-customer deals and continued subscription growth. Dynatrace Q1 Earnings Beat on ARR Growth and Strong New-Logo Wins
• Positive Sentiment: AI momentum and guidance support investor optimism: Coverage highlighted accelerating demand for Dynatrace’s AI-related capabilities. The company maintained fiscal 2027 guidance of $0.480–$0.490 EPS for the next quarter and $1.970–$1.990 EPS for the full year, reinforcing expectations for continued growth. Dynatrace Surges As AI Momentum Accelerates
• Positive Sentiment: Analysts raised targets: UBS and DA Davidson lifted their price targets from $60 to $65 and assigned “buy” ratings. RBC raised its target from $50 to $59 and rated the shares “outperform.” Rosenblatt also initiated or reaffirmed a buy rating, while BTIG Research forecast additional appreciation. Analyst Price Target Updates
• Neutral Sentiment: Leadership transition: Dynatrace announced a transition involving its chief financial officer. The change did not appear to overshadow the earnings beat, but investors may monitor execution and financial leadership continuity. Dynatrace Earnings Beat, Guidance and CFO Transition
• Negative Sentiment: Valuation remains a consideration: After the rally, Dynatrace trades at a relatively high valuation, with a price-to-earnings ratio near 98 and a PEG ratio above 3, leaving the stock sensitive to any slowdown in growth or weaker-than-expected guidance.

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.