Dynatrace, Inc. $DT Shares Purchased by Walter Public Investments Inc.

Walter Public Investments Inc. raised its holdings in shares of Dynatrace, Inc. (NYSE:DT) by 4.2% in the 3rd quarter, Holdings Channel reports. The firm owned 337,622 shares of the company’s stock after purchasing an additional 13,666 shares during the quarter. Dynatrace comprises about 2.7% of Walter Public Investments Inc.’s investment portfolio, making the stock its 19th biggest holding. Walter Public Investments Inc.’s holdings in Dynatrace were worth $16,358,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. MAI Capital Management lifted its position in shares of Dynatrace by 122.4% in the 2nd quarter. MAI Capital Management now owns 547 shares of the company’s stock worth $30,000 after buying an additional 301 shares during the last quarter. VSM Wealth Advisory LLC acquired a new stake in Dynatrace during the second quarter worth about $34,000. Eastern Bank bought a new position in Dynatrace in the second quarter worth about $35,000. First Horizon Corp bought a new position in Dynatrace in the third quarter worth about $39,000. Finally, SJS Investment Consulting Inc. boosted its stake in Dynatrace by 6,835.7% in the third quarter. SJS Investment Consulting Inc. now owns 971 shares of the company’s stock valued at $47,000 after acquiring an additional 957 shares during the period. 94.28% of the stock is owned by institutional investors and hedge funds.

Dynatrace Stock Performance

NYSE:DT opened at $40.01 on Thursday. The stock has a market cap of $12.06 billion, a price-to-earnings ratio of 23.96, a PEG ratio of 3.29 and a beta of 0.85. Dynatrace, Inc. has a 1 year low of $39.30 and a 1 year high of $63.00. The business has a fifty day moving average of $44.36 and a 200-day moving average of $48.23.

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 business had revenue of $493.85 million during the quarter, compared to the consensus estimate 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 quarter in the prior year, the company posted $0.37 earnings per share. 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 research analysts predict that Dynatrace, Inc. will post 0.68 EPS for the current year.

Wall Street Analyst Weigh In

DT has been the topic of a number of research reports. Rosenblatt Securities reiterated a “buy” rating and set a $67.00 price target on shares of Dynatrace in a research report on Thursday, November 6th. Jefferies Financial Group cut their target price on Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Barclays lowered their price target on shares of Dynatrace from $62.00 to $57.00 and set an “overweight” rating for the company in a research report on Monday. Truist Financial dropped their price objective on shares of Dynatrace from $60.00 to $55.00 and set a “buy” rating on the stock in a report on Wednesday, November 19th. Finally, Scotiabank reduced their target price on shares of Dynatrace from $67.00 to $60.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. Eighteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Dynatrace currently has a consensus rating of “Moderate Buy” and an average price target of $60.36.

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: KeyCorp raised multiple near‑term and full‑year EPS estimates and kept an Overweight rating with a $60 target — the bank lifted FY2026 and FY2027 forecasts and bumped several quarterly EPS views, a direct fundamental positive that supports higher earnings expectations and the stock’s upside.
• Positive Sentiment: Barclays reiterated its Buy rating on Dynatrace, reinforcing institutional support and providing a buy-side signal for investors. Barclays Sticks to Their Buy Rating for Dynatrace (DT)
• Neutral Sentiment: Several commentary and valuation pieces are re-checking DT’s valuation after the pullback — these items explore whether the lower share price creates a buying opportunity or signals longer-term concerns; they tend to increase investor attention but don’t change fundamentals on their own. Is It Time To Reassess Dynatrace (DT) After Its Recent Share Price Weakness? Assessing Dynatrace (DT) Valuation After Recent Share Price Weakness
• Neutral Sentiment: Comparative valuation pieces (e.g., Cognizant vs. Dynatrace) and “reasons to watch / reasons to be cautious” articles increase debate about relative value and execution risk — useful for positioning but mixed in directional impact. CTSH vs. DT: Which Stock Is the Better Value Option? 2 Reasons to Watch DT and 1 to Stay Cautious
• Negative Sentiment: Recent market moves show DT has underperformed the broader market, noted in coverage highlighting a recent larger daily decline — this price action feeds more negative headlines and can trigger technical selling or hesitancy among momentum traders. Dynatrace (DT) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Several opinion pieces asking whether to “reassess” Dynatrace after weakness increase short‑term negative sentiment and may keep selling pressure elevated until fresh positive catalysts (strong guidance, product wins, or better macro tone) arrive. Is It Time To Reassess Dynatrace (DT) After Its Recent Share Price Weakness?

Insider Transactions at Dynatrace

In other news, CEO Rick M. Mcconnell sold 30,000 shares of the stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $46.61, for a total value of $1,398,300.00. Following the completion of the transaction, the chief executive officer directly owned 108,125 shares in the company, valued at $5,039,706.25. This trade represents a 21.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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 transaction, the executive vice president owned 8,925 shares in the company, valued at $404,034.75. This represents a 45.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 39,843 shares of company stock valued at $1,846,424. Company insiders own 0.57% of the company’s stock.

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.