Oak Thistle LLC Acquires New Stake in Dynatrace, Inc. $DT

Oak Thistle LLC acquired a new stake in shares of Dynatrace, Inc. (NYSE:DT) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 44,725 shares of the company’s stock, valued at approximately $1,938,000.

Other hedge funds have also added to or reduced their stakes in the company. BNP Paribas lifted its stake in Dynatrace by 0.6% in the second quarter. BNP Paribas now owns 36,563 shares of the company’s stock worth $2,019,000 after purchasing an additional 218 shares during the last quarter. Cim LLC grew its stake in shares of Dynatrace by 1.0% during the third quarter. Cim LLC now owns 22,184 shares of the company’s stock valued at $1,075,000 after buying an additional 228 shares during the last quarter. Orion Porfolio Solutions LLC raised its holdings in shares of Dynatrace by 1.4% in the third quarter. Orion Porfolio Solutions LLC now owns 16,983 shares of the company’s stock worth $823,000 after buying an additional 231 shares during the period. GAMMA Investing LLC raised its holdings in shares of Dynatrace by 7.7% in the fourth quarter. GAMMA Investing LLC now owns 3,460 shares of the company’s stock worth $150,000 after buying an additional 246 shares during the period. Finally, Blue Trust Inc. raised its holdings in shares of Dynatrace by 3.2% in the third quarter. Blue Trust Inc. now owns 8,334 shares of the company’s stock worth $404,000 after buying an additional 257 shares during the period. 94.28% of the stock is owned by institutional investors.

Dynatrace Stock Down 1.0%

DT opened at $36.81 on Thursday. The stock’s fifty day moving average is $37.01 and its two-hundred day moving average is $42.57. The company has a market capitalization of $10.98 billion, a P/E ratio of 60.34, a PEG ratio of 2.49 and a beta of 0.79. Dynatrace, Inc. has a 52 week low of $32.83 and a 52 week high of $57.55.

Dynatrace (NYSE:DT) last issued its earnings results 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. The business had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The business’s revenue for the quarter was up 18.2% compared to the same quarter last year. During the same period in the prior year, the business 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. Equities analysts anticipate that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

Dynatrace announced that its board has authorized a share repurchase program on Monday, February 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the company to reacquire up to 9.8% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

DT has been the subject of a number of recent analyst reports. Morgan Stanley dropped their price objective on Dynatrace from $57.00 to $43.00 and set an “equal weight” rating for the company in a report on Tuesday, February 10th. Barclays decreased their target price on Dynatrace from $57.00 to $47.00 and set an “overweight” rating for the company in a research report on Tuesday, February 10th. Weiss Ratings reissued a “hold (c)” rating on shares of Dynatrace in a research note on Monday, December 29th. BMO Capital Markets reduced their price target on shares of Dynatrace from $56.00 to $45.00 and set an “outperform” rating on the stock in a research note on Monday, February 9th. Finally, BTIG Research reiterated a “buy” rating and set a $53.00 price objective on shares of Dynatrace in a report on Thursday, February 19th. Nineteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $53.48.

Insider Transactions at Dynatrace

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

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.