Caprock Group LLC Takes Position in Dynatrace, Inc. $DT

Caprock Group LLC bought a new position in shares of Dynatrace, Inc. (NYSE:DT) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 38,317 shares of the company’s stock, valued at approximately $1,939,000.

Several other institutional investors have also recently added to or reduced their stakes in the stock. NewEdge Advisors LLC grew its stake in shares of 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 purchasing an additional 1,846 shares during the last quarter. Jones Financial Companies Lllp lifted 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 purchasing an additional 348 shares during the period. Apollon Wealth Management LLC purchased a new position in Dynatrace in the 2nd quarter valued at $293,000. Vanguard Personalized Indexing Management LLC increased its stake in Dynatrace by 5.9% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 32,559 shares of the company’s stock valued at $1,798,000 after buying an additional 1,814 shares during the period. Finally, MGO One Seven LLC acquired a new position in Dynatrace in the 2nd quarter valued at $215,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Dynatrace Price Performance

Shares of NYSE:DT opened at $37.22 on Friday. The firm has a market capitalization of $11.10 billion, a price-to-earnings ratio of 61.01, a price-to-earnings-growth ratio of 2.91 and a beta of 0.84. The business’s 50 day simple moving average is $41.17 and its 200-day simple moving average is $45.81. Dynatrace, Inc. has a 12 month low of $32.83 and a 12 month high of $62.66.

Dynatrace (NYSE:DT) last posted its earnings results 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 for the quarter, compared to the consensus estimate of $506.31 million. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.Dynatrace’s quarterly revenue was up 18.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.37 earnings per share. 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, equities analysts anticipate that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

Dynatrace announced that its Board of Directors has initiated a stock buyback plan on Monday, February 9th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the company to repurchase up to 9.8% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

Insider Transactions at Dynatrace

In other news, CAO Daniel S. Yates sold 2,000 shares of the stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $46.69, for a total value of $93,380.00. Following the sale, the chief accounting officer directly owned 23,380 shares in the company, valued at $1,091,612.20. This represents a 7.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Dan Zugelder sold 7,505 shares of Dynatrace stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total value of $339,751.35. Following the transaction, the executive vice president owned 8,925 shares of the company’s stock, valued at $404,034.75. This represents a 45.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 9,843 shares of company stock worth $448,124. 0.57% of the stock is owned by corporate insiders.

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

Analyst Upgrades and Downgrades

Several analysts have recently commented on DT shares. Robert W. Baird set a $47.00 target price on shares of Dynatrace in a research note on Tuesday. Weiss Ratings reissued a “hold (c)” rating on shares of Dynatrace in a report on Monday, December 29th. Barclays lowered their price objective on Dynatrace from $57.00 to $47.00 and set an “overweight” rating on the stock in a report on Tuesday. Jefferies Financial Group cut their target price on Dynatrace from $65.00 to $55.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Finally, Raymond James Financial restated a “market perform” rating on shares of Dynatrace in a research note on Monday. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $52.52.

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.