Blair William & Co. IL Has $21.91 Million Stake in Dynatrace, Inc. $DT

Blair William & Co. IL lowered its holdings in Dynatrace, Inc. (NYSE:DT) by 23.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 452,268 shares of the company’s stock after selling 141,699 shares during the period. Blair William & Co. IL owned about 0.15% of Dynatrace worth $21,912,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Scge Management L.P. acquired a new position in Dynatrace during the second quarter valued at approximately $155,858,000. Norges Bank bought a new stake in shares of Dynatrace during the 2nd quarter worth approximately $87,620,000. Vanguard Group Inc. boosted its holdings in shares of Dynatrace by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 31,403,014 shares of the company’s stock valued at $1,733,760,000 after buying an additional 1,084,307 shares during the last quarter. Advent International L.P. boosted its holdings in shares of Dynatrace by 132.5% in the 2nd quarter. Advent International L.P. now owns 1,211,331 shares of the company’s stock valued at $66,878,000 after buying an additional 690,371 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al grew its stake in shares of Dynatrace by 16,092.1% in the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 615,300 shares of the company’s stock valued at $29,811,000 after buying an additional 611,500 shares in the last quarter. 94.28% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Royal Bank Of Canada restated an “outperform” rating on shares of Dynatrace in a report on Monday, February 9th. Scotiabank cut their price target on shares of Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating for the company in a research note on Tuesday, February 10th. UBS Group decreased their price objective on shares of Dynatrace from $50.00 to $40.00 and set a “neutral” rating for the company in a research report on Tuesday, February 10th. Wedbush lowered their price objective on shares of Dynatrace from $67.00 to $55.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 11th. Finally, Raymond James Financial reaffirmed a “market perform” rating on shares of Dynatrace in a report on Monday, February 9th. Nineteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $52.52.

Insider Transactions at Dynatrace

In related news, EVP Stephen A. Mcmahon acquired 3,000 shares of the stock in a transaction on Tuesday, March 3rd. The shares were purchased at an average price of $35.75 per share, for a total transaction of $107,250.00. Following the purchase, 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 purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Dan Zugelder sold 7,505 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total transaction of $339,751.35. Following the completion of the transaction, the executive vice president directly owned 8,925 shares in the company, valued at approximately $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. Insiders own 0.57% of the company’s stock.

Dynatrace Stock Up 0.4%

Shares of DT stock opened at $39.37 on Monday. Dynatrace, Inc. has a 12-month low of $32.83 and a 12-month high of $57.55. The company has a market capitalization of $11.74 billion, a PE ratio of 64.54, a price-to-earnings-growth ratio of 3.13 and a beta of 0.82. The firm has a 50 day moving average price of $38.76 and a two-hundred day moving average price of $44.39.

Dynatrace (NYSE:DT) last posted its earnings results on Monday, February 9th. The company reported $0.44 EPS for the quarter, beating 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 for the quarter, compared to the consensus estimate of $506.31 million. During the same quarter in the prior year, the business earned $0.37 earnings per share. 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, research analysts expect that Dynatrace, Inc. will post 0.68 EPS for the current year.

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

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.