ArrowMark Colorado Holdings LLC Increases Stock Holdings in Dynatrace, Inc. $DT

ArrowMark Colorado Holdings LLC boosted its stake in shares of Dynatrace, Inc. (NYSE:DT) by 21.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,725,121 shares of the company’s stock after purchasing an additional 301,050 shares during the quarter. Dynatrace accounts for approximately 1.6% of ArrowMark Colorado Holdings LLC’s holdings, making the stock its 8th biggest position. ArrowMark Colorado Holdings LLC owned 0.57% of Dynatrace worth $83,582,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. NewEdge Advisors LLC increased its holdings in shares of Dynatrace by 25.3% during the 1st quarter. NewEdge Advisors LLC now owns 9,135 shares of the company’s stock worth $431,000 after purchasing an additional 1,846 shares during the period. Jones Financial Companies Lllp lifted its stake in shares of Dynatrace by 19.2% in the first quarter. Jones Financial Companies Lllp now owns 2,161 shares of the company’s stock valued at $102,000 after buying an additional 348 shares during the period. ProShare Advisors LLC grew its position in Dynatrace by 3.5% during the second quarter. ProShare Advisors LLC now owns 18,946 shares of the company’s stock worth $1,046,000 after buying an additional 634 shares in the last quarter. Allworth Financial LP grew its position in Dynatrace by 29.1% during the second quarter. Allworth Financial LP now owns 1,715 shares of the company’s stock worth $95,000 after buying an additional 387 shares in the last quarter. Finally, SBI Securities Co. Ltd. increased its stake in Dynatrace by 15.4% during the second quarter. SBI Securities Co. Ltd. now owns 1,869 shares of the company’s stock valued at $103,000 after acquiring an additional 249 shares during the period. 94.28% of the stock is owned by institutional investors.

Dynatrace Stock Up 0.8%

NYSE:DT opened at $38.32 on Friday. The firm has a market cap of $11.43 billion, a PE ratio of 62.82, a price-to-earnings-growth ratio of 3.06 and a beta of 0.82. Dynatrace, Inc. has a 12 month low of $32.83 and a 12 month high of $57.55. The company’s 50-day moving average price is $38.23 and its two-hundred day moving average price is $44.05.

Dynatrace (NYSE:DT) last posted its quarterly earnings data 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. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The company had revenue of $515.47 million during the quarter, compared to analyst estimates of $506.31 million. During the same quarter last year, the business posted $0.37 earnings per share. The company’s revenue 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. On average, research analysts expect that Dynatrace, Inc. will post 0.68 EPS for the current fiscal year.

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

Wall Street Analysts Forecast Growth

Several research firms have commented on DT. Stifel Nicolaus set a $51.00 price target on Dynatrace in a report on Monday, February 9th. Keefe, Bruyette & Woods raised Dynatrace to a “buy” rating in a report on Monday, February 9th. Wells Fargo & Company lowered their price objective on Dynatrace from $65.00 to $50.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 10th. Raymond James Financial restated a “market perform” rating on shares of Dynatrace in a research note on Monday, February 9th. Finally, Morgan Stanley decreased their price target on shares of Dynatrace from $57.00 to $43.00 and set an “equal weight” rating on the stock in a research note on Tuesday, February 10th. Nineteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $53.48.

Insider Buying and Selling

In other Dynatrace news, EVP Stephen A. Mcmahon purchased 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was purchased at an average cost of $35.75 per share, with a total value of $107,250.00. Following the acquisition, the executive vice president directly owned 3,454 shares of the company’s stock, valued at approximately $123,480.50. This trade represents a 660.79% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. 0.57% of the stock is currently owned by company insiders.

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.