Alps Advisors Inc. Sells 19,271 Shares of Dynatrace, Inc. $DT

Alps Advisors Inc. lessened its stake in Dynatrace, Inc. (NYSE:DT) by 41.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,013 shares of the company’s stock after selling 19,271 shares during the quarter. Alps Advisors Inc.’s holdings in Dynatrace were worth $1,309,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Cornerstone Planning Group LLC lifted its stake in Dynatrace by 561.4% in the third quarter. Cornerstone Planning Group LLC now owns 582 shares of the company’s stock valued at $28,000 after acquiring an additional 494 shares during the last quarter. MAI Capital Management lifted its stake in Dynatrace by 122.4% in the 2nd quarter. MAI Capital Management now owns 547 shares of the company’s stock valued at $30,000 after purchasing an additional 301 shares during the last quarter. VSM Wealth Advisory LLC acquired a new stake in Dynatrace in the 2nd quarter valued at about $34,000. Hazlett Burt & Watson Inc. acquired a new position in Dynatrace during the third quarter worth approximately $37,000. Finally, First Horizon Corp acquired a new position in Dynatrace during the third quarter worth approximately $39,000. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

DT has been the subject of a number of research analyst reports. Morgan Stanley reduced their price objective on shares of Dynatrace from $57.00 to $43.00 and set an “equal weight” rating for the company in a research report on Tuesday. Wedbush decreased their price target on shares of Dynatrace from $67.00 to $55.00 and set an “outperform” rating on the stock in a research note on Wednesday. Robert W. Baird set a $47.00 price target on shares of Dynatrace in a report on Tuesday. KeyCorp upped their target price on Dynatrace from $50.00 to $52.00 and gave the company an “overweight” rating in a research report on Tuesday. Finally, BTIG Research dropped their price target on Dynatrace from $67.00 to $53.00 and set a “buy” rating for the company in a report on Monday. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $52.52.

Insider Activity at Dynatrace

In related news, CAO Daniel S. Yates sold 2,000 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $46.69, for a total transaction of $93,380.00. Following the transaction, the chief accounting officer owned 23,380 shares in the company, valued at $1,091,612.20. The trade was a 7.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Dan Zugelder sold 7,505 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total transaction of $339,751.35. Following 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 sold 9,843 shares of company stock worth $448,124 over the last quarter. 0.57% of the stock is currently owned by company insiders.

Dynatrace News Roundup

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat-and-raise: Dynatrace reported revenue of $515.5M (+18% Y/Y), non-GAAP EPS of $0.44 (vs. $0.41 est.) and raised full‑year targets — evidence of accelerating recurring revenue and stronger-than-expected demand. Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
• Positive Sentiment: $1.0 billion buyback: The board authorized up to ~$1B (≈9.8% of shares), signaling management confidence, reducing share count, and providing tangible capital return that supports EPS and a near‑term price floor. Share Repurchase Program Announced by Dynatrace (NYSE:DT) Board of Directors
• Positive Sentiment: AI & product expansion: Management pushed agentic AI/observability messaging (Dynatrace Intelligence) and recent DevCycle integration, positioning the platform as essential for AI reliability and creating new monetization paths. This supports upside to ARR and customer expansion. Dynatrace (DT) Navigates Market Skepticism With Product Expansion
• Neutral Sentiment: Strong customer economics: ARR ~ $1.97B (≈20% Y/Y), NRR ~111% and high gross retention — metrics that support long‑term recurring revenue but may already be partially priced in. Dynatrace: Growth Should Start To Accelerate
• Neutral Sentiment: Earnings call & transcript detail execution and product road map; useful for confirming management commentary on ARR, margins and buyback pacing. Dynatrace Inc (DT) Q3 2026 Earnings Call Highlights: Strong Growth and Strategic Advancements
• Neutral Sentiment: Bullish research remains: Guggenheim reaffirmed a buy and KeyCorp raised its PT — these keep upside narratives alive but the analyst views are mixed. Dynatrace buy rating reaffirmation (Guggenheim)
• Negative Sentiment: Analyst cuts and valuation pressure: Multiple firms cut price targets (e.g., Morgan Stanley, Wells Fargo, Scotiabank, BTIG) citing compressed multiples in the sector — a headwind that can cap near‑term upside despite good fundamentals. DT Price Target Lowered by Morgan Stanley
• Neutral Sentiment: Valuation vs. peers: Some commentary argues DT is undervalued relative to peers (Datadog) given ARR growth and free cash flow, but market still prices the stock more conservatively — a potential medium‑term catalyst if multiples re‑rate. Dynatrace Is Still Growing Quickly Despite A Conservative Valuation

Dynatrace Trading Up 0.9%

Shares of NYSE DT opened at $37.15 on Thursday. The company has a market cap of $11.20 billion, a price-to-earnings ratio of 60.89, a PEG ratio of 2.90 and a beta of 0.84. The stock has a 50-day moving average price of $41.47 and a two-hundred day moving average price of $46.00. Dynatrace, Inc. has a 12 month low of $32.83 and a 12 month high of $63.00.

Dynatrace (NYSE:DT) last posted its earnings results on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The firm had revenue of $515.47 million for the quarter, compared to analysts’ expectations of $506.31 million. During the same quarter in the previous year, the firm 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, sell-side analysts predict that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

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

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.