American Century Companies Inc. Boosts Position in Dynatrace, Inc. $DT

American Century Companies Inc. grew its position in Dynatrace, Inc. (NYSE:DT) by 0.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,919,446 shares of the company’s stock after buying an additional 73,827 shares during the quarter. American Century Companies Inc. owned 2.63% of Dynatrace worth $383,697,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. NewEdge Advisors LLC grew its stake in 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 acquiring an additional 1,846 shares during the last quarter. Jones Financial Companies Lllp raised its position in 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 acquiring an additional 348 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of Dynatrace by 6.2% in the second quarter. Envestnet Asset Management Inc. now owns 1,350,271 shares of the company’s stock valued at $74,548,000 after purchasing an additional 78,323 shares in the last quarter. New York Life Investment Management LLC grew its position in shares of Dynatrace by 7.4% in the second quarter. New York Life Investment Management LLC now owns 31,644 shares of the company’s stock valued at $1,747,000 after purchasing an additional 2,177 shares during the last quarter. Finally, World Investment Advisors purchased a new position in shares of Dynatrace during the 2nd quarter worth approximately $256,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Insider Buying and Selling at Dynatrace

In related news, EVP Dan Zugelder sold 7,505 shares of the firm’s 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 $404,034.75. This trade represents a 45.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. In the last ninety days, insiders sold 7,843 shares of company stock valued at $354,744. 0.57% of the stock is currently owned by insiders.

Dynatrace Stock Performance

Dynatrace stock opened at $35.88 on Friday. The firm has a market capitalization of $10.70 billion, a PE ratio of 58.81, a price-to-earnings-growth ratio of 2.90 and a beta of 0.84. Dynatrace, Inc. has a one year low of $32.83 and a one year high of $57.72. The stock’s 50 day moving average price is $39.37 and its 200 day moving average price is $44.80.

Dynatrace (NYSE:DT) last announced its earnings results on Monday, February 9th. The company reported $0.44 earnings per share 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 during the quarter, compared to the consensus estimate of $506.31 million. During the same period last year, the firm earned $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, analysts forecast that Dynatrace, Inc. will post 0.68 earnings per share for the current fiscal year.

Dynatrace declared that its board has initiated a stock buyback program on Monday, February 9th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the company to buy up to 9.8% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Analyst Ratings Changes

Several research analysts recently weighed in on DT shares. UBS Group cut their target price on shares of Dynatrace from $50.00 to $40.00 and set a “neutral” rating for the company in a research note on Tuesday, February 10th. Jefferies Financial Group cut their price objective on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating for the company in a research report on Monday, January 5th. Raymond James Financial reissued a “market perform” rating on shares of Dynatrace in a research note on Monday, February 9th. BMO Capital Markets lowered their target price on shares of Dynatrace from $56.00 to $45.00 and set an “outperform” rating for the company in a research note on Monday, February 9th. Finally, Guggenheim reissued a “buy” rating and set a $68.00 price target on shares of Dynatrace in a research note on Tuesday, February 10th. Nineteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $52.52.

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.