Bridgefront Capital LLC Buys New Shares in Dynatrace, Inc. $DT

Bridgefront Capital LLC purchased a new stake in shares of Dynatrace, Inc. (NYSE:DT) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 16,141 shares of the company’s stock, valued at approximately $782,000.

Several other large investors have also recently added to or reduced their stakes in DT. Allspring Global Investments Holdings LLC raised its stake in shares of Dynatrace by 5.4% in the third quarter. Allspring Global Investments Holdings LLC now owns 1,077,181 shares of the company’s stock valued at $52,039,000 after purchasing an additional 55,040 shares in the last quarter. Congress Asset Management Co. lifted its position in Dynatrace by 6.8% in the third quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock worth $161,407,000 after purchasing an additional 212,607 shares during the period. Penserra Capital Management LLC boosted its stake in Dynatrace by 22.0% during the third quarter. Penserra Capital Management LLC now owns 222,505 shares of the company’s stock worth $10,780,000 after buying an additional 40,136 shares in the last quarter. Vontobel Holding Ltd. increased its holdings in Dynatrace by 790.5% in the 3rd quarter. Vontobel Holding Ltd. now owns 48,702 shares of the company’s stock valued at $2,360,000 after buying an additional 43,233 shares during the period. Finally, Stephens Investment Management Group LLC increased its holdings in Dynatrace by 63.1% in the 3rd quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock valued at $50,411,000 after buying an additional 402,585 shares during the period. Institutional investors and hedge funds own 94.28% of the company’s stock.

Dynatrace Stock Up 0.8%

Shares of DT stock opened at $38.32 on Monday. The company has a market capitalization of $11.43 billion, a P/E ratio of 62.82, a P/E/G 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 firm has a 50-day moving average price of $38.23 and a 200 day moving average price of $44.01.

Dynatrace (NYSE:DT) last issued 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. The firm had revenue of $515.47 million for the quarter, compared to analysts’ expectations of $506.31 million. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The company’s quarterly revenue was up 18.2% compared to the same quarter last year. During the same period in the prior year, the firm 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. As a group, research analysts expect that Dynatrace, Inc. will post 0.68 earnings per share for the current 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.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on DT shares. BMO Capital Markets dropped their price objective 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. Guggenheim reissued a “buy” rating and issued a $68.00 target price on shares of Dynatrace in a research note on Tuesday, February 10th. Robert W. Baird set a $47.00 price target on shares of Dynatrace 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, BTIG Research reaffirmed a “buy” rating and set a $53.00 price objective on shares of Dynatrace in a report on Thursday, February 19th. Nineteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, Dynatrace has an average 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 firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were acquired at an average cost of $35.75 per share, for a total transaction of $107,250.00. Following the transaction, 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 filing with the SEC, which is available through this link. 0.57% of the stock is currently owned by company insiders.

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.