Fox Run Management L.L.C. Has $1.31 Million Stake in Dynatrace, Inc. $DT

Fox Run Management L.L.C. trimmed its position in shares of Dynatrace, Inc. (NYSE:DT) by 54.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,928 shares of the company’s stock after selling 32,344 shares during the period. Fox Run Management L.L.C.’s holdings in Dynatrace were worth $1,305,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Scge Management L.P. acquired a new position in shares of Dynatrace during the 2nd quarter worth about $155,858,000. Norges Bank bought a new position in Dynatrace in the 2nd quarter worth approximately $87,620,000. Vanguard Group Inc. increased its position in Dynatrace by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 31,403,014 shares of the company’s stock worth $1,733,760,000 after buying an additional 1,084,307 shares during the period. Advent International L.P. lifted its holdings in shares of Dynatrace by 132.5% during the second quarter. Advent International L.P. now owns 1,211,331 shares of the company’s stock worth $66,878,000 after buying an additional 690,371 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al boosted its position 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 acquiring an additional 611,500 shares during the period. 94.28% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on DT shares. TD Cowen dropped their target price on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Cantor Fitzgerald decreased their price target on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. Weiss Ratings restated a “hold (c)” rating on shares of Dynatrace in a report on Monday, December 29th. 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. Finally, Robert W. Baird set a $47.00 target price on Dynatrace in a research report on Tuesday, February 10th. Nineteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $52.52.

Insider Activity

In related news, EVP Dan Zugelder sold 7,505 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 8,925 shares in the company, valued at $404,034.75. This trade represents a 45.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Over the last ninety days, insiders sold 7,843 shares of company stock valued at $354,744. Corporate insiders own 0.57% of the company’s stock.

Dynatrace Stock Performance

NYSE:DT opened at $35.15 on Thursday. The company has a 50-day moving average of $39.69 and a 200-day moving average of $44.93. Dynatrace, Inc. has a 52 week low of $32.83 and a 52 week high of $59.92. The company has a market capitalization of $10.48 billion, a price-to-earnings ratio of 57.63, a PEG ratio of 2.73 and a beta of 0.84.

Dynatrace (NYSE:DT) last posted its earnings results on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, beating analysts’ consensus estimates of $0.41 by $0.03. The business 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 firm’s revenue for the quarter was up 18.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. Sell-side analysts forecast that Dynatrace, Inc. will post 0.68 EPS for the current year.

Dynatrace declared that its Board of Directors has initiated a share buyback plan on Monday, February 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the company to repurchase up to 9.8% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s board 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.