Erste Asset Management GmbH Grows Stock Position in Dynatrace, Inc. $DT

Erste Asset Management GmbH lifted its holdings in Dynatrace, Inc. (NYSE:DT) by 1,000.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 55,000 shares of the company’s stock after purchasing an additional 50,003 shares during the period. Erste Asset Management GmbH’s holdings in Dynatrace were worth $2,713,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Scge Management L.P. bought a new position in Dynatrace in the second quarter worth approximately $155,858,000. Norges Bank purchased a new stake in shares of Dynatrace in the 2nd quarter worth $87,620,000. Vanguard Group Inc. raised its holdings 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 purchasing an additional 1,084,307 shares during the period. Advent International L.P. raised its holdings in Dynatrace by 132.5% in the 2nd quarter. Advent International L.P. now owns 1,211,331 shares of the company’s stock worth $66,878,000 after purchasing an additional 690,371 shares during the period. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al lifted its position in Dynatrace by 16,092.1% during the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 615,300 shares of the company’s stock valued at $29,811,000 after purchasing an additional 611,500 shares in the last quarter. 94.28% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Dan Zugelder sold 7,505 shares of the 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 directly owned 8,925 shares of the company’s stock, valued at approximately $404,034.75. This represents a 45.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders sold 7,843 shares of company stock worth $354,744 over the last three months. 0.57% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Raymond James Financial reaffirmed a “market perform” rating on shares of Dynatrace in a research note on Monday, February 9th. DA Davidson reduced their target price on shares of Dynatrace from $65.00 to $50.00 and set a “buy” rating for the company in a report on Tuesday, February 10th. Wedbush decreased their target price on shares of Dynatrace from $67.00 to $55.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 11th. Barclays lowered their price target on shares of Dynatrace from $57.00 to $47.00 and set an “overweight” rating on the stock in a report on Tuesday, February 10th. Finally, Guggenheim reissued a “buy” rating and issued a $68.00 price objective on shares of Dynatrace in a research note on Tuesday, February 10th. Nineteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $52.52.

Dynatrace Stock Performance

DT opened at $35.88 on Friday. The stock has a market capitalization of $10.70 billion, a price-to-earnings ratio of 58.81, a PEG ratio of 2.86 and a beta of 0.84. The company has a fifty day moving average of $39.37 and a 200 day moving average of $44.78. Dynatrace, Inc. has a fifty-two week low of $32.83 and a fifty-two week high of $57.72.

Dynatrace (NYSE:DT) last announced its quarterly earnings results on Monday, February 9th. The company reported $0.44 EPS for the quarter, topping the consensus estimate 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 business’s quarterly revenue was up 18.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.37 EPS. 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, equities research analysts forecast that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

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

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.