Temasek Holdings Private Ltd Grows Stock Holdings in Dynatrace, Inc. $DT

Temasek Holdings Private Ltd lifted its stake in shares of Dynatrace, Inc. (NYSE:DT) by 125.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,989,098 shares of the company’s stock after purchasing an additional 1,105,508 shares during the period. Temasek Holdings Private Ltd’s holdings in Dynatrace were worth $96,372,000 as of its most recent SEC filing.

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

Insider Buying and Selling

In other Dynatrace news, EVP Stephen A. Mcmahon purchased 3,000 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was bought at an average price of $35.75 per share, with a total value of $107,250.00. Following the transaction, the executive vice president directly owned 3,454 shares of the company’s stock, valued at approximately $123,480.50. This represents a 660.79% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.57% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have weighed in on DT. Jefferies Financial Group decreased their target price on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Truist Financial decreased their price objective on Dynatrace from $60.00 to $55.00 and set a “buy” rating on the stock in a report on Wednesday, November 19th. Guggenheim reissued a “buy” rating and set a $68.00 target price on shares of Dynatrace in a research note on Tuesday, February 10th. Wells Fargo & Company reduced their target price on Dynatrace from $65.00 to $50.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 10th. Finally, Barclays decreased their price target on Dynatrace from $57.00 to $47.00 and set an “overweight” rating on the stock 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’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $53.48.

Dynatrace Stock Performance

Shares of DT opened at $38.32 on Friday. The stock has a market capitalization of $11.43 billion, a PE ratio of 62.82, a P/E/G ratio of 3.03 and a beta of 0.82. Dynatrace, Inc. has a 1 year low of $32.83 and a 1 year high of $57.55. The company’s 50-day simple moving average is $38.23 and its 200-day simple moving average is $44.08.

Dynatrace (NYSE:DT) last announced its quarterly earnings data 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. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The firm had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. During the same quarter in the previous year, the business posted $0.37 earnings per share. The business’s quarterly revenue was up 18.2% compared to the same quarter last year. 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 declared that its board has initiated a share buyback plan on Monday, February 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the company to repurchase up to 9.8% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s management believes its stock is 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.