UBS Group AG Sells 520,576 Shares of Dynatrace, Inc. $DT

UBS Group AG reduced its position in Dynatrace, Inc. (NYSE:DT) by 44.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 648,033 shares of the company’s stock after selling 520,576 shares during the quarter. UBS Group AG’s holdings in Dynatrace were worth $28,086,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of DT. V Square Quantitative Management LLC bought a new position in shares of Dynatrace in the fourth quarter valued at approximately $26,000. Cornerstone Planning Group LLC boosted its position in shares of Dynatrace by 561.4% in the third quarter. Cornerstone Planning Group LLC now owns 582 shares of the company’s stock valued at $28,000 after acquiring an additional 494 shares during the period. Hazlett Burt & Watson Inc. bought a new position in shares of Dynatrace in the third quarter valued at approximately $37,000. First Horizon Corp bought a new position in shares of Dynatrace in the third quarter valued at approximately $39,000. Finally, True Wealth Design LLC boosted its position in shares of Dynatrace by 99.6% in the fourth quarter. True Wealth Design LLC now owns 896 shares of the company’s stock valued at $39,000 after acquiring an additional 447 shares during the period. 94.28% of the stock is currently owned by institutional investors.

Dynatrace Stock Performance

Shares of DT opened at $40.70 on Friday. The firm has a market cap of $12.14 billion, a price-to-earnings ratio of 66.71, a PEG ratio of 2.48 and a beta of 0.70. Dynatrace, Inc. has a fifty-two week low of $31.64 and a fifty-two week high of $57.55. The firm has a 50 day moving average price of $36.89 and a 200-day moving average price of $40.81.

Dynatrace (NYSE:DT) last issued its 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. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The company had revenue of $515.47 million for the quarter, compared to the consensus estimate of $506.31 million. During the same period in the previous year, the firm earned $0.37 earnings per share. The firm’s revenue for the quarter 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. As a group, equities research analysts predict that Dynatrace, Inc. will post 0.88 earnings per share for the current year.

Dynatrace declared that its Board of Directors has approved a stock repurchase program on Monday, February 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 9.8% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s leadership believes its shares are undervalued.

Insider Activity at Dynatrace

In other news, EVP Stephen A. Mcmahon bought 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were bought at an average cost of $35.75 per share, with a total value of $107,250.00. Following the completion of the purchase, the executive vice president directly owned 3,454 shares in the company, valued at $123,480.50. This represents a 660.79% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. 0.57% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

DT has been the subject of a number of analyst reports. DA Davidson upgraded shares of Dynatrace to a “strong-buy” rating in a research report on Thursday, April 30th. Weiss Ratings upgraded shares of Dynatrace from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, May 1st. Robert W. Baird set a $47.00 target price on shares of Dynatrace in a research report on Tuesday, February 10th. Scotiabank dropped their target price on shares of Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating for the company in a research report on Tuesday, February 10th. Finally, Morgan Stanley dropped their target price on shares of Dynatrace from $57.00 to $43.00 and set an “equal weight” rating for the company in a research report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $51.32.

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.