Northwestern Mutual Wealth Management Co. Acquires 1,879,728 Shares of Dynatrace, Inc. $DT

Northwestern Mutual Wealth Management Co. raised its holdings in Dynatrace, Inc. (NYSE:DT) by 123,910.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,881,245 shares of the company’s stock after buying an additional 1,879,728 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Dynatrace were worth $81,533,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in DT. Wellington Management Group LLP lifted its stake in shares of Dynatrace by 719.3% in the third quarter. Wellington Management Group LLP now owns 7,340,127 shares of the company’s stock valued at $355,629,000 after buying an additional 6,444,262 shares in the last quarter. Scge Management L.P. bought a new position in shares of Dynatrace in the second quarter valued at $155,858,000. Pictet Asset Management Holding SA lifted its stake in shares of Dynatrace by 16.5% in the fourth quarter. Pictet Asset Management Holding SA now owns 14,648,533 shares of the company’s stock valued at $634,985,000 after buying an additional 2,076,990 shares in the last quarter. Freestone Grove Partners LP lifted its stake in shares of Dynatrace by 2,618.6% in the third quarter. Freestone Grove Partners LP now owns 1,429,738 shares of the company’s stock valued at $69,271,000 after buying an additional 1,377,148 shares in the last quarter. Finally, Boston Trust Walden Corp bought a new position in shares of Dynatrace in the fourth quarter valued at $49,986,000. 94.28% of the stock is owned by institutional investors.

Insider Activity at Dynatrace

In other news, EVP Stephen A. Mcmahon bought 3,000 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was bought at an average price of $35.75 per share, for a total transaction of $107,250.00. Following the completion of the acquisition, the executive vice president directly owned 3,454 shares in the company, valued at approximately $123,480.50. This trade represents a 660.79% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.57% of the stock is currently owned by corporate insiders.

Dynatrace News Roundup

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Dynatrace reported fiscal Q4 EPS of $0.41, topping estimates of $0.39, and revenue of $531.7 million, up 19.4% year over year, while recurring subscription revenue remained very high and free cash flow stayed strong. Dynatrace shares slide despite quarterly earnings beat
• Positive Sentiment: Several brokers kept bullish views despite trimming targets, including Scotiabank, JPMorgan, Citigroup, and BMO, signaling continued confidence in Dynatrace’s long-term software and observability franchise. Scotiabank Sticks to Their Buy Rating for Dynatrace (DT)
• Neutral Sentiment: Analyst commentary today was mostly mixed-to-bullish overall, with some articles highlighting favorable tech-stock sentiment for Dynatrace but also noting conflicting views across analysts. Analysts Have Conflicting Sentiments on These Technology Companies
• Neutral Sentiment: Some commentary suggested Dynatrace could benefit from broader software and AI observability trends, but these were more thematic than company-specific catalysts. Can Dynatrace Benefit From Russell 1000 Software Trends?
• Negative Sentiment: Despite the earnings beat, investors were disappointed by mixed FY2027 and near-term guidance, including concerns about slower ARR growth and a softer first-quarter outlook. Dynatrace stock falls on fiscal Q4 earnings, mixed 2027 guidance
• Negative Sentiment: Wall Street lowered several price targets after the report, including JPMorgan, Citigroup, Scotiabank, and BMO, reflecting a more cautious stance on near-term upside. Dynatrace (NYSE:DT) Price Target Lowered to $45.00 at JPMorgan Chase & Co.

Dynatrace Price Performance

Shares of DT stock opened at $38.36 on Monday. The firm has a 50-day moving average of $37.12 and a 200-day moving average of $40.31. The company has a market cap of $11.44 billion, a P/E ratio of 71.04, a P/E/G ratio of 2.57 and a beta of 0.70. Dynatrace, Inc. has a one year low of $31.64 and a one year high of $57.55.

Dynatrace (NYSE:DT) last announced its earnings results on Wednesday, May 13th. The company reported $0.41 EPS for the quarter, beating the consensus estimate of $0.39 by $0.02. The company had revenue of $531.72 million during the quarter, compared to the consensus estimate of $521.01 million. Dynatrace had a net margin of 8.06% and a return on equity of 10.37%. The firm’s revenue for the quarter was up 19.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.33 earnings per share. Dynatrace has set its FY 2027 guidance at 1.930-1.950 EPS and its Q1 2027 guidance at 0.440-0.450 EPS. As a group, research analysts expect that Dynatrace, Inc. will post 1.08 earnings per share for the current fiscal year.

Dynatrace announced that its board has initiated a share repurchase program on Monday, February 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the company to reacquire up to 9.8% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on DT shares. Keefe, Bruyette & Woods raised shares of Dynatrace to a “buy” rating in a research note on Monday, February 9th. UBS Group dropped their price objective on shares of Dynatrace from $40.00 to $36.00 and set a “neutral” rating on the stock in a research note on Thursday. The Goldman Sachs Group started coverage on shares of Dynatrace in a research note on Tuesday, April 21st. They issued a “buy” rating and a $45.00 price objective on the stock. Rothschild & Co Redburn assumed coverage on shares of Dynatrace in a research note on Thursday, April 23rd. They issued a “neutral” rating and a $40.00 price objective on the stock. Finally, Truist Financial set a $45.00 target price on shares of Dynatrace in a report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, Dynatrace has a consensus rating of “Moderate Buy” and an average price target of $46.50.

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.