Inceptionr LLC Increases Stock Position in Dynatrace, Inc. $DT

Inceptionr LLC lifted its holdings in Dynatrace, Inc. (NYSE:DT) by 104.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 33,627 shares of the company’s stock after purchasing an additional 17,158 shares during the period. Inceptionr LLC’s holdings in Dynatrace were worth $1,457,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. lifted its position in shares of Dynatrace by 2.4% in the 3rd quarter. Vanguard Group Inc. now owns 32,142,909 shares of the company’s stock worth $1,557,324,000 after purchasing an additional 739,895 shares during the period. Pictet Asset Management Holding SA lifted its position in Dynatrace by 16.5% during 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 acquiring an additional 2,076,990 shares during the last quarter. State Street Corp lifted its position in Dynatrace by 2.8% during the third quarter. State Street Corp now owns 10,562,363 shares of the company’s stock valued at $511,746,000 after acquiring an additional 286,352 shares during the last quarter. American Century Companies Inc. lifted its position in Dynatrace by 0.9% during the third quarter. American Century Companies Inc. now owns 7,919,446 shares of the company’s stock valued at $383,697,000 after acquiring an additional 73,827 shares during the last quarter. Finally, Wellington Management Group LLP lifted its position in Dynatrace by 719.3% during the third quarter. Wellington Management Group LLP now owns 7,340,127 shares of the company’s stock valued at $355,629,000 after acquiring an additional 6,444,262 shares during the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on DT. William Blair began coverage on shares of Dynatrace in a research report on Thursday, May 21st. They set an “outperform” rating for the company. BTIG Research decreased their target price on shares of Dynatrace from $53.00 to $47.00 and set a “buy” rating for the company in a research report on Wednesday, May 13th. BMO Capital Markets decreased their target price on shares of Dynatrace from $45.00 to $43.00 and set an “outperform” rating for the company in a research report on Thursday, May 14th. TD Cowen decreased their target price on shares of Dynatrace from $60.00 to $50.00 and set a “buy” rating for the company in a research report on Wednesday, April 15th. Finally, Guggenheim cut shares of Dynatrace from a “buy” rating to a “neutral” rating in a research report on Wednesday, May 13th. Twenty-one research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $46.50.

Dynatrace Trading Down 0.4%

NYSE DT opened at $40.62 on Thursday. The company has a fifty day simple moving average of $38.29 and a two-hundred day simple moving average of $39.56. The stock has a market cap of $11.84 billion, a P/E ratio of 75.22, a P/E/G ratio of 2.65 and a beta of 0.75. Dynatrace, Inc. has a 12-month low of $31.64 and a 12-month high of $57.55.

Dynatrace (NYSE:DT) last posted its quarterly earnings results on Wednesday, May 13th. The company reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.02. The business had revenue of $531.72 million during the quarter, compared to analysts’ expectations of $521.01 million. Dynatrace had a net margin of 8.06% and a return on equity of 10.37%. The business’s quarterly revenue was up 19.4% on a year-over-year basis. During the same quarter last 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, sell-side analysts forecast that Dynatrace, Inc. will post 1.11 earnings per share for the current year.

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.