224,666 Shares in Dynatrace, Inc. $DT Acquired by Cinctive Capital Management LP

Cinctive Capital Management LP bought a new position in shares of Dynatrace, Inc. (NYSE:DT) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 224,666 shares of the company’s stock, valued at approximately $9,737,000.

A number of other large investors have also recently made changes to their positions in DT. Wellington Management Group LLP increased its stake in shares of Dynatrace by 719.3% during the third quarter. Wellington Management Group LLP now owns 7,340,127 shares of the company’s stock worth $355,629,000 after buying an additional 6,444,262 shares during the period. Scge Management L.P. purchased a new stake in shares of Dynatrace during the second quarter worth approximately $155,858,000. Alyeska Investment Group L.P. increased its stake in shares of Dynatrace by 1,201.7% during the fourth quarter. Alyeska Investment Group L.P. now owns 2,888,249 shares of the company’s stock worth $125,177,000 after buying an additional 2,666,373 shares during the period. Pictet Asset Management Holding SA increased its stake in shares of Dynatrace by 16.5% during the fourth quarter. Pictet Asset Management Holding SA now owns 14,648,533 shares of the company’s stock worth $634,985,000 after buying an additional 2,076,990 shares during the period. Finally, Northwestern Mutual Wealth Management Co. increased its stake in shares of Dynatrace by 123,910.9% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,881,245 shares of the company’s stock worth $81,533,000 after buying an additional 1,879,728 shares during the period. 94.28% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on DT shares. BTIG Research cut their target price on shares of Dynatrace from $53.00 to $47.00 and set a “buy” rating on the stock in a research note on Wednesday, May 13th. Scotiabank lowered their price target on Dynatrace from $47.00 to $44.00 and set a “sector outperform” rating for the company in a report on Thursday, May 14th. Rothschild & Co Redburn initiated coverage on Dynatrace in a report on Thursday, April 23rd. They issued a “neutral” rating and a $40.00 price target for the company. UBS Group raised Dynatrace from a “neutral” rating to a “buy” rating and upped their price target for the company from $36.00 to $60.00 in a report on Monday. Finally, Weiss Ratings downgraded Dynatrace from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, May 18th. Twenty-two analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $47.69.

Dynatrace News Roundup

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $60 price target, saying industry checks point to improving demand, AI-related growth opportunities, and attractive valuation. Dynatrace gains ‘Buy’ rating from UBS on expectations of accelerating growth, AI tailwinds
• Positive Sentiment: BMO Capital Markets raised its price target to $50 from $43 and reiterated an Outperform rating, reinforcing the view that DT still has room to run. Dynatrace had its price target raised by BMO Capital Markets
• Positive Sentiment: Recent commentary argues Dynatrace’s AI observability tools are becoming more important as traditional log tools struggle to keep up with AI complexity, which could support customer growth and usage trends. Dynatrace (DT) Says Traditional Log Tools Are Struggling To Keep Up With AI
• Positive Sentiment: Longer-term bullish takes point to solid fundamentals, including FY26 revenue growth of 19% to $2.02 billion, free cash flow of $530 million, and 110% dollar-based net retention, suggesting the business remains resilient despite broader SaaS concerns. Dynatrace: AI Agents Need More Monitoring
• Neutral Sentiment: Additional articles and analyst-call roundups also highlighted Dynatrace as a name benefiting from AI demand and potential upside, but they mostly echoed the same bullish thesis rather than adding new company-specific catalysts. Dynatrace gains ‘Buy’ rating from UBS on expectations of accelerating growth, AI tailwinds

Dynatrace Trading Down 0.3%

DT stock opened at $41.32 on Thursday. The company has a market capitalization of $12.04 billion, a P/E ratio of 76.51, a PEG ratio of 2.68 and a beta of 0.75. Dynatrace, Inc. has a twelve month low of $31.64 and a twelve month high of $57.55. The business has a 50 day simple moving average of $38.66 and a 200-day simple moving average of $39.45.

Dynatrace (NYSE:DT) last posted its quarterly earnings data on Wednesday, May 13th. The company reported $0.41 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.02. The business had revenue of $531.72 million during the quarter, compared to the consensus estimate of $521.01 million. Dynatrace had a return on equity of 10.37% and a net margin of 8.06%.The company’s revenue was up 19.4% compared to the same quarter last year. During the same period in the prior year, the company earned $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. Research analysts predict that Dynatrace, Inc. will post 1.11 EPS for the current fiscal 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.