Envestnet Asset Management Inc. Lowers Position in Dynatrace, Inc. $DT

Envestnet Asset Management Inc. reduced its stake in Dynatrace, Inc. (NYSE:DT) by 24.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,020,781 shares of the company’s stock after selling 329,490 shares during the period. Envestnet Asset Management Inc. owned approximately 0.34% of Dynatrace worth $49,457,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of DT. Scge Management L.P. acquired a new stake in shares of Dynatrace during the second quarter valued at about $155,858,000. Norges Bank purchased a new position in shares of Dynatrace during the 2nd quarter worth approximately $87,620,000. Vanguard Group Inc. increased its holdings in Dynatrace by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 31,403,014 shares of the company’s stock valued at $1,733,760,000 after purchasing an additional 1,084,307 shares during the last quarter. Allianz Asset Management GmbH increased its holdings in Dynatrace by 97.5% in the 2nd quarter. Allianz Asset Management GmbH now owns 1,974,808 shares of the company’s stock valued at $109,029,000 after purchasing an additional 975,042 shares during the last quarter. Finally, Advent International L.P. raised its position in Dynatrace by 132.5% in the second quarter. Advent International L.P. now owns 1,211,331 shares of the company’s stock valued at $66,878,000 after purchasing an additional 690,371 shares during the period. Institutional investors and hedge funds own 94.28% of the company’s stock.

Dynatrace News Roundup

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 results beat estimates — Revenue $515.5M (vs. $506.3M est.) and EPS $0.44 (vs. $0.41 est.); management highlighted continued double‑digit net new ARR growth. Dynatrace Reports Third Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Company raised outlook — updated Q4 and FY‑2026 EPS and revenue guidance materially above prior consensus, signaling stronger profitability and topline momentum. Dynatrace Stock Pops on Lifted Outlook, Strong Q3 Results
• Positive Sentiment: Board authorized a $1.0 billion share buyback (≈9.8% of shares outstanding), a sign management believes shares are undervalued and will return cash to shareholders. RTT News — Stock Buybacks
• Positive Sentiment: Growth drivers: analysts and press point to expanding cloud partnerships and rising free cash flow as underpinning sustainable revenue/ARR growth. Why Dynatrace Stock Climbed Today
• Neutral Sentiment: Market reaction and context — multiple outlets reported the beat and buyback and the stock has moved up on the news; note DT still trades below its 50‑ and 200‑day averages and well under its 52‑week high, leaving room for re-rating or further volatility. DT Stock Page — MarketBeat
• Neutral Sentiment: Commentary: company downplayed near‑term AI threats while flagging upside — generally reassuring but not new guidance; useful color for longer‑term thesis. Dynatrace earnings beat — MSN

Analyst Ratings Changes

Several research firms have recently commented on DT. UBS Group set a $51.00 price target on Dynatrace in a research report on Thursday, November 6th. Scotiabank decreased their target price on Dynatrace from $67.00 to $60.00 and set an “outperform” rating on the stock in a research note on Thursday, November 6th. Rosenblatt Securities lowered their target price on Dynatrace from $67.00 to $60.00 and set a “buy” rating for the company in a report on Friday, January 30th. BMO Capital Markets dropped their target price on Dynatrace from $56.00 to $45.00 and set an “outperform” rating for the company in a research report on Monday. Finally, Jefferies Financial Group reduced their price target on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $55.96.

Insider Buying and Selling

In other news, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $46.69, for a total value of $93,380.00. Following the sale, the chief accounting officer directly owned 23,380 shares in the company, valued at approximately $1,091,612.20. This trade represents a 7.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Dan Zugelder sold 7,505 shares of the business’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total transaction of $339,751.35. Following the transaction, the executive vice president owned 8,925 shares of the company’s stock, valued at approximately $404,034.75. The trade was a 45.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 9,843 shares of company stock valued at $448,124 in the last quarter. 0.57% of the stock is owned by insiders.

Dynatrace Price Performance

Shares of NYSE DT opened at $36.22 on Tuesday. The stock’s 50-day moving average is $41.78 and its two-hundred day moving average is $46.18. Dynatrace, Inc. has a 1-year low of $32.83 and a 1-year high of $63.00. The company has a market cap of $10.92 billion, a price-to-earnings ratio of 21.69, a price-to-earnings-growth ratio of 2.66 and a beta of 0.84.

Dynatrace (NYSE:DT) last announced its quarterly earnings data on Monday, February 9th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.03. Dynatrace had a return on equity of 9.24% and a net margin of 27.33%.The business had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. During the same quarter last year, the business posted $0.37 EPS. 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. Equities research analysts anticipate that Dynatrace, Inc. will post 0.68 earnings per share for the current fiscal year.

Dynatrace declared that its board has initiated a stock buyback program on Monday, February 9th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the company to purchase up to 9.8% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its stock is undervalued.

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.