Teachers Retirement System of The State of Kentucky Has $15.54 Million Stake in Dynatrace, Inc. $DT

Teachers Retirement System of The State of Kentucky raised its stake in shares of Dynatrace, Inc. (NYSE:DT) by 54.7% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 320,723 shares of the company’s stock after acquiring an additional 113,400 shares during the quarter. Teachers Retirement System of The State of Kentucky’s holdings in Dynatrace were worth $15,540,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Cornerstone Planning Group LLC increased its holdings in shares of Dynatrace by 561.4% during the 3rd 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 last quarter. MAI Capital Management lifted its holdings in Dynatrace by 122.4% in the 2nd quarter. MAI Capital Management now owns 547 shares of the company’s stock worth $30,000 after purchasing an additional 301 shares during the last quarter. VSM Wealth Advisory LLC bought a new stake in Dynatrace during the second quarter worth approximately $34,000. Hazlett Burt & Watson Inc. acquired a new position in Dynatrace during the third quarter valued at approximately $37,000. Finally, First Horizon Corp acquired a new position in Dynatrace during the third quarter valued at approximately $39,000. Institutional investors and hedge funds own 94.28% of the company’s stock.

Insider Activity

In related news, EVP Dan Zugelder sold 7,505 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total value of $339,751.35. Following the completion of the transaction, the executive vice president directly owned 8,925 shares in the company, valued at approximately $404,034.75. This represents a 45.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders sold 7,843 shares of company stock worth $354,744 in the last quarter. Insiders own 0.57% of the company’s stock.

Wall Street Analyst Weigh In

DT has been the subject of several recent analyst reports. BMO Capital Markets decreased their price objective on shares of Dynatrace from $56.00 to $45.00 and set an “outperform” rating for the company in a report on Monday, February 9th. Stifel Nicolaus set a $51.00 target price on shares of Dynatrace in a research report on Monday, February 9th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Dynatrace in a research report on Monday, February 9th. Truist Financial dropped their price objective on Dynatrace from $60.00 to $55.00 and set a “buy” rating on the stock in a research note on Wednesday, November 19th. Finally, Wedbush decreased their target price on Dynatrace from $67.00 to $55.00 and set an “outperform” rating for the company in a research note on Wednesday, February 11th. Nineteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, Dynatrace presently has an average rating of “Moderate Buy” and a consensus price target of $52.52.

Dynatrace Stock Performance

Shares of DT opened at $37.06 on Wednesday. The company has a 50-day simple moving average of $39.08 and a 200-day simple moving average of $44.61. Dynatrace, Inc. has a 52 week low of $32.83 and a 52 week high of $57.55. The firm has a market capitalization of $11.05 billion, a P/E ratio of 60.75, a P/E/G ratio of 2.92 and a beta of 0.82.

Dynatrace (NYSE:DT) last released its earnings results on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. The business had revenue of $515.47 million for the quarter, compared to the consensus estimate of $506.31 million. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The firm’s revenue for the quarter was up 18.2% compared to the same quarter last year. During the same period last year, the business earned $0.37 earnings per share. 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 analysts forecast that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

Dynatrace declared that its Board of Directors has initiated a share repurchase plan on Monday, February 9th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the company to reacquire up to 9.8% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

Dynatrace Company 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.