Natixis Advisors LLC Boosts Stake in Dynatrace, Inc. $DT

Natixis Advisors LLC boosted its stake in Dynatrace, Inc. (NYSE:DT) by 5.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 779,417 shares of the company’s stock after purchasing an additional 41,836 shares during the period. Natixis Advisors LLC’s holdings in Dynatrace were worth $37,763,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DT. Grantham Mayo Van Otterloo & Co. LLC boosted its position in shares of Dynatrace by 16.8% during the third quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 24,069 shares of the company’s stock worth $1,166,000 after buying an additional 3,456 shares during the period. First Trust Advisors LP raised its holdings in shares of Dynatrace by 43.6% in the 3rd quarter. First Trust Advisors LP now owns 1,042,440 shares of the company’s stock valued at $50,506,000 after buying an additional 316,346 shares during the period. Orion Porfolio Solutions LLC raised its holdings in shares of Dynatrace by 1.4% in the 3rd quarter. Orion Porfolio Solutions LLC now owns 16,983 shares of the company’s stock valued at $823,000 after buying an additional 231 shares during the period. Davidson Capital Management Inc. acquired a new position in Dynatrace during the 3rd quarter worth about $3,098,000. Finally, Dimensional Fund Advisors LP lifted its stake in Dynatrace by 13.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,748,255 shares of the company’s stock worth $84,718,000 after acquiring an additional 207,708 shares in the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on DT. Scotiabank dropped their target price on Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating for the company in a research report on Tuesday, February 10th. Cantor Fitzgerald reduced their price target on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. UBS Group lowered their price objective on shares of Dynatrace from $50.00 to $40.00 and set a “neutral” rating for the company in a research note on Tuesday, February 10th. Barclays dropped their price objective on shares of Dynatrace from $57.00 to $47.00 and set an “overweight” rating for the company in a report on Tuesday, February 10th. Finally, Canaccord Genuity Group set a $50.00 target price on shares of Dynatrace in a research note on Tuesday, February 10th. Nineteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $52.52.

Dynatrace Price Performance

DT stock opened at $38.91 on Tuesday. The firm has a market capitalization of $11.60 billion, a P/E ratio of 63.78, a P/E/G ratio of 3.13 and a beta of 0.82. The business’s 50-day moving average is $38.65 and its two-hundred day moving average is $44.32. Dynatrace, Inc. has a 1 year low of $32.83 and a 1 year high of $57.55.

Dynatrace (NYSE:DT) last announced its quarterly earnings data on Monday, February 9th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The business had revenue of $515.47 million during the quarter, compared to the consensus estimate of $506.31 million. During the same period in the previous year, the company posted $0.37 earnings per share. The business’s revenue for the quarter was up 18.2% on a year-over-year basis. Dynatrace has set its FY 2026 guidance at 1.670-1.690 EPS and its Q4 2026 guidance at 0.380-0.390 EPS. On average, analysts expect that Dynatrace, Inc. will post 0.68 EPS for the current year.

Dynatrace declared that its Board of Directors has approved a share repurchase program on Monday, February 9th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the company to buy up to 9.8% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In other Dynatrace news, EVP Dan Zugelder sold 7,505 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total transaction of $339,751.35. Following the completion of the transaction, the executive vice president owned 8,925 shares in the company, valued at $404,034.75. The trade was a 45.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Stephen A. Mcmahon purchased 3,000 shares of the stock in a transaction on Tuesday, March 3rd. The shares were purchased at an average price of $35.75 per share, with a total value of $107,250.00. Following the acquisition, the executive vice president directly owned 3,454 shares in the company, valued at $123,480.50. This represents a 660.79% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.57% of the stock is owned by insiders.

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.