Schroder Investment Management Group Has $19.96 Million Stock Holdings in Dynatrace, Inc. $DT

Schroder Investment Management Group lifted its holdings in Dynatrace, Inc. (NYSE:DT) by 3,160.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 412,039 shares of the company’s stock after buying an additional 399,401 shares during the quarter. Schroder Investment Management Group owned about 0.14% of Dynatrace worth $19,963,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in Dynatrace by 2.4% during the 3rd quarter. Vanguard Group Inc. now owns 32,142,909 shares of the company’s stock worth $1,557,324,000 after acquiring an additional 739,895 shares during the last quarter. American Century Companies Inc. raised its stake in shares of Dynatrace by 0.9% in the third quarter. American Century Companies Inc. now owns 7,919,446 shares of the company’s stock worth $383,697,000 after acquiring an additional 73,827 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Dynatrace by 2.4% during the second quarter. Geode Capital Management LLC now owns 5,757,417 shares of the company’s stock worth $316,948,000 after purchasing an additional 134,478 shares in the last quarter. Westfield Capital Management Co. LP lifted its position in shares of Dynatrace by 13.3% during the third quarter. Westfield Capital Management Co. LP now owns 3,345,780 shares of the company’s stock worth $162,103,000 after purchasing an additional 394,054 shares in the last quarter. Finally, Congress Asset Management Co. grew its stake in shares of Dynatrace by 6.8% during the third quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock valued at $161,407,000 after purchasing an additional 212,607 shares during the last quarter. Institutional investors and hedge funds own 94.28% of the company’s stock.

Dynatrace Price Performance

Shares of NYSE DT opened at $38.02 on Friday. Dynatrace, Inc. has a fifty-two week low of $32.83 and a fifty-two week high of $57.55. The firm has a market capitalization of $11.34 billion, a P/E ratio of 62.33, a P/E/G ratio of 2.99 and a beta of 0.82. The company’s 50 day simple moving average is $38.31 and its 200 day simple moving average is $44.15.

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

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

Analyst Ratings Changes

DT has been the subject of a number of research reports. Truist Financial lowered their price target on shares of Dynatrace from $60.00 to $55.00 and set a “buy” rating for the company in a report on Wednesday, November 19th. Keefe, Bruyette & Woods upgraded Dynatrace to a “buy” rating in a research report on Monday, February 9th. KeyCorp lifted their target price on Dynatrace from $50.00 to $52.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Barclays dropped their target price on Dynatrace from $57.00 to $47.00 and set an “overweight” rating for the company in a research report on Tuesday, February 10th. Finally, Stifel Nicolaus set a $51.00 price target on Dynatrace in a research note on Monday, February 9th. Nineteen research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $53.48.

Insider Activity at Dynatrace

In related news, EVP Stephen A. Mcmahon acquired 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was acquired at an average price of $35.75 per share, for a total transaction of $107,250.00. Following the completion of the acquisition, the executive vice president owned 3,454 shares of the company’s stock, valued at $123,480.50. This trade represents a 660.79% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.57% of the stock is currently owned by company insiders.

About Dynatrace

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.