One Capital Management LLC Has $1.82 Million Stock Holdings in Dynatrace, Inc. $DT

One Capital Management LLC lifted its holdings in shares of Dynatrace, Inc. (NYSE:DT) by 42.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,873 shares of the company’s stock after buying an additional 12,398 shares during the period. One Capital Management LLC’s holdings in Dynatrace were worth $1,815,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Vanguard Group Inc. boosted its stake in shares of 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 buying an additional 739,895 shares during the last quarter. Pictet Asset Management Holding SA boosted its stake in shares of Dynatrace by 16.5% during the 4th 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 last quarter. State Street Corp boosted its stake in shares of Dynatrace by 2.8% during the 3rd quarter. State Street Corp now owns 10,562,363 shares of the company’s stock worth $511,746,000 after buying an additional 286,352 shares during the last quarter. American Century Companies Inc. boosted its stake in shares of Dynatrace by 0.9% during the 3rd quarter. American Century Companies Inc. now owns 7,919,446 shares of the company’s stock worth $383,697,000 after buying an additional 73,827 shares during the last quarter. Finally, Wellington Management Group LLP boosted its stake in shares of Dynatrace by 719.3% during the 3rd 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 last quarter. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently commented on DT. Weiss Ratings downgraded shares of Dynatrace from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, May 18th. BMO Capital Markets reduced their price target on Dynatrace from $45.00 to $43.00 and set an “outperform” rating for the company in a report on Thursday, May 14th. DA Davidson reduced their price target on Dynatrace from $50.00 to $45.00 and set a “buy” rating for the company in a report on Thursday, May 14th. Wells Fargo & Company reduced their price target on Dynatrace from $65.00 to $50.00 and set an “overweight” rating for the company in a report on Tuesday, February 10th. Finally, Stifel Nicolaus set a $51.00 price target on Dynatrace in a report on Monday, February 9th. Twenty-one investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Dynatrace presently has a consensus rating of “Moderate Buy” and a consensus price target of $46.50.

Dynatrace Stock Performance

Dynatrace stock opened at $43.48 on Thursday. Dynatrace, Inc. has a 52 week low of $31.64 and a 52 week high of $57.55. The stock has a market capitalization of $12.67 billion, a P/E ratio of 80.53, a PEG ratio of 2.92 and a beta of 0.75. The stock has a 50-day simple moving average of $37.78 and a 200 day simple moving average of $39.69.

Dynatrace (NYSE:DT) last issued its quarterly earnings data on Wednesday, May 13th. The company reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.02. Dynatrace had a net margin of 8.06% and a return on equity of 10.37%. The firm had revenue of $531.72 million during the quarter, compared to the consensus estimate of $521.01 million. During the same period last year, the business posted $0.33 earnings per share. The business’s revenue for the quarter was up 19.4% compared to the same quarter last year. 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 forecast that Dynatrace, Inc. will post 1.11 earnings per share for the current year.

Dynatrace announced that its Board of Directors has initiated 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 typically an indication that the company’s leadership 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.