Dynatrace, Inc. $DT Position Raised by Fox Run Management L.L.C.

Fox Run Management L.L.C. increased its position in shares of Dynatrace, Inc. (NYSE:DT) by 98.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,422 shares of the company’s stock after purchasing an additional 26,494 shares during the period. Dynatrace accounts for about 0.4% of Fox Run Management L.L.C.’s investment portfolio, making the stock its 18th largest holding. Fox Run Management L.L.C.’s holdings in Dynatrace were worth $2,315,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in DT. Wellington Management Group LLP raised its holdings in Dynatrace by 719.3% during the third quarter. Wellington Management Group LLP now owns 7,340,127 shares of the company’s stock worth $355,629,000 after purchasing an additional 6,444,262 shares in the last quarter. Scge Management L.P. bought a new stake in Dynatrace during the second quarter worth approximately $155,858,000. Pictet Asset Management Holding SA raised its holdings in Dynatrace by 16.5% during the fourth quarter. Pictet Asset Management Holding SA now owns 14,648,533 shares of the company’s stock worth $634,985,000 after purchasing an additional 2,076,990 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in Dynatrace by 123,910.9% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,881,245 shares of the company’s stock worth $81,533,000 after purchasing an additional 1,879,728 shares in the last quarter. Finally, Freestone Grove Partners LP raised its holdings in Dynatrace by 2,618.6% during the third quarter. Freestone Grove Partners LP now owns 1,429,738 shares of the company’s stock worth $69,271,000 after purchasing an additional 1,377,148 shares in the last quarter. Institutional investors own 94.28% of the company’s stock.

Dynatrace Stock Performance

NYSE DT opened at $41.91 on Tuesday. The stock has a market capitalization of $12.22 billion, a P/E ratio of 77.61, a P/E/G ratio of 2.74 and a beta of 0.75. Dynatrace, Inc. has a 1 year low of $31.64 and a 1 year high of $57.55. The business’s fifty day moving average is $38.12 and its two-hundred day moving average is $39.61.

Dynatrace (NYSE:DT) last posted its quarterly earnings results on Wednesday, May 13th. The company reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.02. Dynatrace had a return on equity of 10.37% and a net margin of 8.06%.The company had revenue of $531.72 million for the quarter, compared to analysts’ expectations of $521.01 million. During the same quarter in the prior year, the company earned $0.33 earnings per share. The firm’s revenue was up 19.4% on a year-over-year basis. Dynatrace has set its FY 2027 guidance at 1.930-1.950 EPS and its Q1 2027 guidance at 0.440-0.450 EPS. On average, 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 stock repurchase plan on Monday, February 9th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the company to repurchase up to 9.8% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its shares are undervalued.

Analyst Upgrades and Downgrades

DT has been the topic of several research reports. Canaccord Genuity Group dropped their price target on Dynatrace from $50.00 to $46.00 and set a “buy” rating on the stock in a report on Thursday, May 14th. Raymond James Financial reaffirmed a “market perform” rating on shares of Dynatrace in a report on Monday, February 9th. The Goldman Sachs Group initiated coverage on Dynatrace in a report on Tuesday, April 21st. They issued a “buy” rating and a $45.00 price target on the stock. Guggenheim cut Dynatrace from a “buy” rating to a “neutral” rating in a report on Wednesday, May 13th. Finally, Stifel Nicolaus set a $51.00 price target on Dynatrace in a report on Monday, February 9th. Twenty-one analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $46.50.

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.