Geode Capital Management LLC Has $316.95 Million Stock Holdings in Dynatrace, Inc. $DT

Geode Capital Management LLC raised its stake in Dynatrace, Inc. (NYSE:DT) by 2.4% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,757,417 shares of the company’s stock after purchasing an additional 134,478 shares during the quarter. Geode Capital Management LLC owned approximately 1.91% of Dynatrace worth $316,948,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. Eastern Bank acquired a new stake in shares of Dynatrace in the 2nd quarter valued at approximately $35,000. Brooklyn Investment Group raised its position in Dynatrace by 761.9% during the first quarter. Brooklyn Investment Group now owns 905 shares of the company’s stock worth $43,000 after acquiring an additional 800 shares in the last quarter. CX Institutional lifted its stake in Dynatrace by 42.6% in the second quarter. CX Institutional now owns 1,221 shares of the company’s stock valued at $67,000 after acquiring an additional 365 shares during the last quarter. Huntington National Bank grew its position in shares of Dynatrace by 259.8% in the 2nd quarter. Huntington National Bank now owns 1,486 shares of the company’s stock valued at $82,000 after acquiring an additional 1,073 shares during the period. Finally, SBI Securities Co. Ltd. grew its position in shares of Dynatrace by 131.8% in the 1st quarter. SBI Securities Co. Ltd. now owns 1,620 shares of the company’s stock valued at $76,000 after acquiring an additional 921 shares during the period. Institutional investors and hedge funds own 94.28% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on DT shares. Wall Street Zen downgraded shares of Dynatrace from a “buy” rating to a “hold” rating in a research note on Friday, October 3rd. Guggenheim upped their price objective on Dynatrace from $66.00 to $68.00 and gave the company a “buy” rating in a research note on Thursday, August 7th. UBS Group set a $51.00 target price on Dynatrace in a research note on Thursday, November 6th. BMO Capital Markets decreased their target price on Dynatrace from $63.00 to $62.00 and set an “outperform” rating on the stock in a report on Thursday, August 7th. Finally, Wells Fargo & Company began coverage on Dynatrace in a report on Tuesday, September 30th. They set an “overweight” rating and a $65.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, Dynatrace currently has an average rating of “Moderate Buy” and a consensus price target of $62.27.

Insider Buying and Selling

In related news, EVP Dan Zugelder sold 7,503 shares of the stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $50.00, for a total transaction of $375,150.00. Following the sale, the executive vice president owned 1,420 shares of the company’s stock, valued at $71,000. This represents a 84.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction on Thursday, September 4th. The stock was sold at an average price of $49.89, for a total value of $99,780.00. Following the transaction, the chief accounting officer owned 22,555 shares in the company, valued at approximately $1,125,268.95. This trade represents a 8.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 40,602 shares of company stock valued at $1,927,879. 0.57% of the stock is currently owned by corporate insiders.

Dynatrace Stock Performance

Shares of Dynatrace stock opened at $46.78 on Friday. The firm has a 50-day moving average of $48.63 and a 200-day moving average of $50.89. The stock has a market cap of $14.10 billion, a PE ratio of 28.01, a PEG ratio of 3.72 and a beta of 0.85. Dynatrace, Inc. has a 52-week low of $39.30 and a 52-week high of $63.00.

Dynatrace (NYSE:DT) last released its quarterly earnings results on Wednesday, November 5th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. The business had revenue of $493.85 million for the quarter, compared to analyst estimates of $487.33 million. Dynatrace had a net margin of 27.33% and a return on equity of 9.24%. Dynatrace’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period last year, the firm earned $0.37 earnings per share. Dynatrace has set its Q3 2026 guidance at 0.400-0.420 EPS. FY 2026 guidance at 1.620-1.640 EPS. Equities research analysts predict that Dynatrace, Inc. will post 0.68 earnings per share for the current fiscal year.

About Dynatrace

Dynatrace, Inc provides a security platform for multicloud environments in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates Dynatrace, a security platform, which provides application and microservices monitoring, runtime application security, infrastructure monitoring, log management and analytics, digital experience monitoring, digital business analytics, and cloud automation.