Munro Partners Increases Stake in Dynatrace, Inc. $DT

Munro Partners grew its stake in Dynatrace, Inc. (NYSE:DT) by 95.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 111,915 shares of the company’s stock after purchasing an additional 54,735 shares during the period. Munro Partners’ holdings in Dynatrace were worth $5,422,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Belpointe Asset Management LLC acquired a new position in shares of Dynatrace in the first quarter worth about $327,000. Congress Asset Management Co. increased its stake in shares of Dynatrace by 6.8% in the 3rd 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 in the last quarter. Walter Public Investments Inc. raised its holdings in Dynatrace by 12.4% in the 2nd quarter. Walter Public Investments Inc. now owns 323,956 shares of the company’s stock worth $17,886,000 after purchasing an additional 35,625 shares during the period. Temasek Holdings Private Ltd raised its holdings in Dynatrace by 121.6% in the 2nd quarter. Temasek Holdings Private Ltd now owns 883,590 shares of the company’s stock worth $48,783,000 after purchasing an additional 484,836 shares during the period. Finally, Siren L.L.C. boosted its position in Dynatrace by 6.0% during the first quarter. Siren L.L.C. now owns 87,729 shares of the company’s stock worth $4,136,000 after purchasing an additional 5,000 shares in the last quarter. 94.28% of the stock is owned by hedge funds and other institutional investors.

Dynatrace Stock Performance

Shares of DT stock opened at $43.71 on Wednesday. Dynatrace, Inc. has a fifty-two week low of $39.30 and a fifty-two week high of $63.00. The stock’s fifty day moving average is $46.42 and its two-hundred day moving average is $49.51. The firm has a market capitalization of $13.18 billion, a P/E ratio of 26.17, a PEG ratio of 3.55 and a beta of 0.87.

Dynatrace (NYSE:DT) last released its earnings results on Wednesday, November 5th. The company reported $0.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.03. The business had revenue of $493.85 million during 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%. The company’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.37 earnings per share. Dynatrace has set its Q3 2026 guidance at 0.400-0.420 EPS and its FY 2026 guidance at 1.620-1.640 EPS. On average, equities analysts forecast that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

Wall Street Analysts Forecast Growth

DT has been the subject of a number of recent analyst reports. Wall Street Zen cut Dynatrace from a “buy” rating to a “hold” rating in a research report on Friday, October 3rd. Wells Fargo & Company assumed coverage on shares of Dynatrace in a research note on Tuesday, September 30th. They issued an “overweight” rating and a $65.00 price target on the stock. Cantor Fitzgerald reduced their price objective on shares of Dynatrace from $57.00 to $51.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Truist Financial decreased their price objective on shares of Dynatrace from $60.00 to $55.00 and set a “buy” rating on the stock in a report on Wednesday, November 19th. Finally, Cowen reiterated a “buy” rating on shares of Dynatrace in a research report on Monday, November 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $61.59.

Insider Buying and Selling at Dynatrace

In other Dynatrace news, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $46.69, for a total value of $93,380.00. Following the transaction, the chief accounting officer directly owned 23,380 shares of the company’s stock, valued at $1,091,612.20. This trade represents a 7.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Dan Zugelder sold 7,505 shares of the company’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 value of $339,751.35. Following the completion of the sale, the executive vice president owned 8,925 shares of the company’s stock, valued at $404,034.75. This trade represents a 45.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 47,346 shares of company stock worth $2,221,574. Insiders own 0.57% of the company’s stock.

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.