Stephens Investment Management Group LLC Acquires 402,585 Shares of Dynatrace, Inc. $DT

Stephens Investment Management Group LLC boosted its holdings in shares of Dynatrace, Inc. (NYSE:DT) by 63.1% in the third quarter, HoldingsChannel reports. The firm owned 1,040,475 shares of the company’s stock after acquiring an additional 402,585 shares during the period. Stephens Investment Management Group LLC’s holdings in Dynatrace were worth $50,411,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the business. MAI Capital Management grew its holdings in shares of Dynatrace by 122.4% during the second quarter. MAI Capital Management now owns 547 shares of the company’s stock worth $30,000 after purchasing an additional 301 shares during the last quarter. VSM Wealth Advisory LLC bought a new position in shares of Dynatrace in the second quarter valued at about $34,000. Eastern Bank acquired a new position in Dynatrace during the 2nd quarter worth about $35,000. First Horizon Corp bought a new stake in Dynatrace during the 3rd quarter worth about $39,000. Finally, SJS Investment Consulting Inc. increased its position in Dynatrace by 6,835.7% in the 3rd quarter. SJS Investment Consulting Inc. now owns 971 shares of the company’s stock valued at $47,000 after acquiring an additional 957 shares in the last quarter. Institutional investors own 94.28% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Dan Zugelder sold 7,505 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total transaction of $339,751.35. Following the completion of the transaction, the executive vice president directly owned 8,925 shares in the company, valued at approximately $404,034.75. The trade was a 45.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Rick M. Mcconnell sold 30,000 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $46.61, for a total value of $1,398,300.00. Following the completion of the sale, the chief executive officer directly owned 108,125 shares of the company’s stock, valued at approximately $5,039,706.25. This trade represents a 21.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 39,843 shares of company stock worth $1,846,424. Insiders own 0.57% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on DT. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Dynatrace in a research note on Monday, December 29th. Scotiabank dropped their price objective on shares of Dynatrace from $67.00 to $60.00 and set an “outperform” rating for the company in a research report on Thursday, November 6th. Cowen reiterated a “buy” rating on shares of Dynatrace in a research report on Monday, November 17th. Truist Financial lowered their target price on Dynatrace from $60.00 to $55.00 and set a “buy” rating for the company in a research note on Wednesday, November 19th. Finally, Citigroup dropped their target price on Dynatrace from $64.00 to $60.00 and set a “buy” rating for the company in a research report on Friday. Eighteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Dynatrace currently has an average rating of “Moderate Buy” and an average target price of $60.18.

Dynatrace Stock Performance

Shares of Dynatrace stock opened at $39.93 on Friday. The firm has a fifty day moving average of $44.08 and a two-hundred day moving average of $48.06. The stock has a market capitalization of $12.04 billion, a price-to-earnings ratio of 23.91, a PEG ratio of 3.11 and a beta of 0.85. Dynatrace, Inc. has a 52 week low of $38.50 and a 52 week high of $63.00.

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

Key Headlines Impacting Dynatrace

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: KeyCorp raised multiple near‑ and medium‑term EPS forecasts and lifted its FY2027 view while keeping an “Overweight” rating and a $60 price target — a clear analyst endorsement that supports upside expectations. KeyCorp raises estimates and target
• Positive Sentiment: Independent bullish thesis summaries highlight durable revenue growth, recurring SaaS economics and upside from product-led adoption (a constructive narrative for longer-term investors). Dynatrace, Inc. (DT): A Bull Case Theory
• Neutral Sentiment: Coverage examining whether Dynatrace’s growth story (and AI-related positioning) is already priced in — these pieces weigh realistic outage/operational risk versus AI hype, helping investors decide if current multiples are justified. Expect this framing to influence sentiment more than fundamentals in the short term. Does Dynatrace (DT) Balance AI Hype With Real-World Outage Risks In Its Valuation Narrative?
• Neutral Sentiment: Analyses asking whether it’s time to reassess DT after recent weakness provide valuation frameworks (DCF and multiples) and reiterate both upside potential and reasons the stock has lagged — useful for investors weighing a trade or adding on weakness. Is It Time To Reassess Dynatrace (DT) After Its Recent Share Price Weakness?
• Negative Sentiment: Market summary pieces noted DT among several software names trading down in some sessions, reflecting sector rotations and profit‑taking that can pressure the stock despite company‑specific positives. Elevated intraday volume and the stock sitting below its 50‑ and 200‑day averages increase the risk of continued near‑term downside until sentiment stabilizes. Bandwidth, Dynatrace, Paylocity, Doximity, and Agilysys Stocks Trade Down, What You Need To Know

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.