Coronation Fund Managers Ltd. Sells 93,400 Shares of Dynatrace, Inc. $DT

Coronation Fund Managers Ltd. decreased its holdings in shares of Dynatrace, Inc. (NYSE:DT) by 25.5% during the third quarter, HoldingsChannel reports. The firm owned 272,612 shares of the company’s stock after selling 93,400 shares during the period. Coronation Fund Managers Ltd.’s holdings in Dynatrace were worth $13,208,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. BNP Paribas boosted its stake in shares of Dynatrace by 0.6% during the second quarter. BNP Paribas now owns 36,563 shares of the company’s stock valued at $2,019,000 after purchasing an additional 218 shares in the last quarter. SBI Securities Co. Ltd. boosted its position in Dynatrace by 15.4% during the 2nd quarter. SBI Securities Co. Ltd. now owns 1,869 shares of the company’s stock valued at $103,000 after acquiring an additional 249 shares in the last quarter. Blue Trust Inc. increased its holdings in shares of Dynatrace by 3.2% in the 3rd quarter. Blue Trust Inc. now owns 8,334 shares of the company’s stock valued at $404,000 after acquiring an additional 257 shares during the period. Northwestern Mutual Wealth Management Co. raised its position in shares of Dynatrace by 21.3% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,548 shares of the company’s stock worth $85,000 after acquiring an additional 272 shares in the last quarter. Finally, MAI Capital Management raised its position in shares of Dynatrace by 122.4% in the 2nd quarter. MAI Capital Management now owns 547 shares of the company’s stock worth $30,000 after acquiring an additional 301 shares in the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Dynatrace Trading Up 1.8%

Shares of Dynatrace stock opened at $37.22 on Friday. The firm’s 50 day simple moving average is $41.17 and its two-hundred day simple moving average is $45.75. The firm has a market capitalization of $11.10 billion, a price-to-earnings ratio of 61.01, a PEG ratio of 2.96 and a beta of 0.84. Dynatrace, Inc. has a 12-month low of $32.83 and a 12-month high of $62.66.

Dynatrace (NYSE:DT) last posted its quarterly earnings data on Monday, February 9th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.41 by $0.03. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The business had revenue of $515.47 million during the quarter, compared to the consensus estimate of $506.31 million. During the same period in the previous year, the firm posted $0.37 earnings per share. The business’s revenue for the quarter was up 18.2% compared to the same quarter last year. Dynatrace has set its FY 2026 guidance at 1.670-1.690 EPS and its Q4 2026 guidance at 0.380-0.390 EPS. On average, sell-side analysts predict that Dynatrace, Inc. will post 0.68 EPS for the current fiscal year.

Dynatrace announced that its board has authorized a share buyback program on Monday, February 9th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the company to reacquire up to 9.8% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its shares are undervalued.

Trending Headlines about Dynatrace

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 beat-and-raise: Dynatrace reported revenue and EPS above estimates, raised full‑year revenue guidance, posted ARR growth (~20% to $1.97B), strong net retention (111%) and unveiled Dynatrace Intelligence; management also authorized a $1B buyback — all positive for cash returns, EPS accretion and confidence in recurring revenue. Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential
• Positive Sentiment: DA Davidson reaffirmed a buy after the solid Q3 report, reinforcing buy-side support following the beat-and-raise. DA Davidson reaffirms buy on Dynatrace (DT) after solid Q3
• Positive Sentiment: Cantor flags strengthening security-sales momentum after recent M&A (DevCycle etc.), indicating cross-sell/upsell tailwinds that can expand monetization beyond core observability. Cantor Notes Strengthening Security Sales Post-M&A Activity For Dynatrace, Inc. (DT)
• Positive Sentiment: Guggenheim and KeyCorp continue to show bullish conviction (reiterated buy/positive outlooks), supporting demand from institutional investors despite mixed market sentiment. Guggenheim Reiterates “Buy” Rating for Dynatrace (NYSE:DT) KeyCorp Forecasts Strong Price Appreciation for Dynatrace (NYSE:DT) Stock
• Positive Sentiment: Industry commentary and analysis (Seeking Alpha, MarketBeat) highlight product expansion (agentic AI operations, feature management) as potential catalysts for accelerating growth and deeper enterprise integration. Dynatrace: Growth Should Start To Accelerate
• Neutral Sentiment: Scotiabank trimmed its FY2026 and FY2027 EPS estimates slightly (FY26: $0.87 from $0.89; FY27: $0.97 from $0.99) but retained a Sector Outperform rating and a $47 target — a modest statistical tweak rather than a broad loss of conviction. Scotiabank Has Lowered Expectations for Dynatrace (NYSE:DT) Stock Price
• Neutral Sentiment: Valuation/comparison pieces (e.g., Zacks comparing Genpact vs. Dynatrace) provide context for investors debating relative value in the IT services/observability space — useful but not company-specific catalysts. G vs. DT: Which Stock Is the Better Value Option?
• Negative Sentiment: Several banks lowered price targets (Morgan Stanley to $43, Wells Fargo to $50, BTIG to $53), reflecting sectorwide multiple compression and giving some downside pressure to the shares despite operational strength. Morgan Stanley Lowers Dynatrace (NYSE:DT) Price Target to $43.00 Wells Fargo & Company Lowers Dynatrace (NYSE:DT) Price Target to $50.00 BTIG Research Cuts Dynatrace (NYSE:DT) Price Target to $53.00

Insider Transactions at Dynatrace

In related news, EVP Dan Zugelder sold 7,505 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total value of $339,751.35. Following the sale, the executive vice president owned 8,925 shares in the company, valued at $404,034.75. This represents a 45.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Daniel S. Yates sold 2,000 shares of the stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $46.69, for a total transaction of $93,380.00. Following the completion of the transaction, the chief accounting officer owned 23,380 shares in the company, valued at approximately $1,091,612.20. This trade represents a 7.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 9,843 shares of company stock worth $448,124 over the last three months. Corporate insiders own 0.57% of the company’s stock.

Analysts Set New Price Targets

DT has been the topic of several analyst reports. Stifel Nicolaus set a $51.00 target price on Dynatrace in a research note on Monday, February 9th. TD Cowen cut their price objective on shares of Dynatrace from $65.00 to $55.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Weiss Ratings reiterated a “hold (c)” rating on shares of Dynatrace in a research note on Monday, December 29th. Wells Fargo & Company lowered their target price on shares of Dynatrace from $65.00 to $50.00 and set an “overweight” rating for the company in a research note on Tuesday, February 10th. Finally, KeyCorp upped their price target on Dynatrace from $50.00 to $52.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Dynatrace has an average rating of “Moderate Buy” and a consensus price target of $52.52.

About Dynatrace

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.