Dynatrace, Inc. $DT Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. decreased its holdings in shares of Dynatrace, Inc. (NYSE:DT) by 24.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,020,781 shares of the company’s stock after selling 329,490 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Dynatrace were worth $49,457,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Penserra Capital Management LLC raised its holdings in Dynatrace by 22.0% during the third quarter. Penserra Capital Management LLC now owns 222,505 shares of the company’s stock worth $10,780,000 after purchasing an additional 40,136 shares in the last quarter. Cornerstone Planning Group LLC boosted its holdings in shares of Dynatrace by 561.4% in the 3rd quarter. Cornerstone Planning Group LLC now owns 582 shares of the company’s stock valued at $28,000 after buying an additional 494 shares in the last quarter. WCM Investment Management LLC grew its position in shares of Dynatrace by 3.5% in the 3rd quarter. WCM Investment Management LLC now owns 50,682 shares of the company’s stock valued at $2,500,000 after buying an additional 1,696 shares during the last quarter. Bridges Investment Management Inc. raised its stake in Dynatrace by 5.6% during the 3rd quarter. Bridges Investment Management Inc. now owns 29,776 shares of the company’s stock worth $1,443,000 after acquiring an additional 1,583 shares in the last quarter. Finally, State of Wyoming raised its stake in Dynatrace by 73.5% during the 3rd quarter. State of Wyoming now owns 12,982 shares of the company’s stock worth $629,000 after acquiring an additional 5,498 shares in the last quarter. 94.28% of the stock is currently owned by hedge funds and other institutional investors.

Dynatrace Trading Up 7.4%

Dynatrace stock opened at $36.22 on Tuesday. The stock has a 50 day moving average of $41.78 and a two-hundred day moving average of $46.18. Dynatrace, Inc. has a twelve month low of $32.83 and a twelve month high of $63.00. The stock has a market capitalization of $10.92 billion, a price-to-earnings ratio of 21.69, a PEG ratio of 2.66 and a beta of 0.84.

Dynatrace (NYSE:DT) last released its quarterly earnings results 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 return on equity of 9.24% and a net margin of 27.33%.The business had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. During the same quarter in the prior year, the business earned $0.37 earnings per share. The company’s quarterly revenue 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. Equities analysts predict that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

Dynatrace declared that its Board of Directors has initiated a share repurchase program on Monday, February 9th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the company to repurchase up to 9.8% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s management believes its stock is undervalued.

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Q3 results beat estimates — Revenue $515.5M (vs. $506.3M est.) and EPS $0.44 (vs. $0.41 est.); management highlighted continued double‑digit net new ARR growth. Dynatrace Reports Third Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Company raised outlook — updated Q4 and FY‑2026 EPS and revenue guidance materially above prior consensus, signaling stronger profitability and topline momentum. Dynatrace Stock Pops on Lifted Outlook, Strong Q3 Results
• Positive Sentiment: Board authorized a $1.0 billion share buyback (≈9.8% of shares outstanding), a sign management believes shares are undervalued and will return cash to shareholders. RTT News — Stock Buybacks
• Positive Sentiment: Growth drivers: analysts and press point to expanding cloud partnerships and rising free cash flow as underpinning sustainable revenue/ARR growth. Why Dynatrace Stock Climbed Today
• Neutral Sentiment: Market reaction and context — multiple outlets reported the beat and buyback and the stock has moved up on the news; note DT still trades below its 50‑ and 200‑day averages and well under its 52‑week high, leaving room for re-rating or further volatility. DT Stock Page — MarketBeat
• Neutral Sentiment: Commentary: company downplayed near‑term AI threats while flagging upside — generally reassuring but not new guidance; useful color for longer‑term thesis. Dynatrace earnings beat — MSN

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on DT shares. Citigroup decreased their price objective on shares of Dynatrace from $64.00 to $60.00 and set a “buy” rating for the company in a research note on Friday, January 16th. Truist Financial reduced their target price on Dynatrace from $60.00 to $55.00 and set a “buy” rating for the company in a report on Wednesday, November 19th. Royal Bank Of Canada restated an “outperform” rating on shares of Dynatrace in a research note on Monday. Stifel Nicolaus set a $51.00 price target on Dynatrace in a research report on Monday. Finally, KeyCorp boosted their price objective on Dynatrace from $50.00 to $52.00 and gave the company an “overweight” rating in a research note on Tuesday. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, Dynatrace currently has an average rating of “Moderate Buy” and an average target price of $55.96.

Insiders Place Their Bets

In other news, CAO Daniel S. Yates sold 2,000 shares of the firm’s stock in a transaction 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 completion of the sale, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Dan Zugelder sold 7,505 shares of Dynatrace stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $45.27, for a total transaction of $339,751.35. Following the completion of the sale, 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 SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 9,843 shares of company stock valued at $448,124. 0.57% of the stock is owned by insiders.

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.