Erste Asset Management GmbH Acquires 50,003 Shares of Dynatrace, Inc. $DT

Erste Asset Management GmbH grew its holdings in Dynatrace, Inc. (NYSE:DT) by 1,000.7% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 55,000 shares of the company’s stock after acquiring an additional 50,003 shares during the period. Erste Asset Management GmbH’s holdings in Dynatrace were worth $2,713,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the business. Andra AP fonden purchased a new position in Dynatrace in the third quarter worth about $18,653,000. R Squared Ltd purchased a new stake in Dynatrace during the third quarter valued at approximately $354,000. Xponance Inc. lifted its stake in shares of Dynatrace by 1.4% in the 3rd quarter. Xponance Inc. now owns 81,864 shares of the company’s stock valued at $3,966,000 after purchasing an additional 1,093 shares during the last quarter. DNB Asset Management AS lifted its stake in shares of Dynatrace by 19.8% in the 3rd quarter. DNB Asset Management AS now owns 58,524 shares of the company’s stock valued at $2,835,000 after purchasing an additional 9,655 shares during the last quarter. Finally, Choreo LLC boosted its holdings in shares of Dynatrace by 34.4% in the 3rd quarter. Choreo LLC now owns 9,015 shares of the company’s stock worth $437,000 after purchasing an additional 2,309 shares during the period. 94.28% of the stock is currently owned by institutional investors.

Dynatrace Stock Performance

Shares of NYSE DT opened at $35.88 on Friday. Dynatrace, Inc. has a 52-week low of $32.83 and a 52-week high of $57.72. The firm has a market capitalization of $10.70 billion, a price-to-earnings ratio of 58.81, a PEG ratio of 2.86 and a beta of 0.84. The stock has a 50 day moving average price of $39.37 and a 200 day moving average price of $44.78.

Dynatrace (NYSE:DT) last released 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 return on equity of 9.75% and a net margin of 9.55%.The company had revenue of $515.47 million for the quarter, compared to the consensus estimate of $506.31 million. During the same period last year, the business posted $0.37 EPS. Dynatrace’s quarterly revenue was up 18.2% on a year-over-year basis. Dynatrace has set its FY 2026 guidance at 1.670-1.690 EPS and its Q4 2026 guidance at 0.380-0.390 EPS. Analysts forecast that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

Dynatrace declared that its board has approved a share repurchase plan on Monday, February 9th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the company to buy up to 9.8% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. KeyCorp increased their price target on Dynatrace from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Scotiabank cut their price objective on shares of Dynatrace from $60.00 to $47.00 and set a “sector outperform” rating on the stock in a research report on Tuesday, February 10th. Cantor Fitzgerald lowered their target price on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Guggenheim reaffirmed a “buy” rating and set a $68.00 price target on shares of Dynatrace in a research note on Tuesday, February 10th. Finally, Stifel Nicolaus set a $51.00 price target on shares of Dynatrace in a report on Monday, February 9th. Nineteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, Dynatrace currently has a consensus rating of “Moderate Buy” and an average price target of $52.52.

Insider Activity at Dynatrace

In other news, EVP Dan Zugelder sold 7,505 shares of the firm’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total transaction of $339,751.35. Following the transaction, the executive vice president owned 8,925 shares in the company, valued at approximately $404,034.75. This trade represents a 45.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders sold a total of 7,843 shares of company stock worth $354,744 in the last 90 days. Company insiders own 0.57% of the company’s stock.

Dynatrace Company 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.