NewEdge Wealth LLC Cuts Stake in Dynatrace, Inc. $DT

NewEdge Wealth LLC cut its stake in Dynatrace, Inc. (NYSE:DT) by 38.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 35,304 shares of the company’s stock after selling 21,940 shares during the period. NewEdge Wealth LLC’s holdings in Dynatrace were worth $1,530,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. V Square Quantitative Management LLC purchased a new stake in shares of Dynatrace during the 4th quarter valued at $26,000. Cornerstone Planning Group LLC raised its position in shares of Dynatrace by 561.4% in the 3rd quarter. Cornerstone Planning Group LLC now owns 582 shares of the company’s stock worth $28,000 after buying an additional 494 shares during the period. Hazlett Burt & Watson Inc. acquired a new position in Dynatrace in the third quarter valued at $37,000. First Horizon Corp purchased a new position in shares of Dynatrace in the 3rd quarter worth about $39,000. Finally, True Wealth Design LLC raised its holdings in shares of Dynatrace by 99.6% in the 4th quarter. True Wealth Design LLC now owns 896 shares of the company’s stock worth $39,000 after purchasing an additional 447 shares during the period. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Insider Buying and Selling at Dynatrace

In other Dynatrace news, EVP Stephen A. Mcmahon bought 3,000 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were acquired at an average cost of $35.75 per share, with a total value of $107,250.00. Following the completion of the transaction, the executive vice president owned 3,454 shares in the company, valued at $123,480.50. The trade was a 660.79% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.57% of the stock is owned by corporate insiders.

Dynatrace Stock Down 11.4%

DT opened at $34.73 on Thursday. The firm has a market capitalization of $10.36 billion, a P/E ratio of 56.93, a P/E/G ratio of 2.39 and a beta of 0.70. The firm’s 50 day moving average is $37.10 and its 200-day moving average is $40.49. Dynatrace, Inc. has a 52-week low of $31.64 and a 52-week high of $57.55.

Dynatrace (NYSE:DT) last released its quarterly earnings results on Wednesday, May 13th. The company reported $0.41 earnings per share for the quarter, beating analysts’ consensus estimates of $0.39 by $0.02. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The business had revenue of $531.72 million during the quarter, compared to analyst estimates of $521.01 million. During the same period last year, the business earned $0.33 EPS. The business’s revenue was up 19.4% on a year-over-year basis. Dynatrace has set its FY 2027 guidance at 1.930-1.950 EPS and its Q1 2027 guidance at 0.440-0.450 EPS. Equities analysts expect that Dynatrace, Inc. will post 0.88 earnings per share for the current fiscal year.

Dynatrace declared that its board has approved a stock buyback plan 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 stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the company. TD Cowen decreased their target price on Dynatrace from $60.00 to $50.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. Keefe, Bruyette & Woods raised shares of Dynatrace to a “buy” rating in a research report on Monday, February 9th. Canaccord Genuity Group set a $50.00 target price on shares of Dynatrace in a research note on Tuesday, February 10th. Citigroup reduced their target price on shares of Dynatrace from $64.00 to $60.00 and set a “buy” rating on the stock in a report on Friday, January 16th. Finally, UBS Group set a $64.00 price target on shares of Dynatrace in a research report on Thursday, March 12th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $51.08.

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Dynatrace beat fiscal Q4 expectations, reporting EPS of $0.41 to $0.42 versus the $0.39 consensus and revenue of $531.7 million versus $521.0 million expected, with revenue up 19.4% year over year. Dynatrace Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results
• Positive Sentiment: The company also issued stronger-than-expected FY2027 and Q1 2027 guidance, suggesting continued growth in earnings and revenue ahead. Dynatrace Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results
• Neutral Sentiment: Dynatrace said it finished FY26 with more than $2 billion in ARR and 16% constant-currency ARR growth for the fourth straight quarter, reinforcing its position as a growing AI-powered observability platform. Dynatrace Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results
• Negative Sentiment: Despite the beat-and-raise quarter, the stock is under pressure after Guggenheim downgraded DT to neutral, which may have dampened investor enthusiasm. Downgrade report
• Negative Sentiment: BTIG trimmed its price target from $53 to $47, signaling some caution even while maintaining a buy rating. BTIG price target cut

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.