Mitsubishi UFJ Trust & Banking Corp Grows Stock Holdings in Dynatrace, Inc. $DT

Mitsubishi UFJ Trust & Banking Corp increased its position in shares of Dynatrace, Inc. (NYSE:DT) by 10.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 265,169 shares of the company’s stock after buying an additional 24,794 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.09% of Dynatrace worth $11,492,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Cornerstone Planning Group LLC raised its position in shares of Dynatrace by 561.4% during 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 during the period. V Square Quantitative Management LLC purchased a new stake in shares of Dynatrace during the 4th quarter valued at approximately $26,000. Hazlett Burt & Watson Inc. purchased a new stake in shares of Dynatrace during the 3rd quarter valued at approximately $37,000. First Horizon Corp purchased a new stake in shares of Dynatrace during the 3rd quarter valued at approximately $39,000. Finally, True Wealth Design LLC raised its position in shares of Dynatrace by 99.6% during the 4th quarter. True Wealth Design LLC now owns 896 shares of the company’s stock valued at $39,000 after buying an additional 447 shares during the period. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Dynatrace Stock Up 4.0%

NYSE:DT opened at $37.64 on Friday. The company has a fifty day simple moving average of $36.61 and a two-hundred day simple moving average of $41.09. The company has a market cap of $11.23 billion, a price-to-earnings ratio of 61.71, a price-to-earnings-growth ratio of 2.21 and a beta of 0.71. Dynatrace, Inc. has a 52 week low of $31.64 and a 52 week high of $57.55.

Dynatrace (NYSE:DT) last posted 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. The business had revenue of $515.47 million during the quarter, compared to the consensus estimate of $506.31 million. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The company’s quarterly revenue was up 18.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.37 earnings per share. 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, analysts expect that Dynatrace, Inc. will post 0.88 EPS for the current year.

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

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Guggenheim reduced their price target on shares of Dynatrace from $68.00 to $60.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Cantor Fitzgerald reduced their price target on shares of Dynatrace from $51.00 to $37.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. Wedbush reduced their price target on shares of Dynatrace from $67.00 to $55.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 11th. Keefe, Bruyette & Woods raised shares of Dynatrace to a “buy” rating in a research report on Monday, February 9th. Finally, TD Cowen cut their target price on Dynatrace from $60.00 to $50.00 and set a “buy” rating on the stock in a research report on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $51.32.

Insider Activity at Dynatrace

In other Dynatrace news, EVP Stephen A. Mcmahon purchased 3,000 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was acquired at an average price of $35.75 per share, for a total transaction of $107,250.00. Following the completion of the purchase, the executive vice president directly owned 3,454 shares in the company, valued at approximately $123,480.50. The trade was a 660.79% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.57% of the stock is currently owned by company insiders.

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.