UNIVEST FINANCIAL Corp Increases Holdings in Dynatrace, Inc. $DT

UNIVEST FINANCIAL Corp increased its position in Dynatrace, Inc. (NYSE:DT) by 75.2% during the first quarter, HoldingsChannel.com reports. The fund owned 49,010 shares of the company’s stock after acquiring an additional 21,044 shares during the quarter. UNIVEST FINANCIAL Corp’s holdings in Dynatrace were worth $1,812,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of DT. Pictet Asset Management Holding SA raised its holdings in Dynatrace by 7.9% during the first quarter. Pictet Asset Management Holding SA now owns 15,809,223 shares of the company’s stock worth $584,649,000 after purchasing an additional 1,160,690 shares during the last quarter. State Street Corp increased its position in shares of Dynatrace by 1.0% in the fourth quarter. State Street Corp now owns 10,664,357 shares of the company’s stock valued at $462,193,000 after buying an additional 101,994 shares in the last quarter. Wellington Management Group LLP increased its position in shares of Dynatrace by 9.0% in the fourth quarter. Wellington Management Group LLP now owns 7,999,919 shares of the company’s stock valued at $346,716,000 after buying an additional 659,792 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Dynatrace by 2.3% during the 4th quarter. Geode Capital Management LLC now owns 6,098,443 shares of the company’s stock worth $263,631,000 after buying an additional 137,225 shares during the last quarter. Finally, Eminence Capital LP raised its stake in shares of Dynatrace by 33.0% during the 4th quarter. Eminence Capital LP now owns 4,527,266 shares of the company’s stock worth $196,212,000 after buying an additional 1,122,855 shares during the last quarter. 94.28% of the stock is owned by hedge funds and other institutional investors.

Dynatrace News Summary

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Truist raised its price target on Dynatrace to $55 from $45 and reiterated a buy rating, signaling confidence in upside potential. Dynatrace price target raised by Truist
• Positive Sentiment: Recent coverage points to strong momentum in AI, cloud, and telemetry demand, which supports Dynatrace’s long-term growth story. Dynatrace benefits from AI, cloud and telemetry trends
• Positive Sentiment: Analysts cited 18%-19% revenue and ARR growth plus strong cash flow, reinforcing Dynatrace’s position as a growth stock with improving fundamentals. Is Dynatrace stock a buy now or hold
• Neutral Sentiment: Valuation articles suggest the stock may already reflect much of the near-term optimism, which supports a hold-or-wait stance for some investors. Is Dynatrace stock a buy now or hold
• Neutral Sentiment: Coverage also noted that competition and rising cloud hosting costs could pressure margins and make it harder to turn growth into profits. Dynatrace stock outlook hinges on ARR AI and platform wins

Dynatrace Price Performance

NYSE:DT opened at $43.64 on Monday. The firm has a 50 day simple moving average of $41.37 and a 200-day simple moving average of $39.27. The firm has a market cap of $12.72 billion, a PE ratio of 80.81, a P/E/G ratio of 2.80 and a beta of 0.73. Dynatrace, Inc. has a 1-year low of $31.64 and a 1-year high of $55.49.

Dynatrace (NYSE:DT) last announced its earnings results on Wednesday, May 13th. The company reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.02. Dynatrace had a net margin of 8.06% and a return on equity of 10.37%. The firm had revenue of $531.72 million for the quarter, compared to analyst estimates of $521.01 million. During the same quarter last year, the business earned $0.33 earnings per share. Dynatrace’s revenue was up 19.4% compared to the same quarter last year. Dynatrace has set its FY 2027 guidance at 1.930-1.950 EPS and its Q1 2027 guidance at 0.440-0.450 EPS. As a group, sell-side analysts expect that Dynatrace, Inc. will post 1.12 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. Needham & Company LLC reissued a “hold” rating on shares of Dynatrace in a research note on Thursday, June 25th. Jefferies Financial Group cut their target price on shares of Dynatrace from $50.00 to $45.00 and set a “buy” rating for the company in a research report on Thursday, May 14th. The Goldman Sachs Group upped their price target on shares of Dynatrace from $45.00 to $50.00 and gave the company a “buy” rating in a report on Thursday, June 18th. Royal Bank Of Canada lowered their price target on shares of Dynatrace from $50.00 to $45.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. Finally, Barclays cut their price objective on Dynatrace from $47.00 to $44.00 and set an “overweight” rating for the company in a research report on Thursday, May 14th. Twenty-two investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $48.27.

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.