127,655 Shares in Dynatrace, Inc. $DT Acquired by Sienna Gestion

Key Points

• Sienna Gestion bought a new stake of 127,655 shares in Dynatrace (NYSE:DT) in Q3, valued at about $5.64 million, and institutional investors now own 94.28% of the company with large positions from Vanguard, Scge Management, Norges Bank and Advent.
• Dynatrace beat expectations for the quarter with $0.44 EPS vs. $0.41 expected and revenue of $515.47 million (up 18.2% year-over-year), and issued FY 2026 guidance of $1.67–$1.69 EPS and Q4 guidance of $0.38–$0.39.
• The board authorized a $1.00 billion stock buyback (up to 9.8% of shares), while analysts hold a consensus Moderate Buy rating with an average price target of $52.52 (19 Buys, 6 Holds).

Sienna Gestion purchased a new stake in Dynatrace, Inc. (NYSE:DT - Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 127,655 shares of the company's stock, valued at approximately $5,639,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in DT. Scge Management L.P. acquired a new position in shares of Dynatrace in the 2nd quarter valued at $155,858,000. Norges Bank acquired a new stake in Dynatrace during the 2nd quarter worth $87,620,000. Vanguard Group Inc. raised its stake in Dynatrace by 3.6% during the 2nd quarter. Vanguard Group Inc. now owns 31,403,014 shares of the company's stock worth $1,733,760,000 after acquiring an additional 1,084,307 shares in the last quarter. Advent International L.P. lifted its position in Dynatrace by 132.5% in the second quarter. Advent International L.P. now owns 1,211,331 shares of the company's stock valued at $66,878,000 after acquiring an additional 690,371 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al lifted its position in Dynatrace by 16,092.1% in the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 615,300 shares of the company's stock valued at $29,811,000 after acquiring an additional 611,500 shares during the last quarter. Institutional investors and hedge funds own 94.28% of the company's stock.

Analysts Set New Price Targets

DT has been the topic of several research reports. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Dynatrace in a report on Monday, December 29th. KeyCorp boosted their target price on Dynatrace from $50.00 to $52.00 and gave the company an "overweight" rating in a report on Tuesday, February 10th. Truist Financial decreased their target price on Dynatrace from $60.00 to $55.00 and set a "buy" rating for the company in a research report on Wednesday, November 19th. Scotiabank dropped their price target on Dynatrace from $60.00 to $47.00 and set a "sector outperform" rating on the stock in a research note on Tuesday, February 10th. Finally, UBS Group cut their price target on Dynatrace from $50.00 to $40.00 and set a "neutral" rating on the stock in a research report on Tuesday, February 10th. Nineteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Dynatrace presently has a consensus rating of "Moderate Buy" and a consensus price target of $52.52.

Dynatrace Price Performance

NYSE:DT opened at $39.37 on Monday. The firm has a market cap of $11.74 billion, a price-to-earnings ratio of 64.54, a price-to-earnings-growth ratio of 3.13 and a beta of 0.82. The firm's fifty day moving average price is $38.76 and its 200 day moving average price is $44.39. Dynatrace, Inc. has a 1-year low of $32.83 and a 1-year high of $57.55.

Dynatrace (NYSE:DT - Get Free Report) last announced its quarterly earnings data on Monday, February 9th. The company reported $0.44 EPS for the quarter, topping analysts' consensus estimates of $0.41 by $0.03. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The company had revenue of $515.47 million during the quarter, compared to the consensus estimate of $506.31 million. During the same quarter in the prior year, the firm earned $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. As a group, analysts expect that Dynatrace, Inc. will post 0.68 earnings per share for the current fiscal year.

Dynatrace declared that its board has initiated a stock buyback program on Monday, February 9th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the company to buy up to 9.8% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company's board believes its stock is undervalued.

Insider Buying and Selling

In other Dynatrace news, EVP Stephen A. Mcmahon acquired 3,000 shares of the stock in a transaction on Tuesday, March 3rd. The shares were bought at an average price of $35.75 per share, with a total value of $107,250.00. Following the acquisition, the executive vice president owned 3,454 shares of the company's stock, valued at $123,480.50. This trade represents a 660.79% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Dan Zugelder sold 7,505 shares of the business's stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $45.27, for a total value of $339,751.35. Following the transaction, the executive vice president owned 8,925 shares in the company, valued at $404,034.75. The trade was a 45.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is currently 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.

Want to see what other hedge funds are holding DT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dynatrace, Inc. (NYSE:DT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.