352,546 Shares in Dynatrace, Inc. $DT Bought by PFA Pension Forsikringsaktieselskab

Key Points

• PFA Pension Forsikringsaktieselskab established a new stake of 352,546 Dynatrace shares (~$15.55M), representing about 0.12% of the company, while institutional investors own roughly 94.28% of the stock.
• Dynatrace beat quarterly expectations with $0.44 EPS (vs. $0.41) and $515.47M revenue (up 18.2% YoY), set FY2026 EPS guidance of 1.670–1.690, and authorized a $1.0 billion buyback (up to ~9.8% of shares).
• EVP Stephen A. McMahon bought 3,000 shares at $35.75 (increasing his stake ~660.8%), and analysts hold a consensus "Moderate Buy" with an average target price of $51.32.

PFA Pension Forsikringsaktieselskab bought a new position in shares of Dynatrace, Inc. (NYSE:DT - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 352,546 shares of the company's stock, valued at approximately $15,547,000. PFA Pension Forsikringsaktieselskab owned 0.12% of Dynatrace at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Syntax Research Inc. bought a new position in Dynatrace during the fourth quarter worth $1,734,000. Horizon Investments LLC acquired a new stake in Dynatrace during the fourth quarter worth $265,000. Danske Bank A S boosted its stake in Dynatrace by 6.3% during the fourth quarter. Danske Bank A S now owns 390,401 shares of the company's stock worth $16,920,000 after buying an additional 22,991 shares in the last quarter. New York State Teachers Retirement System boosted its stake in Dynatrace by 0.5% during the fourth quarter. New York State Teachers Retirement System now owns 183,712 shares of the company's stock worth $7,962,000 after buying an additional 862 shares in the last quarter. Finally, Certuity LLC acquired a new stake in Dynatrace during the fourth quarter worth $403,000. Institutional investors own 94.28% of the company's stock.

Insider Activity at Dynatrace

In other news, EVP Stephen A. Mcmahon bought 3,000 shares of Dynatrace stock in a transaction dated Tuesday, March 3rd. The shares were bought at an average price of $35.75 per share, for a total transaction of $107,250.00. Following the purchase, the executive vice president owned 3,454 shares of the company's stock, valued at approximately $123,480.50. This trade represents a 660.79% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.57% of the company's stock.

Dynatrace Stock Performance

Shares of NYSE:DT opened at $37.64 on Monday. Dynatrace, Inc. has a 52 week low of $31.64 and a 52 week high of $57.55. The company's fifty day moving average is $36.61 and its 200-day moving average is $40.99. The company has a market capitalization of $11.23 billion, a PE ratio of 61.71, a P/E/G ratio of 2.30 and a beta of 0.70.

Dynatrace (NYSE:DT - Get Free Report) last issued its earnings results on Monday, February 9th. The company reported $0.44 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $506.31 million. During the same quarter in the previous year, the company earned $0.37 EPS. The firm's revenue for the quarter was up 18.2% compared to the same quarter last year. 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 forecast that Dynatrace, Inc. will post 0.88 EPS for the current year.

Dynatrace announced that its Board of Directors has approved a stock buyback plan on Monday, February 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to buy up to 9.8% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's board believes its shares are undervalued.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Royal Bank Of Canada reiterated an "outperform" rating on shares of Dynatrace in a research note on Monday, February 9th. UBS Group set a $64.00 price target on shares of Dynatrace in a research note on Thursday, March 12th. Stifel Nicolaus set a $51.00 price target on shares of Dynatrace in a research note on Monday, February 9th. BTIG Research reiterated a "buy" rating and set a $53.00 price target on shares of Dynatrace in a research note on Thursday, February 19th. Finally, Truist Financial set a $45.00 price target on shares of Dynatrace in a research note on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $51.32.

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.

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