First Trust Advisors LP Acquires 316,346 Shares of Dynatrace, Inc. $DT

Key Points

• First Trust Advisors LP raised its Dynatrace stake by 43.6% in Q3, buying 316,346 shares to hold 1,042,440 shares (~0.35% of the company) worth about $50.5M.
• Dynatrace beat quarterly estimates (EPS $0.44 vs $0.41; revenue $515.5M, +18.2% YoY), set FY2026 EPS guidance of 1.670–1.690, and its Board authorized a $1.00 billion stock buyback (up to 9.8% of shares).
• About 94.3% of the stock is held by institutions, analysts have a "Moderate Buy" consensus target of $52.52, and an EVP recently bought 3,000 shares at $35.75.

First Trust Advisors LP lifted its holdings in Dynatrace, Inc. (NYSE:DT - Free Report) by 43.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,042,440 shares of the company's stock after purchasing an additional 316,346 shares during the quarter. First Trust Advisors LP owned about 0.35% of Dynatrace worth $50,506,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of DT. MAI Capital Management boosted its holdings in shares of Dynatrace by 122.4% in the second quarter. MAI Capital Management now owns 547 shares of the company's stock valued at $30,000 after buying an additional 301 shares during the period. Cornerstone Planning Group LLC raised its holdings in shares of Dynatrace by 561.4% during the third quarter. Cornerstone Planning Group LLC now owns 582 shares of the company's stock worth $28,000 after acquiring an additional 494 shares during the period. VSM Wealth Advisory LLC acquired a new stake in shares of Dynatrace during the second quarter worth $34,000. Hazlett Burt & Watson Inc. bought a new stake in Dynatrace in the 3rd quarter valued at $37,000. Finally, First Horizon Corp bought a new stake in Dynatrace in the 3rd quarter valued at $39,000. 94.28% of the stock is currently owned by institutional investors and hedge funds.

Dynatrace Trading Down 0.6%

NYSE DT opened at $37.53 on Thursday. The firm's fifty day moving average price is $38.41 and its two-hundred day moving average price is $44.19. Dynatrace, Inc. has a 1 year low of $32.83 and a 1 year high of $57.55. The firm has a market capitalization of $11.19 billion, a P/E ratio of 61.52, a price-to-earnings-growth ratio of 3.01 and a beta of 0.82.

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, beating analysts' consensus estimates of $0.41 by $0.03. The company 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% on a year-over-year basis. During the same quarter last year, the firm posted $0.37 EPS. 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, research analysts anticipate that Dynatrace, Inc. will post 0.68 EPS for the current fiscal year.

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

Insider Buying and Selling

In other Dynatrace news, EVP Stephen A. Mcmahon purchased 3,000 shares of Dynatrace stock in a transaction that occurred 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 acquisition, 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 position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.57% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on DT shares. Keefe, Bruyette & Woods upgraded Dynatrace to a "buy" rating in a report on Monday, February 9th. Wells Fargo & Company cut their price target on Dynatrace from $65.00 to $50.00 and set an "overweight" rating on the stock in a report on Tuesday, February 10th. Raymond James Financial reiterated a "market perform" rating on shares of Dynatrace in a report on Monday, February 9th. Robert W. Baird set a $47.00 target price on Dynatrace in a research report on Tuesday, February 10th. Finally, BMO Capital Markets reduced their price target on Dynatrace from $56.00 to $45.00 and set an "outperform" rating for the company in a research report on Monday, February 9th. Nineteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $52.52.

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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