Pictet Asset Management Holding SA Grows Stock Position in Dynatrace, Inc. $DT

Key Points

• Pictet Asset Management increased its stake in Dynatrace by 16.5% in Q4 to 14,648,533 shares (about 4.86% of the company), valued at roughly $635 million after adding 2,076,990 shares.
• Dynatrace beat Q results (EPS $0.44 vs. $0.41 expected; revenue $515.5M vs. $506.3M), raised FY‑2026 guidance to $1.67–$1.69 EPS and authorized a $1.00 billion share buyback (up to ~9.8% of outstanding shares).
• Analysts are generally positive (19 Buys, 5 Holds, 1 Sell) with a consensus target of $51.64, while the stock trades around $35 (12‑month range $31.64–$57.55) giving visible upside to the consensus target.

Pictet Asset Management Holding SA grew its holdings in Dynatrace, Inc. (NYSE:DT - Free Report) by 16.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 14,648,533 shares of the company's stock after acquiring an additional 2,076,990 shares during the quarter. Pictet Asset Management Holding SA owned 4.86% of Dynatrace worth $634,985,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of DT. Allspring Global Investments Holdings LLC increased its stake in Dynatrace by 5.4% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 1,077,181 shares of the company's stock valued at $52,039,000 after purchasing an additional 55,040 shares in the last quarter. Penserra Capital Management LLC lifted its stake in shares of Dynatrace by 22.0% during the third quarter. Penserra Capital Management LLC now owns 222,505 shares of the company's stock worth $10,780,000 after buying an additional 40,136 shares during the period. Stephens Investment Management Group LLC lifted its stake in shares of Dynatrace by 63.1% during the third quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company's stock worth $50,411,000 after buying an additional 402,585 shares during the period. Rakuten Investment Management Inc. purchased a new stake in shares of Dynatrace during the third quarter valued at $1,584,000. Finally, Sequoia Financial Advisors LLC grew its holdings in shares of Dynatrace by 132.7% during the third quarter. Sequoia Financial Advisors LLC now owns 66,393 shares of the company's stock valued at $3,217,000 after buying an additional 37,863 shares during the last quarter. Hedge funds and other institutional investors own 94.28% of the company's stock.

Insider Transactions at Dynatrace

In other news, EVP Stephen A. Mcmahon purchased 3,000 shares of the company's stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 3,454 shares in the company, valued at $123,480.50. This represents a 660.79% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Company insiders own 0.57% of the company's stock.

Dynatrace Trading Down 0.2%

Shares of NYSE:DT opened at $35.24 on Monday. Dynatrace, Inc. has a 12-month low of $31.64 and a 12-month high of $57.55. The company has a market capitalization of $10.51 billion, a PE ratio of 57.76, a PEG ratio of 2.15 and a beta of 0.79. The business has a 50 day moving average of $36.66 and a two-hundred day moving average of $41.34.

Dynatrace (NYSE:DT - Get Free Report) last issued 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. The business had revenue of $515.47 million for the quarter, compared to analysts' expectations of $506.31 million. Dynatrace had a net margin of 9.55% and a return on equity of 9.75%. The business's revenue was up 18.2% on a year-over-year basis. During the same quarter last year, the company earned $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. Equities research analysts predict that Dynatrace, Inc. will post 0.87 earnings per share for the current fiscal year.

Dynatrace announced that its board has initiated a stock repurchase program on Monday, February 9th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the company to purchase up to 9.8% of its shares through open market purchases. Shares buyback programs are generally an indication that the company's leadership believes its stock is undervalued.

Analysts Set New Price Targets

DT has been the subject of a number of research analyst reports. Rosenblatt Securities reduced their target price on Dynatrace from $67.00 to $60.00 and set a "buy" rating for the company in a research note on Friday, January 30th. Jefferies Financial Group dropped their price target on Dynatrace from $65.00 to $55.00 and set a "buy" rating on the stock in a research note on Monday, January 5th. Keefe, Bruyette & Woods raised Dynatrace to a "buy" rating in a report on Monday, February 9th. Citigroup reduced their price objective on Dynatrace from $64.00 to $60.00 and set a "buy" rating for the company in a research note on Friday, January 16th. Finally, Barclays decreased their target price on Dynatrace from $57.00 to $47.00 and set an "overweight" rating for the company in a report on Tuesday, February 10th. Nineteen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $51.64.

Key Stories Impacting Dynatrace

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy, bringing new institutional coverage and a fresh bullish voice that can attract buyers. Goldman Sachs initiates coverage
• Positive Sentiment: Guggenheim issued a Buy, and its higher $60 price target (noted in recent reporting) supports upside narrative and provides a counterpoint to recent cuts. Guggenheim buy
• Positive Sentiment: Dynatrace agreed to acquire telemetry‑pipeline leader Bindplane to strengthen its observability stack — a product bolt‑on that can help capture more telemetry data flows and upsell customers. Dynatrace to acquire Bindplane
• Neutral Sentiment: Rothschild & Co Redburn started coverage with a Neutral and a $40 price target — a middling view that signals cautious interest but limited near‑term conviction. Rothschild & Co Redburn neutral
• Neutral Sentiment: Value/relative‑value pieces are comparing Dynatrace versus peers (e.g., TD SYNNEX) — useful framing for investors but not an immediate price catalyst. SNX or DT value comparison
• Negative Sentiment: A broader enterprise‑software selloff and recent analyst target reductions (examples cited: Truist, TD Cowen lowered targets) pressured DT earlier; coverage of a ~6% intraday slide highlighted concerns about near‑term demand, and Quiver reporting points to insider and institutional selling that can weigh on sentiment. QuiverQuant on selloff and PT cuts

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.

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