Bamco Inc. NY Raises Holdings in Dynatrace, Inc. $DT

Bamco Inc. NY grew its position in shares of Dynatrace, Inc. (NYSE:DT) by 8.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,499,500 shares of the company’s stock after buying an additional 121,378 shares during the quarter. Bamco Inc. NY’s holdings in Dynatrace were worth $64,988,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in DT. NewEdge Advisors LLC grew its holdings in shares of Dynatrace by 25.3% during the first quarter. NewEdge Advisors LLC now owns 9,135 shares of the company’s stock worth $431,000 after purchasing an additional 1,846 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in shares of Dynatrace by 19.2% during the first quarter. Jones Financial Companies Lllp now owns 2,161 shares of the company’s stock worth $102,000 after purchasing an additional 348 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Dynatrace by 21.3% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,548 shares of the company’s stock worth $85,000 after purchasing an additional 272 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Dynatrace by 38.9% during the second quarter. Invesco Ltd. now owns 793,630 shares of the company’s stock worth $43,816,000 after purchasing an additional 222,395 shares during the last quarter. Finally, Marshall Wace LLP purchased a new position in shares of Dynatrace during the second quarter worth about $410,000. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Dynatrace Stock Down 0.3%

NYSE DT opened at $41.32 on Thursday. Dynatrace, Inc. has a 52-week low of $31.64 and a 52-week high of $57.55. The business’s 50-day moving average price is $38.66 and its 200 day moving average price is $39.45. The firm has a market cap of $12.04 billion, a P/E ratio of 76.51, a P/E/G ratio of 2.68 and a beta of 0.75.

Dynatrace (NYSE:DT) last released its quarterly 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 return on equity of 10.37% and a net margin of 8.06%.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 company posted $0.33 earnings per share. The business’s revenue was up 19.4% on a year-over-year basis. 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, analysts anticipate that Dynatrace, Inc. will post 1.11 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on DT shares. DA Davidson dropped their price objective on Dynatrace from $50.00 to $45.00 and set a “buy” rating on the stock in a report on Thursday, May 14th. Barclays dropped their price objective on Dynatrace from $47.00 to $44.00 and set an “overweight” rating on the stock in a report on Thursday, May 14th. TD Cowen dropped their price objective on Dynatrace from $60.00 to $50.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Wedbush set a $48.00 price objective on Dynatrace in a report on Friday, May 15th. Finally, Citigroup dropped their price objective on Dynatrace from $60.00 to $50.00 and set a “buy” rating on the stock in a report on Thursday, May 14th. Twenty-two investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $47.69.

Key Dynatrace News

Here are the key news stories impacting Dynatrace this week:

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $60 price target, saying industry checks point to improving demand, AI-related growth opportunities, and attractive valuation. Dynatrace gains ‘Buy’ rating from UBS on expectations of accelerating growth, AI tailwinds
• Positive Sentiment: BMO Capital Markets raised its price target to $50 from $43 and reiterated an Outperform rating, reinforcing the view that DT still has room to run. Dynatrace had its price target raised by BMO Capital Markets
• Positive Sentiment: Recent commentary argues Dynatrace’s AI observability tools are becoming more important as traditional log tools struggle to keep up with AI complexity, which could support customer growth and usage trends. Dynatrace (DT) Says Traditional Log Tools Are Struggling To Keep Up With AI
• Positive Sentiment: Longer-term bullish takes point to solid fundamentals, including FY26 revenue growth of 19% to $2.02 billion, free cash flow of $530 million, and 110% dollar-based net retention, suggesting the business remains resilient despite broader SaaS concerns. Dynatrace: AI Agents Need More Monitoring
• Neutral Sentiment: Additional articles and analyst-call roundups also highlighted Dynatrace as a name benefiting from AI demand and potential upside, but they mostly echoed the same bullish thesis rather than adding new company-specific catalysts. Dynatrace gains ‘Buy’ rating from UBS on expectations of accelerating growth, AI tailwinds

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.