Key Points
- EVP Stephen McMahon purchased 3,000 shares at an average price of $35.75 on March 3 for $107,250, bringing his direct holdings to 3,454 shares — a reported 660.79% increase in ownership.
- Quarterly results and buyback: Dynatrace beat estimates with $0.44 EPS vs $0.41 and $515.47M revenue (up 18.2% YoY), and its Board authorized a $1.0 billion share buyback to repurchase up to 9.8% of outstanding shares.
- Market reaction and analyst stance: Shares jumped about 5.6% to $39.33 on the news, and analysts hold a "Moderate Buy" consensus with an average target of $52.52 despite several recent price-target cuts.
Dynatrace, Inc. (NYSE:DT - Get Free Report) EVP Stephen Mcmahon purchased 3,000 shares of Dynatrace stock in a transaction that occurred on Tuesday, March 3rd. The stock was purchased at an average price of $35.75 per share, with a total value of $107,250.00. Following the completion of the purchase, the executive vice president directly owned 3,454 shares in the company, valued at $123,480.50. This trade represents a 660.79% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.
Dynatrace Stock Up 5.6%
Shares of DT traded up $2.07 during midday trading on Thursday, reaching $39.33. 3,615,197 shares of the stock were exchanged, compared to its average volume of 6,479,931. The stock's 50 day simple moving average is $38.95 and its 200 day simple moving average is $44.56. The company has a market cap of $11.73 billion, a P/E ratio of 64.48, a PEG ratio of 2.95 and a beta of 0.82. Dynatrace, Inc. has a twelve month low of $32.83 and a twelve month high of $57.55.
Dynatrace (NYSE:DT - Get Free Report) last issued its quarterly earnings data on Monday, February 9th. The company reported $0.44 earnings per share for the quarter, topping 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 business had revenue of $515.47 million during the quarter, compared to analysts' expectations of $506.31 million. During the same quarter in the previous year, the company earned $0.37 EPS. The business's 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 predict that Dynatrace, Inc. will post 0.68 earnings per share for the current year.
Dynatrace announced that its Board of Directors has initiated a share buyback program on Monday, February 9th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the company to reacquire up to 9.8% of its shares through open market purchases. Shares buyback programs are usually a sign that the company's board of directors believes its stock is undervalued.
Institutional Investors Weigh In On Dynatrace
A number of hedge funds and other institutional investors have recently bought and sold shares of the company. BNP Paribas raised its holdings in Dynatrace by 0.6% in the 2nd quarter. BNP Paribas now owns 36,563 shares of the company's stock valued at $2,019,000 after buying an additional 218 shares during the last quarter. Cim LLC lifted its holdings in shares of Dynatrace by 1.0% during the third quarter. Cim LLC now owns 22,184 shares of the company's stock worth $1,075,000 after purchasing an additional 228 shares during the period. Orion Porfolio Solutions LLC grew its stake in shares of Dynatrace by 1.4% in the third quarter. Orion Porfolio Solutions LLC now owns 16,983 shares of the company's stock worth $823,000 after purchasing an additional 231 shares during the last quarter. GAMMA Investing LLC increased its holdings in Dynatrace by 7.7% in the fourth quarter. GAMMA Investing LLC now owns 3,460 shares of the company's stock valued at $150,000 after purchasing an additional 246 shares during the period. Finally, Assetmark Inc. raised its position in Dynatrace by 0.7% during the 4th quarter. Assetmark Inc. now owns 36,629 shares of the company's stock worth $1,588,000 after purchasing an additional 248 shares during the last quarter. Institutional investors own 94.28% of the company's stock.
Wall Street Analyst Weigh In
DT has been the topic of a number of recent analyst reports. Rosenblatt Securities decreased their price target on Dynatrace from $67.00 to $60.00 and set a "buy" rating on the stock in a research report on Friday, January 30th. TD Cowen decreased their target price on shares of Dynatrace from $65.00 to $55.00 and set a "buy" rating on the stock in a report on Wednesday, January 21st. Wedbush cut their price target on shares of Dynatrace from $67.00 to $55.00 and set an "outperform" rating for the company in a report on Wednesday, February 11th. Jefferies Financial Group decreased their price objective on shares of Dynatrace from $65.00 to $55.00 and set a "buy" rating on the stock in a research note on Monday, January 5th. Finally, UBS Group cut their target price on Dynatrace from $50.00 to $40.00 and set a "neutral" rating for the company in a research note on Tuesday, February 10th. Nineteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Dynatrace presently has an average rating of "Moderate Buy" and an average target price of $52.52.
View Our Latest Stock Analysis on DT
Dynatrace Company Profile
(
Get Free Report)
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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