Brown Advisory Inc. Decreases Stock Holdings in Dynatrace, Inc. $DT

Brown Advisory Inc. lowered its stake in shares of Dynatrace, Inc. (NYSE:DT) by 0.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,648,974 shares of the company’s stock after selling 39,775 shares during the period. Brown Advisory Inc.’s holdings in Dynatrace were worth $418,187,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Cim LLC boosted its holdings in 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 buying an additional 228 shares in the last quarter. Orion Porfolio Solutions LLC lifted its holdings 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 valued at $823,000 after purchasing an additional 231 shares in the last quarter. GAMMA Investing LLC lifted its holdings in shares of 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 in the last quarter. Assetmark Inc. lifted its holdings in shares of Dynatrace by 0.7% in the fourth quarter. Assetmark Inc. now owns 36,629 shares of the company’s stock valued at $1,588,000 after purchasing an additional 248 shares in the last quarter. Finally, Northwestern Mutual Investment Management Company LLC lifted its holdings in shares of Dynatrace by 0.4% in the third quarter. Northwestern Mutual Investment Management Company LLC now owns 67,205 shares of the company’s stock valued at $3,256,000 after purchasing an additional 264 shares in the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Dynatrace Price Performance

NYSE:DT opened at $40.81 on Friday. The firm has a 50 day simple moving average of $38.44 and a 200-day simple moving average of $39.55. The firm has a market cap of $11.90 billion, a PE ratio of 75.58, a P/E/G ratio of 2.65 and a beta of 0.75. Dynatrace, Inc. has a 1-year low of $31.64 and a 1-year high of $57.55.

Dynatrace (NYSE:DT) last posted its quarterly earnings data on Wednesday, May 13th. The company reported $0.41 earnings per share for the quarter, beating analysts’ consensus estimates of $0.39 by $0.02. The business had revenue of $531.72 million during the quarter, compared to analyst estimates of $521.01 million. Dynatrace had a net margin of 8.06% and a return on equity of 10.37%. The company’s revenue was up 19.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.33 earnings per share. 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, sell-side analysts expect that Dynatrace, Inc. will post 1.11 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Royal Bank Of Canada reduced their price target on shares of Dynatrace from $50.00 to $45.00 and set an “outperform” rating on the stock in a report on Thursday, May 14th. Truist Financial set a $45.00 price target on shares of Dynatrace in a report on Wednesday, April 15th. TD Cowen reduced their price target on shares of Dynatrace from $60.00 to $50.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. William Blair assumed coverage on shares of Dynatrace in a report on Thursday, May 21st. They issued an “outperform” rating on the stock. Finally, Jefferies Financial Group reduced their price target on shares of Dynatrace from $50.00 to $45.00 and set a “buy” rating on the stock in a report on Thursday, May 14th. Twenty-one investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $46.50.

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.