Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Acquires Shares of 70,925 Dynatrace, Inc. $DT

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. acquired a new stake in shares of Dynatrace, Inc. (NYSE:DT) in the fourth quarter, Holdings Channel reports. The firm acquired 70,925 shares of the company’s stock, valued at approximately $3,074,000. Dynatrace makes up about 2.5% of Pekao Towarzystwo Funduszy Inwestycyjnych S.A.’s holdings, making the stock its 13th biggest position.

Other large investors have also added to or reduced their stakes in the company. Congress Asset Management Co. raised its stake in Dynatrace by 6.8% during the third quarter. Congress Asset Management Co. now owns 3,331,422 shares of the company’s stock valued at $161,407,000 after buying an additional 212,607 shares during the last quarter. Allspring Global Investments Holdings LLC raised its stake in Dynatrace by 5.4% during the third quarter. Allspring Global Investments Holdings LLC now owns 1,077,181 shares of the company’s stock valued at $52,039,000 after buying an additional 55,040 shares during the last quarter. Penserra Capital Management LLC raised its stake in Dynatrace by 22.0% during the third quarter. Penserra Capital Management LLC now owns 222,505 shares of the company’s stock valued at $10,780,000 after buying an additional 40,136 shares during the last quarter. Vontobel Holding Ltd. raised its stake in Dynatrace by 790.5% during the third quarter. Vontobel Holding Ltd. now owns 48,702 shares of the company’s stock valued at $2,360,000 after buying an additional 43,233 shares during the last quarter. Finally, Stephens Investment Management Group LLC raised its stake in Dynatrace by 63.1% during the third quarter. Stephens Investment Management Group LLC now owns 1,040,475 shares of the company’s stock valued at $50,411,000 after buying an additional 402,585 shares during the last quarter. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Wall Street Analysts Forecast Growth

DT has been the subject of several recent analyst reports. Keefe, Bruyette & Woods upgraded Dynatrace to a “buy” rating in a research note on Monday, February 9th. Guggenheim restated a “buy” rating and issued a $68.00 price target on shares of Dynatrace in a research note on Tuesday, February 10th. Royal Bank Of Canada restated an “outperform” rating on shares of Dynatrace in a research note on Monday, February 9th. TD Cowen decreased their price target on Dynatrace from $60.00 to $50.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Morgan Stanley decreased their price target on Dynatrace from $57.00 to $43.00 and set an “equal weight” rating for the company in a research note 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. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $52.88.

Dynatrace Price Performance

DT stock opened at $35.61 on Friday. Dynatrace, Inc. has a 1-year low of $31.64 and a 1-year high of $57.55. The business has a fifty day moving average price of $36.80 and a 200-day moving average price of $41.87. The stock has a market capitalization of $10.62 billion, a P/E ratio of 58.37, a P/E/G ratio of 2.35 and a beta of 0.79.

Dynatrace (NYSE:DT) last posted its quarterly earnings results 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. The firm had revenue of $515.47 million during the quarter, compared to analysts’ expectations of $506.31 million. Dynatrace had a return on equity of 9.75% and a net margin of 9.55%.The company’s revenue was up 18.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.37 earnings per share. 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 anticipate that Dynatrace, Inc. will post 0.68 earnings per share for the current year.

Dynatrace announced that its board has approved a share repurchase plan on Monday, February 9th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the company to reacquire up to 9.8% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In other news, EVP Stephen A. Mcmahon acquired 3,000 shares of Dynatrace stock in a transaction that occurred on Tuesday, March 3rd. The stock was 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. The trade was a 660.79% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.57% of the company’s stock.

About Dynatrace

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.