American Capital Management Inc. Acquires Shares of 1,054,267 Dynatrace, Inc. $DT

American Capital Management Inc. acquired a new stake in shares of Dynatrace, Inc. (NYSE:DT) in the first quarter, HoldingsChannel.com reports. The fund acquired 1,054,267 shares of the company’s stock, valued at approximately $38,987,000. Dynatrace accounts for 2.1% of American Capital Management Inc.’s holdings, making the stock its 20th biggest position.

Several other institutional investors and hedge funds have also recently made changes to their positions in DT. Wellington Management Group LLP raised its holdings in Dynatrace by 719.3% during the 3rd quarter. Wellington Management Group LLP now owns 7,340,127 shares of the company’s stock valued at $355,629,000 after buying an additional 6,444,262 shares during the last quarter. First Trust Advisors LP grew its holdings in Dynatrace by 706.8% in the 1st quarter. First Trust Advisors LP now owns 6,801,507 shares of the company’s stock worth $251,520,000 after acquiring an additional 5,958,505 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new stake in Dynatrace in the 1st quarter worth $190,890,000. Scge Management L.P. purchased a new position in shares of Dynatrace in the second quarter valued at about $155,858,000. Finally, Alyeska Investment Group L.P. increased its position in shares of Dynatrace by 1,201.7% in the fourth quarter. Alyeska Investment Group L.P. now owns 2,888,249 shares of the company’s stock valued at $125,177,000 after acquiring an additional 2,666,373 shares during the period. Institutional investors own 94.28% of the company’s stock.

Dynatrace Trading Up 5.1%

NYSE:DT opened at $43.76 on Tuesday. The company has a 50-day moving average price of $42.48 and a 200-day moving average price of $39.27. The stock has a market cap of $12.70 billion, a price-to-earnings ratio of 81.03, a P/E/G ratio of 2.68 and a beta of 0.73. Dynatrace, Inc. has a 12 month low of $31.64 and a 12 month high of $55.49.

Dynatrace (NYSE:DT) last announced its quarterly earnings results on Wednesday, May 13th. The company reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.02. Dynatrace had a net margin of 8.06% and a return on equity of 10.37%. The company had revenue of $531.72 million for the quarter, compared to analysts’ expectations of $521.01 million. During the same quarter in the previous year, the company earned $0.33 earnings per share. Dynatrace’s quarterly 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. Equities analysts forecast that Dynatrace, Inc. will post 1.11 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have recently weighed in on DT shares. BTIG Research dropped their target price on shares of Dynatrace from $53.00 to $47.00 and set a “buy” rating for the company in a report on Wednesday, May 13th. UBS Group upgraded Dynatrace from a “neutral” rating to a “buy” rating and boosted their price target for the company from $36.00 to $60.00 in a report on Monday, June 15th. The Goldman Sachs Group upped their price target on Dynatrace from $45.00 to $50.00 and gave the company a “buy” rating in a research report on Thursday, June 18th. JPMorgan Chase & Co. dropped their price objective on Dynatrace from $50.00 to $45.00 and set an “overweight” rating for the company in a report on Thursday, May 14th. Finally, Truist Financial lifted their price objective on Dynatrace from $45.00 to $55.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $49.42.

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.