Dynatrace, Inc.
At today's price, Dynatrace, Inc. (DT) is priced for today's economics sustained for ~11.5 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Dynatrace is compounding in the mid-teens: it crossed $2 billion in ARR in fiscal 2026 with a fourth straight quarter of 16% constant-currency ARR growth, full-year revenue up 17% to $2.02 billion, and non-GAAP operating margin of 29%. The price embeds an exceptionally long runway: at $41.42 the stock trades at roughly 44 times operating income, and the inversion has to assume the elevated economics persist for about eleven years, with only the growth-DCF methods reaching the price while static
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556 institutional managers reported holding DT in 13F filings for the quarter ended 2026-03-31. 71 opened new positions that quarter. Held by BlackRock, Vanguard Group, UBS, among others. On the short side, 9.1M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (1.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DT's share count grew 6.5% over the past five years even with $651.39M spent on repurchases. It pays no dividend. Cash returned over the past three years: $651.33M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DT over the trailing three years: 2026: 1 buy totaling $107k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -13.5% | -1.5% |
| 2023-11-03 | +7.3% | +8.6% |
| 2024-02-09 | -11.3% | -14.8% |
| 2024-05-24 | +4.4% | -5.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DT's latest 8-K filings: 2026-07-01 (items 5.02, 7.01, 9.01); 2026-05-13 (items 2.02, 9.01); 2026-02-09 (items 2.02, 8.01, 9.01); 2025-11-05 (items 2.02, 9.01); 2025-08-21 (items 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.