DYNATRACE, INC.
In the published model solve dated 2026-Q2, anchored at $53.67, DYNATRACE, INC. (DT) is priced for today's economics sustained for ~13.4 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Annual recurring revenue crossed 2 billion dollars in the year to March 31, 2026, reaching 2,054 million and growing 18%, or 16% in constant currency, which was the fourth consecutive quarter at that constant-currency pace [Source: Q4 and full-year fiscal 2026 results, 8-K furnished May 13, 2026]. • The gap between the two profit measures is the number to argue about: fiscal 2026 produced 245 million dollars of operating income on the accounts and 592 million on the company's own adjusted basi
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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: 2026-08-27 (items 5.07, 9.01); 2026-08-20 (items 1.01, 1.02, 2.03, 3.02, 8.01, 9.01); 2026-08-05 (items 2.02, 5.02, 7.01, 9.01); 2026-07-29 (items 5.02, 7.01, 9.01); 2026-07-01 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 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.