Dynatrace, Inc.
DTNYSETechnology · Services-Prepackaged Software · DE · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY26 | FY25 | FY24 | FY23 | FY22 | FY21 | |
|---|---|---|---|---|---|---|
| Revenue | $2.02B | $1.70B | $1.43B | $1.16B | $929.4M | $703.5M |
| Operating income | $245.4M | $179.4M | $128.4M | $92.8M | $81.3M | $91.9M |
| Net income | $162.7M | $483.7M | $154.6M | $108.0M | $52.5M | $75.7M |
| Total assets | $4.42B | $4.14B | $3.41B | $2.77B | $2.54B | $2.26B |
| Total liabilities | $1.80B | $1.52B | $1.39B | $1.16B | $1.24B | $1.14B |
| Equity | $2.61B | $2.62B | $2.02B | $1.60B | $1.30B | $1.11B |
| EPS (diluted) | $0.54 | $1.59 | $0.52 | $0.37 | $0.18 | $0.26 |
| Shares out. | 291.5M | 299.7M | 297.3M | 291.0M | 286.8M | 283.7M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2026- Operating margin
- 12.2%
- Net margin
- 8.1%
- Return on equity
- 6.2%
- Return on assets
- 3.7%
- Return on capital (ROCE)
- 8.6%
- Liabilities / assets
- 40.9%
- Debt / equity
- 0.69×
- Book value / share
- $8.96
- Revenue growth (YoY)
- 18.8%
- Net income growth (YoY)
- −66.4%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2026- Altman Z″ (distress)
- 3.05safe
- Accruals / assets
- −9.0%clean
- Beneish M-Score
- -2.80normal
- Piotroski F-Score
- 6/9mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 6 good- Operating margin is positive
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
- Altman Z″ in the safe zone
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Pictet Asset Management SaActivist (13D)May 15, 2026
- Vanguard Portfolio Management LlcPassive (13G)Apr 29, 2026
- Vanguard Capital Management LlcPassive (13G)Apr 29, 2026
- Blackrock, Inc.Passive (13G)Apr 24, 2026
- Vanguard Group IncPassive (13G)Mar 26, 2026
- Price T Rowe Associates Inc /Md/Passive (13G)Aug 14, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Yates Daniel S.Officer — SVP, Chief Accounting Officer | Apr 15, 2026 | Option exercise | 1,322 | — |
| Benson James MOfficer — EVP, CFO and Treasurer | Mar 15, 2026 | Option exercise | 17,732 | — |
| Mcconnell Rick MOfficer — Chief Executive Officer | Mar 5, 2026 | Option exercise | 17,146 | — |
| Benson James MOfficer — EVP, CFO and Treasurer | Mar 5, 2026 | Option exercise | 5,818 | — |
| Zugelder DanOfficer — EVP, Chief Revenue Officer | Mar 5, 2026 | Option exercise | 13,918 | — |
| Yates Daniel S.Officer — SVP, Chief Accounting Officer | Mar 5, 2026 | Option exercise | 2,409 | — |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 10.2M | 1.3 | -9.6% |
| Apr 30, 2026 | 11.2M | 1.7 | +13.8% |
| Apr 15, 2026 | 9.9M | 1.7 | +14.7% |
| Mar 31, 2026 | 8.6M | 1.0 | +7.8% |
| Mar 13, 2026 | 8.0M | 1.2 | -13.4% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Results of operationsMay 13, 2026
- Results of operations · Other material eventFeb 9, 2026
- Results of operationsNov 5, 2025
- Shareholder voteAug 21, 2025
- Results of operationsAug 6, 2025
- Amended charter or bylawsJul 8, 2025
- Results of operationsMay 14, 2025
- Director / officer change · Regulation FD disclosureApr 22, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- S-8May 20, 2026
- 10-KMay 20, 2026
- 4FORM 4May 19, 2026
- 4FORM 4May 19, 2026
- 4FORM 4May 19, 2026
- 4FORM 4May 19, 2026
- 4FORM 4May 19, 2026
- 4FORM 4May 19, 2026
- SCHEDULE 13D/AMay 15, 2026
- 8-KMay 13, 2026
- SCHEDULE 13GApr 29, 2026
- SCHEDULE 13GApr 29, 2026
- SCHEDULE 13G/AApr 24, 2026
- 4FORM 4Apr 16, 2026
- SCHEDULE 13G/AMar 26, 2026
Event-driven situations (1)
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