DT Dynatrace, Inc. Common Stock
NYSE · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$59.32
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· to high
$31.6452w low
$60.2452w high
Market Cap (MRQ)
$17.22B
P/E (TTM)
118.6
EPS (TTM)
$0.50
Revenue (TTM)
$2.10B
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52W Range
$32–$60
Analyst Rating
BUY
Price Target
$60
P/E
118.6
ROE
5.9%
Net Profit Margin
7.2%
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DT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$59.32
Market Cap (MRQ)
$17.22B
P/E (TTM)
118.6
EPS (TTM)
$0.50
Revenue (TTM)
$2.10B
ROE (TTM)
5.9%
52W Range
$32–$60
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About Dynatrace, Inc. Common Stock Company overview from Wikipedia
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
Dynatrace uses a proprietary form of artificial intelligence called Dynatrace Intelligence to discover, map, and monitor applications, microservices, container orchestration platforms such as Kubernetes, and IT infrastructure running in multicloud, hybrid-cloud, and hyperscale network environments. The platform also provides automated problem remediation and IT carbon impact analysis.
Products and services
Platform components include infrastructure monitoring, applications and microservices monitoring, log management and analytics, application security, digital experience, business observability, AI observability, and cloud automation.
OneAgent: Automated data collection
SmartScape: Continuously updated topology mapping
PurePath: Code-level distributed tracing
AppEngine: Low-code app development for observability/security/business data
AutomationEngine: Automated DevOps workflows
Grail data lakehouse: Indexless, schema-on-read storage for analytics with DQL query language
Dynatrace Intelligence: Causal AI, predictive analytics, generative AI for root-cause analysis and AI observability predictive analytics, and generative AI.
The platform includes the Dynatrace Hub for publishing specific observability applications and integrations with more than 900 technologies including AWS, Docker, Java, and Prometheus.
In October 2022, Dynatrace introduced Grail, a data lakehouse that underpins the platform's log management and analytics capabilities, allowing logs to be stored and queried alongside metrics and traces.
Dynatrace also offers AI observability for monitoring LLMs and AI agents in production. In August 2026, the company announced it would acquire Arize, developer of the Arize AX platform for evaluating LLM applications, to expand these capabilities.
Dynatrace provides multicloud observability to both SaaS and managed service deployment models, in partnership with service providers including Amazon Web Services, Microsoft Azure, and Google Cloud Platform.
Open source contributions
Dynatrace supports CNCF projects including Keptn, W3C Trace Context, OpenTelemetry, and OpenFeature.
History
Dynatrace was founded in 2005 in Linz, Austria as dynaTrace Software GmbH. The company was acquired by Compuware in 2011, then taken private by Thoma Bravo in 2014 and renamed Dynatrace. In 2015, it merged with Keynote Systems. The company went public on the New York Stock Exchange in 2019.
Rick McConnell has been CEO since 2021.
Acquisitions
Keynote Systems (2015): Application performance management
Matrix.net / Xaffire: Internet performance metrics and analysis
Qumram (2017): Session replay technology
SpectX (2021): High-speed parsing and analytics
Rookout (2023): Developer-first observability
Runecast (2024): AI-powered security and compliance solutions
Metis (2025): AI-driven database observability
DevCycle (2026): Feature management and experimentation platform
Bindplane (2026): Unified telemetry pipeline built on OpenTelemetry
Arize (2026): AI engineering platform for self-improving agents
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees5,600
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.02B2018-03-31 → 2026-03-31
EPS$0.542020-03-31 → 2026-03-31
Free Cash Flow$530M2020-03-31 → 2026-03-31
Net margin7.2%2020-03-31 → 2026-03-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | DT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 118.65Y avg ≈112.7 | ≈112.7 | 36.7 | Overvalued | |
| P/S (TTM) | 8.25Y avg ≈9.7 | ≈9.7 | 6.1 | Fair value | |
| P/B (MRQ) | 7.05Y avg ≈6.9 | ≈6.9 | 4.4 | Overvalued | |
| Price / FCF (TTM) | 30.25Y avg ≈37.4 | ≈37.4 | · | · | |
| Price / Cash Flow (TTM) | 28.85Y avg ≈35.0 | ≈35.0 | 45.2 | Undervalued | |
| Price / Tangible Book (MRQ) | 7.25Y avg ≈22.3 | ≈22.3 | · | · | |
| PEG Ratio | ≈7.5 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | DT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 81.4%5Y avg ≈81.2% | ≈81.2% | 80.5% | In line | |
| Operating Margin (TTM) | 12.1%5Y avg ≈9.7% | ≈9.7% | 13.2% | In line | |
| EBITDA Margin | 12.2%5Y avg ≈10.1% | ≈10.1% | 13.2% | In line | |
| Pretax Margin (TTM) | 14.3%5Y avg ≈10.9% | ≈10.9% | 13.0% | In line | |
| Net Profit Margin (TTM) | 7.2%5Y avg ≈12.5% | ≈12.5% | 10.7% | Weak | |
| ROA (TTM) | 3.7%5Y avg ≈5.6% | ≈5.6% | 5.2% | Weak | |
| ROE (TTM) | 5.9%5Y avg ≈8.7% | ≈8.7% | 2.7% | Top tier | |
| ROIC | 5.1%5Y avg ≈7.4% | ≈7.4% | 13.4% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | DT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.25Y avg ≈1.2 | ≈1.2 | 1.4 | In line | |
| Quick Ratio | 1.25Y avg ≈1.1 | ≈1.1 | 0.9 | In line | |
| Interest Coverage | 306.75Y avg ≈192.6 | ≈192.6 | 12.8 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | DT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 18.8%5Y avg ≈23.6% | ≈23.6% | · | · | |
| Revenue CAGR 3Y | 20.3%5Y avg ≈23.1% | ≈23.1% | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | |
| EPS YoY | -66.0%5Y avg ≈51.0% | ≈51.0% | · | · | |
| Net Income YoY | -66.4%5Y avg ≈53.0% | ≈53.0% | · | · | |
| EPS CAGR 3Y | 13.4%5Y avg ≈48.7% | ≈48.7% | · | · | |
| EPS CAGR 5Y | 15.7% | · | · | · | |
| Net Income CAGR 3Y | 14.6%5Y avg ≈50.4% | ≈50.4% | · | · | |
| Net Income CAGR 5Y | 16.5% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | DT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.55Y avg ≈0.4 | ≈0.4 | 0.5 | In line | |
| Receivables Turnover | 3.05Y avg ≈2.9 | ≈2.9 | 4.4 | Weak | |
| Revenue / Employee | ≈$360.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
5.0%
Next Report
Nov 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| March 31, 2027 | Aug 4, 2026 | $0.48 | $0.46 | 4.7% |
| June 30, 2026 | $0.48 | $0.46 | 4.7% | |
| March 31, 2026 | $0.41 | $0.40 | 2.4% | |
| Dec. 31, 2025 | $0.44 | $0.42 | 3.7% | |
| Sept. 30, 2025 | $0.44 | $0.42 | 4.4% | |
| June 30, 2025 | $0.42 | $0.39 | 8.7% | |
| March 31, 2025 | $0.33 | $0.31 | 6.4% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.02B | $1.70B | $1.43B | $1.16B | $929M | $704M | $546M | $431M | $398M | |
| Cost of Revenue | $372M | $320M | $266M | $223M | $173M | $128M | $129M | $107M | $97M | |
| Gross Profit | $1.65B | $1.38B | $1.16B | $936M | $757M | $576M | $417M | $324M | $302M | |
| R&D Expense | $474M | $385M | $305M | $218M | $156M | $111M | $119M | $77M | $58M | |
| SG&A Expense | $217M | $195M | $174M | $150M | $127M | $92M | $162M | $92M | $64M | |
| Operating Expenses | $1.40B | $1.20B | $1.04B | $843M | $675M | $484M | $589M | $397M | $323M | |
| Operating Income | $245M | $179M | $128M | $93M | $81M | $92M | $-172M | $-73M | $-22M | |
| Interest Expense | $800.0K | $1M | $1M | $9M | $10M | · | · | · | · | |
| Other Non-op | $7M | $-4M | $-11M | $565.0K | $544.0K | $162.0K | $-1M | $3M | $5M | |
| Pretax Income | $300M | $223M | $155M | $90M | $72M | $78M | $-219M | $-140M | $-52M | |
| Income Tax | $137M | $-260M | $283.0K | $-18M | $19M | $2M | $195M | $-24M | $-61M | |
| Net Income | $163M | $484M | $155M | $108M | $52M | $76M | $-414M | $-116M | $9M | |
| EPS (Basic) | $0.54 | $1.62 | $0.53 | $0.38 | $0.18 | $0.27 | $-1.56 | · | · | |
| EPS (Diluted) | $0.54 | $1.59 | $0.52 | $0.37 | $0.18 | $0.26 | $-1.56 | · | · | |
| Shares (Basic) | 300,102,000 | 298,384,000 | 294,051,000 | 287,700,000 | 284,161,000 | 280,469,000 | 264,933,000 | · | · | |
| Shares (Diluted) | 303,727,000 | 303,602,000 | 299,280,000 | 291,617,000 | 290,903,000 | 286,509,000 | 264,933,000 | · | · | |
| EBITDA | $245M | $179M | $128M | $105M | $92M | $101M | $-164M | · | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.10B | $1.02B | $779M | $555M | $463M | $325M | $213M | $51M | · | |
| Short-term Investments | · | $96M | $58M | $0 | · | · | · | · | · | |
| Receivables | $710M | $624M | $603M | $443M | $351M | $242M | $157M | $115M | · | |
| Prepaid Expense | $114M | $84M | $67M | $37M | $72M | $64M | $79M | $19M | · | |
| Other Current Assets | $19M | $13M | $9M | $4M | $7M | $2M | $510.0K | $1M | · | |
| Current Assets | $2.12B | $1.93B | $1.61B | $1.12B | $948M | $680M | $488M | $213M | · | |
| PP&E (Net) | $73M | $62M | $53M | $54M | $45M | $37M | $32M | $18M | · | |
| PP&E (Gross) | $149M | $129M | $105M | $95M | $79M | $62M | $52M | $57M | · | |
| Accum. Depreciation | $76M | $67M | $51M | $41M | $33M | $25M | $20M | $40M | · | |
| Goodwill | $1.35B | $1.34B | $1.34B | $1.28B | $1.28B | $1.27B | $1.27B | $1.27B | · | |
| Intangibles | $23M | $26M | $51M | $64M | $106M | $149M | $202M | $259M | · | |
| Other Non-current Assets | $33M | $41M | $25M | $14M | $10M | $10M | $8M | $9M | · | |
| Total Assets | $4.42B | $4.14B | $3.41B | $2.77B | $2.54B | $2.26B | $2.05B | $1.81B | · | |
| Accounts Payable | $3M | $27M | $21M | $22M | $23M | $10M | $11M | $7M | · | |
| Accrued Liabilities | $302M | $253M | $234M | $188M | $142M | $120M | $95M | $65M | · | |
| Current Liabilities | $1.57B | $1.38B | $1.26B | $1.04B | $866M | $648M | $490M | $951M | · | |
| Capital Leases | $142M | $61M | $54M | $60M | $52M | $38M | · | · | · | |
| Deferred Tax | $2M | $419.0K | $1M | $280.0K | $85.0K | $1M | $0 | $48M | · | |
| Total Liabilities | $1.80B | $1.52B | $1.39B | $1.16B | $1.24B | $1.14B | $1.08B | $2.20B | · | |
| Long-term Debt | · | · | · | · | $274M | $392M | $510M | $1.02B | · | |
| Total Debt | · | · | · | $0 | $274M | $392M | $510M | · | · | |
| Paid-in Capital | $2.20B | $2.37B | $2.25B | $1.99B | $1.79B | $1.65B | $1.57B | $-185M | · | |
| Retained Earnings | $448M | $285M | $-199M | $-353M | $-461M | $-514M | $-590M | $-176M | · | |
| AOCI | $-36M | $-35M | $-35M | $-32M | $-27M | $-26M | $-18M | $-30M | · | |
| Stockholders' Equity | $2.61B | $2.62B | $2.02B | $1.60B | $1.30B | $1.11B | $966M | $-390M | $-269M | |
| Liabilities + Equity | $4.42B | $4.14B | $3.41B | $2.77B | $2.54B | $2.26B | $2.05B | $1.81B | · | |
| Shares Outstanding | 294,652,951 | 299,813,000 | 296,963,000 | 290,411,000 | 286,053,000 | 283,130,000 | 280,853,000 | 0 | 0 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | $12M | $11M | $9M | $8M | $7M | $9M | |
| Stock-based Comp | $300M | $272M | $209M | $147M | $100M | $58M | $222M | $71M | $22M | |
| Deferred Tax | $25M | $-393M | $-60M | $-53M | $-13M | $-7M | $-46M | $-33M | $-73M | |
| Amort. of Intangibles | $6M | $29M | $39M | $42M | $46M | $52M | $58M | $73M | $73M | |
| Restructuring | · | · | · | · | $0 | $0 | $900.0K | $2M | $5M | |
| Other Non-cash | · | · | · | $141M | $101M | $85M | $104M | · | · | |
| Operating Cash Flow | $562M | $459M | $378M | $355M | $251M | $220M | $-142M | $147M | $119M | |
| CapEx | $32M | $26M | $26M | $22M | $18M | $14M | $20M | $7M | $12M | |
| Investing Cash Flow | $-16M | $-69M | $-193M | $-22M | $-31M | $-14M | $-21M | $-9M | $-27M | |
| Debt Issued | · | · | · | · | · | $0 | $0 | $1.12B | $0 | |
| Net Debt Issued | · | $0 | $0 | $-281M | $-120M | $0 | $0 | · | · | |
| Stock Repurchased | $479M | $173M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-479M | $-173M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-474M | $-152M | $51M | $-232M | $-81M | $-98M | $329M | $-161M | $-76M | |
| Net Change in Cash | $80M | $238M | $224M | $92M | $138M | $112M | $162M | $-26M | $20M | |
| Taxes Paid | $118M | $118M | $81M | $-14M | $24M | $-7M | $267M | $6M | $13M | |
| Free Cash Flow | $530M | $433M | $352M | $333M | $233M | $206M | $-162M | · | · | |
| Levered FCF | $529M | $431M | $350M | · | · | · | · | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 81.6% | 81.2% | 81.4% | 80.8% | 81.4% | 81.8% | 76.4% | · | · | |
| Operating Margin | 12.2% | 10.6% | 9.0% | 8.0% | 8.8% | 13.1% | -31.5% | · | · | |
| Net Margin | 8.1% | 28.5% | 10.8% | 9.3% | 5.6% | 10.8% | -76.6% | · | · | |
| Pretax Margin | 14.8% | 13.2% | 10.8% | 7.8% | 7.7% | 11.1% | -40.0% | · | · | |
| EBITDA Margin | 12.2% | 10.6% | 9.0% | 9.1% | 9.9% | 14.3% | -30.0% | · | · | |
| ROA | 3.8% | 12.8% | 5.0% | 4.1% | 2.2% | 3.5% | -21.7% | · | · | |
| ROE | 6.0% | 18.7% | 7.9% | 7.0% | 4.1% | 7.0% | -45.2% | · | · | |
| ROIC | 5.1% | 14.8% | 6.4% | 6.9% | 3.8% | 5.9% | -22.4% | · | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | 1.3 | 1.1 | 1.1 | 1.1 | 1.0 | · | · | |
| Quick Ratio | 1.2 | 1.3 | 1.1 | 1.0 | 0.9 | 0.9 | 0.8 | · | · | |
| Debt / Equity | · | · | · | 0.0 | 0.2 | 0.4 | 0.5 | · | · | |
| LT Debt / Equity | · | · | · | 0.0 | 0.2 | 0.4 | 0.5 | · | · | |
| Interest Coverage | 306.7 | 179.4 | 91.7 | · | · | · | · | · | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 | · | · | |
| Receivables Turnover | 3.0 | 2.8 | 2.7 | 2.9 | 3.1 | 3.5 | 4.0 | · | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.86 | $8.74 | $6.79 | $5.53 | $4.56 | $3.93 | $3.42 | · | · | |
| Revenue / Share | $6.65 | $5.60 | $4.78 | $3.97 | $3.19 | · | · | · | · | |
| Cash Flow / Share | $1.85 | $1.51 | $1.26 | $1.22 | $0.86 | · | · | · | · | |
| Cash / Share | $3.72 | $3.39 | $2.62 | $1.91 | $1.62 | $1.15 | $0.76 | · | · | |
| EPS (TTM) | $0.54 | $1.59 | $0.52 | $0.37 | $0.18 | $0.26 | $-1.56 | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.8% | 18.8% | 23.5% | 24.6% | 32.1% | · | · | · | · | |
| Revenue CAGR 3Y | 20.3% | 22.3% | 26.7% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | |
| EPS YoY | -66.0% | 205.8% | 40.5% | 105.6% | -30.8% | · | · | · | · | |
| EPS CAGR 3Y | 13.4% | 106.7% | 26.0% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 15.7% | · | · | · | · | · | · | · | · | |
| Net Income YoY | -66.4% | 212.8% | 43.2% | 105.8% | -30.7% | · | · | · | · | |
| Net Income CAGR 3Y | 14.6% | 109.7% | 26.9% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 16.5% | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.02B | $1.70B | $1.43B | $1.16B | $929M | $704M | $546M | · | · | |
| Net Income TTM | $163M | $484M | $155M | $108M | $52M | $76M | $-414M | · | · | |
| Market Cap | $10.90B | $14.14B | $13.79B | $12.28B | $13.47B | $13.66B | $6.70B | · | · | |
| Enterprise Value | · | · | · | $11.73B | $13.28B | $13.73B | $6.99B | · | · | |
| P/E | 68.5 | 29.7 | 89.3 | 114.3 | 261.7 | 185.5 | -15.3 | · | · | |
| P/S | 5.4 | 8.3 | 9.6 | 10.6 | 14.5 | 19.4 | 12.3 | · | · | |
| P/B | 4.2 | 5.4 | 6.8 | 7.7 | 10.3 | 12.3 | 7.0 | · | · | |
| P / Tangible Book | 8.8 | 11.2 | 21.9 | 47.3 | · | · | · | · | · | |
| P / Cash Flow | 19.4 | 30.8 | 36.5 | 34.6 | 53.7 | 62.0 | -47.0 | · | · | |
| P / FCF | 20.6 | 32.6 | 39.2 | 36.9 | 57.8 | 66.2 | -41.3 | · | · | |
| EV / EBITDA | · | · | · | 111.4 | 144.5 | 136.0 | -42.6 | · | · | |
| EV / FCF | · | · | · | 35.2 | 57.0 | 66.5 | -43.1 | · | · | |
| EV / Revenue | · | · | · | 10.1 | 14.3 | 19.5 | 12.8 | · | · | |
| Earnings Yield | 1.5% | 3.4% | 1.1% | 0.87% | 0.38% | 0.54% | -6.5% | · | · |
Income Statement
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $555M | $532M | $515M | $494M | $477M | $445M | $436M | $418M | $399M | $381M | $365M | $352M | $333M | $314M | $297M | $279M | |
| Cost of Revenue | $103M | $101M | $96M | $90M | $85M | $85M | $83M | $78M | $75M | $72M | $68M | $64M | $62M | $60M | $56M | $56M | |
| Gross Profit | $451M | $430M | $420M | $404M | $392M | $360M | $354M | $340M | $324M | $309M | $297M | $287M | $271M | $255M | $242M | $224M | |
| R&D Expense | $136M | $131M | $121M | $115M | $108M | $103M | $98M | $95M | $88M | $84M | $80M | $74M | $66M | $62M | $55M | $53M | |
| SG&A Expense | $62M | $60M | $52M | $48M | $56M | $52M | $49M | $49M | $45M | $47M | $43M | $45M | $39M | $43M | $34M | $38M | |
| Operating Expenses | $380M | $393M | $347M | $331M | $330M | $317M | $306M | $293M | $282M | $286M | $262M | $252M | $236M | $235M | $208M | $203M | |
| Operating Income | $71M | $37M | $73M | $73M | $62M | $43M | $47M | $47M | $42M | $23M | $36M | $35M | $34M | $19M | $34M | $20M | |
| Other Non-op | $432.0K | $-638.0K | $-370.0K | $894.0K | $7M | $2M | $-2M | $-2M | $-2M | $-4M | $-4M | $-3M | $252.0K | $2M | $2M | $-1M | |
| Pretax Income | $81M | $47M | $84M | $87M | $81M | $56M | $57M | $58M | $53M | $30M | $42M | $41M | $42M | $26M | $31M | $19M | |
| Income Tax | $44M | $29M | $44M | $30M | $33M | $16M | $-305M | $14M | $14M | $-8M | $-267.0K | $5M | $3M | $-54M | $16M | $8M | |
| Net Income | $37M | $17M | $40M | $57M | $48M | $39M | $362M | $44M | $39M | $38M | $43M | $36M | $38M | $80M | $15M | $11M | |
| EPS (Basic) | $0.13 | $0.06 | $0.13 | $0.19 | $0.16 | $0.13 | $1.21 | $0.15 | $0.13 | $0.14 | $0.14 | $0.12 | $0.13 | $0.28 | $0.05 | $0.04 | |
| EPS (Diluted) | $0.12 | $0.06 | $0.13 | $0.19 | $0.16 | $0.12 | $1.19 | $0.15 | $0.13 | $0.13 | $0.14 | $0.12 | $0.13 | $0.27 | $0.05 | $0.04 | |
| Shares (Basic) | 292,202,000 | · | 301,127,000 | 301,558,000 | 300,153,000 | · | 298,646,000 | 298,089,000 | 297,358,000 | · | 294,869,000 | 293,654,000 | 291,325,000 | · | 287,957,000 | 287,190,000 | |
| Shares (Diluted) | 293,744,000 | · | 303,250,000 | 304,303,000 | 304,160,000 | · | 303,467,000 | 301,373,000 | 300,966,000 | · | 299,246,000 | 297,794,000 | 296,387,000 | · | 291,228,000 | 290,601,000 | |
| EBITDA | $71M | · | $73M | $73M | $62M | · | $47M | $47M | $42M | · | $36M | $35M | $34M | · | $34M | $20M |
Balance Sheet
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.06B | $1.10B | $1.09B | $1.23B | $1.25B | $1.02B | $907M | $907M | $930M | $779M | $783M | $702M | $701M | · | $422M | $563M | |
| Short-term Investments | · | · | $97M | $90M | $99M | $96M | $100M | $98M | $82M | $58M | · | · | · | · | · | · | |
| Receivables | $380M | $710M | $468M | $315M | $292M | $624M | $392M | $303M | $245M | $603M | $362M | $263M | $238M | · | $304M | $186M | |
| Prepaid Expense | $105M | $114M | $87M | $87M | $101M | $84M | $73M | $69M | $67M | $67M | $52M | $53M | $52M | · | $33M | $39M | |
| Other Current Assets | · | $19M | · | · | · | $13M | · | · | · | $9M | · | · | · | · | · | · | |
| Current Assets | $1.72B | $2.12B | $1.87B | $1.84B | $1.85B | $1.93B | $1.58B | $1.48B | $1.42B | $1.61B | $1.29B | $1.10B | $1.07B | · | $831M | $851M | |
| PP&E (Net) | $72M | $73M | $68M | $66M | $66M | $62M | $49M | $53M | $51M | $53M | $49M | $47M | $54M | · | $51M | $46M | |
| PP&E (Gross) | · | $149M | · | · | · | $129M | · | · | · | $105M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $76M | · | · | · | $67M | · | · | · | $51M | · | · | · | · | · | · | |
| Goodwill | $1.41B | $1.35B | $1.35B | $1.34B | $1.34B | $1.34B | $1.34B | $1.34B | $1.33B | $1.34B | $1.31B | $1.31B | $1.28B | · | $1.28B | $1.28B | |
| Intangibles | $65M | $23M | $23M | $24M | $25M | $26M | $23M | $32M | $41M | $51M | $54M | $52M | $54M | · | $74M | $84M | |
| Other Non-current Assets | $42M | $33M | $38M | $41M | $41M | $41M | $36M | $32M | $30M | $25M | $22M | $16M | $14M | · | $15M | $14M | |
| Total Assets | $4.11B | $4.42B | $4.10B | $4.08B | $4.08B | $4.14B | $3.74B | $3.33B | $3.26B | $3.41B | $3.00B | $2.78B | $2.73B | · | $2.41B | $2.42B | |
| Accounts Payable | $8M | $3M | $11M | $22M | $8M | $27M | $9M | $17M | $4M | $21M | $13M | $16M | $6M | · | $15M | $5M | |
| Accrued Liabilities | $287M | $302M | $240M | $230M | $207M | $253M | $213M | $209M | $170M | $234M | $172M | $147M | $156M | · | $154M | $130M | |
| Current Liabilities | $1.43B | $1.57B | $1.19B | $1.16B | $1.23B | $1.38B | $1.05B | $1.05B | $1.05B | $1.26B | $959M | $856M | $900M | · | $831M | $709M | |
| Capital Leases | $136M | $142M | $68M | $70M | $72M | $61M | $61M | $65M | $66M | $54M | $58M | $60M | $63M | · | $60M | $54M | |
| Deferred Tax | $2M | $2M | $1M | $871.0K | $440.0K | $419.0K | $563.0K | $996.0K | $994.0K | $1M | $321.0K | $305.0K | $302.0K | · | $23.0K | $0 | |
| Total Liabilities | $1.66B | $1.80B | $1.35B | $1.30B | $1.38B | $1.52B | $1.18B | $1.19B | $1.19B | $1.39B | $1.09B | $981M | $1.02B | · | $947M | $1.02B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $215M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $215M | |
| Paid-in Capital | $2.00B | $2.20B | $2.35B | $2.42B | $2.40B | $2.37B | $2.34B | $2.30B | $2.26B | $2.25B | $2.19B | $2.11B | $2.05B | · | $1.93B | $1.87B | |
| Retained Earnings | $484M | $448M | $430M | $390M | $333M | $285M | $246M | $-116M | $-160M | $-199M | $-237M | $-279M | $-315M | · | $-434M | $-449M | |
| AOCI | $-36M | $-36M | $-34M | $-36M | $-35M | $-35M | $-33M | $-36M | $-36M | $-35M | $-36M | $-34M | $-33M | · | $-30M | $-24M | |
| Stockholders' Equity | $2.45B | $2.61B | $2.75B | $2.78B | $2.70B | $2.62B | $2.55B | $2.14B | $2.07B | $2.02B | $1.91B | $1.80B | $1.70B | $1.60B | $1.47B | $1.40B | |
| Liabilities + Equity | $4.11B | $4.42B | $4.10B | $4.08B | $4.08B | $4.14B | $3.74B | $3.33B | $3.26B | $3.41B | $3.00B | $2.78B | $2.73B | · | $2.41B | $2.42B | |
| Shares Outstanding | 290,346,577 | 294,652,951 | 299,571,042 | 301,791,098 | 301,715,672 | 299,813,048 | 299,343,079 | 298,519,163 | 298,215,657 | 296,963,000 | 295,777,477 | 294,293,922 | 293,159,681 | 290,411,000 | 288,961,064 | 287,812,653 |
Cash Flow
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $74M | $73M | $78M | $77M | $72M | $70M | $72M | $72M | $58M | $56M | $55M | $58M | $41M | $42M | $36M | $41M | |
| Amort. of Intangibles | $3M | $1M | $1M | $1M | $1M | $1M | $8M | $10M | $10M | $10M | $10M | $10M | $10M | $11M | $10M | $10M | |
| Operating Cash Flow | $306M | $226M | $34M | $32M | $270M | $163M | $42M | $24M | $231M | $132M | $76M | $37M | $134M | $120M | $62M | $29M | |
| CapEx | $3M | $14M | $7M | $4M | $7M | $15M | $5M | $4M | $3M | $10M | $4M | $3M | $10M | $6M | $4M | $4M | |
| Investing Cash Flow | $-73M | $8M | $-17M | $2M | $-8M | $-18M | $-5M | $-11M | $-36M | $-139M | $-8M | $-35M | $-10M | $-6M | $-4M | $-4M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | |
| Stock Repurchased | $275M | · | · | · | $45M | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-275M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-270M | $-225M | $-150M | $-55M | $-44M | $-40M | $-27M | $-42M | $-43M | $7M | $17M | $3M | $23M | $18M | $-203M | $-27M | |
| Net Change in Cash | $-39M | $6M | $-133M | $-22M | $230M | $110M | $305.0K | $-23M | $151M | $-4M | $81M | $821.0K | $145M | $133M | $-141M | $-8M | |
| Taxes Paid | $14M | $34M | $24M | $29M | $31M | $34M | $29M | $31M | $25M | $20M | $20M | $29M | $13M | $6M | $3M | $8M | |
| Free Cash Flow | $303M | · | · | · | $262M | · | · | · | $227M | · | · | · | $124M | · | · | · |
Profitability
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 81.3% | · | 81.4% | 81.8% | 82.2% | · | 81.1% | 81.4% | 81.3% | · | 81.4% | 81.7% | 81.3% | · | 81.2% | 80.1% | |
| Operating Margin | 12.9% | · | 14.1% | 14.8% | 13.1% | · | 10.9% | 11.2% | 10.5% | · | 9.8% | 10.0% | 10.3% | · | 11.4% | 7.3% | |
| Net Margin | 6.6% | · | 7.8% | 11.6% | 10.1% | · | 82.9% | 10.5% | 9.7% | · | 11.7% | 10.2% | 11.5% | · | 5.1% | 3.8% | |
| Pretax Margin | 14.6% | · | 16.4% | 17.6% | 17.1% | · | 13.1% | 13.8% | 13.2% | · | 11.6% | 11.6% | 12.5% | · | 10.3% | 6.7% | |
| EBITDA Margin | 12.9% | · | 14.1% | 14.8% | 13.1% | · | 10.9% | 11.2% | 10.5% | · | 9.8% | 10.0% | 10.3% | · | 11.4% | 7.3% | |
| ROA | 0.89% | · | 1.0% | 1.5% | 1.3% | · | 10.7% | 1.4% | 1.3% | · | 1.6% | 1.4% | 1.5% | · | 0.62% | 0.45% | |
| ROE | 1.4% | · | 1.5% | 2.3% | 2.0% | · | 16.2% | 2.2% | 2.1% | · | 2.5% | 2.2% | 2.5% | · | 1.1% | 0.80% | |
| ROIC | 1.3% | · | 1.2% | 1.7% | 1.4% | · | 11.8% | 1.7% | 1.5% | · | 1.9% | 1.7% | 1.8% | · | 1.1% | 0.71% |
Liquidity & Solvency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | · | 1.6 | 1.6 | 1.5 | · | 1.5 | 1.4 | 1.4 | · | 1.3 | 1.3 | 1.2 | · | 1.0 | 1.2 | |
| Quick Ratio | 1.0 | · | 1.4 | 1.4 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.1 | 1.0 | · | 0.9 | 1.1 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.2 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.2 |
Efficiency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Receivables Turnover | 1.7 | · | 1.2 | 1.6 | 1.8 | · | 1.2 | 1.5 | 1.7 | · | 1.1 | 1.6 | 1.5 | · | 1.0 | 1.7 |
Per Share
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.44 | · | $9.18 | $9.21 | $8.94 | · | $8.53 | $7.18 | $6.93 | · | $6.47 | $6.12 | $5.82 | · | $5.08 | $4.87 | |
| Revenue / Share | $1.89 | · | $1.70 | $1.62 | $1.57 | · | $1.44 | $1.39 | $1.33 | · | $1.22 | $1.18 | $1.12 | · | $1.02 | $0.96 | |
| Cash Flow / Share | $1.04 | · | · | · | $0.89 | · | · | · | $0.77 | · | · | · | $0.45 | · | · | · | |
| Cash / Share | $3.64 | · | $3.64 | $4.06 | $4.13 | · | $3.03 | $3.04 | $3.12 | · | $2.65 | $2.38 | $2.39 | · | $1.46 | $1.96 | |
| EPS (TTM) | $0.50 | · | $0.60 | $1.66 | $1.62 | · | $1.60 | $0.55 | $0.52 | · | $0.66 | $0.57 | $0.49 | · | $0.10 | $0.10 |
Valuation (TTM)
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.10B | · | $1.93B | $1.85B | $1.78B | · | $1.63B | $1.56B | $1.50B | · | $1.36B | $1.30B | $1.22B | · | $1.10B | $1.04B | |
| Net Income TTM | $151M | · | $185M | $506M | $493M | · | $482M | $163M | $155M | · | $197M | $169M | $144M | · | $29M | $28M | |
| Market Cap | $12.75B | · | $12.98B | $14.62B | $16.66B | · | $16.27B | $15.96B | $13.34B | · | $16.18B | $13.75B | $15.09B | · | $11.07B | $10.02B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $10.64B | $9.67B | |
| P/E | 87.8 | · | 72.2 | 29.2 | 34.1 | · | 34.0 | 97.2 | 86.0 | · | 82.9 | 82.0 | 105.0 | · | 383.0 | 348.1 | |
| P/S | 6.1 | · | 6.7 | 7.9 | 9.4 | · | 10.0 | 10.2 | 8.9 | · | 11.9 | 10.6 | 12.3 | · | 10.1 | 9.6 | |
| P/B | 5.2 | · | 4.7 | 5.3 | 6.2 | · | 6.4 | 7.4 | 6.5 | · | 8.5 | 7.6 | 8.9 | · | 7.5 | 7.1 | |
| P / Tangible Book | 13.1 | · | 9.4 | 10.4 | 12.5 | · | 13.6 | 20.6 | 19.3 | · | 29.6 | 31.3 | 40.9 | · | 99.3 | 265.3 | |
| P / Cash Flow | 41.6 | · | · | · | 61.8 | · | · | · | 57.8 | · | · | · | 112.7 | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 9.7 | 9.3 | |
| Earnings Yield | 1.1% | · | 1.4% | 3.4% | 2.9% | · | 2.9% | 1.0% | 1.2% | · | 1.2% | 1.2% | 0.95% | · | 0.26% | 0.29% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Revenue | $2.02B | $1.70B | $1.43B | $1.16B | $929M |
| Gross Margin % | 81.6% | 81.2% | 81.4% | 80.8% | 81.4% |
| Operating Margin % | 12.2% | 10.6% | 9.0% | 8.0% | 8.8% |
| Net Income | $163M | $484M | $155M | $108M | $52M |
| Diluted EPS | $0.54 | $1.59 | $0.52 | $0.37 | $0.18 |
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 0.0 | 0.2 |
| Current Ratio | 1.4 | 1.4 | 1.3 | 1.1 | 1.1 |
| Quick Ratio | 1.2 | 1.3 | 1.1 | 1.0 | 0.9 |
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $530M | $433M | $352M | $333M | $233M |
Institutional owners (13F) 651 filers · $15.0B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
651
Value held
$15.0B
New positions
105
Exited positions
81
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 105 (+5 vs prior Q) | 81 (-60 vs prior Q) | 220 (+1 vs prior Q) | 219 (-4 vs prior Q) | -818K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $1,534,655,642 | 34,950,026 | 10.22% | Shares |
| VANGUARD GROUP INC | $1,386,720,812 | 31,996,327 | 9.23% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $694,064,557 | 15,806,526 | 4.62% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $580,078,895 | 13,210,633 | 3.86% | Shares |
| Pictet Asset Management Holding SA | $560,435,317 | 12,762,198 | 3.73% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $506,229,258 | 11,528,792 | 3.37% | Shares |
| UBS Group AG | $493,703,139 | 11,243,524 | 3.29% | Shares |
| STATE STREET CORP | $410,085,871 | 9,339,108 | 2.73% | Shares |
| Starboard Value LP | $389,336,446 | 8,866,692 | 2.59% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $365,219,968 | 8,317,467 | 2.43% | Shares |
| FIRST TRUST ADVISORS LP | $337,895,816 | 7,695,192 | 2.25% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $335,514,830 | 7,639,513 | 2.23% | Shares |
| Amundi | $289,095,931 | 6,583,829 | 1.92% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $264,611,671 | 6,026,228 | 1.76% | Shares |
| BARCLAYS PLC | $207,513,566 | 4,725,884 | 1.38% | Shares |
| AMERICAN CENTURY COMPANIES INC | $202,773,701 | 4,617,939 | 1.35% | Shares |
| EMINENCE CAPITAL, LP | $196,167,547 | 5,304,693 | 1.31% | Shares |
| JANUS HENDERSON GROUP PLC | $187,225,155 | 5,062,820 | 1.25% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $186,583,645 | 4,249,229 | 1.24% | Shares |
| RGM Capital, LLC | $178,028,932 | 4,107,728 | 1.19% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $175,290,487 | 4,740,143 | 1.17% | Shares |
| D. E. Shaw & Co., Inc. | $171,530,375 | 3,906,408 | 1.14% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $169,393,407 | 3,857,741 | 1.13% | Shares |
| BANK OF AMERICA CORP /DE/ | $167,279,490 | 3,809,599 | 1.11% | Shares |
| FIL Ltd | $156,868,080 | 3,572,491 | 1.04% | Shares |
| AMERIPRISE FINANCIAL INC | $148,416,517 | 3,380,014 | 0.99% | Shares |
| JANE STREET GROUP, LLC | $146,156,411 | 3,328,545 | 0.97% | Shares |
| GOLDMAN SACHS GROUP INC | $133,910,493 | 3,049,658 | 0.89% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $127,649,954 | 2,906,957 | 0.85% | Shares |
| Assenagon Asset Management S.A. | $122,498,976 | 2,789,774 | 0.82% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $119,753,855 | 2,727,257 | 0.80% | Shares |
| Bank of New York Mellon Corp | $114,885,159 | 2,616,378 | 0.76% | Shares |
| NORTHERN TRUST CORP | $105,613,957 | 2,405,237 | 0.70% | Shares |
| DEUTSCHE BANK AG\ | $105,471,907 | 2,402,002 | 0.70% | Shares |
| MORGAN STANLEY | $92,733,563 | 2,111,899 | 0.62% | Shares |
| TWO SIGMA INVESTMENTS, LP | $91,722,413 | 2,088,873 | 0.61% | Shares |
| Quantinno Capital Management LP | $86,692,567 | 1,974,324 | 0.58% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $82,113,105 | 1,870,032 | 0.55% | Shares |
| MILLENNIUM MANAGEMENT LLC | $79,922,918 | 1,820,153 | 0.53% | Shares |
| JPMORGAN CHASE & CO | $78,069,491 | 1,751,097 | 0.52% | Shares |
| Nearwater Capital Markets, Ltd | $77,720,700 | 1,770,000 | 0.52% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $71,818,625 | 1,635,587 | 0.48% | Shares |
| ALLIANCEBERNSTEIN L.P. | $71,579,080 | 1,935,616 | 0.48% | Shares |
| BAMCO INC /NY/ | $68,926,142 | 1,569,714 | 0.46% | Shares |
| Robeco Institutional Asset Management B.V. | $68,735,575 | 1,565,374 | 0.46% | Shares |
| Nuveen, LLC | $66,464,196 | 1,513,646 | 0.44% | Shares |
| BROWN ADVISORY INC | $62,262,299 | 1,417,953 | 0.41% | Shares |
| Point72 Asset Management, L.P. | $62,035,916 | 1,412,797 | 0.41% | Shares |
| RAYMOND JAMES FINANCIAL INC | $60,025,540 | 1,367,013 | 0.40% | Shares |
| AMERICAN CAPITAL MANAGEMENT INC | $58,506,957 | 1,332,429 | 0.39% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| PICTET ASSET MANAGEMENT SA ×6 filings | Sept. 25, 2026 | 4.90% | Amendment | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 26 insiders · 11 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Rick M Mcconnell | Chief Executive Officer | Sept. 5, 2026 M | 272,702 | 0 | 3 | $-4,399,007 |
| John Van Siclen | Chief Executive Officer | Nov. 16, 2021 S | 345,569 | 0 | 0 | $0 |
| James M Benson | EVP, CFO and Treasurer | Sept. 15, 2026 M | 194,213 | 0 | 0 | $0 |
| Kevin C Burns | CFO and Treasurer | Aug. 16, 2022 S | 127,508 | 0 | 0 | $0 |
| Bernd Greifeneder | EVP, Chief Technology Officer | Sept. 18, 2026 S | 904,846 | 0 | 13 | $-2,883,191 |
| Stephen A Mcmahon | EVP, Chief Customer Officer | Sept. 5, 2026 M | 26,526 | 1 | 0 | $107,250 |
| Daniel S. Yates | SVP, Chief Accounting Officer | Sept. 5, 2026 M | 36,696 | 0 | 1 | $-93,380 |
| Dan Zugelder | EVP, Chief Revenue Officer | Sept. 5, 2026 M | 67,868 | 0 | 2 | $-714,901 |
| Matthias Dollentz-Scharer | EVP, Chief Customer Officer | March 5, 2025 F | 89,137 | 0 | 0 | $0 |
| Alicia Allen | Chief Accounting Officer | Aug. 16, 2023 S | 89,367 | 0 | 0 | $0 |
| Stephen J. Pace | Chief Revenue Officer | June 12, 2023 M | 127,790 | 0 | 0 | $0 |
| Lisa M Campbell | Director | Sept. 4, 2026 M | 6,895 | 0 | 1 | $-11,193 |
| Amol Kulkarni | Director | Sept. 1, 2026 M | 14,318 | 0 | 0 | $0 |
| Chandrasekhar Thota | Director | Aug. 26, 2026 A | · | 0 | 0 | $0 |
| Frederick Daniel Streetman | Director | Aug. 26, 2026 A | · | 0 | 0 | $0 |
| Kirsten O. Wolberg | Director | Aug. 26, 2026 A | 27,982 | 0 | 0 | $0 |
| Stephen Eric Rowland | Director | Aug. 26, 2026 A | 24,982 | 0 | 0 | $0 |
| Michael L Capone | Director | Aug. 26, 2026 A | 50,582 | 0 | 0 | $0 |
| George Andrew Riedel | Director | Aug. 26, 2026 A | · | 0 | 0 | $0 |
| Jill A Ward | Director | Aug. 26, 2026 A | 44,722 | 0 | 0 | $0 |
| Stephen J Lifshatz | Director | Aug. 26, 2026 A | 40,582 | 0 | 0 | $0 |
| Seth Boro | Director | Aug. 23, 2023 A | 29,990 | 0 | 0 | $0 |
| Kenneth J. Virnig II | Director | Aug. 23, 2023 A | 29,990 | 0 | 0 | $0 |
| Ambika Gadre | Director | Aug. 24, 2022 A | 13,360 | 0 | 0 | $0 |
| Paul Andrew Zuber | Director | Feb. 25, 2022 S | 500 | 0 | 0 | $0 |
| James K. Lines | Director | March 11, 2021 S | 137,963 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 85 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| CVSM · Elevation Series Trust | 2.73% | 58,162 NS | July 31, 2026 | N-PORT |
| BUL · Pacer Funds Trust | 1.65% | 48,992 NS | July 31, 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 0.75% | 100,012 SH | Sept. 11, 2026 | Daily |
| RFG · Invesco Exchange-Traded Fund Trust | 0.69% | 39,377 SH | Oct. 1, 2026 | Daily |
| COWG · Pacer Funds Trust | 0.68% | 339,690 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.68% | 290,739 SH | Aug. 19, 2026 | Daily |
| IGV · iShares Trust | 0.52% | 1,349,896 SH | Sept. 11, 2026 | Daily |
| ISCG · iShares Trust | 0.50% | 92,707 SH | Sept. 11, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.49% | 36,150 NS | July 31, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.37% | 32,374 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.35% | 164,736 SH | Oct. 1, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.35% | 3,845,371 SH | Aug. 19, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.35% | 476,226 SH | Aug. 19, 2026 | Daily |
| FXL · First Trust Exchange-Traded AlphaDE… | 0.33% | 193,675 NS | July 31, 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.32% | 41,807 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.32% | 46,198 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.31% | 167,214 SH | Sept. 11, 2026 | Daily |
| PICB · Invesco Exchange-Traded Fund Trust … | 0.30% | 950,000 | Oct. 1, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.28% | 127,964 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.28% | 4,327 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.25% | 138,470 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.21% | 6,242 NS | July 31, 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 392,350 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.21% | 157,794 SH | Sept. 11, 2026 | Daily |
| KNCT · Invesco Exchange-Traded Fund Trust | 0.17% | 4,846 SH | Oct. 1, 2026 | Daily |
| TRFK · Pacer Funds Trust | 0.17% | 35,976 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.15% | 3,381,939 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.15% | 6,674,365 SH | Aug. 19, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 26,606 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.13% | 17,035 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.12% | 365,171 SH | Sept. 11, 2026 | Daily |
| ESSC · Strategy Shares | 0.12% | 971 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.11% | 1,213,552 SH | Sept. 11, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.11% | 488,258 NS | July 31, 2026 | N-PORT |
| PEXL · Pacer Funds Trust | 0.11% | 1,202 NS | July 31, 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.10% | 3,737,914 SH | Aug. 19, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.10% | 21,673 SH | Oct. 1, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.10% | 12,551 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.10% | 331,765 NS | July 31, 2026 | N-PORT |
| IWP · iShares Trust | 0.08% | 294,512 SH | Sept. 11, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.08% | 23,458 NS | July 31, 2026 | N-PORT |
| IYW · iShares Trust | 0.08% | 366,459 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 9,816 SH | Oct. 1, 2026 | Daily |
| IGM · iShares Trust | 0.07% | 138,490 SH | Sept. 11, 2026 | Daily |
| LRND · New York Life Investments ETF Trust | 0.06% | 5,211 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.05% | 23,959 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.04% | 457,251 NS | July 31, 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0.04% | 3,118 NS | July 31, 2026 | N-PORT |
| IUSG · iShares Trust | 0.04% | 263,039 SH | Sept. 11, 2026 | Daily |
| DSI · iShares Trust | 0.04% | 41,032 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.04% | 31,092 SH | Oct. 1, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.03% | 119,989 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.03% | 540,809 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.03% | 43,619 NS | July 31, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 147,276 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 14,694 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 20,100 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.02% | 205,774 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 12,723 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 392,046 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.02% | 81,306 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 9,257,464 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 49,349 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 24,757 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 66,926 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 53,375 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 81,465 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 258,965 SH | Aug. 19, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 82,273 SH | Aug. 19, 2026 | Daily |
| IWF · iShares Trust | 0.01% | 192,797 SH | Sept. 11, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VSDB · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VGMS · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| IJH · iShares Trust | · | 10,339,169 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 1,708,801 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 40,251 SH | Sept. 8, 2026 | Daily |
| BNDX · VANGUARD CHARLOTTE FUNDS | · | · | July 15, 2026 | Daily |
| VCEB · VANGUARD WORLD FUND | · | · | July 30, 2026 | Daily |
| ISCB · iShares Trust | · | 13,115 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 33,570 SH | Aug. 19, 2026 | Daily |
DT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 45 analysts
BUY
Median target
$61.00
+2.8%
13 28.9%
Strong Buy
21 46.7%
Buy
11 24.4%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
34 analysts · 2026-09-30Mean target $59.71 +0.7%
Now
Current price $59.32
Low$42.00
Mean$59.71
High$71.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| DT | $10.90B | 68.5 | 18.8% | 8.1% | 6.0% | 81.6% |
| ZM | · | 14.9 | 4.4% | 39.0% | 20.3% | 77.0% |
| IOT | $16.29B | -1402.5 | 29.6% | -0.56% | -0.69% | 76.7% |
| CRCL | · | -180.2 | 63.9% | · | · | · |
| NTNX | $16M | 11.4 | 12.4% | 52.8% | -2341.2% | 86.8% |
| U | $19.12B | -46.0 | 2.0% | -21.8% | -12.5% | 74.2% |
| BMNR | $10M | 3.3 | 84.1% | 5719.1% | 8.0% | · |
| PTC | $24.27B | 33.4 | 19.2% | 26.8% | 20.3% | 83.8% |
| FICO | $35.56B | 56.4 | 15.9% | 32.8% | -45.4% | · |
| TRMB | $18.49B | 44.5 | -2.6% | 11.8% | 7.4% | 69.1% |
| TYL | $21.86B | 63.0 | 9.1% | 13.5% | 8.6% | 46.5% |
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Source: SEC 10-Q filed Aug 5, 2026