Elevation Point Wealth Partners LLC Acquires New Holdings in Dollar Tree, Inc. $DLTR

Posted by on Jul 8th, 2026

Elevation Point Wealth Partners LLC bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor bought 5,616 shares of the company’s stock, valued at approximately $615,000.

Other hedge funds also recently modified their holdings of the company. Cullen Frost Bankers Inc. acquired a new stake in shares of Dollar Tree in the 4th quarter valued at $25,000. Reflection Asset Management acquired a new position in Dollar Tree during the fourth quarter worth $25,000. Covestor Ltd increased its position in Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after buying an additional 84 shares during the last quarter. YANKCOM Partnership bought a new position in Dollar Tree during the fourth quarter valued at about $31,000. Finally, DV Equities LLC acquired a new stake in shares of Dollar Tree in the fourth quarter worth about $32,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Price Performance

Shares of DLTR stock opened at $122.65 on Wednesday. Dollar Tree, Inc. has a 12 month low of $84.71 and a 12 month high of $142.40. The company has a market capitalization of $23.57 billion, a P/E ratio of 19.16, a P/E/G ratio of 1.39 and a beta of 0.65. The stock has a 50 day moving average of $106.10 and a two-hundred day moving average of $114.51. The company has a current ratio of 1.16, a quick ratio of 0.39 and a debt-to-equity ratio of 0.84.

Dollar Tree (NASDAQ:DLTR – Get Free Report) last issued its earnings results on Thursday, May 28th. The company reported $1.74 EPS for the quarter, beating analysts’ consensus estimates of $1.53 by $0.21. The business had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.Dollar Tree’s revenue was up 7.2% on a year-over-year basis. During the same period in the prior year, the company posted $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, equities analysts expect that Dollar Tree, Inc. will post 6.98 EPS for the current year.

Dollar Tree declared that its board has initiated a stock buyback program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the company to buy up to 10.7% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s leadership believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on DLTR. JPMorgan Chase & Co. upped their price target on Dollar Tree from $160.00 to $170.00 and gave the stock an “overweight” rating in a research note on Monday. Truist Financial reduced their target price on Dollar Tree from $142.00 to $107.00 and set a “buy” rating for the company in a report on Wednesday, May 27th. Evercore set a $140.00 target price on Dollar Tree in a research report on Monday, May 18th. UBS Group set a $124.00 price target on Dollar Tree in a report on Thursday, May 28th. Finally, Telsey Advisory Group reissued an “outperform” rating and issued a $150.00 price target on shares of Dollar Tree in a research report on Tuesday, March 17th. Eight equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $120.90.

Read Our Latest Stock Analysis on DLTR

Dollar Tree Company Profile

(Free Report)

Dollar Tree, Inc is a North American discount retailer that operates a portfolio of value-oriented store banners, primarily Dollar Tree and Family Dollar. The company’s stores offer a broad assortment of everyday items at low price points, including household essentials, food and snacks, health and beauty products, cleaning supplies, seasonal and party goods, home décor, and basic apparel. Dollar Tree’s merchandising strategy emphasizes high-turnover branded and private-label merchandise tailored to budget-conscious consumers, with Family Dollar complementing the chain by offering a wider range of price points and assortment depth in smaller-format neighborhood locations.

Founded in 1986 and headquartered in Chesapeake, Virginia, Dollar Tree has grown through both organic store openings and acquisitions.

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Institutional Ownership by Quarter for Dollar Tree (NASDAQ:DLTR)

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