Dollar Tree, Inc. $DLTR is EdgePoint Investment Group Inc.’s 3rd Largest Position

Posted by Francis Steltz on Jul 28th, 2026

EdgePoint Investment Group Inc. reduced its holdings in Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 4.0% during the first quarter, Holdings Channel.com reports. The fund owned 8,306,467 shares of the company’s stock after selling 348,411 shares during the quarter. Dollar Tree accounts for 7.3% of EdgePoint Investment Group Inc.’s investment portfolio, making the stock its 3rd largest holding. EdgePoint Investment Group Inc.’s holdings in Dollar Tree were worth $909,641,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Empowered Funds LLC boosted its position in shares of Dollar Tree by 1,536.1% during the 1st quarter. Empowered Funds LLC now owns 92,519 shares of the company’s stock valued at $10,132,000 after acquiring an additional 86,864 shares during the last quarter. Quantinno Capital Management LP increased its position in shares of Dollar Tree by 85.4% in the first quarter. Quantinno Capital Management LP now owns 723,031 shares of the company’s stock worth $79,179,000 after purchasing an additional 333,101 shares during the last quarter. Lazard Asset Management LLC increased its position in shares of Dollar Tree by 15.5% in the first quarter. Lazard Asset Management LLC now owns 39,380 shares of the company’s stock worth $4,313,000 after purchasing an additional 5,280 shares during the last quarter. OMERS ADMINISTRATION Corp raised its stake in Dollar Tree by 38.3% in the first quarter. OMERS ADMINISTRATION Corp now owns 25,290 shares of the company’s stock valued at $2,770,000 after purchasing an additional 7,000 shares in the last quarter. Finally, Lombard Odier Asset Management Switzerland SA bought a new stake in Dollar Tree during the first quarter valued at approximately $361,000. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on DLTR shares. UBS Group restated a “buy” rating on shares of Dollar Tree in a research report on Friday, July 10th. Raymond James Financial upgraded Dollar Tree from a “market perform” rating to an “outperform” rating and set a $140.00 price objective for the company in a report on Wednesday, July 8th. Morgan Stanley boosted their target price on Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, May 29th. Truist Financial decreased their price target on shares of Dollar Tree from $142.00 to $107.00 and set a “buy” rating on the stock in a research note on Wednesday, May 27th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Dollar Tree from $160.00 to $170.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Ten research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, Dollar Tree currently has an average rating of “Hold” and an average price target of $122.68.

Read Our Latest Analysis on Dollar Tree

Dollar Tree Stock Performance

NASDAQ:DLTR opened at $125.54 on Tuesday. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The firm’s fifty day simple moving average is $114.76 and its 200 day simple moving average is $114.46. The stock has a market cap of $24.13 billion, a P/E ratio of 19.62, a price-to-earnings-growth ratio of 1.37 and a beta of 0.65. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40.

Dollar Tree (NASDAQ:DLTR – Get Free Report) last posted its quarterly earnings data on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.21. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The business had revenue of $4.98 billion for the quarter, compared to analysts’ expectations of $4.96 billion. During the same period in the previous year, the firm posted $1.26 EPS. The business’s revenue was up 7.2% on a year-over-year basis. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, research analysts predict that Dollar Tree, Inc. will post 7 EPS for the current year.

Dollar Tree declared that its Board of Directors has approved a stock repurchase plan on Thursday, July 2nd that permits the company to buyback $2.50 billion in shares. This buyback authorization permits the company to reacquire up to 10.7% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s management believes its stock is undervalued.

About Dollar Tree

(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.