NewEdge Wealth LLC Takes Position in Dollar Tree, Inc. $DLTR

Posted by Brian Himes on Aug 22nd, 2026

NewEdge Wealth LLC bought a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 7,502 shares of the company’s stock, valued at approximately $864,000.

Several other large investors have also added to or reduced their stakes in the stock. Cullen Frost Bankers Inc. bought a new position in Dollar Tree in the 4th quarter worth $25,000. Reflection Asset Management bought a new stake in shares of Dollar Tree during the 4th quarter valued at about $25,000. Covestor Ltd boosted its stake in shares of Dollar Tree by 60.9% during the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares in the last quarter. Basecamp Wealth Advisors LLC increased its position in shares of Dollar Tree by 59.9% during the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after buying an additional 97 shares during the period. Finally, Wilkerson Advisory Group LLC increased its position in shares of Dollar Tree by 80.1% during the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after buying an additional 117 shares during the period. Institutional investors own 97.40% of the company’s stock.

Dollar Tree Trading Up 2.4%

Shares of NASDAQ DLTR opened at $131.48 on Friday. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39. The firm has a 50-day moving average of $123.93 and a 200 day moving average of $114.37. The stock has a market cap of $25.27 billion, a P/E ratio of 20.54, a price-to-earnings-growth ratio of 1.47 and a beta of 0.64.

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

Dollar Tree declared that its board has authorized a share buyback plan on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in shares. This buyback authorization authorizes the company to reacquire up to 10.7% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on DLTR shares. Jefferies Financial Group raised shares of Dollar Tree from a “moderate sell” rating to a “buy” rating in a research note on Wednesday, July 8th. BNP Paribas Exane upped their target price on Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a report on Friday, May 29th. The Goldman Sachs Group lowered Dollar Tree from a “neutral” rating to a “hold” rating in a research report on Wednesday, July 8th. Bank of America restated an “underperform” rating on shares of Dollar Tree in a research note on Thursday, May 28th. Finally, Freedom Capital lowered Dollar Tree from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 28th. Ten analysts have rated the stock with a Buy rating, twelve have given a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $123.41.

Get Our Latest Analysis on Dollar Tree

Dollar Tree 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.