Dollar Tree, Inc. $DLTR Shares Bought by Fulcrum Asset Management LLP

Posted by Brenda Bartman on Nov 9th, 2026

Fulcrum Asset Management LLP increased its holdings in Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 112,026.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 71,761 shares of the company’s stock after buying an additional 71,697 shares during the period. Fulcrum Asset Management LLP’s holdings in Dollar Tree were worth $7,818,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the stock. Basecamp Wealth Advisors LLC boosted its position in Dollar Tree by 59.9% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after acquiring an additional 97 shares in the last quarter. Wilkerson Advisory Group LLC increased its holdings in shares of Dollar Tree by 80.1% in the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after acquiring an additional 117 shares during the period. EFG International AG bought a new position in shares of Dollar Tree in the 2nd quarter worth $30,000. Keating Financial Advisory Services Inc. bought a new position in shares of Dollar Tree in the 2nd quarter worth $33,000. Finally, Trust Co. of Vermont bought a new position in shares of Dollar Tree in the 2nd quarter worth $36,000. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Stock Performance

Shares of DLTR opened at $131.14 on Monday. The stock has a 50-day moving average of $122.33 and a two-hundred day moving average of $117.13. Dollar Tree, Inc. has a one year low of $85.88 and a one year high of $148.54. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.39 and a current ratio of 1.13. The stock has a market cap of $24.61 billion, a P/E ratio of 16.01, a P/E/G ratio of 1.22 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR – Get Free Report) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The company’s revenue was up 7.0% on a year-over-year basis. During the same period in the prior year, the company earned $0.77 earnings per share. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. As a group, research analysts predict that Dollar Tree, Inc. will post 7.92 EPS for the current year.

Insider Transactions at Dollar Tree

In related news, insider Robert Aflatooni sold 2,500 shares of Dollar Tree stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the sale, the insider owned 24,820 shares of the company’s stock, valued at $3,127,568.20. The trade was a 9.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Stephanie Stahl sold 1,185 shares of the company’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $131.47, for a total value of $155,791.95. Following the completion of the sale, the director owned 4,089 shares in the company, valued at approximately $537,580.83. This represents a 22.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 7.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Sanford C. Bernstein restated a “market perform” rating and set a $130.00 price objective on shares of Dollar Tree in a research note on Friday, August 28th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $131.00 target price on shares of Dollar Tree in a research note on Monday, August 31st. Weiss Ratings upgraded shares of Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 28th. Wall Street Zen upgraded shares of Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Finally, Evercore set a $135.00 price target on shares of Dollar Tree in a research report on Tuesday, September 29th. Ten research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $133.14.

Read Our Latest Report on Dollar Tree

About Dollar Tree

(Free Report)

Dollar Tree, Inc is a discount retailer that sells everyday merchandise through stores operating under the Dollar Tree banner. Its assortment includes food, household and cleaning supplies, health and beauty products, toys, seasonal goods, party supplies and stationery. Many stores offer products at multiple price points.

The company traces its roots to a retail business founded in 1986 and later developed its Dollar Tree chain around value-priced merchandise. It operates primarily in the United States.

Dollar Tree completed the sale of its Family Dollar business in 2025, refocusing the company on its Dollar Tree stores.