Legal & General Group Plc Makes New $159.95 Million Investment in Dollar Tree, Inc. $DLTR

Posted by Brian Himes on Aug 27th, 2026

Legal & General Group Plc acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,322,425 shares of the company’s stock, valued at approximately $159,947,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Cullen Frost Bankers Inc. bought a new stake in Dollar Tree during the fourth quarter valued at about $25,000. Reflection Asset Management purchased a new position in shares of Dollar Tree during the 4th quarter valued at about $25,000. Covestor Ltd lifted its position 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 buying an additional 84 shares in the last quarter. Basecamp Wealth Advisors LLC grew its stake in shares of 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 during the period. Finally, Wilkerson Advisory Group LLC grew its stake in shares of Dollar Tree by 80.1% during 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. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Dollar Tree Price Performance

DLTR stock opened at $132.18 on Thursday. Dollar Tree, Inc. has a one year low of $84.71 and a one year high of $142.40. The company’s fifty day moving average price is $125.40 and its 200-day moving average price is $114.65. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.39 and a current ratio of 1.16. The company has a market capitalization of $25.40 billion, a PE ratio of 20.65, a price-to-earnings-growth ratio of 1.53 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR – Get Free Report) last posted its earnings results 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. The company had revenue of $4.98 billion during the quarter, compared to analysts’ expectations of $4.96 billion. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. Dollar Tree’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period last year, the company posted $1.26 earnings per share. On average, equities analysts anticipate that Dollar Tree, Inc. will post 7.02 EPS for the current fiscal year.

Dollar Tree declared that its Board of Directors has authorized a share buyback 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 stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Dollar Tree News Summary

Here are the key news stories impacting Dollar Tree this week:

Positive Sentiment: Analyst support remains favorable. Truist raised its price target from $136 to $138 while maintaining a Buy rating, and Telsey Advisory initiated or reiterated a Buy view. These actions suggest analysts see additional upside after the company’s recent momentum. Truist Dollar Tree price target article Telsey Advisory Buy article
Positive Sentiment: Prior earnings momentum and potential for a beat are supporting sentiment. Dollar Tree’s latest reported quarter exceeded consensus estimates for both earnings and revenue, with sales growing year over year. Zacks is also highlighting the company among retailers that could outperform quarterly expectations, although this is a screening signal rather than a confirmed forecast. Zacks earnings article
Neutral Sentiment: Options traders expect substantial volatility. Options pricing implies a potential move of roughly 9% following the earnings release, indicating that investors anticipate a meaningful reaction to guidance, traffic, margins and consumer spending trends. Dollar Tree options volatility article
Negative Sentiment: Technical resistance and profit-taking may be limiting the stock. After a strong recent advance, technical analysts identify potential resistance near $141.50. Investors may be locking in gains or waiting for earnings confirmation, which helps explain the stock’s recent decrease despite positive analyst commentary. Dollar Tree technical analysis article

Analyst Ratings Changes

DLTR has been the subject of several analyst reports. BNP Paribas Exane raised their target price on shares of Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a research note on Friday, May 29th. Raymond James Financial upgraded shares of Dollar Tree from a “market perform” rating to an “outperform” rating and set a $140.00 price target for the company in a research report on Wednesday, July 8th. Truist Financial lifted their target price on shares of Dollar Tree from $136.00 to $138.00 and gave the company a “buy” rating in a research note on Tuesday. Benchmark began coverage on shares of Dollar Tree in a report on Wednesday, July 8th. They issued a “hold” rating for the company. Finally, Sanford C. Bernstein increased their price target on Dollar Tree from $124.00 to $127.00 and gave the stock a “market perform” rating in a research note on Friday, July 31st. Ten investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $125.27.

Check Out Our Latest Stock Analysis on DLTR

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.