Jefferies Financial Group Inc. purchased a new stake 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 purchased 14,538 shares of the company’s stock, valued at approximately $1,758,000.
A number of other hedge funds also recently modified their holdings of the business. BlackRock Inc. bought a new stake in shares of Dollar Tree in the second quarter worth $2,643,741,000. Pzena Investment Management LLC bought a new position in Dollar Tree during the 2nd quarter worth $1,176,661,000. Primecap Management Co. CA acquired a new stake in shares of Dollar Tree in the second quarter valued at about $455,845,000. Bank of America Corp DE acquired a new stake in shares of Dollar Tree in the second quarter valued at about $385,350,000. Finally, Alliancebernstein L.P. raised its position in shares of Dollar Tree by 176.9% during the second quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after acquiring an additional 2,393,172 shares during the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.
Wall Street Analysts Forecast Growth
DLTR has been the subject of a number of analyst reports. Gordon Haskett upgraded Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price target for the company in a research note on Thursday, June 4th. JPMorgan Chase & Co. lifted their target price on Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Piper Sandler decreased their price target on Dollar Tree from $116.00 to $101.00 and set a “neutral” rating for the company in a report on Tuesday, May 26th. Evercore raised Dollar Tree from a “hold” rating to an “outperform” rating in a research report on Wednesday, July 8th. Finally, Raymond James Financial restated an “outperform” rating and set a $145.00 price objective on shares of Dollar Tree in a research note on Friday. Ten analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, Dollar Tree presently has an average rating of “Hold” and a consensus price target of $129.18.
Dollar Tree Stock Performance
Shares of DLTR opened at $128.26 on Friday. The stock has a 50 day moving average of $126.03 and a 200 day moving average of $114.77. The company has a market capitalization of $24.65 billion, a price-to-earnings ratio of 15.66, a PEG ratio of 1.40 and a beta of 0.64. Dollar Tree, Inc. has a 12 month low of $84.71 and a 12 month high of $142.40. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86.
Dollar Tree (NASDAQ:DLTR – Get Free Report) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the previous year, the firm earned $0.77 earnings per share. The business’s revenue was up 7.0% on a year-over-year basis. 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, sell-side analysts forecast that Dollar Tree, Inc. will post 7.13 earnings per share for the current year.
Dollar Tree announced that its Board of Directors has approved a stock repurchase program on Thursday, July 2nd that authorizes the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization authorizes the company to reacquire up to 10.7% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board believes its stock is undervalued.
Dollar Tree News Roundup
Here are the key news stories impacting Dollar Tree this week:
- Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
- Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
- Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
- Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
- Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind
Dollar Tree Profile
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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