Vest Financial LLC bought a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm bought 549,052 shares of the company’s stock, valued at approximately $62,603,000.
Several other institutional investors have also recently added to or reduced their stakes in DLTR. Cantor Fitzgerald Investment Advisors L.P. bought a new stake in Dollar Tree during the third quarter worth about $23,844,000. Hartford Financial Management Inc. bought a new position in shares of Dollar Tree in the third quarter valued at approximately $164,000. Axxcess Wealth Management LLC bought a new position in shares of Dollar Tree in the third quarter valued at approximately $724,000. Crossmark Global Holdings Inc. raised its stake in shares of Dollar Tree by 476.0% in the third quarter. Crossmark Global Holdings Inc. now owns 98,549 shares of the company’s stock valued at $11,237,000 after acquiring an additional 81,440 shares during the last quarter. Finally, Arvest Investments Inc. acquired a new position in shares of Dollar Tree in the 3rd quarter worth approximately $1,160,000. 97.40% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
A number of equities research analysts recently commented on the company. Truist Financial increased their price target on Dollar Tree from $136.00 to $138.00 and gave the stock a “buy” rating in a research report on Tuesday, August 25th. Wall Street Zen raised Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Weiss Ratings upgraded Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, August 28th. Benchmark initiated coverage on Dollar Tree in a research report on Wednesday, July 8th. They issued a “hold” rating for the company. Finally, UBS Group boosted their price objective on Dollar Tree from $145.00 to $150.00 and gave the stock a “buy” rating in a research note on Friday, August 28th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Dollar Tree has a consensus rating of “Hold” and a consensus price target of $133.14.
View Our Latest Stock Analysis on Dollar Tree
Insider Activity at Dollar Tree
In related news, insider Robert Aflatooni sold 2,500 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $126.01, for a total value of $315,025.00. Following the completion of the transaction, the insider owned 24,820 shares in the company, valued at $3,127,568.20. The trade was a 9.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Stephanie Stahl sold 1,185 shares of the company’s stock in a transaction on Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following the transaction, the director directly owned 4,089 shares in the company, valued at approximately $537,580.83. This represents a 22.47% decrease in their position. The SEC filing for this sale provides additional information. 7.10% of the stock is owned by corporate insiders.
Dollar Tree Stock Up 0.4%
Shares of NASDAQ:DLTR opened at $125.48 on Thursday. Dollar Tree, Inc. has a 12 month low of $85.88 and a 12 month high of $142.40. The company’s 50-day moving average price is $122.04 and its two-hundred day moving average price is $115.19. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. The firm has a market cap of $23.54 billion, a P/E ratio of 15.32, a P/E/G ratio of 1.16 and a beta of 0.71.
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, beating the consensus estimate of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter last year, the company posted $0.77 EPS. The company’s quarterly revenue was up 7.0% compared to the same quarter last year. 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 forecast that Dollar Tree, Inc. will post 7.93 EPS for the current fiscal year.
Dollar Tree announced that its board has approved a stock buyback plan on Thursday, July 2nd that permits the company to repurchase $2.50 billion in shares. This repurchase authorization permits the company to repurchase up to 10.7% of its stock through open market purchases. Share repurchase plans are generally a sign that the company’s board believes its stock is undervalued.
Dollar Tree Company Profile
Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.
The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.
Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.
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