Loring Wolcott & Coolidge Fiduciary Advisors LLP MA bought a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,000 shares of the company’s stock, valued at approximately $684,000.
Several other hedge funds and other institutional investors also recently made changes to their positions in DLTR. Basecamp Wealth Advisors LLC boosted its stake in shares of Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after purchasing an additional 97 shares during the last quarter. Wilkerson Advisory Group LLC lifted its stake in Dollar Tree by 80.1% in 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. Valeo Financial Advisors LLC boosted its holdings in shares of Dollar Tree by 3.5% during the 2nd quarter. Valeo Financial Advisors LLC now owns 3,475 shares of the company’s stock worth $420,000 after buying an additional 118 shares in the last quarter. IFM Investors Pty Ltd boosted its holdings in shares of Dollar Tree by 0.3% during the 1st quarter. IFM Investors Pty Ltd now owns 39,090 shares of the company’s stock worth $4,281,000 after buying an additional 125 shares in the last quarter. Finally, Burney Co. boosted its holdings in shares of Dollar Tree by 1.9% during the 1st quarter. Burney Co. now owns 7,663 shares of the company’s stock worth $839,000 after buying an additional 145 shares in the last quarter. 97.40% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Dollar Tree
In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the firm’s stock in a transaction 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 transaction, the director directly owned 4,089 shares of the company’s stock, valued at approximately $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Robert Aflatooni sold 2,500 shares of the firm’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the transaction, the insider directly owned 24,820 shares in the company, valued at $3,127,568.20. This trade represents a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 7.10% of the company’s stock.
Wall Street Analyst Weigh In
Several brokerages have recently commented on DLTR. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $131.00 price objective on shares of Dollar Tree in a research report on Monday, August 31st. Piper Sandler boosted their target price on shares of Dollar Tree from $114.00 to $121.00 and gave the company a “neutral” rating in a research report on Monday, August 31st. Loop Capital upgraded shares of Dollar Tree from a “hold” rating to a “buy” rating and boosted their target price for the company from $130.00 to $140.00 in a research report on Thursday, October 1st. Sanford C. Bernstein reissued a “market perform” rating and set a $130.00 target price on shares of Dollar Tree in a research note on Friday, August 28th. Finally, Evercore set a $135.00 price target on shares of Dollar Tree in a report on Tuesday, September 29th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Dollar Tree currently has a consensus rating of “Hold” and a consensus price target of $133.14.
View Our Latest Research Report on DLTR
Dollar Tree Trading Down 0.3%
NASDAQ DLTR opened at $124.92 on Tuesday. The company has a market cap of $23.44 billion, a price-to-earnings ratio of 15.25, a P/E/G ratio of 1.16 and a beta of 0.71. Dollar Tree, Inc. has a 52 week low of $85.88 and a 52 week high of $142.40. The business has a 50 day moving average price of $121.95 and a 200-day moving average price of $117.28. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86.
Dollar Tree (NASDAQ:DLTR – Get Free Report) last issued its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period in the prior year, the firm earned $0.77 earnings per share. Dollar Tree’s revenue for the quarter 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, equities analysts expect that Dollar Tree, Inc. will post 7.93 earnings per share for the current fiscal year.
Dollar Tree declared that its Board of Directors has authorized a stock buyback plan on Thursday, July 2nd that allows the company to buy back $2.50 billion in outstanding shares. This repurchase authorization allows the company to reacquire up to 10.7% of its stock through open market purchases. Share repurchase plans are generally a sign that the company’s leadership believes its shares are undervalued.
Dollar Tree 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.
Featured Articles
- Five stocks we like better than Dollar Tree
- Comfort Systems Earnings: AI Slowdown or More Growth Ahead?
- Bristol Myers Squibb’s Cancer Breakthrough Could Have Implications Beyond Its Own Stock
- 5 Beaten-Down Growth Stocks Trading Like Value Plays as Cash Chases Mega-Caps
- Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
Want to see what other hedge funds are holding DLTR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dollar Tree, Inc. (NASDAQ:DLTR – Free Report).
Receive News & Ratings for Dollar Tree Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dollar Tree and related companies with MarketBeat.com's FREE daily email newsletter.
