5,053 Shares in Dollar Tree, Inc. $DLTR Purchased by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC purchased a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 5,053 shares of the company’s stock, valued at approximately $611,000.

Several other hedge funds have also bought and sold shares of the business. Cullen Frost Bankers Inc. bought a new position in Dollar Tree during the 4th quarter valued at approximately $25,000. Reflection Asset Management purchased a new stake in Dollar Tree during the 4th quarter valued at $25,000. Covestor Ltd lifted its holdings in Dollar Tree by 60.9% in the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after acquiring an additional 84 shares during the period. Basecamp Wealth Advisors LLC boosted its holdings in shares of Dollar Tree by 59.9% in the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock worth $28,000 after buying an additional 97 shares during the last quarter. Finally, Wilkerson Advisory Group LLC raised its holdings in Dollar Tree by 80.1% in the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after purchasing an additional 117 shares during the period. Institutional investors own 97.40% of the company’s stock.

Dollar Tree Trading Up 4.0%

Shares of NASDAQ:DLTR opened at $136.75 on Tuesday. The firm has a market capitalization of $26.28 billion, a P/E ratio of 21.37, a P/E/G ratio of 1.50 and a beta of 0.64. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39. The business’s 50-day moving average is $124.40 and its 200 day moving average is $114.47.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The business had revenue of $4.98 billion during the quarter, compared to analysts’ expectations of $4.96 billion. During the same quarter last year, the company posted $1.26 earnings per share. The business’s quarterly revenue was up 7.2% on a year-over-year basis. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, research analysts predict that Dollar Tree, Inc. will post 7.02 earnings per share for the current fiscal year.

Dollar Tree declared that its Board of Directors has initiated a share buyback plan on Thursday, July 2nd that authorizes the company to repurchase $2.50 billion in shares. This repurchase authorization authorizes the company to purchase up to 10.7% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. The Goldman Sachs Group lowered Dollar Tree from a “neutral” rating to a “hold” rating in a research note on Wednesday, July 8th. Wall Street Zen raised shares of Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday. Gordon Haskett upgraded shares of Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 target price for the company in a report on Thursday, June 4th. Barclays downgraded Dollar Tree from an “overweight” rating to a “strong sell” rating in a research report on Wednesday, July 8th. Finally, Guggenheim lifted their price target on shares of Dollar Tree from $130.00 to $135.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Ten analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $123.41.

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.