Jones Financial Companies Lllp Acquires Shares of 35,009 Dollar Tree, Inc. $DLTR

Jones Financial Companies Lllp bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, Holdings Channel reports. The institutional investor bought 35,009 shares of the company’s stock, valued at approximately $4,030,000.

A number of other institutional investors have also recently modified their holdings of DLTR. Cullen Frost Bankers Inc. bought a new stake in shares of Dollar Tree during the 4th quarter valued at $25,000. Reflection Asset Management bought a new position in Dollar Tree in the 4th quarter worth $25,000. Covestor Ltd lifted its position in Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares in the last quarter. Basecamp Wealth Advisors LLC lifted its position in Dollar Tree by 59.9% during the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after purchasing an additional 97 shares in the last quarter. Finally, Wilkerson Advisory Group LLC lifted its position in Dollar Tree by 80.1% during the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after purchasing an additional 117 shares in the last quarter. 97.40% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have commented on DLTR. The Goldman Sachs Group cut Dollar Tree from a “neutral” rating to a “hold” rating in a research report on Wednesday, July 8th. Sanford C. Bernstein lifted their price objective on Dollar Tree from $124.00 to $127.00 and gave the company a “market perform” rating in a research report on Friday, July 31st. UBS Group reiterated a “buy” rating on shares of Dollar Tree in a research note on Monday, August 17th. Gordon Haskett raised 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. Finally, Benchmark initiated coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They set a “hold” rating on the stock. Ten investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, Dollar Tree presently has an average rating of “Hold” and an average target price of $123.41.

Dollar Tree Trading Up 4.0%

Shares of DLTR opened at $136.75 on Tuesday. The firm has a market cap of $26.28 billion, a P/E ratio of 21.37, a price-to-earnings-growth ratio of 1.50 and a beta of 0.64. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40. The company has a 50 day simple moving average of $124.40 and a two-hundred day simple moving average of $114.47.

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

Dollar Tree declared that its board has approved a stock repurchase plan on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in shares. This buyback authorization authorizes the company to reacquire up to 10.7% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s leadership believes its shares are undervalued.

About Dollar Tree

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.