Jefferies Financial Group Inc. Makes New Investment in Dollar Tree, Inc. $DLTR

Jefferies Financial Group Inc. purchased a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the second quarter, HoldingsChannel reports. The institutional investor purchased 45,560 shares of the company’s stock, valued at approximately $5,244,000.

Other institutional investors have also made changes to their positions in the company. Algert Global LLC boosted its stake in shares of Dollar Tree by 17.9% during the 2nd quarter. Algert Global LLC now owns 69,452 shares of the company’s stock valued at $7,995,000 after purchasing an additional 10,547 shares in the last quarter. Wealthfront Advisers LLC lifted its holdings in Dollar Tree by 13.7% in the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock worth $8,431,000 after buying an additional 9,288 shares during the period. Hanseatic Management Services Inc. purchased a new stake in Dollar Tree in the first quarter worth about $950,000. Arrowstreet Capital Limited Partnership boosted its position in Dollar Tree by 4.7% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,821,852 shares of the company’s stock valued at $224,106,000 after acquiring an additional 81,695 shares in the last quarter. Finally, AMG National Trust Bank purchased a new position in shares of Dollar Tree during the 2nd quarter worth approximately $2,257,000. 97.40% of the stock is owned by institutional investors and hedge funds.

Dollar Tree Price Performance

DLTR opened at $128.26 on Friday. The firm has a market cap of $24.65 billion, a PE ratio of 15.66, a P/E/G ratio of 1.39 and a beta of 0.64. The stock has a 50-day moving average price of $126.03 and a 200-day moving average price of $114.77. 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 0.86, a current ratio of 1.13 and a quick ratio of 0.39.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $1.15 by $1.55. The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. Dollar Tree’s revenue for the quarter was up 7.0% on a year-over-year basis. During the same period in the prior year, the firm posted $0.77 EPS. 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. Sell-side analysts predict that Dollar Tree, Inc. will post 7.13 earnings per share for the current fiscal year.

Dollar Tree declared that its Board of Directors has authorized a share buyback plan on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in outstanding shares. This buyback authorization authorizes the company to buy up to 10.7% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its shares are undervalued.

More Dollar Tree News

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

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. UBS Group increased their price objective on Dollar Tree from $145.00 to $150.00 and gave the stock a “buy” rating in a report on Friday. Piper Sandler decreased their price target on shares of Dollar Tree from $116.00 to $101.00 and set a “neutral” rating for the company in a research note on Tuesday, May 26th. Freedom Capital cut shares of Dollar Tree from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 28th. Guggenheim upped their price objective on shares of Dollar Tree from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Barclays downgraded shares of Dollar Tree from an “overweight” rating to a “strong sell” rating in a research note on Wednesday, July 8th. Ten equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $129.18.

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.