HighTower Advisors LLC Boosts Stake in Dollar Tree, Inc. $DLTR

HighTower Advisors LLC grew its stake in Dollar Tree, Inc. (NASDAQ:DLTR) by 121.3% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 28,925 shares of the company’s stock after buying an additional 15,856 shares during the period. HighTower Advisors LLC’s holdings in Dollar Tree were worth $3,558,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. YANKCOM Partnership purchased a new position in shares of Dollar Tree in the fourth quarter worth $31,000. Elyxium Wealth LLC purchased a new position in shares of Dollar Tree in the fourth quarter worth $34,000. FNY Investment Advisers LLC purchased a new position in shares of Dollar Tree in the third quarter worth $37,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Dollar Tree in the fourth quarter worth $39,000. Finally, Smartleaf Asset Management LLC raised its holdings in shares of Dollar Tree by 90.5% in the third quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock worth $40,000 after buying an additional 201 shares during the last quarter. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Analyst Ratings Changes

DLTR has been the subject of a number of research analyst reports. Truist Financial decreased their price target on shares of Dollar Tree from $142.00 to $107.00 and set a “buy” rating for the company in a report on Wednesday. Sanford C. Bernstein increased their price objective on shares of Dollar Tree from $115.00 to $124.00 and gave the stock a “market perform” rating in a research note on Friday. Weiss Ratings lowered shares of Dollar Tree from a “hold (c)” rating to a “hold (c-)” rating in a research note on Wednesday, May 13th. Morgan Stanley increased their price objective on shares of Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a research note on Friday. Finally, The Goldman Sachs Group cut their price objective on shares of Dollar Tree from $115.00 to $105.00 and set a “sell” rating on the stock in a research note on Friday. Eight research analysts have rated the stock with a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat.com, Dollar Tree presently has a consensus rating of “Hold” and an average target price of $119.90.

Dollar Tree Stock Up 3.0%

DLTR stock opened at $116.44 on Friday. The firm has a market cap of $22.67 billion, a PE ratio of 18.19, a P/E/G ratio of 1.40 and a beta of 0.61. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.29 and a current ratio of 1.16. The firm’s fifty day moving average is $100.73 and its 200 day moving average is $114.02. Dollar Tree, Inc. has a one year low of $84.71 and a one year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings results on Thursday, May 28th. The company reported $1.74 EPS for the quarter, beating the consensus estimate of $1.53 by $0.21. The company had revenue of $4.98 billion for the quarter, compared to analyst estimates of $4.96 billion. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The firm’s revenue was up 7.2% on a year-over-year basis. During the same quarter last year, the business earned $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, research analysts forecast that Dollar Tree, Inc. will post 6.79 EPS for the current year.

Dollar Tree News Roundup

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Dollar Tree reported first-quarter EPS of $1.74, beating expectations, with revenue of $4.98 billion also slightly ahead of forecasts. The company said demand remained solid as consumers continued trading down to value retailers. Dollar Tree, Inc. Reports First Quarter Results
• Positive Sentiment: Management raised FY2026 EPS guidance to $6.70-$7.10, above consensus, and also guided revenue higher than analysts expected, signaling better profitability and momentum ahead. Dollar Tree raises its annual profit forecast
• Positive Sentiment: The company’s new DoorDash partnership adds a growth angle by making Dollar Tree products available for on-demand delivery, which could help broaden customer access and boost sales. Dollar Tree Is Now On DoorDash
• Neutral Sentiment: Several analysts lifted price targets after the report, but ratings remained mixed, with upgrades in valuation expectations offset by continued caution from firms that still see limited upside at current levels. Goldman Sachs Adjusts Price Target on Dollar Tree
• Neutral Sentiment: Goldman Sachs kept a Sell rating, and other firms such as BNP Paribas Exane and Jefferies also stayed bearish, citing traffic and margin sustainability concerns despite the earnings beat. Corey Tarlowe Maintains Sell on Dollar Tree
• Negative Sentiment: Goldman Sachs and BNP Paribas Exane still see downside from the current price, and Goldman’s latest target cut reinforces the view that some analysts think the stock has moved ahead of fundamentals after the sharp post-earnings rally. Goldman Sachs Adjusts Price Target on Dollar Tree

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.