Dollar Tree, Inc. $DLTR is Live Oak Private Wealth LLC’s 8th Largest Position

Live Oak Private Wealth LLC trimmed its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 3.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 149,182 shares of the company’s stock after selling 6,070 shares during the period. Dollar Tree comprises about 2.3% of Live Oak Private Wealth LLC’s portfolio, making the stock its 8th largest position. Live Oak Private Wealth LLC owned approximately 0.08% of Dollar Tree worth $16,337,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in DLTR. EdgePoint Investment Group Inc. lifted its position in shares of Dollar Tree by 2.9% during the third quarter. EdgePoint Investment Group Inc. now owns 11,138,183 shares of the company’s stock valued at $1,051,110,000 after buying an additional 312,382 shares during the last quarter. State Street Corp grew its holdings in Dollar Tree by 3.5% in the third quarter. State Street Corp now owns 9,421,856 shares of the company’s stock worth $889,141,000 after purchasing an additional 319,938 shares during the last quarter. Primecap Management Co. CA lifted its holdings in shares of Dollar Tree by 6.8% during the 3rd quarter. Primecap Management Co. CA now owns 4,194,049 shares of the company’s stock valued at $395,792,000 after purchasing an additional 268,539 shares during the last quarter. Alliancebernstein L.P. increased its position in Dollar Tree by 4.8% during the 3rd quarter. Alliancebernstein L.P. now owns 3,926,586 shares of the company’s stock valued at $370,552,000 after buying an additional 180,364 shares in the last quarter. Finally, Invesco Ltd. increased its position in Dollar Tree by 1.5% during the 4th quarter. Invesco Ltd. now owns 2,719,303 shares of the company’s stock valued at $334,501,000 after buying an additional 39,506 shares in the last quarter. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Dollar Tree Price Performance

Shares of NASDAQ DLTR opened at $119.35 on Thursday. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.39 and a current ratio of 1.16. The firm has a fifty day moving average of $102.66 and a 200 day moving average of $114.78. The firm has a market cap of $22.94 billion, a PE ratio of 18.65, a PEG ratio of 1.30 and a beta of 0.66. 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 earnings results on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.21. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The business had revenue of $4.98 billion for the quarter, compared to the consensus estimate of $4.96 billion. During the same quarter last year, the business posted $1.26 earnings per share. The business’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. As a group, research analysts predict that Dollar Tree, Inc. will post 6.98 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Citigroup dropped their price target on Dollar Tree from $132.00 to $125.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 17th. Wall Street Zen raised shares of Dollar Tree from a “hold” rating to a “buy” rating in a research report on Saturday, June 6th. Morgan Stanley upped their price target on shares of Dollar Tree from $126.00 to $130.00 and gave the company an “equal weight” rating in a research note on Friday, May 29th. Freedom Capital downgraded shares of Dollar Tree from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 28th. Finally, The Goldman Sachs Group lowered their price target on Dollar Tree from $115.00 to $105.00 and set a “sell” rating for the company in a research report on Friday, May 29th. Eight investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $119.48.

Dollar Tree Company 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.