PenderFund Capital Management Ltd. Makes New $2.25 Million Investment in Dollar Tree, Inc. $DLTR

PenderFund Capital Management Ltd. acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 18,634 shares of the company’s stock, valued at approximately $2,254,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. bought a new stake in Dollar Tree during the 2nd quarter valued at $2,643,741,000. Pzena Investment Management LLC bought a new position in shares of Dollar Tree in the second quarter worth $1,176,661,000. State Street Corp grew its stake in shares of 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 in the last quarter. Primecap Management Co. CA acquired a new position in shares of Dollar Tree during the second quarter valued at $455,845,000. Finally, Alliancebernstein L.P. raised its stake in shares of Dollar Tree by 176.9% during the second quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock valued at $371,026,000 after purchasing an additional 2,393,172 shares in the last quarter. 97.40% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

DLTR has been the subject of several research analyst reports. Gordon Haskett raised shares of Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price objective for the company in a report on Thursday, June 4th. Sanford C. Bernstein boosted their price target on shares of Dollar Tree from $124.00 to $127.00 and gave the stock a “market perform” rating in a research report on Friday, July 31st. Weiss Ratings raised shares of Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, June 18th. Wall Street Zen upgraded shares of Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Finally, Morgan Stanley raised their price objective 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. Ten research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $125.27.

Dollar Tree Stock Performance

NASDAQ:DLTR opened at $127.00 on Friday. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40. The company has a current ratio of 1.16, a quick ratio of 0.39 and a debt-to-equity ratio of 0.84. The company has a 50-day moving average of $125.70 and a 200-day moving average of $114.67. The firm has a market cap of $24.41 billion, a price-to-earnings ratio of 19.84, a price-to-earnings-growth ratio of 1.51 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last released its earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period in the previous year, the firm earned $0.77 EPS. The business’s revenue for the quarter was up 7.0% on a year-over-year basis. 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. Analysts forecast that Dollar Tree, Inc. will post 6.99 earnings per share for the current fiscal year.

Dollar Tree announced that its Board of Directors has approved a share 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 stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its shares are undervalued.

Key Stories Impacting Dollar Tree

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

• Positive Sentiment: Strong second-quarter results: Fiscal Q2 revenue increased 7% year over year to approximately $4.9 billion, surpassing estimates, while adjusted EPS reached $2.70 versus the $1.15 consensus. Comparable-store sales rose 3.7%, supported by a 0.4% increase in traffic and a 3.3% increase in average ticket. Dollar Tree Reports Strong Second Quarter Results
• Positive Sentiment: Full-year outlook raised: Dollar Tree increased fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10 and projected revenue of $20.5 billion–$20.7 billion. Margin gains from improved markups, lower freight costs and reduced shrinkage also supported the quarter. Dollar Tree Lifts Earnings Outlook
• Neutral Sentiment: Broadening customer base: Dollar Tree said it continues to attract middle- and higher-income shoppers seeking value amid inflation and elevated household costs. Higher gas prices may further support discount-store demand, although they can also pressure consumer budgets. Dollar Tree Attracts Higher-Income Customers
• Negative Sentiment: Weak third-quarter forecast overshadowed the beat: Management projected Q3 EPS of $0.80–$0.95, well below analysts’ $1.40 consensus, despite expected revenue of $5.0 billion–$5.1 billion. Investors also cited tariff-related reinvestment costs and higher fuel prices as threats to margins. Dollar Tree Discusses Fuel Price Headwinds

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.