10,874 Shares in Dollar Tree, Inc. $DLTR Bought by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 2nd quarter, Holdings Channel.com reports. The firm acquired 10,874 shares of the company’s stock, valued at approximately $1,252,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. acquired a new position in Dollar Tree during the fourth quarter worth $25,000. Reflection Asset Management purchased a new position in shares of Dollar Tree in the fourth quarter valued at $25,000. Covestor Ltd raised its stake in shares of Dollar Tree by 60.9% during the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after buying an additional 84 shares during the last quarter. Basecamp Wealth Advisors LLC boosted its position in shares of Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock worth $28,000 after buying an additional 97 shares in the last quarter. Finally, Wilkerson Advisory Group LLC boosted its position in shares of Dollar Tree by 80.1% in the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after buying an additional 117 shares in the last quarter. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DLTR has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Dollar Tree from $99.00 to $102.00 and gave the stock a “hold” rating in a research report on Thursday, June 4th. Benchmark started coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They set a “hold” rating for the company. JPMorgan Chase & Co. lifted their price objective on Dollar Tree from $160.00 to $170.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. UBS Group increased their target price on Dollar Tree from $145.00 to $150.00 and gave the company a “buy” rating in a report on Friday. Finally, Guggenheim raised their price target on Dollar Tree from $135.00 to $145.00 and gave the stock a “buy” rating in a research report on Tuesday. Ten equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $129.18.

Dollar Tree News Roundup

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

Dollar Tree Price Performance

Dollar Tree stock opened at $128.26 on Friday. 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 quick ratio of 0.39 and a current ratio of 1.13. The firm has a 50 day moving average price of $126.03 and a 200 day moving average price of $114.77. The company has a market cap of $24.65 billion, a price-to-earnings ratio of 15.66, a PEG ratio of 1.40 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations 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 was up 7.0% compared to the same quarter last year. During the same period in the previous year, the company posted $0.77 earnings per share. 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 year.

Dollar Tree announced that its Board of Directors has initiated a share repurchase program on Thursday, July 2nd that authorizes the company to repurchase $2.50 billion in shares. This repurchase authorization authorizes the company to buy up to 10.7% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s management 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.