West Family Investments Inc. Invests $846,000 in Dollar Tree, Inc. $DLTR

West Family Investments Inc. purchased a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 6,996 shares of the company’s stock, valued at approximately $846,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. California State Teachers Retirement System increased its position in Dollar Tree by 13,223.3% during the 2nd quarter. California State Teachers Retirement System now owns 34,952,131 shares of the company’s stock worth $4,227,460,000 after buying an additional 34,689,793 shares during the period. BlackRock Inc. acquired a new position in shares of Dollar Tree in the second quarter valued at about $2,643,741,000. Pzena Investment Management LLC bought a new position in Dollar Tree during the second quarter worth about $1,176,661,000. State Street Corp increased its position in Dollar Tree by 3.5% during the third quarter. State Street Corp now owns 9,421,856 shares of the company’s stock worth $889,141,000 after acquiring an additional 319,938 shares during the period. Finally, Primecap Management Co. CA acquired a new stake in Dollar Tree in the 2nd quarter worth about $455,845,000. 97.40% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

DLTR has been the subject of a number of analyst reports. Gordon Haskett upgraded shares of Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price target for the company in a research report on Thursday, June 4th. Morgan Stanley lifted their price objective on Dollar Tree from $130.00 to $145.00 and gave the company an “equal weight” rating in a report on Friday, August 28th. Deutsche Bank Aktiengesellschaft upped their target price on Dollar Tree from $99.00 to $102.00 and gave the company a “hold” rating in a research report on Thursday, June 4th. BNP Paribas Exane raised their price target on Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a research report on Friday, May 29th. Finally, Guggenheim boosted their price target on Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, August 25th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $131.68.

Insider Buying and Selling at Dollar Tree

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following the completion of the transaction, the director directly owned 4,089 shares in the company, valued at approximately $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Robert Aflatooni sold 2,500 shares of the business’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $126.01, for a total value of $315,025.00. Following the sale, the insider owned 24,820 shares in the company, valued at approximately $3,127,568.20. This trade represents a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 7.10% of the company’s stock.

Dollar Tree Price Performance

NASDAQ DLTR traded down $7.38 during trading on Tuesday, hitting $124.04. 2,847,861 shares of the company’s stock were exchanged, compared to its average volume of 3,218,561. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86. The company has a market cap of $23.27 billion, a PE ratio of 15.15, a P/E/G ratio of 1.23 and a beta of 0.66. Dollar Tree, Inc. has a fifty-two week low of $84.71 and a fifty-two week high of $142.40. The stock’s 50 day moving average price is $127.55 and its two-hundred day moving average price is $114.85.

Dollar Tree (NASDAQ:DLTR) last issued its 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 analyst estimates of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The company’s quarterly revenue was up 7.0% on a year-over-year basis. During the same quarter last year, the business 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. Research analysts expect that Dollar Tree, Inc. will post 7.84 EPS for the current year.

Dollar Tree announced that its Board of Directors has authorized a stock repurchase program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization allows the company to reacquire up to 10.7% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is 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.