Sequoia Financial Advisors LLC Acquires 19,665 Shares of Dollar Tree, Inc. $DLTR

Sequoia Financial Advisors LLC lifted its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 155.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 32,295 shares of the company’s stock after purchasing an additional 19,665 shares during the period. Sequoia Financial Advisors LLC’s holdings in Dollar Tree were worth $3,906,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the business. California State Teachers Retirement System increased its holdings in Dollar Tree by 13,223.3% in the second quarter. California State Teachers Retirement System now owns 34,952,131 shares of the company’s stock valued at $4,227,460,000 after purchasing an additional 34,689,793 shares during the period. BlackRock Inc. bought a new stake in shares of Dollar Tree in the 2nd quarter valued at about $2,643,741,000. Pzena Investment Management LLC bought a new stake in shares of Dollar Tree in the 2nd quarter valued at about $1,176,661,000. State Street Corp increased 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 valued at $889,141,000 after buying an additional 319,938 shares during the period. Finally, Primecap Management Co. CA acquired a new stake in shares of Dollar Tree in the second quarter valued at about $455,845,000. Institutional investors own 97.40% of the company’s stock.

Insider Activity at Dollar Tree

In other news, Director Stephanie Stahl sold 1,185 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the sale, the director owned 4,089 shares of the company’s stock, valued at $537,580.83. This trade represents a 22.47% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Robert Aflatooni sold 2,500 shares of Dollar Tree stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the sale, the insider owned 24,820 shares of the company’s stock, valued at $3,127,568.20. This represents a 9.15% decrease in their position. The SEC filing for this sale provides additional information. 7.10% of the stock is currently owned by insiders.

Dollar Tree Stock Performance

DLTR stock opened at $118.17 on Friday. The firm has a market cap of $22.17 billion, a PE ratio of 14.43, a price-to-earnings-growth ratio of 1.11 and a beta of 0.66. 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 stock has a 50-day moving average price of $127.27 and a 200-day moving average price of $114.65. Dollar Tree, Inc. has a 1-year low of $84.71 and a 1-year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the prior year, the company earned $0.77 EPS. The firm’s revenue for the quarter was up 7.0% compared to the same quarter last year. 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. As a group, equities research analysts expect that Dollar Tree, Inc. will post 7.95 earnings per share for the current year.

Dollar Tree announced that its board has approved 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 purchase up to 10.7% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s management believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. Evercore upgraded Dollar Tree from a “hold” rating to an “outperform” rating in a research report on Wednesday, July 8th. UBS Group increased their target price on shares of Dollar Tree from $145.00 to $150.00 and gave the company a “buy” rating in a research report on Friday, August 28th. Sanford C. Bernstein reissued a “market perform” rating and set a $130.00 target price on shares of Dollar Tree in a research report on Friday, August 28th. Raymond James Financial restated an “outperform” rating and set a $145.00 price target on shares of Dollar Tree in a report on Friday, August 28th. Finally, BNP Paribas Exane boosted their price target on shares of Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a research report on Friday, May 29th. Eleven investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Dollar Tree currently has a consensus rating of “Hold” and a consensus price target of $131.68.

More Dollar Tree News

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

• Positive Sentiment: Zacks Research increased its FY2028 EPS forecast to $7.89 from $7.67 and raised its FY2029 forecast to $8.86 from $8.62. Analysts also lifted estimates for Q1 2028, Q2 2028, Q4 2028 and Q1 2029, signaling stronger longer-term earnings expectations.
• Neutral Sentiment: The revisions leave Zacks’ projected FY2028 earnings only modestly above the current-year consensus estimate of $7.84. The changes may support investor confidence, but they do not represent a formal company guidance update.
• Neutral Sentiment: Reported short-interest data showed zero shares short and a zero-day days-to-cover ratio, providing no meaningful indication of short-seller pressure or potential short-covering demand.
• Negative Sentiment: Zacks Research lowered its Q4 2027 EPS forecast to $2.63 from $2.76 and cut its Q3 2028 forecast to $1.39 from $1.53. These reductions point to possible pressure on earnings in specific reporting periods.
• Negative Sentiment: An opinion article titled “3 reasons to avoid DLTR and 1 stock to buy instead” reflects a bearish view of Dollar Tree, although it is commentary rather than a new operating or financial disclosure. 3 reasons to avoid DLTR and 1 stock to buy instead

Dollar Tree Company Profile

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, seasonal items, toys, health and personal-care products, and other general merchandise. Product assortments may include both nationally recognized brands and private-label goods.

The company traces its origins to discount retail operations established in the 1950s and adopted the Dollar Tree name in the early 1990s.