Yousif Capital Management LLC raised its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 429.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 110,258 shares of the company’s stock after acquiring an additional 89,437 shares during the quarter. Yousif Capital Management LLC owned approximately 0.06% of Dollar Tree worth $12,572,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also bought and sold shares of DLTR. Basecamp Wealth Advisors LLC lifted its position in shares of Dollar Tree by 59.9% in the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after acquiring an additional 97 shares in the last quarter. EFG International AG purchased a new stake in shares of Dollar Tree during the second quarter worth about $30,000. Wilkerson Advisory Group LLC grew its position in shares of Dollar Tree by 80.1% during the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after purchasing an additional 117 shares in the last quarter. Keating Financial Advisory Services Inc. purchased a new stake in shares of Dollar Tree during the second quarter worth about $33,000. Finally, Trust Co. of Vermont bought a new stake in Dollar Tree during the 2nd quarter valued at approximately $36,000. 97.40% of the stock is owned by institutional investors.
Insider Buying and Selling
In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of Dollar Tree stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following the sale, the director owned 4,089 shares of the company’s stock, valued at $537,580.83. The trade was a 22.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of the company’s stock in a transaction that occurred on 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 directly owned 24,820 shares in the company, valued at $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. 7.10% of the stock is currently owned by corporate insiders.
Wall Street Analysts Forecast Growth
A number of research firms recently commented on DLTR. Wells Fargo & Company boosted their price target on Dollar Tree from $145.00 to $155.00 and gave the stock an “overweight” rating in a report on Monday, August 17th. Guggenheim upped their price target on Dollar Tree from $135.00 to $145.00 and gave the stock a “buy” rating in a research note on Tuesday, August 25th. BMO Capital Markets reaffirmed a “market perform” rating and set a $135.00 price objective on shares of Dollar Tree in a report on Friday, August 28th. Benchmark started coverage on shares of Dollar Tree in a research report on Wednesday, July 8th. They set a “hold” rating on the stock. Finally, UBS Group boosted their target price on shares of Dollar Tree from $145.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, August 28th. Eleven analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two 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 $133.14.
Get Our Latest Stock Report on DLTR
Dollar Tree Trading Down 4.4%
Shares of Dollar Tree stock opened at $125.31 on Friday. The firm has a market cap of $23.51 billion, a price-to-earnings ratio of 15.30, a PEG ratio of 1.16 and a beta of 0.71. The business has a 50-day moving average price of $121.99 and a 200-day moving average price of $115.42. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. Dollar Tree, Inc. has a twelve month low of $85.88 and a twelve month high of $142.40.
Dollar Tree (NASDAQ:DLTR – Get Free Report) last issued its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate 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 return on equity of 38.61% and a net margin of 8.03%. The business’s revenue was up 7.0% compared to the same quarter last year. During the same period in the previous year, the firm 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. Equities research analysts anticipate that Dollar Tree, Inc. will post 7.93 EPS for the current fiscal year.
Dollar Tree declared that its board has authorized a share repurchase plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the company to reacquire up to 10.7% of its shares through open market purchases. Share repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.
Dollar Tree Profile
Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.
The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.
Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.
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