Y Intercept Hong Kong Ltd Takes $5.75 Million Position in Dollar Tree, Inc. $DLTR

Y Intercept Hong Kong Ltd bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 60,882 shares of the company’s stock, valued at approximately $5,745,000.

Several other large investors have also recently added to or reduced their stakes in DLTR. Versant Capital Management Inc raised its stake in Dollar Tree by 3.8% in the 3rd quarter. Versant Capital Management Inc now owns 2,867 shares of the company’s stock worth $271,000 after purchasing an additional 106 shares in the last quarter. Deseret Mutual Benefit Administrators increased its holdings in shares of Dollar Tree by 10.7% during the third quarter. Deseret Mutual Benefit Administrators now owns 1,122 shares of the company’s stock worth $106,000 after purchasing an additional 108 shares during the period. Applied Finance Capital Management LLC raised its position in shares of Dollar Tree by 2.6% in the second quarter. Applied Finance Capital Management LLC now owns 5,507 shares of the company’s stock valued at $545,000 after buying an additional 140 shares in the last quarter. Louisbourg Investments Inc. boosted its stake in shares of Dollar Tree by 0.3% in the third quarter. Louisbourg Investments Inc. now owns 45,304 shares of the company’s stock valued at $4,275,000 after buying an additional 144 shares during the period. Finally, Salomon & Ludwin LLC boosted its stake in shares of Dollar Tree by 46.1% in the third quarter. Salomon & Ludwin LLC now owns 504 shares of the company’s stock valued at $45,000 after buying an additional 159 shares during the period. Institutional investors own 97.40% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on DLTR shares. Truist Financial set a $156.00 price objective on Dollar Tree in a report on Friday, January 16th. Exane BNP Paribas downgraded Dollar Tree from a “hold” rating to a “strong sell” rating in a research note on Wednesday. Citigroup upped their price objective on shares of Dollar Tree from $124.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. BNP Paribas Exane downgraded shares of Dollar Tree to an “underperform” rating and set a $87.00 price objective on the stock. in a research note on Wednesday. Finally, Barclays boosted their target price on shares of Dollar Tree from $136.00 to $149.00 and gave the company an “overweight” rating in a research report on Thursday, January 8th. Eight equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and seven have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $120.10.

Dollar Tree Price Performance

Dollar Tree stock opened at $128.92 on Friday. The stock has a 50-day moving average price of $122.57 and a two-hundred day moving average price of $110.48. Dollar Tree, Inc. has a 12 month low of $61.80 and a 12 month high of $142.40. The company has a market capitalization of $25.64 billion, a PE ratio of -9.59, a P/E/G ratio of 1.91 and a beta of 0.74. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.09 by $0.12. The company had revenue of $4.75 billion during the quarter, compared to the consensus estimate of $4.70 billion. Dollar Tree had a positive return on equity of 30.23% and a negative net margin of 15.40%.The firm’s revenue was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.12 earnings per share. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. Analysts expect that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Insider Activity

In related news, insider Brent A. Beebe sold 2,200 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $124.65, for a total value of $274,230.00. Following the sale, the insider directly owned 13,740 shares in the company, valued at $1,712,691. This represents a 13.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 6.60% of the stock is owned by company insiders.

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.