LSV Asset Management Sells 44,400 Shares of Dollar Tree, Inc. $DLTR

LSV Asset Management cut its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 21.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 161,200 shares of the company’s stock after selling 44,400 shares during the quarter. LSV Asset Management’s holdings in Dollar Tree were worth $15,212,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in DLTR. Root Financial Partners LLC acquired a new position in shares of Dollar Tree during the 3rd quarter worth $29,000. True Wealth Design LLC boosted its holdings in Dollar Tree by 372.5% in the second quarter. True Wealth Design LLC now owns 378 shares of the company’s stock worth $37,000 after purchasing an additional 298 shares in the last quarter. Smartleaf Asset Management LLC increased its position in Dollar Tree by 90.5% during the third quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock worth $40,000 after buying an additional 201 shares during the last quarter. Atlantic Union Bankshares Corp acquired a new position in Dollar Tree during the third quarter worth $41,000. Finally, MTM Investment Management LLC bought a new position in Dollar Tree during the second quarter valued at about $42,000. 97.40% of the stock is owned by institutional investors.

Dollar Tree Trading Down 1.8%

Shares of Dollar Tree stock opened at $126.06 on Friday. Dollar Tree, Inc. has a 1 year low of $61.80 and a 1 year high of $142.40. The company’s fifty day simple moving average is $126.89 and its 200-day simple moving average is $111.63. The company has a market cap of $25.07 billion, a price-to-earnings ratio of -9.37, a PEG ratio of 1.60 and a beta of 0.73. 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 earnings results on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, beating the consensus estimate of $1.09 by $0.12. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The firm had revenue of $4.75 billion during the quarter, compared to analysts’ expectations of $4.70 billion. During the same period in the prior year, the company earned $1.12 EPS. The business’s quarterly revenue was up 9.4% compared to the same quarter last year. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, sell-side analysts expect that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Analysts Set New Price Targets

DLTR has been the topic of a number of analyst reports. Piper Sandler reissued a “neutral” rating and set a $114.00 price objective (up previously from $108.00) on shares of Dollar Tree in a report on Thursday, December 4th. Barclays upped their target price on Dollar Tree from $136.00 to $149.00 and gave the stock an “overweight” rating in a research report on Thursday, January 8th. Jefferies Financial Group reissued an “underperform” rating and issued a $75.00 price target on shares of Dollar Tree in a research report on Wednesday, December 3rd. BNP Paribas Exane cut shares of Dollar Tree from a “hold” rating to an “underperform” rating and set a $87.00 price objective for the company. in a research note on Wednesday, January 21st. Finally, Evercore decreased their price objective on shares of Dollar Tree from $165.00 to $160.00 and set an “in-line” rating for the company in a report on Tuesday, February 3rd. Eight equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and seven have given a Sell rating to the stock. According to data from MarketBeat, Dollar Tree has a consensus rating of “Hold” and an average target price of $122.60.

Insider Buying and Selling at Dollar Tree

In related news, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $124.65, for a total transaction of $274,230.00. Following the transaction, the insider directly owned 13,740 shares in the company, valued at $1,712,691. The trade was 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 link. Insiders own 6.60% of the company’s stock.

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.