24,042 Shares in Dollar Tree, Inc. $DLTR Acquired by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 24,042 shares of the company’s stock, valued at approximately $2,957,000.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. EdgePoint Investment Group Inc. lifted its stake in shares of Dollar Tree by 2.9% in the 3rd quarter. EdgePoint Investment Group Inc. now owns 11,138,183 shares of the company’s stock valued at $1,051,110,000 after acquiring an additional 312,382 shares during the last quarter. State Street Corp grew its position in Dollar Tree by 3.5% during the 3rd 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 last quarter. Primecap Management Co. CA grew its position in Dollar Tree by 6.8% during the 3rd quarter. Primecap Management Co. CA now owns 4,194,049 shares of the company’s stock worth $395,792,000 after acquiring an additional 268,539 shares during the last quarter. Alliancebernstein L.P. increased its holdings in Dollar Tree by 4.8% in the 3rd quarter. Alliancebernstein L.P. now owns 3,926,586 shares of the company’s stock worth $370,552,000 after purchasing an additional 180,364 shares in the last quarter. Finally, London Co. of Virginia increased its holdings in Dollar Tree by 51.0% in the 2nd quarter. London Co. of Virginia now owns 2,840,104 shares of the company’s stock worth $281,284,000 after purchasing an additional 958,925 shares in the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on DLTR shares. Evercore raised Dollar Tree to a “hold” rating in a research note on Tuesday, February 3rd. Rothschild & Co Redburn set a $165.00 price objective on Dollar Tree and gave the company a “buy” rating in a research note on Tuesday, February 17th. Telsey Advisory Group reiterated an “outperform” rating and issued a $150.00 price objective on shares of Dollar Tree in a report on Tuesday, March 17th. Piper Sandler reiterated a “neutral” rating and set a $116.00 target price (up from $114.00) on shares of Dollar Tree in a research report on Tuesday, March 17th. Finally, UBS Group boosted their target price on shares of Dollar Tree from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Eight equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and seven have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $123.24.

Dollar Tree Trading Up 3.6%

NASDAQ DLTR opened at $109.51 on Wednesday. The firm has a market capitalization of $21.61 billion, a PE ratio of 17.52, a price-to-earnings-growth ratio of 1.32 and a beta of 0.73. The business’s 50-day moving average price is $119.26 and its two-hundred day moving average price is $113.21. The company has a current ratio of 1.07, a quick ratio of 0.29 and a debt-to-equity ratio of 0.65. Dollar Tree, Inc. has a 12 month low of $61.87 and a 12 month high of $142.40.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data on Monday, March 16th. The company reported $2.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.53 by $0.03. The company had revenue of $5.45 billion during the quarter, compared to the consensus estimate of $5.46 billion. Dollar Tree had a return on equity of 32.24% and a net margin of 6.61%.The firm’s revenue was up 9.0% compared to the same quarter last year. During the same period last year, the company earned $2.11 earnings per share. On average, analysts expect that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Dollar Tree News Roundup

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

• Positive Sentiment: Zacks raised several medium‑/longer‑term estimates — including FY2027 (to $6.68) and FY2029 (to $8.37) — signaling analysts see stronger multi‑year earnings power, which supports a higher longer‑term valuation for DLTR.
• Positive Sentiment: Zacks also nudged up a number of quarterly estimates (e.g., Q3 2027 to $1.39, Q3 2028 to $1.57, Q4 2027 to $2.70, Q4 2028 to $3.02). These upward revisions suggest expected improvement in later quarters and may help investor confidence in earnings momentum.
• Positive Sentiment: Dollar Tree is investing in distribution and AI‑driven systems to modernize its supply chain — upgrades that can lower operating costs, improve in‑stock rates and support margin expansion over time. Dollar Tree makes distribution, tech upgrades
• Neutral Sentiment: Media coverage referencing Dollar Tree’s consumer‑spending exposure (including commentary in an investor newsletter) may influence sentiment but doesn’t introduce new financials or guidance. Short‑term market moves from such coverage are typically sentiment‑driven. Another Day, Another Massive AI Infrastructure Deal
• Negative Sentiment: Offsetting the positives, Zacks trimmed several near‑term estimates: Q1 2027 (to $1.55 from $1.58), Q2 2027 (to $1.04 from $1.06), Q1 2028 (to $1.66 from $1.80) and Q2 2028 (to $1.21 from $1.25), and modestly cut FY2028 to $7.45. Those downward near‑term revisions signal possible margin or traffic pressure and could cap upside until results confirm improvement.

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.