Savant Capital LLC Trims Stock Position in Dollar Tree, Inc. $DLTR

Savant Capital LLC trimmed its position in Dollar Tree, Inc. (NASDAQ:DLTR) by 56.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,666 shares of the company’s stock after selling 4,746 shares during the quarter. Savant Capital LLC’s holdings in Dollar Tree were worth $451,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Alliancebernstein L.P. boosted its stake in Dollar Tree by 176.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after purchasing an additional 2,393,172 shares during the period. Jupiter Asset Management Ltd. bought a new position in Dollar Tree in the 3rd quarter worth approximately $118,811,000. AQR Capital Management LLC boosted its stake in Dollar Tree by 906.5% in the 2nd quarter. AQR Capital Management LLC now owns 1,275,363 shares of the company’s stock worth $124,973,000 after purchasing an additional 1,148,649 shares during the period. Mondrian Investment Partners LTD bought a new position in Dollar Tree in the 3rd quarter worth approximately $102,550,000. Finally, Schroder Investment Management Group boosted its stake in Dollar Tree by 1,475.5% in the 3rd quarter. Schroder Investment Management Group now owns 965,895 shares of the company’s stock worth $91,152,000 after purchasing an additional 904,589 shares during the period. 97.40% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on DLTR shares. UBS Group set a $124.00 price target on Dollar Tree in a research note on Thursday, May 28th. Guggenheim upped their price target on Dollar Tree from $130.00 to $135.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Wall Street Zen downgraded Dollar Tree from a “buy” rating to a “hold” rating in a research note on Sunday, April 19th. Sanford C. Bernstein upped their price target on Dollar Tree from $115.00 to $124.00 and gave the stock a “market perform” rating in a research note on Friday, May 29th. Finally, Truist Financial dropped their price target on Dollar Tree from $142.00 to $107.00 and set a “buy” rating for the company in a research note on Wednesday, May 27th. Eight investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, Dollar Tree has an average rating of “Hold” and a consensus target price of $119.48.

Dollar Tree Stock Down 2.9%

Shares of DLTR opened at $109.27 on Friday. The company has a market cap of $21.00 billion, a PE ratio of 17.07, a P/E/G ratio of 1.38 and a beta of 0.66. The business has a fifty day moving average of $101.06 and a 200 day moving average of $114.23. Dollar Tree, Inc. has a 52-week low of $84.71 and a 52-week high of $142.40. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. The company had revenue of $4.98 billion during the quarter, compared to the consensus estimate of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.Dollar Tree’s revenue was up 7.2% on a year-over-year basis. During the same period last year, the company earned $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, sell-side analysts expect that Dollar Tree, Inc. will post 6.96 EPS for the current year.

Dollar Tree Profile

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.