Dollar Tree, Inc. $DLTR Shares Acquired by Ritholtz Wealth Management

Ritholtz Wealth Management increased its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 129.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,971 shares of the company’s stock after buying an additional 10,153 shares during the period. Ritholtz Wealth Management’s holdings in Dollar Tree were worth $1,968,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in DLTR. SG Americas Securities LLC lifted its holdings in Dollar Tree by 261.9% during the fourth quarter. SG Americas Securities LLC now owns 177,196 shares of the company’s stock valued at $21,797,000 after purchasing an additional 128,230 shares in the last quarter. Assenagon Asset Management S.A. increased its stake in shares of Dollar Tree by 54.2% during the fourth quarter. Assenagon Asset Management S.A. now owns 670,753 shares of the company’s stock worth $82,509,000 after purchasing an additional 235,626 shares in the last quarter. Nordea Investment Management AB increased its stake in shares of Dollar Tree by 18.0% during the fourth quarter. Nordea Investment Management AB now owns 858,636 shares of the company’s stock worth $106,110,000 after purchasing an additional 130,741 shares in the last quarter. Fairfax Financial Holdings Ltd. Can acquired a new position in shares of Dollar Tree during the 3rd quarter worth about $4,186,000. Finally, Korea Investment CORP raised its position in shares of Dollar Tree by 64.4% during the 3rd quarter. Korea Investment CORP now owns 249,919 shares of the company’s stock worth $23,585,000 after purchasing an additional 97,866 shares during the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on DLTR. Freedom Capital cut Dollar Tree from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 28th. Gordon Haskett raised Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 target price for the company in a report on Thursday, June 4th. Bank of America restated an “underperform” rating on shares of Dollar Tree in a research report on Thursday, May 28th. BNP Paribas Exane lifted their price target on Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a research note on Friday, May 29th. Finally, Weiss Ratings upgraded Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, June 18th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat.com, Dollar Tree presently has a consensus rating of “Hold” and an average target price of $119.48.

Dollar Tree Trading Up 4.8%

DLTR opened at $123.87 on Friday. The firm has a market capitalization of $23.81 billion, a price-to-earnings ratio of 19.35, a price-to-earnings-growth ratio of 1.42 and a beta of 0.66. The company’s 50 day simple moving average is $103.46 and its two-hundred day simple moving average is $114.82. Dollar Tree, Inc. has a 1-year low of $84.71 and a 1-year high of $142.40. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.53 by $0.21. The business had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The business’s revenue was up 7.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Analysts expect that Dollar Tree, Inc. will post 6.98 EPS for the current fiscal 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.