Canada Pension Plan Investment Board Takes Position in Dollar Tree, Inc. $DLTR

Canada Pension Plan Investment Board bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the second quarter, according to its most recent disclosure with the SEC. The firm bought 527,019 shares of the company’s stock, valued at approximately $60,665,000. Canada Pension Plan Investment Board owned about 0.27% of Dollar Tree at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Cullen Frost Bankers Inc. acquired a new position in Dollar Tree in the fourth quarter valued at $25,000. Reflection Asset Management acquired a new stake in shares of Dollar Tree during the fourth quarter worth about $25,000. Covestor Ltd increased its position in shares of Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after purchasing an additional 84 shares in the last quarter. Basecamp Wealth Advisors LLC lifted its holdings in shares of Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after purchasing an additional 97 shares during the last quarter. Finally, Wilkerson Advisory Group LLC lifted its holdings in shares of Dollar Tree by 80.1% in the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after purchasing an additional 117 shares during the last quarter. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

DLTR has been the topic of a number of research reports. Jefferies Financial Group upgraded Dollar Tree from a “moderate sell” rating to a “buy” rating in a research note on Wednesday, July 8th. Morgan Stanley boosted their price objective on Dollar Tree from $126.00 to $130.00 and gave the company an “equal weight” rating in a research note on Friday, May 29th. Bank of America reissued an “underperform” rating on shares of Dollar Tree in a report on Thursday, May 28th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Dollar Tree from $99.00 to $102.00 and gave the stock a “hold” rating in a research report on Thursday, June 4th. Finally, Freedom Capital downgraded shares of Dollar Tree from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 28th. Ten research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $125.27.

Dollar Tree Stock Down 3.9%

DLTR opened at $127.00 on Friday. Dollar Tree, Inc. has a 52 week low of $84.71 and a 52 week high of $142.40. The business has a 50 day moving average price of $125.70 and a two-hundred day moving average price of $114.67. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The company has a market cap of $24.41 billion, a PE ratio of 19.84, a P/E/G ratio of 1.51 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $1.15 by $1.55. The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The company’s revenue was up 7.0% on a year-over-year basis. During the same period last year, the business posted $0.77 EPS. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. As a group, research analysts anticipate that Dollar Tree, Inc. will post 6.99 EPS for the current year.

Dollar Tree declared that its Board of Directors has approved a share buyback program on Thursday, July 2nd that permits the company to buyback $2.50 billion in shares. This buyback authorization permits the company to buy up to 10.7% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board believes its shares are undervalued.

More Dollar Tree News

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

• Positive Sentiment: Strong second-quarter results: Fiscal Q2 revenue increased 7% year over year to approximately $4.9 billion, surpassing estimates, while adjusted EPS reached $2.70 versus the $1.15 consensus. Comparable-store sales rose 3.7%, supported by a 0.4% increase in traffic and a 3.3% increase in average ticket. Dollar Tree Reports Strong Second Quarter Results
• Positive Sentiment: Full-year outlook raised: Dollar Tree increased fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10 and projected revenue of $20.5 billion–$20.7 billion. Margin gains from improved markups, lower freight costs and reduced shrinkage also supported the quarter. Dollar Tree Lifts Earnings Outlook
• Neutral Sentiment: Broadening customer base: Dollar Tree said it continues to attract middle- and higher-income shoppers seeking value amid inflation and elevated household costs. Higher gas prices may further support discount-store demand, although they can also pressure consumer budgets. Dollar Tree Attracts Higher-Income Customers
• Negative Sentiment: Weak third-quarter forecast overshadowed the beat: Management projected Q3 EPS of $0.80–$0.95, well below analysts’ $1.40 consensus, despite expected revenue of $5.0 billion–$5.1 billion. Investors also cited tariff-related reinvestment costs and higher fuel prices as threats to margins. Dollar Tree Discusses Fuel Price Headwinds

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.