Proficio Capital Partners LLC Invests $457,000 in Dollar Tree, Inc. $DLTR

Proficio Capital Partners LLC bought a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,968 shares of the company’s stock, valued at approximately $457,000.

Several other hedge funds have also recently bought and sold shares of DLTR. Algert Global LLC increased its holdings in Dollar Tree by 17.9% in the 2nd quarter. Algert Global LLC now owns 69,452 shares of the company’s stock valued at $7,995,000 after purchasing an additional 10,547 shares in the last quarter. Wealthfront Advisers LLC raised its position in Dollar Tree by 13.7% in the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock valued at $8,431,000 after purchasing an additional 9,288 shares during the period. Hanseatic Management Services Inc. acquired a new position in shares of Dollar Tree during the first quarter worth about $950,000. Arrowstreet Capital Limited Partnership lifted its stake in shares of Dollar Tree by 4.7% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,821,852 shares of the company’s stock worth $224,106,000 after purchasing an additional 81,695 shares in the last quarter. Finally, AMG National Trust Bank acquired a new position in shares of Dollar Tree during the second quarter worth about $2,257,000. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on DLTR shares. The Goldman Sachs Group lowered Dollar Tree from a “neutral” rating to a “hold” rating in a research note on Wednesday, July 8th. Morgan Stanley boosted their price target on Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, May 29th. UBS Group restated a “buy” rating on shares of Dollar Tree in a report on Monday, August 17th. BNP Paribas Exane increased their price objective on shares of Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a research report on Friday, May 29th. Finally, Weiss Ratings upgraded shares of Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, June 18th. Ten analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $125.27.

Dollar Tree Stock Down 3.9%

Shares of Dollar Tree stock opened at $127.00 on Friday. Dollar Tree, Inc. has a 1-year low of $84.71 and a 1-year high of $142.40. The company has a market capitalization of $24.41 billion, a PE ratio of 19.84, a P/E/G ratio of 1.51 and a beta of 0.64. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39. The business has a 50-day moving average of $125.70 and a 200-day moving average of $114.67.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $1.15 by $1.55. The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.77 earnings per share. 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, equities analysts forecast that Dollar Tree, Inc. will post 6.99 EPS for the current fiscal year.

Dollar Tree declared that its board has approved a stock buyback plan on Thursday, July 2nd that allows the company to buyback $2.50 billion in shares. This buyback authorization allows the company to repurchase up to 10.7% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Dollar Tree News Summary

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

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.