USA Financial Formulas Buys 5,324 Shares of Dollar Tree, Inc. $DLTR

USA Financial Formulas bought a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 5,324 shares of the company’s stock, valued at approximately $607,000.

A number of other large investors have also recently made changes to their positions in the stock. Reflection Asset Management bought a new position in shares of Dollar Tree in the fourth quarter worth about $25,000. Basecamp Wealth Advisors LLC lifted its holdings in Dollar Tree by 59.9% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after buying an additional 97 shares in the last quarter. Wilkerson Advisory Group LLC lifted its holdings in Dollar Tree by 80.1% during the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after buying an additional 117 shares in the last quarter. EFG International AG bought a new stake in Dollar Tree during the 2nd quarter valued at about $30,000. Finally, Keating Financial Advisory Services Inc. purchased a new stake in Dollar Tree in the 2nd quarter valued at about $33,000. 97.40% of the stock is owned by hedge funds and other institutional investors.

Dollar Tree Stock Down 0.2%

Shares of Dollar Tree stock opened at $124.18 on Friday. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39. Dollar Tree, Inc. has a 1 year low of $85.88 and a 1 year high of $142.40. The firm’s 50-day moving average is $122.29 and its two-hundred day moving average is $114.79. The stock has a market cap of $23.30 billion, a price-to-earnings ratio of 15.16, a PEG ratio of 1.15 and a beta of 0.71.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the business posted $0.77 EPS. The company’s quarterly revenue was up 7.0% compared to the same quarter last year. 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 expect that Dollar Tree, Inc. will post 7.93 earnings per share for the current fiscal year.

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on DLTR. Raymond James Financial reaffirmed an “outperform” rating and set a $145.00 target price on shares of Dollar Tree in a research report on Friday, August 28th. Piper Sandler boosted their price target on Dollar Tree from $114.00 to $121.00 and gave the company a “neutral” rating in a report on Monday, August 31st. Wall Street Zen upgraded Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Barclays increased their price objective on Dollar Tree from $140.00 to $160.00 and gave the stock an “overweight” rating in a research note on Friday, September 4th. Finally, Guggenheim raised their price objective on Dollar Tree from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, August 25th. Eleven analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $133.14.

Insider Activity at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of Dollar Tree stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the transaction, the director directly owned 4,089 shares of the company’s stock, valued at $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Robert Aflatooni sold 2,500 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the transaction, the insider directly owned 24,820 shares of the company’s stock, valued at $3,127,568.20. This trade represents a 9.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 7.10% of the company’s stock.

Dollar Tree Profile

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of everyday merchandise, including household supplies, food and beverages, health and personal-care products, seasonal items, toys, party supplies, and arts and crafts products.

The company’s Dollar Tree stores historically focused on merchandise priced at a fixed dollar point and have expanded to include multiple price points through initiatives such as Dollar Tree Plus.