Sigma Planning Corp Makes New $1.04 Million Investment in Dollar Tree, Inc. $DLTR

Sigma Planning Corp purchased a new position in Dollar Tree, Inc. (NASDAQ:DLTR) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,152 shares of the company’s stock, valued at approximately $1,044,000.

Other hedge funds also recently bought and sold shares of the company. Basecamp Wealth Advisors LLC boosted 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 worth $28,000 after purchasing an additional 97 shares during the period. Wilkerson Advisory Group LLC increased its position in shares of 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 purchasing an additional 117 shares during the last quarter. EFG International AG purchased a new stake in Dollar Tree during the 2nd quarter valued at $30,000. Keating Financial Advisory Services Inc. purchased a new stake in Dollar Tree during the 2nd quarter valued at $33,000. Finally, Trust Co. of Vermont purchased a new stake in Dollar Tree during the 2nd quarter valued at $36,000. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Insider Activity

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 Dollar Tree stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total value of $315,025.00. Following the completion of the transaction, the insider owned 24,820 shares in the company, valued at $3,127,568.20. This represents a 9.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 7.10% of the stock is owned by corporate insiders.

Dollar Tree Price Performance

Shares of DLTR stock opened at $132.03 on Friday. The stock has a 50 day moving average price of $121.68 and a 200 day moving average price of $117.17. Dollar Tree, Inc. has a 52-week low of $85.88 and a 52-week high of $142.40. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.39 and a current ratio of 1.13. The firm has a market capitalization of $24.77 billion, a P/E ratio of 16.12, a P/E/G ratio of 1.18 and a beta of 0.71.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share (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 company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same period in the previous year, the company earned $0.77 EPS. The firm’s quarterly revenue was up 7.0% on a year-over-year basis. 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, sell-side analysts predict that Dollar Tree, Inc. will post 7.92 earnings per share for the current year.

Dollar Tree declared that its Board of Directors has initiated a share repurchase program on Thursday, July 2nd that permits the company to buy back $2.50 billion in outstanding shares. This repurchase authorization permits the company to reacquire up to 10.7% of its stock through open market purchases. Share repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

Analyst Ratings Changes

Several research analysts have commented on DLTR shares. Evercore set a $135.00 price objective on shares of Dollar Tree in a research note on Tuesday, September 29th. JPMorgan Chase & Co. increased their target price on shares of Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. The Goldman Sachs Group reissued a “neutral” rating and issued a $131.00 target price on shares of Dollar Tree in a research note on Monday, August 31st. Morgan Stanley raised their target price on shares of Dollar Tree from $130.00 to $145.00 and gave the stock an “equal weight” rating in a report on Friday, August 28th. Finally, Weiss Ratings raised shares of Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 28th. Eleven analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $133.14.

Dollar Tree Company Profile

Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.