New South Capital Management Inc. Acquires New Holdings in Dollar Tree, Inc. $DLTR

New South Capital Management Inc. purchased a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 129,724 shares of the company’s stock, valued at approximately $14,791,000. New South Capital Management Inc. owned about 0.07% of Dollar Tree as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in DLTR. Basecamp Wealth Advisors LLC increased its position in Dollar Tree by 59.9% during 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 in the last quarter. Wilkerson Advisory Group LLC raised its stake in 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. EFG International AG purchased a new position in Dollar Tree in the 2nd quarter valued at about $30,000. Keating Financial Advisory Services Inc. purchased a new position in Dollar Tree in the 2nd quarter valued at about $33,000. Finally, Trust Co. of Vermont purchased a new position in Dollar Tree in the 2nd quarter valued at about $36,000. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Dollar Tree

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the 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 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Robert Aflatooni sold 2,500 shares of the 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 transaction, the insider directly owned 24,820 shares in the company, valued at approximately $3,127,568.20. This represents a 9.15% decrease in their position. The SEC filing for this sale provides additional information. 7.10% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have recently commented on DLTR. Morgan Stanley lifted their price target 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. Truist Financial upped their price objective on shares of Dollar Tree from $136.00 to $138.00 and gave the company a “buy” rating in a research note on Tuesday, August 25th. UBS Group raised their target price on shares of Dollar Tree from $145.00 to $150.00 and gave the stock a “buy” rating in a research report on Friday, August 28th. Raymond James Financial reaffirmed an “outperform” rating and issued a $145.00 target price on shares of Dollar Tree in a research note on Friday, August 28th. Finally, 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. Ten analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $133.14.

Dollar Tree Stock Performance

NASDAQ DLTR opened at $142.90 on Thursday. The business’s 50-day moving average price is $123.02 and its 200 day moving average price is $117.30. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86. Dollar Tree, Inc. has a twelve month low of $85.88 and a twelve month high of $148.54. The company has a market capitalization of $26.81 billion, a PE ratio of 17.45, a price-to-earnings-growth ratio of 1.31 and a beta of 0.64.

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 return on equity of 38.61% and a net margin of 8.03%. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the previous year, the business earned $0.77 EPS. The firm’s 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. On average, research analysts predict that Dollar Tree, Inc. will post 7.92 earnings per share for the current year.

About Dollar Tree

Dollar Tree, Inc. is a discount retailer that sells everyday merchandise through stores operating under the Dollar Tree banner. Its assortment includes food, household and cleaning supplies, health and beauty products, toys, seasonal goods, party supplies and stationery. Many stores offer products at multiple price points. The company traces its roots to a retail business founded in 1986 and later developed its Dollar Tree chain around value-priced merchandise. It operates primarily in the United States.