Rakuten Investment Management Inc. Acquires Shares of 35,292 Dollar Tree, Inc. $DLTR

Rakuten Investment Management Inc. bought a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 35,292 shares of the company’s stock, valued at approximately $3,331,000.

Other hedge funds have also modified their holdings of the company. NewEdge Advisors LLC raised its position in Dollar Tree by 3,237.4% in the 1st quarter. NewEdge Advisors LLC now owns 13,750 shares of the company’s stock worth $1,032,000 after purchasing an additional 13,338 shares during the last quarter. Woodline Partners LP boosted its position in Dollar Tree by 40.7% in the 1st quarter. Woodline Partners LP now owns 17,078 shares of the company’s stock valued at $1,282,000 after buying an additional 4,941 shares during the last quarter. Focus Partners Wealth increased its stake in shares of Dollar Tree by 2.0% in the 1st quarter. Focus Partners Wealth now owns 10,646 shares of the company’s stock valued at $799,000 after buying an additional 213 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of Dollar Tree during the second quarter worth $257,000. Finally, Wealth Enhancement Advisory Services LLC raised its position in shares of Dollar Tree by 112.0% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 29,093 shares of the company’s stock worth $2,965,000 after acquiring an additional 15,369 shares during the last quarter. 97.40% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Evercore ISI raised their price target on Dollar Tree from $104.00 to $120.00 and gave the company an “in-line” rating in a report on Thursday, December 4th. Truist Financial set a $156.00 target price on shares of Dollar Tree in a research report on Friday, January 16th. Morgan Stanley lifted their price target on shares of Dollar Tree from $130.00 to $146.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $126.00 price target on shares of Dollar Tree in a research note on Thursday, January 8th. Finally, Barclays increased their price objective on shares of Dollar Tree from $136.00 to $149.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. Eight investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and seven have given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $120.10.

Dollar Tree Stock Performance

Shares of NASDAQ:DLTR opened at $126.83 on Friday. The firm’s 50 day simple moving average is $122.09 and its 200 day simple moving average is $110.27. Dollar Tree, Inc. has a fifty-two week low of $61.80 and a fifty-two week high of $142.40. The company has a market capitalization of $25.22 billion, a price-to-earnings ratio of -9.43, a P/E/G ratio of 1.97 and a beta of 0.74. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.96 and a quick ratio of 0.22.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.09 by $0.12. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The firm had revenue of $4.75 billion during the quarter, compared to analysts’ expectations of $4.70 billion. During the same quarter in the previous year, the company earned $1.12 earnings per share. The business’s revenue for the quarter was up 9.4% on a year-over-year basis. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, sell-side analysts forecast that Dollar Tree, Inc. will post 5.39 earnings per share for the current year.

Insider Activity at Dollar Tree

In related news, insider Brent A. Beebe sold 2,200 shares of the firm’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $124.65, for a total transaction of $274,230.00. Following the sale, the insider owned 13,740 shares of the company’s stock, valued at approximately $1,712,691. This trade represents a 13.80% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 6.60% of the stock is currently owned by corporate insiders.

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.