Primecap Management Co. CA Increases Stake in Dollar Tree, Inc. $DLTR

Primecap Management Co. CA lifted its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 6.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,194,049 shares of the company’s stock after purchasing an additional 268,539 shares during the period. Primecap Management Co. CA’s holdings in Dollar Tree were worth $395,792,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the business. Root Financial Partners LLC purchased a new stake in Dollar Tree during the third quarter valued at about $29,000. True Wealth Design LLC lifted its stake in shares of Dollar Tree by 372.5% in the 2nd quarter. True Wealth Design LLC now owns 378 shares of the company’s stock valued at $37,000 after acquiring an additional 298 shares during the last quarter. Smartleaf Asset Management LLC boosted its holdings in Dollar Tree by 90.5% during the 3rd quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock valued at $40,000 after acquiring an additional 201 shares during the period. Atlantic Union Bankshares Corp purchased a new stake in Dollar Tree during the 3rd quarter valued at about $41,000. Finally, MTM Investment Management LLC bought a new position in Dollar Tree during the 2nd quarter worth approximately $42,000. 97.40% of the stock is owned by institutional investors.

Dollar Tree Stock Down 3.0%

Shares of NASDAQ DLTR opened at $127.70 on Thursday. The firm has a fifty day simple moving average of $127.50 and a two-hundred day simple moving average of $112.48. Dollar Tree, Inc. has a 12 month low of $61.80 and a 12 month high of $142.40. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. The firm has a market capitalization of $25.39 billion, a PE ratio of -9.49, a price-to-earnings-growth ratio of 1.68 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings results on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $4.75 billion for 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. Dollar Tree’s quarterly revenue was up 9.4% on a year-over-year basis. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. Equities analysts expect that Dollar Tree, Inc. will post 5.39 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Morgan Stanley increased their price objective on Dollar Tree from $130.00 to $146.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. BNP Paribas Exane cut shares of Dollar Tree from a “hold” rating to an “underperform” rating and set a $87.00 price target for the company. in a research report on Wednesday, January 21st. Rothschild & Co Redburn set a $165.00 price target on shares of Dollar Tree and gave the stock a “buy” rating in a report on Tuesday, February 17th. Wells Fargo & Company boosted their price objective on shares of Dollar Tree from $125.00 to $145.00 and gave the company an “overweight” rating in a research report on Friday, December 19th. Finally, Piper Sandler reiterated a “neutral” rating and set a $114.00 target price (up from $108.00) on shares of Dollar Tree in a report on Thursday, December 4th. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and seven have given a Sell rating to the stock. Based on data from MarketBeat.com, Dollar Tree has an average rating of “Hold” and an average target price of $124.62.

Insider Buying and Selling at Dollar Tree

In other news, insider Brent A. Beebe sold 2,200 shares of the stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $124.65, for a total value of $274,230.00. Following the completion of the transaction, the insider owned 13,740 shares of the company’s stock, valued at approximately $1,712,691. This represents a 13.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 6.60% of the company’s stock.

About Dollar Tree

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.