Intech Investment Management LLC Grows Stock Holdings in Dollar Tree, Inc. $DLTR

Intech Investment Management LLC raised its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 68.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 49,105 shares of the company’s stock after acquiring an additional 20,022 shares during the period. Intech Investment Management LLC’s holdings in Dollar Tree were worth $4,634,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Root Financial Partners LLC acquired a new stake in shares of Dollar Tree during the third quarter worth $29,000. True Wealth Design LLC boosted its stake in Dollar Tree by 372.5% in the 2nd quarter. True Wealth Design LLC now owns 378 shares of the company’s stock worth $37,000 after buying an additional 298 shares during the last quarter. MTM Investment Management LLC purchased a new stake in Dollar Tree in the 2nd quarter valued at about $42,000. Smartleaf Asset Management LLC increased its stake in shares of 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 last quarter. Finally, Atlantic Union Bankshares Corp purchased a new position in shares of Dollar Tree during the 3rd quarter worth about $41,000. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Trading Down 0.4%

Shares of DLTR opened at $126.48 on Friday. Dollar Tree, Inc. has a 12 month low of $61.80 and a 12 month high of $142.40. The stock’s 50-day moving average is $127.47 and its two-hundred day moving average is $112.65. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.96 and a quick ratio of 0.22. The stock has a market cap of $25.15 billion, a PE ratio of -9.40, a P/E/G ratio of 1.61 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, beating the consensus estimate of $1.09 by $0.12. The business had revenue of $4.75 billion for the quarter, compared to the consensus estimate of $4.70 billion. Dollar Tree had a positive return on equity of 30.23% and a negative net margin of 15.40%.The company’s revenue was up 9.4% on a year-over-year basis. During the same period last year, the business posted $1.12 EPS. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. Equities analysts forecast that Dollar Tree, Inc. will post 5.39 earnings per share for the current fiscal year.

Analysts Set New Price Targets

DLTR has been the subject of a number of recent analyst reports. Jefferies Financial Group restated an “underperform” rating and issued a $75.00 target price on shares of Dollar Tree in a report on Wednesday, December 3rd. Sanford C. Bernstein boosted their price objective on shares of Dollar Tree from $109.00 to $123.00 and gave the company a “market perform” rating in a research note on Monday, January 5th. Rothschild & Co Redburn set a $165.00 target price on Dollar Tree and gave the stock a “buy” rating in a research report on Tuesday, February 17th. The Goldman Sachs Group reiterated a “sell” rating and issued a $103.00 target price (down from $133.00) on shares of Dollar Tree in a report on Thursday, November 13th. Finally, Citigroup restated a “neutral” rating and set a $132.00 price target on shares of Dollar Tree in a research note on Friday. Eight research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and seven have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $124.62.

Insider Activity at Dollar Tree

In other news, insider Brent A. Beebe sold 2,200 shares of the company’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $124.65, for a total value of $274,230.00. Following the completion of the transaction, the insider directly owned 13,740 shares in the company, valued at approximately $1,712,691. This represents a 13.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 6.60% of the company’s stock.

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.