12,598 Shares in Dollar Tree, Inc. $DLTR Purchased by Okabena Investment Services Inc.

Okabena Investment Services Inc. acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 12,598 shares of the company’s stock, valued at approximately $1,189,000.

Other hedge funds have also made changes to their positions in the company. Root Financial Partners LLC acquired a new stake in shares of Dollar Tree in the third quarter worth approximately $29,000. True Wealth Design LLC lifted its holdings in 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 purchasing an additional 298 shares in the last quarter. MTM Investment Management LLC acquired a new stake in Dollar Tree during the 2nd quarter worth $42,000. Smartleaf Asset Management LLC grew its holdings in shares of Dollar Tree by 90.5% during the third quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock worth $40,000 after buying an additional 201 shares in the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new stake in shares of Dollar Tree in the third quarter valued at about $41,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Insider Activity

In related news, insider Brent A. Beebe sold 2,200 shares of Dollar Tree stock in a transaction that occurred 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 sale, the insider owned 13,740 shares in the company, valued at approximately $1,712,691. This trade represents a 13.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 6.60% of the company’s stock.

Dollar Tree Price Performance

NASDAQ:DLTR opened at $126.48 on Friday. Dollar Tree, Inc. has a 52 week low of $61.80 and a 52 week high of $142.40. The stock’s fifty day moving average is $127.47 and its two-hundred day moving average is $112.65. The company has a market capitalization of $25.15 billion, a P/E ratio of -9.40, a P/E/G ratio of 1.61 and a beta of 0.73. The company has a quick ratio of 0.22, a current ratio of 0.96 and a debt-to-equity ratio of 0.70.

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, topping analysts’ consensus estimates of $1.09 by $0.12. Dollar Tree had a positive return on equity of 30.23% and a negative net margin of 15.40%.The firm had revenue of $4.75 billion during the quarter, compared to the consensus estimate of $4.70 billion. During the same period last year, the company earned $1.12 EPS. The company’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 EPS for the current year.

Analysts Set New Price Targets

A number of research firms recently weighed in on DLTR. Evercore upgraded shares of Dollar Tree to a “hold” rating in a research report on Tuesday, February 3rd. Wells Fargo & Company upped their price target on Dollar Tree from $125.00 to $145.00 and gave the company an “overweight” rating in a research report on Friday, December 19th. Morgan Stanley lifted their price objective on Dollar Tree from $130.00 to $146.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reissued a “sell” rating and set a $103.00 price objective (down from $133.00) on shares of Dollar Tree in a research note on Thursday, November 13th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $126.00 target price on shares of Dollar Tree in a research note on Thursday, January 8th. Eight analysts have rated the stock with a Buy rating, nine have given a Hold rating and seven have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $124.62.

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.