Patton Fund Management Inc. Has $2.87 Million Stock Position in Dollar Tree, Inc. $DLTR

Patton Fund Management Inc. lessened its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 63.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 26,167 shares of the company’s stock after selling 44,527 shares during the quarter. Patton Fund Management Inc.’s holdings in Dollar Tree were worth $2,866,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of DLTR. SG Americas Securities LLC lifted its stake in Dollar Tree by 261.9% in the 4th quarter. SG Americas Securities LLC now owns 177,196 shares of the company’s stock valued at $21,797,000 after purchasing an additional 128,230 shares during the last quarter. Assenagon Asset Management S.A. boosted its position in Dollar Tree by 54.2% in the fourth quarter. Assenagon Asset Management S.A. now owns 670,753 shares of the company’s stock valued at $82,509,000 after buying an additional 235,626 shares in the last quarter. Nordea Investment Management AB grew its stake in shares of Dollar Tree by 18.0% during the fourth quarter. Nordea Investment Management AB now owns 858,636 shares of the company’s stock worth $106,110,000 after buying an additional 130,741 shares during the last quarter. Fairfax Financial Holdings Ltd. Can bought a new stake in shares of Dollar Tree during the third quarter worth $4,186,000. Finally, Korea Investment CORP increased its holdings in shares of Dollar Tree by 64.4% during the third quarter. Korea Investment CORP now owns 249,919 shares of the company’s stock worth $23,585,000 after buying an additional 97,866 shares in the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Stock Performance

Shares of Dollar Tree stock opened at $123.87 on Monday. The stock has a market cap of $23.81 billion, a price-to-earnings ratio of 19.35, a P/E/G ratio of 1.42 and a beta of 0.66. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40. The company’s fifty day moving average is $103.46 and its 200 day moving average is $114.78. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.21. The business had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.Dollar Tree’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same period last year, the company earned $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Sell-side analysts forecast that Dollar Tree, Inc. will post 6.98 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Morgan Stanley raised their price objective on Dollar Tree from $126.00 to $130.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. BNP Paribas Exane upped their target price on Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a report on Friday, May 29th. Evercore set a $140.00 target price on Dollar Tree in a research report on Monday, May 18th. Wall Street Zen raised Dollar Tree from a “hold” rating to a “buy” rating in a research note on Saturday, June 6th. Finally, Jefferies Financial Group restated an “underperform” rating and set a $85.00 price target on shares of Dollar Tree in a report on Friday, May 29th. Eight equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $119.48.

Dollar Tree Company 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.