EP Wealth Advisors LLC Acquires Shares of 7,565 Dollar Tree, Inc. $DLTR

EP Wealth Advisors LLC bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 7,565 shares of the company’s stock, valued at approximately $871,000.

Several other hedge funds have also recently made changes to their positions in DLTR. BlackRock Inc. purchased a new stake in Dollar Tree in the 2nd quarter worth about $2,643,741,000. Pzena Investment Management LLC purchased a new stake in Dollar Tree during the second quarter valued at about $1,176,661,000. Alliancebernstein L.P. lifted its holdings in Dollar Tree by 176.9% during the second quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock valued at $371,026,000 after purchasing an additional 2,393,172 shares during the last quarter. Norges Bank bought a new position in Dollar Tree during the fourth quarter worth about $260,858,000. Finally, AQR Capital Management LLC boosted its position in Dollar Tree by 906.5% during the second quarter. AQR Capital Management LLC now owns 1,275,363 shares of the company’s stock worth $124,973,000 after purchasing an additional 1,148,649 shares during the period. 97.40% of the stock is currently owned by institutional investors.

Dollar Tree Stock Performance

Shares of DLTR opened at $131.48 on Monday. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40. The stock has a market cap of $25.27 billion, a PE ratio of 20.54, a P/E/G ratio of 1.50 and a beta of 0.64. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The business’s 50-day moving average price is $123.93 and its 200-day moving average price is $114.35.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Thursday, May 28th. The company reported $1.74 EPS for the quarter, beating analysts’ consensus estimates of $1.53 by $0.21. The company had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. Dollar Tree’s revenue was up 7.2% compared to the same quarter last year. During the same period last year, the business earned $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, equities analysts forecast that Dollar Tree, Inc. will post 7.02 EPS for the current fiscal year.

Dollar Tree declared that its board has authorized a stock repurchase program on Thursday, July 2nd that permits the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization permits the company to buy up to 10.7% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

DLTR has been the subject of several recent research reports. Benchmark started coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They issued a “hold” rating for the company. Gordon Haskett raised shares of Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price objective for the company in a report on Thursday, June 4th. Sanford C. Bernstein lifted their price objective on shares of Dollar Tree from $124.00 to $127.00 and gave the company a “market perform” rating in a research note on Friday, July 31st. BNP Paribas Exane boosted their target price on shares of Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a report on Friday, May 29th. Finally, Bank of America restated an “underperform” rating on shares of Dollar Tree in a research report on Thursday, May 28th. Ten investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $123.41.

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.