Jacobs Equity LLC Invests $599,000 in Dollar Tree, Inc. $DLTR

Jacobs Equity LLC acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,950 shares of the company’s stock, valued at approximately $599,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DLTR. Redwood Investment Management LLC purchased a new position in Dollar Tree during the 2nd quarter valued at about $1,165,000. Proficio Capital Partners LLC bought a new stake in shares of Dollar Tree in the 2nd quarter valued at about $313,000. Transamerica Financial Advisors LLC purchased a new stake in shares of Dollar Tree in the 2nd quarter worth approximately $196,000. Corient Private Wealth LP purchased a new stake in shares of Dollar Tree in the 2nd quarter worth approximately $4,564,000. Finally, Parallax Volatility Advisers L.P. bought a new position in shares of Dollar Tree during the second quarter valued at approximately $287,000. 97.40% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on DLTR. Morgan Stanley lifted their price objective on shares of Dollar Tree from $126.00 to $130.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. Deutsche Bank Aktiengesellschaft upped their target price on Dollar Tree from $99.00 to $102.00 and gave the stock a “hold” rating in a report on Thursday, June 4th. Guggenheim increased their target price on Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday. Barclays downgraded Dollar Tree from an “overweight” rating to a “strong sell” rating in a report on Wednesday, July 8th. Finally, Evercore raised Dollar Tree from a “hold” rating to an “outperform” rating in a research report on Wednesday, July 8th. Ten equities research 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. According to MarketBeat, Dollar Tree presently has a consensus rating of “Hold” and a consensus price target of $125.27.

Dollar Tree Stock Performance

Shares of DLTR opened at $127.00 on Friday. Dollar Tree, Inc. has a 12 month low of $84.71 and a 12 month high of $142.40. The stock has a fifty day moving average price of $125.70 and a 200-day moving average price of $114.67. The company has a current ratio of 1.16, a quick ratio of 0.39 and a debt-to-equity ratio of 0.84. The firm has a market cap of $24.41 billion, a PE ratio of 19.84, a P/E/G ratio of 1.51 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $1.15 by $1.55. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period in the previous year, the business earned $0.77 EPS. The firm’s revenue for the quarter was up 7.0% on a year-over-year basis. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. Equities research analysts predict that Dollar Tree, Inc. will post 6.99 earnings per share for the current fiscal year.

Dollar Tree declared that its board has initiated a stock buyback plan on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in outstanding shares. This buyback authorization authorizes the company to reacquire up to 10.7% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Key Stories Impacting Dollar Tree

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Strong second-quarter results: Fiscal Q2 revenue increased 7% year over year to approximately $4.9 billion, surpassing estimates, while adjusted EPS reached $2.70 versus the $1.15 consensus. Comparable-store sales rose 3.7%, supported by a 0.4% increase in traffic and a 3.3% increase in average ticket. Dollar Tree Reports Strong Second Quarter Results
• Positive Sentiment: Full-year outlook raised: Dollar Tree increased fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10 and projected revenue of $20.5 billion–$20.7 billion. Margin gains from improved markups, lower freight costs and reduced shrinkage also supported the quarter. Dollar Tree Lifts Earnings Outlook
• Neutral Sentiment: Broadening customer base: Dollar Tree said it continues to attract middle- and higher-income shoppers seeking value amid inflation and elevated household costs. Higher gas prices may further support discount-store demand, although they can also pressure consumer budgets. Dollar Tree Attracts Higher-Income Customers
• Negative Sentiment: Weak third-quarter forecast overshadowed the beat: Management projected Q3 EPS of $0.80–$0.95, well below analysts’ $1.40 consensus, despite expected revenue of $5.0 billion–$5.1 billion. Investors also cited tariff-related reinvestment costs and higher fuel prices as threats to margins. Dollar Tree Discusses Fuel Price Headwinds

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.