Tidal Investments LLC Has $8.14 Million Stock Holdings in Dollar Tree, Inc. $DLTR

Tidal Investments LLC lifted its position in Dollar Tree, Inc. (NASDAQ:DLTR) by 144.0% during the 2nd quarter, Holdings Channel reports. The firm owned 67,337 shares of the company’s stock after buying an additional 39,743 shares during the quarter. Tidal Investments LLC’s holdings in Dollar Tree were worth $8,144,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in DLTR. WINTON GROUP Ltd bought a new position in Dollar Tree during the 2nd quarter valued at about $9,466,000. Cidel Asset Management Inc. grew its stake in Dollar Tree by 111.9% during the second quarter. Cidel Asset Management Inc. now owns 5,996 shares of the company’s stock worth $725,000 after buying an additional 3,167 shares during the last quarter. Capital Analysts LLC bought a new stake in Dollar Tree during the second quarter worth about $56,000. Integrated Wealth Concepts LLC increased its holdings in shares of Dollar Tree by 347.1% during the second quarter. Integrated Wealth Concepts LLC now owns 19,005 shares of the company’s stock worth $2,299,000 after buying an additional 14,754 shares in the last quarter. Finally, NewEdge Advisors LLC increased its holdings in shares of Dollar Tree by 468.9% during the second quarter. NewEdge Advisors LLC now owns 26,509 shares of the company’s stock worth $3,206,000 after buying an additional 21,849 shares in the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree News Roundup

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

• Positive Sentiment: Zacks Research increased its FY2028 EPS forecast to $7.89 from $7.67 and raised its FY2029 forecast to $8.86 from $8.62. Analysts also lifted estimates for Q1 2028, Q2 2028, Q4 2028 and Q1 2029, signaling stronger longer-term earnings expectations.
• Neutral Sentiment: The revisions leave Zacks’ projected FY2028 earnings only modestly above the current-year consensus estimate of $7.84. The changes may support investor confidence, but they do not represent a formal company guidance update.
• Neutral Sentiment: Reported short-interest data showed zero shares short and a zero-day days-to-cover ratio, providing no meaningful indication of short-seller pressure or potential short-covering demand.
• Negative Sentiment: Zacks Research lowered its Q4 2027 EPS forecast to $2.63 from $2.76 and cut its Q3 2028 forecast to $1.39 from $1.53. These reductions point to possible pressure on earnings in specific reporting periods.
• Negative Sentiment: An opinion article titled “3 reasons to avoid DLTR and 1 stock to buy instead” reflects a bearish view of Dollar Tree, although it is commentary rather than a new operating or financial disclosure. 3 reasons to avoid DLTR and 1 stock to buy instead

Insider Buying and Selling at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the firm’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following the transaction, the director owned 4,089 shares in the company, valued at $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of Dollar Tree stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $126.01, for a total value of $315,025.00. Following the completion of the sale, the insider owned 24,820 shares of the company’s stock, valued at approximately $3,127,568.20. The trade was a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 7.10% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on DLTR. BMO Capital Markets reissued a “market perform” rating and issued a $135.00 target price on shares of Dollar Tree in a report on Friday, August 28th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $130.00 price target on shares of Dollar Tree in a report on Friday, August 28th. Evercore upgraded Dollar Tree from a “hold” rating to an “outperform” rating in a research report on Wednesday, July 8th. Raymond James Financial reissued an “outperform” rating and issued a $145.00 price objective on shares of Dollar Tree in a research note on Friday, August 28th. Finally, JPMorgan Chase & Co. increased their target price on Dollar Tree from $160.00 to $170.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. Eleven research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $131.68.

Dollar Tree Stock Performance

DLTR stock opened at $118.17 on Friday. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39. The company has a 50 day moving average price of $127.27 and a 200 day moving average price of $114.65. Dollar Tree, Inc. has a fifty-two week low of $84.71 and a fifty-two week high of $142.40. The stock has a market capitalization of $22.17 billion, a PE ratio of 14.43, a price-to-earnings-growth ratio of 1.11 and a beta of 0.66.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The business’s quarterly revenue was up 7.0% compared to the same quarter last year. During the same period last year, the company earned $0.77 EPS. 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. Analysts forecast that Dollar Tree, Inc. will post 7.95 EPS for the current year.

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

Dollar Tree Company Profile

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, seasonal items, toys, health and personal-care products, and other general merchandise. Product assortments may include both nationally recognized brands and private-label goods.

The company traces its origins to discount retail operations established in the 1950s and adopted the Dollar Tree name in the early 1990s.