SRH Advisors LLC Purchases New Stake in Dollar Tree, Inc. $DLTR

SRH Advisors LLC acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 4,702 shares of the company’s stock, valued at approximately $536,000.

Several other large investors have also recently added to or reduced their stakes in the stock. MBL Wealth LLC acquired a new stake in shares of Dollar Tree during the 3rd quarter valued at $509,000. Old North State Wealth Management LLC purchased a new position in shares of Dollar Tree during the 3rd quarter valued at $8,222,000. Root Financial Partners LLC acquired a new position in shares of Dollar Tree in the third quarter worth $261,000. SBI Securities Co. Ltd. increased its stake in shares of Dollar Tree by 485.1% in the third quarter. SBI Securities Co. Ltd. now owns 1,141 shares of the company’s stock worth $130,000 after acquiring an additional 946 shares during the last quarter. Finally, Cardinal Point Capital Management ULC acquired a new position in shares of Dollar Tree in the third quarter worth $480,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Insider Buying and Selling at Dollar Tree

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the sale, the director directly owned 4,089 shares in the company, valued at $537,580.83. This 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 the company’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the sale, the insider owned 24,820 shares of the company’s stock, valued at $3,127,568.20. This trade represents a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 7.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Loop Capital raised Dollar Tree from a “hold” rating to a “buy” rating and lifted their price objective for the company from $130.00 to $140.00 in a research report on Thursday, October 1st. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $130.00 target price on shares of Dollar Tree in a research report on Friday, August 28th. Weiss Ratings raised Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, August 28th. Benchmark began coverage on Dollar Tree in a report on Wednesday, July 8th. They set a “hold” rating for the company. Finally, Guggenheim boosted their price target on Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, August 25th. Eleven analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $133.14.

Dollar Tree Stock Down 4.4%

Shares of DLTR traded down $5.73 during trading hours on Friday, hitting $125.31. 2,421,080 shares of the company were exchanged, compared to its average volume of 1,957,770. The company has a market cap of $23.51 billion, a PE ratio of 15.30, a PEG ratio of 1.21 and a beta of 0.71. The firm’s 50 day moving average is $121.99 and its 200-day moving average is $115.42. Dollar Tree, Inc. has a 52 week low of $85.88 and a 52 week high of $142.40. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.39 and a current ratio of 1.13.

Dollar Tree (NASDAQ:DLTR) last issued 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. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the prior year, the firm posted $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. On average, equities research analysts forecast that Dollar Tree, Inc. will post 7.93 EPS for the current fiscal year.

Dollar Tree announced that its Board of Directors has authorized a stock repurchase plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This buyback authorization allows the company to reacquire up to 10.7% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its shares are undervalued.

Dollar Tree Profile

Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.