MBL Wealth LLC Buys New Holdings in Dollar Tree, Inc. $DLTR

MBL Wealth LLC bought a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 4,464 shares of the company’s stock, valued at approximately $509,000.

A number of other institutional investors have also made changes to their positions in the business. Basecamp Wealth Advisors LLC lifted its holdings in Dollar Tree by 59.9% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after purchasing an additional 97 shares during the last quarter. EFG International AG acquired a new position in shares of Dollar Tree in the second quarter valued at $30,000. Wilkerson Advisory Group LLC increased its holdings in shares of Dollar Tree by 80.1% in the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after purchasing an additional 117 shares during the last quarter. Keating Financial Advisory Services Inc. acquired a new position in shares of Dollar Tree in the second quarter valued at $33,000. Finally, Trust Co. of Vermont bought a new position in shares of Dollar Tree in the second quarter valued at about $36,000. 97.40% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DLTR has been the subject of a number of research reports. Wells Fargo & Company raised their target price on shares of Dollar Tree from $145.00 to $155.00 and gave the stock an “overweight” rating in a research note on Monday, August 17th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $131.00 price target on shares of Dollar Tree in a research note on Monday, August 31st. Guggenheim increased their price target on shares of Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday, August 25th. Truist Financial raised their price objective on shares of Dollar Tree from $136.00 to $138.00 and gave the stock a “buy” rating in a research report on Tuesday, August 25th. Finally, Piper Sandler raised their price objective on shares of Dollar Tree from $114.00 to $121.00 and gave the stock a “neutral” rating in a research report on Monday, August 31st. Eleven investment 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. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $133.14.

Insider Transactions at Dollar Tree

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the transaction, the director owned 4,089 shares in the company, valued at $537,580.83. This represents a 22.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Robert Aflatooni sold 2,500 shares of the firm’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $126.01, for a total transaction of $315,025.00. Following the transaction, the insider directly owned 24,820 shares in the company, valued at $3,127,568.20. This represents a 9.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 7.10% of the company’s stock.

Dollar Tree Stock Down 4.4%

DLTR stock opened at $125.31 on Friday. Dollar Tree, Inc. has a fifty-two week low of $85.88 and a fifty-two week high of $142.40. 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 stock has a market capitalization of $23.51 billion, a price-to-earnings ratio of 15.30, a PEG ratio of 1.16 and a beta of 0.71. The business’s fifty day moving average price is $121.99 and its two-hundred day moving average price is $115.42.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the previous year, the business posted $0.77 earnings per share. Dollar Tree’s quarterly revenue 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 analysts anticipate that Dollar Tree, Inc. will post 7.93 earnings per share for the current year.

Dollar Tree announced that its Board of Directors has initiated a share buyback program on Thursday, July 2nd that authorizes the company to buy back $2.50 billion in outstanding shares. This buyback authorization authorizes the company to purchase up to 10.7% of its shares through open market purchases. Share buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

About Dollar Tree

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.