Dollar Tree, Inc. $DLTR Stock Position Lifted by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. lifted its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 12.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,868 shares of the company’s stock after acquiring an additional 3,883 shares during the period. Rakuten Investment Management Inc.’s holdings in Dollar Tree were worth $3,837,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Basecamp Wealth Advisors LLC lifted its position in Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after acquiring an additional 97 shares in the last quarter. Wilkerson Advisory Group LLC boosted its stake in Dollar Tree by 80.1% during the 1st 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. EFG International AG bought a new stake in Dollar Tree during the 2nd quarter worth approximately $30,000. Keating Financial Advisory Services Inc. bought a new stake in Dollar Tree during the 2nd quarter worth approximately $33,000. Finally, Trust Co. of Vermont bought a new stake in Dollar Tree during the 2nd quarter worth approximately $36,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Insider Activity at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the stock in a transaction that occurred on Friday, September 4th. The stock was 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 of the company’s stock, valued at approximately $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Robert Aflatooni sold 2,500 shares of the stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $126.01, for a total value of $315,025.00. Following the sale, the insider directly owned 24,820 shares of the company’s stock, valued at $3,127,568.20. The trade was a 9.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 7.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on DLTR shares. Raymond James Financial restated an “outperform” rating and issued a $145.00 target price on shares of Dollar Tree in a report on Friday, August 28th. Wells Fargo & Company upped their price target on Dollar Tree from $145.00 to $155.00 and gave the stock an “overweight” rating in a report on Monday, August 17th. Sanford C. Bernstein reiterated a “market perform” rating and set a $130.00 price target on shares of Dollar Tree in a report on Friday, August 28th. Wall Street Zen raised Dollar Tree from a “hold” rating to a “buy” rating in a research report on Saturday, August 22nd. Finally, Guggenheim raised their price objective on Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, August 25th. Ten research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $133.14.

Dollar Tree Stock Down 4.9%

DLTR stock traded down $6.80 during trading on Friday, reaching $131.14. The stock had a trading volume of 2,792,285 shares, compared to its average volume of 1,929,027. Dollar Tree, Inc. has a one year low of $85.88 and a one year high of $148.54. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. The company’s 50 day moving average is $122.33 and its two-hundred day moving average is $117.13. The company has a market capitalization of $24.61 billion, a price-to-earnings ratio of 16.01, a P/E/G ratio of 1.29 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter last year, the firm earned $0.77 EPS. The company’s quarterly revenue was up 7.0% compared to the same quarter last year. 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 forecast that Dollar Tree, Inc. will post 7.92 EPS for the current year.

Dollar Tree Company 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.