24,042 Shares in Dollar Tree, Inc. $DLTR Bought by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 24,042 shares of the company’s stock, valued at approximately $2,957,000.

A number of other institutional investors have also bought and sold shares of the company. Cary Street Partners Investment Advisory LLC grew its holdings in Dollar Tree by 20.3% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 563 shares of the company’s stock worth $53,000 after acquiring an additional 95 shares during the period. MassMutual Private Wealth & Trust FSB lifted its stake in shares of Dollar Tree by 7.1% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,442 shares of the company’s stock valued at $177,000 after purchasing an additional 95 shares during the period. Versant Capital Management Inc lifted its stake in shares of Dollar Tree by 3.8% in the 3rd quarter. Versant Capital Management Inc now owns 2,867 shares of the company’s stock valued at $271,000 after purchasing an additional 106 shares during the period. Deseret Mutual Benefit Administrators boosted its position in shares of Dollar Tree by 10.7% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 1,122 shares of the company’s stock valued at $106,000 after purchasing an additional 108 shares in the last quarter. Finally, Vident Advisory LLC boosted its position in shares of Dollar Tree by 1.3% during the 3rd quarter. Vident Advisory LLC now owns 9,727 shares of the company’s stock valued at $918,000 after purchasing an additional 121 shares in the last quarter. Institutional investors own 97.40% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on DLTR shares. Evercore upgraded Dollar Tree to a “hold” rating in a report on Tuesday, February 3rd. BMO Capital Markets restated an “underperform” rating on shares of Dollar Tree in a report on Tuesday, March 17th. BTIG Research reaffirmed a “neutral” rating on shares of Dollar Tree in a research report on Monday, March 9th. Barclays reiterated an “overweight” rating on shares of Dollar Tree in a research note on Monday, March 16th. Finally, Bank of America increased their target price on shares of Dollar Tree from $85.00 to $89.00 and gave the stock an “underperform” rating in a research note on Monday, March 16th. Eight investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and seven have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $123.24.

More Dollar Tree News

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

• Positive Sentiment: Zacks raised several medium‑/longer‑term estimates — including FY2027 (to $6.68) and FY2029 (to $8.37) — signaling analysts see stronger multi‑year earnings power, which supports a higher longer‑term valuation for DLTR.
• Positive Sentiment: Zacks also nudged up a number of quarterly estimates (e.g., Q3 2027 to $1.39, Q3 2028 to $1.57, Q4 2027 to $2.70, Q4 2028 to $3.02). These upward revisions suggest expected improvement in later quarters and may help investor confidence in earnings momentum.
• Positive Sentiment: Dollar Tree is investing in distribution and AI‑driven systems to modernize its supply chain — upgrades that can lower operating costs, improve in‑stock rates and support margin expansion over time. Dollar Tree makes distribution, tech upgrades
• Neutral Sentiment: Media coverage referencing Dollar Tree’s consumer‑spending exposure (including commentary in an investor newsletter) may influence sentiment but doesn’t introduce new financials or guidance. Short‑term market moves from such coverage are typically sentiment‑driven. Another Day, Another Massive AI Infrastructure Deal
• Negative Sentiment: Offsetting the positives, Zacks trimmed several near‑term estimates: Q1 2027 (to $1.55 from $1.58), Q2 2027 (to $1.04 from $1.06), Q1 2028 (to $1.66 from $1.80) and Q2 2028 (to $1.21 from $1.25), and modestly cut FY2028 to $7.45. Those downward near‑term revisions signal possible margin or traffic pressure and could cap upside until results confirm improvement.

Dollar Tree Trading Up 3.6%

DLTR opened at $109.51 on Wednesday. Dollar Tree, Inc. has a fifty-two week low of $61.87 and a fifty-two week high of $142.40. The firm has a market capitalization of $21.61 billion, a PE ratio of 17.52, a P/E/G ratio of 1.32 and a beta of 0.73. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.07 and a quick ratio of 0.29. The company’s 50-day moving average is $119.26 and its 200 day moving average is $113.21.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings results on Monday, March 16th. The company reported $2.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.53 by $0.03. The business had revenue of $5.45 billion during the quarter, compared to the consensus estimate of $5.46 billion. Dollar Tree had a return on equity of 32.24% and a net margin of 6.61%.The company’s quarterly revenue was up 9.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.11 EPS. As a group, research analysts predict that Dollar Tree, Inc. will post 5.39 earnings per share for the current fiscal year.

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.