OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Takes $1.23 Million Position in Dollar Tree, Inc. $DLTR

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 10,000 shares of the company’s stock, valued at approximately $1,230,000.

Other institutional investors have also modified their holdings of the company. Cullen Frost Bankers Inc. acquired a new stake in shares of Dollar Tree in the 4th quarter valued at about $25,000. Covestor Ltd raised its stake in shares of Dollar Tree by 60.9% in the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares in the last quarter. YANKCOM Partnership acquired a new stake in shares of Dollar Tree in the 4th quarter valued at about $31,000. Elyxium Wealth LLC acquired a new stake in shares of Dollar Tree in the 4th quarter valued at about $34,000. Finally, Leonteq Securities AG acquired a new stake in shares of Dollar Tree in the 4th quarter valued at about $38,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Price Performance

Shares of NASDAQ:DLTR opened at $112.88 on Tuesday. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. Dollar Tree, Inc. has a fifty-two week low of $84.71 and a fifty-two week high of $142.40. The firm has a 50-day simple moving average of $101.63 and a 200 day simple moving average of $114.72. The company has a market cap of $21.69 billion, a PE ratio of 17.64, a P/E/G ratio of 1.30 and a beta of 0.66.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results on Thursday, May 28th. The company reported $1.74 EPS for the quarter, topping the consensus estimate of $1.53 by $0.21. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The firm had revenue of $4.98 billion during the quarter, compared to analysts’ expectations of $4.96 billion. During the same quarter in the prior year, the firm earned $1.26 EPS. Dollar Tree’s quarterly revenue was up 7.2% on a year-over-year basis. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, sell-side analysts anticipate that Dollar Tree, Inc. will post 6.98 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on DLTR shares. Truist Financial cut their target price on shares of Dollar Tree from $142.00 to $107.00 and set a “buy” rating on the stock in a research note on Wednesday, May 27th. UBS Group set a $124.00 price objective on shares of Dollar Tree in a research report on Thursday, May 28th. BNP Paribas Exane boosted their price objective on shares of Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a research report on Friday, May 29th. The Goldman Sachs Group lowered their price objective on shares of Dollar Tree from $115.00 to $105.00 and set a “sell” rating for the company in a research report on Friday, May 29th. Finally, Rothschild & Co Redburn set a $165.00 price objective on shares of Dollar Tree and gave the company a “buy” rating in a research report on Tuesday, February 17th. Eight research analysts have rated the stock with a Buy rating, ten have given a Hold rating and six have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $119.48.

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.