EP Wealth Advisors LLC Makes New Investment in Dollar Tree, Inc. $DLTR

EP Wealth Advisors LLC purchased a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, HoldingsChannel reports. The fund purchased 7,565 shares of the company’s stock, valued at approximately $871,000.

A number of other large investors have also recently modified their holdings of the business. BlackRock Inc. purchased a new position in shares of Dollar Tree during the second quarter worth about $2,643,741,000. Pzena Investment Management LLC purchased a new position in Dollar Tree in the 2nd quarter worth approximately $1,176,661,000. State Street Corp grew its stake in Dollar Tree by 3.5% in the 3rd quarter. State Street Corp now owns 9,421,856 shares of the company’s stock worth $889,141,000 after buying an additional 319,938 shares in the last quarter. Alliancebernstein L.P. raised its position in shares of Dollar Tree by 176.9% during the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock valued at $371,026,000 after buying an additional 2,393,172 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of Dollar Tree by 1.5% during the 4th quarter. Invesco Ltd. now owns 2,719,303 shares of the company’s stock valued at $334,501,000 after buying an additional 39,506 shares in the last quarter. Institutional investors own 97.40% of the company’s stock.

Dollar Tree Stock Performance

Dollar Tree stock opened at $131.48 on Monday. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The company has a market capitalization of $25.27 billion, a PE ratio of 20.54, a P/E/G ratio of 1.50 and a beta of 0.64. The firm has a fifty day simple moving average of $123.93 and a two-hundred day simple moving average of $114.35. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, beating 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 business had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. During the same period in the prior year, the business posted $1.26 earnings per share. The company’s 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. Research analysts expect that Dollar Tree, Inc. will post 7.02 EPS for the current year.

Dollar Tree declared that its Board of Directors has approved a stock repurchase program on Thursday, July 2nd that permits the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 10.7% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

DLTR has been the subject of a number of research analyst reports. Piper Sandler dropped their price objective on shares of Dollar Tree from $116.00 to $101.00 and set a “neutral” rating for the company in a report on Tuesday, May 26th. BMO Capital Markets raised their price target on Dollar Tree from $90.00 to $98.00 and gave the company an “underperform” rating in a research report on Tuesday, August 11th. Evercore raised Dollar Tree from a “hold” rating to an “outperform” rating in a research note on Wednesday, July 8th. BNP Paribas Exane upped their price objective on Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a report on Friday, May 29th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on Dollar Tree from $99.00 to $102.00 and gave the company a “hold” rating in a research report on Thursday, June 4th. Ten analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $123.41.

Dollar Tree Profile

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.