Jacobs Equity LLC Purchases Shares of 4,950 Dollar Tree, Inc. $DLTR

Jacobs Equity LLC purchased a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, HoldingsChannel reports. The institutional investor purchased 4,950 shares of the company’s stock, valued at approximately $599,000.

Several other institutional investors and hedge funds have also made changes to their positions in DLTR. Algert Global LLC lifted its position in Dollar Tree by 17.9% during the 2nd quarter. Algert Global LLC now owns 69,452 shares of the company’s stock worth $7,995,000 after acquiring an additional 10,547 shares during the period. Wealthfront Advisers LLC increased its holdings in shares of Dollar Tree by 13.7% in the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock valued at $8,431,000 after purchasing an additional 9,288 shares during the period. Hanseatic Management Services Inc. acquired a new position in shares of Dollar Tree in the first quarter valued at about $950,000. Arrowstreet Capital Limited Partnership raised its stake in shares of Dollar Tree by 4.7% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,821,852 shares of the company’s stock worth $224,106,000 after purchasing an additional 81,695 shares during the last quarter. Finally, AMG National Trust Bank purchased a new position in shares of Dollar Tree in the second quarter worth about $2,257,000. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Dollar Tree Stock Down 3.9%

Shares of DLTR opened at $127.00 on Friday. Dollar Tree, Inc. has a 52 week low of $84.71 and a 52 week high of $142.40. 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 $24.41 billion, a price-to-earnings ratio of 19.84, a PEG ratio of 1.51 and a beta of 0.64. The stock’s 50-day moving average price is $125.70 and its 200-day moving average price is $114.67.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $1.15 by $1.55. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same period in the previous year, the firm earned $0.77 EPS. The business’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, sell-side analysts predict that Dollar Tree, Inc. will post 6.99 EPS for the current year.

Dollar Tree announced that its board has approved a share buyback plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the company to repurchase up to 10.7% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Analyst Ratings Changes

A number of brokerages recently commented on DLTR. Jefferies Financial Group upgraded Dollar Tree from a “moderate sell” rating to a “buy” rating in a research report on Wednesday, July 8th. Wall Street Zen raised shares of Dollar Tree from a “hold” rating to a “buy” rating in a research report on Saturday, August 22nd. Sanford C. Bernstein lifted their price objective on shares of Dollar Tree from $124.00 to $127.00 and gave the company a “market perform” rating in a research note on Friday, July 31st. Raymond James Financial raised shares of Dollar Tree from a “market perform” rating to an “outperform” rating and set a $140.00 price objective on the stock in a report on Wednesday, July 8th. Finally, BMO Capital Markets increased their price objective on shares of Dollar Tree from $90.00 to $98.00 and gave the stock an “underperform” rating in a research note on Tuesday, August 11th. Ten research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $125.27.

Trending Headlines about Dollar Tree

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

• Positive Sentiment: Strong second-quarter results: Fiscal Q2 revenue increased 7% year over year to approximately $4.9 billion, surpassing estimates, while adjusted EPS reached $2.70 versus the $1.15 consensus. Comparable-store sales rose 3.7%, supported by a 0.4% increase in traffic and a 3.3% increase in average ticket. Dollar Tree Reports Strong Second Quarter Results
• Positive Sentiment: Full-year outlook raised: Dollar Tree increased fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10 and projected revenue of $20.5 billion–$20.7 billion. Margin gains from improved markups, lower freight costs and reduced shrinkage also supported the quarter. Dollar Tree Lifts Earnings Outlook
• Neutral Sentiment: Broadening customer base: Dollar Tree said it continues to attract middle- and higher-income shoppers seeking value amid inflation and elevated household costs. Higher gas prices may further support discount-store demand, although they can also pressure consumer budgets. Dollar Tree Attracts Higher-Income Customers
• Negative Sentiment: Weak third-quarter forecast overshadowed the beat: Management projected Q3 EPS of $0.80–$0.95, well below analysts’ $1.40 consensus, despite expected revenue of $5.0 billion–$5.1 billion. Investors also cited tariff-related reinvestment costs and higher fuel prices as threats to margins. Dollar Tree Discusses Fuel Price Headwinds

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.