Proficio Capital Partners LLC Acquires Shares of 3,968 Dollar Tree, Inc. $DLTR

Proficio Capital Partners LLC acquired a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 3,968 shares of the company’s stock, valued at approximately $457,000.

Other institutional investors have also modified their holdings of the company. Transamerica Financial Advisors LLC bought a new position in shares of Dollar Tree during the second quarter worth about $196,000. Corient Private Wealth LP acquired a new stake in Dollar Tree during the second quarter valued at approximately $4,564,000. Parallax Volatility Advisers L.P. acquired a new stake in Dollar Tree during the second quarter valued at approximately $287,000. Bank of America Corp DE bought a new position in Dollar Tree during the 2nd quarter worth approximately $109,474,000. Finally, Strategic Global Advisors LLC acquired a new position in shares of Dollar Tree in the 2nd quarter worth approximately $3,671,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on DLTR shares. Morgan Stanley upped their price target on Dollar Tree from $126.00 to $130.00 and gave the company an “equal weight” rating in a research report on Friday, May 29th. BMO Capital Markets increased their target price on shares of Dollar Tree from $90.00 to $98.00 and gave the stock an “underperform” rating in a report on Tuesday, August 11th. BNP Paribas Exane lifted their price target on shares of Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a report on Friday, May 29th. Wells Fargo & Company increased their price objective on shares of Dollar Tree from $145.00 to $155.00 and gave the stock an “overweight” rating in a research note on Monday, August 17th. Finally, Jefferies Financial Group raised shares of Dollar Tree from a “moderate sell” rating to a “buy” rating in a report on Wednesday, July 8th. Ten analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $125.27.

Key Dollar Tree News

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

Dollar Tree Stock Performance

Shares of DLTR opened at $127.00 on Friday. The firm has a fifty day moving average of $125.70 and a 200-day moving average of $114.67. The company has a market cap of $24.41 billion, a price-to-earnings ratio of 19.84, a price-to-earnings-growth ratio of 1.51 and a beta of 0.64. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.39 and a current ratio of 1.16. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. The business had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The company’s revenue for the quarter was up 7.0% compared to the same quarter last year. During the same quarter last year, the company earned $0.77 EPS. 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. As a group, equities analysts anticipate that Dollar Tree, Inc. will post 6.99 earnings per share for the current year.

Dollar Tree declared that its Board of Directors has initiated a stock buyback program on Thursday, July 2nd that allows the company to buyback $2.50 billion in shares. This buyback authorization allows the company to repurchase up to 10.7% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.

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.