SRH Advisors LLC Acquires New Stake in Dollar Tree, Inc. $DLTR

SRH Advisors LLC acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 4,702 shares of the company’s stock, valued at approximately $536,000.

Several other hedge funds and other institutional investors have also modified their holdings of DLTR. BlackRock Inc. bought a new stake in Dollar Tree in the 2nd quarter valued at $2,643,741,000. Pzena Investment Management LLC acquired a new stake in Dollar Tree in the 2nd quarter worth $1,176,661,000. Primecap Management Co. CA acquired a new stake in Dollar Tree in the 2nd quarter worth $455,845,000. Bank of America Corp DE acquired a new stake in Dollar Tree in the 2nd quarter worth $385,350,000. Finally, Caisse de depot et placement du Quebec bought a new position in shares of Dollar Tree during the 2nd quarter worth about $205,631,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Stock Performance

DLTR traded down $5.73 during trading on Friday, reaching $125.31. 2,421,080 shares of the company’s stock were exchanged, compared to its average volume of 1,957,770. The company has a market capitalization of $23.51 billion, a P/E ratio of 15.30, a PEG ratio of 1.21 and a beta of 0.71. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. The business has a 50 day moving average price of $121.99 and a 200 day moving average price of $115.42. Dollar Tree, Inc. has a fifty-two week low of $85.88 and a fifty-two week high of $142.40.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the prior year, the company posted $0.77 EPS. The business’s 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. As a group, analysts predict that Dollar Tree, Inc. will post 7.93 earnings per share for the current fiscal year.

Dollar Tree declared that its board has approved a stock buyback program on Thursday, July 2nd that authorizes the company to repurchase $2.50 billion in outstanding shares. This buyback authorization authorizes the company to repurchase up to 10.7% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Analyst Ratings Changes

DLTR has been the subject of a number of research analyst reports. BMO Capital Markets reaffirmed a “market perform” rating and set a $135.00 price objective on shares of Dollar Tree in a research report on Friday, August 28th. Weiss Ratings upgraded shares of Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 28th. Piper Sandler lifted their target price on Dollar Tree from $114.00 to $121.00 and gave the stock a “neutral” rating in a research report on Monday, August 31st. Loop Capital upgraded Dollar Tree from a “hold” rating to a “buy” rating and boosted their price target for the company from $130.00 to $140.00 in a research note on Thursday, October 1st. Finally, Morgan Stanley boosted their price target on Dollar Tree from $130.00 to $145.00 and gave the company an “equal weight” rating in a research note on Friday, August 28th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Dollar Tree has an average rating of “Hold” and a consensus price target of $133.14.

Insider Transactions at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $131.47, for a total value of $155,791.95. Following the sale, the director owned 4,089 shares of the company’s stock, valued at $537,580.83. The trade was a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Robert Aflatooni sold 2,500 shares of the stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the transaction, the insider directly owned 24,820 shares of the company’s stock, valued at $3,127,568.20. This trade represents a 9.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 7.10% of the company’s stock.

Dollar Tree Profile

Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.