Dollar Tree, Inc. $DLTR Stock: Rakuten Investment Management Inc. Boosts Position

Rakuten Investment Management Inc. raised its stake in Dollar Tree, Inc. (NASDAQ:DLTR) by 12.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 33,868 shares of the company’s stock after acquiring an additional 3,883 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Dollar Tree were worth $3,837,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Algert Global LLC grew its stake in shares of 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. Empirical Finance LLC raised its stake in Dollar Tree by 983.9% in the 2nd quarter. Empirical Finance LLC now owns 79,398 shares of the company’s stock valued at $9,455,000 after acquiring an additional 72,073 shares during the period. Wealthfront Advisers LLC lifted its holdings in Dollar Tree by 13.7% during 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 last quarter. Nykredit A S purchased a new position in shares of Dollar Tree in the second quarter worth about $10,141,000. Finally, Bank of New York Mellon Corp purchased a new position in shares of Dollar Tree in the second quarter worth about $110,626,000. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on DLTR. Sanford C. Bernstein restated a “market perform” rating and set a $130.00 price target on shares of Dollar Tree in a research note on Friday, August 28th. Wells Fargo & Company lifted their price objective on shares of Dollar Tree from $145.00 to $155.00 and gave the company an “overweight” rating in a research note on Monday, August 17th. The Goldman Sachs Group reissued a “neutral” rating and set a $131.00 target price on shares of Dollar Tree in a report on Monday, August 31st. Loop Capital downgraded Dollar Tree from a “buy” rating to a “hold” rating and set a $140.00 target price on the stock. in a research report on Thursday. Finally, UBS Group raised their price target on Dollar Tree from $145.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, August 28th. Ten investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $133.14.

Dollar Tree Price Performance

Shares of Dollar Tree stock traded down $6.80 on Friday, reaching $131.14. The stock had a trading volume of 2,792,285 shares, compared to its average volume of 1,929,027. Dollar Tree, Inc. has a 1 year low of $85.88 and a 1 year high of $148.54. The company has a market cap of $24.61 billion, a P/E ratio of 16.01, a price-to-earnings-growth ratio of 1.29 and a beta of 0.64. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86. The business’s 50 day moving average is $122.33 and its two-hundred day moving average is $117.13.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. The company had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. Dollar Tree’s revenue was up 7.0% compared to the same quarter last year. During the same period last year, the business earned $0.77 earnings per share. 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, research analysts anticipate that Dollar Tree, Inc. will post 7.92 EPS for the current year.

Insider Buying and Selling at Dollar Tree

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the firm’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $131.47, for a total value of $155,791.95. Following the completion of the transaction, the director directly owned 4,089 shares of the company’s stock, valued at $537,580.83. This trade represents a 22.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robert Aflatooni sold 2,500 shares of the business’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the transaction, the insider owned 24,820 shares of the company’s stock, valued at $3,127,568.20. This trade represents a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 7.10% of the stock is owned by company insiders.

Dollar Tree Company 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.