Dollar Tree, Inc. $DLTR Shares Purchased by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC grew its position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 67.7% during the third quarter, according to its most recent filing with the SEC. The firm owned 14,382 shares of the company’s stock after acquiring an additional 5,807 shares during the period. Chicago Partners Investment Group LLC’s holdings in Dollar Tree were worth $1,802,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Basecamp Wealth Advisors LLC grew its position in shares of Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock worth $28,000 after buying an additional 97 shares during the period. Wilkerson Advisory Group LLC lifted its position in Dollar Tree by 80.1% during the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after acquiring an additional 117 shares during the period. Valeo Financial Advisors LLC lifted its position in Dollar Tree by 3.5% during the 2nd quarter. Valeo Financial Advisors LLC now owns 3,475 shares of the company’s stock valued at $420,000 after acquiring an additional 118 shares during the period. Interchange Capital Partners LLC lifted its position in Dollar Tree by 7.1% during the 3rd quarter. Interchange Capital Partners LLC now owns 1,984 shares of the company’s stock valued at $226,000 after acquiring an additional 132 shares during the period. Finally, Tema ETFs LLC boosted its stake in Dollar Tree by 7.1% during the second quarter. Tema ETFs LLC now owns 2,176 shares of the company’s stock worth $263,000 after acquiring an additional 145 shares in the last quarter. 97.40% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Raymond James Financial restated an “outperform” rating and issued a $145.00 price objective on shares of Dollar Tree in a report on Friday, August 28th. Guggenheim lifted their target price on shares of Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday, August 25th. Piper Sandler boosted their price target on Dollar Tree from $114.00 to $121.00 and gave the stock a “neutral” rating in a research report on Monday, August 31st. Barclays upped their price target on Dollar Tree from $140.00 to $160.00 and gave the stock an “overweight” rating in a research note on Friday, September 4th. Finally, Truist Financial raised their price objective on Dollar Tree from $136.00 to $138.00 and gave the company a “buy” rating in a research report on Tuesday, August 25th. Ten investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Dollar Tree has a consensus rating of “Hold” and an average price target of $133.14.

Insider Activity

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of Dollar Tree 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 completion of the transaction, the director directly owned 4,089 shares of the company’s stock, valued at approximately $537,580.83. The trade was a 22.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Robert Aflatooni sold 2,500 shares of the company’s stock in a transaction that occurred on 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 owned 24,820 shares in the company, valued at approximately $3,127,568.20. This represents a 9.15% decrease in their position. The disclosure for this sale is available in the SEC filing. 7.10% of the stock is currently owned by insiders.

Dollar Tree Price Performance

DLTR opened at $131.14 on Friday. The firm has a market cap of $24.61 billion, a PE ratio of 16.01, a P/E/G ratio of 1.22 and a beta of 0.64. The stock has a 50-day moving average price of $122.33 and a 200-day moving average price of $117.13. Dollar Tree, Inc. has a 1 year low of $85.88 and a 1 year high of $148.54. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $4.86 billion. During the same period in the prior year, the firm posted $0.77 EPS. Dollar Tree’s revenue for the quarter 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. Sell-side analysts predict that Dollar Tree, Inc. will post 7.92 earnings per share for the current fiscal year.

Dollar Tree Profile

Dollar Tree, Inc is a discount retailer that sells everyday merchandise through stores operating under the Dollar Tree banner. Its assortment includes food, household and cleaning supplies, health and beauty products, toys, seasonal goods, party supplies and stationery. Many stores offer products at multiple price points.

The company traces its roots to a retail business founded in 1986 and later developed its Dollar Tree chain around value-priced merchandise. It operates primarily in the United States.

Dollar Tree completed the sale of its Family Dollar business in 2025, refocusing the company on its Dollar Tree stores.