18,081 Dollar Tree, Inc. $DLTR Shares Bought by Ritholtz Wealth Management

Ritholtz Wealth Management raised its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 83.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,874 shares of the company’s stock after purchasing an additional 18,081 shares during the quarter. Ritholtz Wealth Management’s holdings in Dollar Tree were worth $4,279,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Bryn Mawr Trust Advisors LLC lifted its stake in shares of Dollar Tree by 3.4% during the third quarter. Bryn Mawr Trust Advisors LLC now owns 2,312 shares of the company’s stock worth $264,000 after buying an additional 76 shares during the period. Basecamp Wealth Advisors LLC grew its holdings in shares of Dollar Tree by 59.9% during the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after buying an additional 97 shares during the last quarter. Wilkerson Advisory Group LLC grew its holdings in shares of Dollar Tree by 80.1% during the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after buying an additional 117 shares during the last quarter. Valeo Financial Advisors LLC increased its position in shares of Dollar Tree by 3.5% in 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. Finally, Interchange Capital Partners LLC increased its position in shares of Dollar Tree by 7.1% in 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. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Stock Down 1.1%

NASDAQ:DLTR opened at $141.27 on Friday. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39. The company’s fifty day moving average price is $123.20 and its 200-day moving average price is $117.38. Dollar Tree, Inc. has a 1-year low of $85.88 and a 1-year high of $148.54. The firm has a market capitalization of $26.51 billion, a P/E ratio of 17.25, a PEG ratio of 1.33 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results 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 the consensus estimate of $4.86 billion. During the same period in the previous year, the firm posted $0.77 earnings per share. The firm’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. As a group, equities research analysts anticipate that Dollar Tree, Inc. will post 7.92 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on DLTR. Morgan Stanley raised their target price on Dollar Tree from $130.00 to $145.00 and gave the stock an “equal weight” rating in a research note on Friday, August 28th. Barclays boosted their price target on Dollar Tree from $140.00 to $160.00 and gave the company an “overweight” rating in a research note on Friday, September 4th. Weiss Ratings raised Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 28th. Piper Sandler raised their price objective on Dollar Tree from $114.00 to $121.00 and gave the stock a “neutral” rating in a research note on Monday, August 31st. Finally, BMO Capital Markets restated a “market perform” rating and issued a $135.00 price objective on shares of Dollar Tree in a research note on Friday, August 28th. Ten investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Dollar Tree has an average rating of “Hold” and an average target price of $133.14.

Insider Activity

In other news, Director Stephanie Stahl sold 1,185 shares of the business’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following the completion of the transaction, 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 position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of the company’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $126.01, for a total value of $315,025.00. Following the completion of the sale, the insider owned 24,820 shares in the company, valued at $3,127,568.20. The trade was a 9.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 7.10% of the stock is currently owned by company insiders.

Dollar Tree Company 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.