Union Bancaire Privee UBP SA Takes Position in Dollar Tree, Inc. $DLTR

Union Bancaire Privee UBP SA acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 46,520 shares of the company’s stock, valued at approximately $5,722,000.

Several other hedge funds have also added to or reduced their stakes in DLTR. Cary Street Partners Investment Advisory LLC grew its holdings in Dollar Tree by 20.3% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 563 shares of the company’s stock worth $53,000 after acquiring an additional 95 shares during the last quarter. Versant Capital Management Inc lifted its holdings in shares of Dollar Tree by 3.8% during the third quarter. Versant Capital Management Inc now owns 2,867 shares of the company’s stock worth $271,000 after purchasing an additional 106 shares during the period. Deseret Mutual Benefit Administrators lifted its holdings in shares of Dollar Tree by 10.7% during the third quarter. Deseret Mutual Benefit Administrators now owns 1,122 shares of the company’s stock worth $106,000 after purchasing an additional 108 shares during the period. Vident Advisory LLC grew its stake in shares of Dollar Tree by 1.3% in the third quarter. Vident Advisory LLC now owns 9,727 shares of the company’s stock worth $918,000 after purchasing an additional 121 shares during the last quarter. Finally, Louisbourg Investments Inc. grew its stake in shares of Dollar Tree by 0.3% in the third quarter. Louisbourg Investments Inc. now owns 45,304 shares of the company’s stock worth $4,275,000 after purchasing an additional 144 shares during the last quarter. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Dollar Tree Stock Performance

DLTR stock opened at $105.92 on Friday. The firm has a market cap of $20.90 billion, a PE ratio of 16.95, a price-to-earnings-growth ratio of 1.32 and a beta of 0.73. Dollar Tree, Inc. has a 1-year low of $61.87 and a 1-year high of $142.40. The stock has a 50-day moving average price of $123.67 and a 200-day moving average price of $112.73. The company has a current ratio of 1.07, a quick ratio of 0.22 and a debt-to-equity ratio of 0.65.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Monday, March 16th. The company reported $2.56 earnings per share for the quarter, beating the consensus estimate of $2.53 by $0.03. The company had revenue of $5.45 billion during the quarter, compared to analyst estimates of $5.46 billion. Dollar Tree had a net margin of 6.61% and a return on equity of 32.24%. Dollar Tree’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.11 EPS. As a group, equities research analysts expect that Dollar Tree, Inc. will post 5.39 earnings per share for the current year.

Key Headlines Impacting Dollar Tree

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Strong fundamentals: analysts and commentary point to revenue gains from pricing and a shifting customer mix after the quarter, supporting near-term sales momentum. Dollar Tree’s Pricing Adjustments Are Generating Revenue Growth
• Positive Sentiment: Buy-side support: Guggenheim reaffirmed a Buy rating and Telsey Advisory gave an Outperform — these help underpin demand for the shares. Guggenheim Reaffirms “Buy” Rating for Dollar Tree (NASDAQ:DLTR) Dollar Tree (NASDAQ:DLTR) Earns “Outperform” Rating from Telsey Advisory Group
• Positive Sentiment: Conviction from select brokers: Jefferies forecasted strong upside, and Wells Fargo maintained a Buy — both can support further upside if results and execution continue. Jefferies Financial Group Forecasts Strong Price Appreciation for Dollar Tree (NASDAQ:DLTR) Stock Wells Fargo Sticks to Its Buy Rating for Dollar Tree (DLTR)
• Positive Sentiment: Positive commentary & investor guides highlight Dollar Tree as a buy candidate after the quarter and favorable pricing trends. Why You Might Consider an Investment in Dollar Tree Today
• Neutral Sentiment: Management messaging: CEO comments aimed to reassure customers on pricing — supportive for consumer confidence but not a near-term earnings catalyst by itself. Dollar Tree CEO shares reassuring update on prices
• Neutral Sentiment: Mixed industry analysis and weekly market context suggest broader retail volatility (inflation/Fed/risk environment) could affect sentiment toward discount retailers. How the Risk/Reward Calculation Is Changing for Discount Retail (DLTR) MarketBeat Week in Review – 03/16 – 03/20
• Neutral Sentiment: Short-interest report is noisy/ambiguous (data shows zero change and 0 days to cover) — not signaling a clear market pressure or squeeze risk today.
• Negative Sentiment: Relative weakness: a MarketWatch note flagged DLTR underperforming peers on Thursday, which can pressure sentiment if it persists. Dollar Tree Inc. stock underperforms Thursday when compared to competitors
• Negative Sentiment: Bearish broker notes: Citigroup and Morgan Stanley put out pessimistic forecasts — these can cap upside and increase volatility if other brokers follow suit. Citigroup Issues Pessimistic Forecast for Dollar Tree (NASDAQ:DLTR) Stock Price Morgan Stanley Issues Pessimistic Forecast for Dollar Tree (NASDAQ:DLTR) Stock Price

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. Truist Financial lowered their target price on Dollar Tree from $156.00 to $142.00 and set a “buy” rating for the company in a research report on Monday. Wall Street Zen raised Dollar Tree from a “hold” rating to a “buy” rating in a research note on Saturday. Morgan Stanley cut their price objective on Dollar Tree from $146.00 to $126.00 and set an “equal weight” rating on the stock in a research note on Tuesday. Citigroup reduced their target price on Dollar Tree from $132.00 to $125.00 and set a “neutral” rating on the stock in a report on Tuesday. Finally, Telsey Advisory Group reissued an “outperform” rating and set a $150.00 target price on shares of Dollar Tree in a research report on Tuesday. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and seven have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $123.24.

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.