Balefire LLC Sells 12,458 Shares of Dollar Tree, Inc. $DLTR

Balefire LLC cut its position in Dollar Tree, Inc. (NASDAQ:DLTR) by 44.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,447 shares of the company’s stock after selling 12,458 shares during the quarter. Balefire LLC’s holdings in Dollar Tree were worth $1,900,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. USA Financial Formulas acquired a new position in shares of Dollar Tree during the 3rd quarter worth about $770,000. Sumitomo Mitsui Trust Group Inc. grew its holdings in Dollar Tree by 4.0% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 541,021 shares of the company’s stock valued at $51,056,000 after buying an additional 20,786 shares during the last quarter. Orion Porfolio Solutions LLC increased its position in Dollar Tree by 28.2% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 47,735 shares of the company’s stock worth $4,728,000 after buying an additional 10,497 shares during the period. Federated Hermes Inc. increased its position in Dollar Tree by 2.2% in the 3rd quarter. Federated Hermes Inc. now owns 751,744 shares of the company’s stock worth $70,942,000 after buying an additional 15,829 shares during the period. Finally, Pacer Advisors Inc. lifted its holdings in shares of Dollar Tree by 11.9% during the third quarter. Pacer Advisors Inc. now owns 1,346,247 shares of the company’s stock worth $127,045,000 after buying an additional 143,295 shares during the last quarter. Institutional investors own 97.40% of the company’s stock.

Trending Headlines about Dollar Tree

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

• Positive Sentiment: Macroeconomic “trade-down” trend could lift traffic and share for dollar stores as consumers seek lower-cost options; media pieces highlight Walmart and dollar stores as potential beneficiaries of price shocks tied to geopolitical events. Exclusive: Can Walmart and Dollar Tree ride the ‘trade down’ wave…
• Positive Sentiment: Liquidity boost: Dollar Tree secured a $500 million term loan (entered March 19), which improves near-term flexibility to fund store investments, inventory and execution of strategic initiatives. Dollar Tree Secures New $500 Million Term Loan
• Neutral Sentiment: Q4 results were mixed: EPS slightly beat (reported $2.56 vs. $2.53 est.) while revenue was essentially inline/slightly below expectations; revenue rose ~9% year-over-year. These show resilience but limited upside surprise. Dollar Tree Earnings Call Highlights Growth Amid Headwinds
• Neutral Sentiment: Full earnings call transcript is available for detail on management commentary and guidance assumptions; useful for assessing inventory, margins and execution risks. Dollar Tree (DLTR) Q4 2025 Earnings Transcript
• Neutral Sentiment: Analyst views are mixed—coverage notes divergence on consumer names including Dollar Tree, adding near-term analyst-driven volatility but not necessarily changing fundamentals. Analysts Conflicted on These Consumer Goods Names
• Neutral Sentiment: Short-interest reports flagged a “large increase” in March, but published data shows 0 shares / NaN changes and a 0.0 days-to-cover figure — this appears to be a reporting/data error rather than actionable short-seller pressure.
• Negative Sentiment: Management struck a cautious tone on the earnings call about near-term headwinds (pricing, margin pressure, and execution risks), which likely spurred investor selling despite the modest EPS beat. Dollar Tree Earnings Call Highlights Growth Amid Headwinds

Dollar Tree Price Performance

Shares of Dollar Tree stock opened at $106.53 on Wednesday. The stock has a market capitalization of $21.02 billion, a price-to-earnings ratio of 17.04, a P/E/G ratio of 1.36 and a beta of 0.73. The firm’s 50-day moving average price is $122.47 and its two-hundred day moving average price is $112.91. The company has a current ratio of 1.07, a quick ratio of 0.29 and a debt-to-equity ratio of 0.65. Dollar Tree, Inc. has a 1-year low of $61.87 and a 1-year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Monday, March 16th. The company reported $2.56 EPS for the quarter, topping the consensus estimate of $2.53 by $0.03. Dollar Tree had a return on equity of 32.24% and a net margin of 6.61%.The business had revenue of $5.45 billion for the quarter, compared to the consensus estimate of $5.46 billion. During the same period in the previous year, the business earned $2.11 EPS. Dollar Tree’s revenue was up 9.0% compared to the same quarter last year. On average, equities analysts predict that Dollar Tree, Inc. will post 5.39 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Wells Fargo & Company raised their price objective on shares of Dollar Tree from $125.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, December 19th. Jefferies Financial Group upped their target price on shares of Dollar Tree from $75.00 to $80.00 and gave the company an “underperform” rating in a research note on Tuesday, March 17th. Bank of America increased their price target on shares of Dollar Tree from $85.00 to $89.00 and gave the company an “underperform” rating in a report on Monday, March 16th. BNP Paribas Exane lowered shares of Dollar Tree from a “hold” rating to an “underperform” rating and set a $87.00 price target on the stock. in a research report on Wednesday, January 21st. Finally, UBS Group upped their price objective on shares of Dollar Tree from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and seven have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $123.24.

Dollar Tree Company 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.