Perigon Wealth Management LLC Acquires Shares of 5,207 Dollar Tree, Inc. $DLTR

Perigon Wealth Management LLC acquired a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 5,207 shares of the company’s stock, valued at approximately $599,000.

A number of other large investors have also modified their holdings of DLTR. Trust Co. of Vermont acquired a new position in Dollar Tree during the 2nd quarter worth approximately $36,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Dollar Tree during the second quarter valued at approximately $54,015,000. OneDigital Investment Advisors LLC acquired a new position in shares of Dollar Tree during the second quarter worth $325,000. Plato Investment Management Ltd purchased a new position in shares of Dollar Tree in the second quarter valued at $651,000. Finally, AMG National Trust Bank acquired a new stake in Dollar Tree during the 2nd quarter valued at $2,257,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Stock Performance

Dollar Tree stock opened at $131.84 on Thursday. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39. Dollar Tree, Inc. has a 12 month low of $84.71 and a 12 month high of $142.40. The company has a fifty day moving average price of $123.31 and a two-hundred day moving average price of $114.18. The company has a market cap of $25.34 billion, a PE ratio of 20.60, a P/E/G ratio of 1.49 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last issued its earnings results on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The company had revenue of $4.98 billion for the quarter, compared to analysts’ expectations of $4.96 billion. During the same period in the prior year, the company earned $1.26 earnings per share. The firm’s revenue was up 7.2% compared to the same quarter last year. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Research analysts expect that Dollar Tree, Inc. will post 7 earnings per share for the current year.

Dollar Tree announced that its board has authorized a stock repurchase program on Thursday, July 2nd that allows the company to buyback $2.50 billion in outstanding shares. This buyback authorization allows the company to buy up to 10.7% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of brokerages have commented on DLTR. JPMorgan Chase & Co. boosted their price objective on shares of Dollar Tree from $160.00 to $170.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. Truist Financial lowered their target price on Dollar Tree from $142.00 to $107.00 and set a “buy” rating for the company in a research note on Wednesday, May 27th. Jefferies Financial Group raised Dollar Tree from a “moderate sell” rating to a “buy” rating in a research report on Wednesday, July 8th. Bank of America reiterated an “underperform” rating on shares of Dollar Tree in a research note on Thursday, May 28th. Finally, Gordon Haskett raised Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price target for the company in a report on Thursday, June 4th. Ten investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $123.41.

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.