Edmond DE Rothschild Holding S.A. Makes New Investment in Dollar Tree, Inc. $DLTR

Edmond DE Rothschild Holding S.A. purchased a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 8,452 shares of the company’s stock, valued at approximately $1,022,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Cullen Frost Bankers Inc. bought a new stake in Dollar Tree during the fourth quarter valued at approximately $25,000. Reflection Asset Management bought a new stake in Dollar Tree during the fourth quarter valued at about $25,000. Covestor Ltd grew its holdings in Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares during the period. Basecamp Wealth Advisors LLC increased its position in Dollar Tree by 59.9% in the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock worth $28,000 after buying an additional 97 shares in the last quarter. Finally, Wilkerson Advisory Group LLC increased its position in Dollar Tree by 80.1% in the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after buying an additional 117 shares in the last quarter. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Price Performance

NASDAQ:DLTR opened at $128.45 on Friday. The business’s 50-day simple moving average is $123.58 and its two-hundred day simple moving average is $114.25. Dollar Tree, Inc. has a 52 week low of $84.71 and a 52 week high of $142.40. The stock has a market cap of $24.69 billion, a PE ratio of 20.07, a P/E/G ratio of 1.50 and a beta of 0.64. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data 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 return on equity of 35.19% and a net margin of 6.51%.The firm had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. During the same quarter in the prior year, the company posted $1.26 earnings per share. The business’s quarterly 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. As a group, analysts forecast that Dollar Tree, Inc. will post 7 EPS for the current fiscal year.

Dollar Tree announced that its Board of Directors has initiated a share repurchase plan on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in shares. This buyback authorization authorizes the company to repurchase up to 10.7% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Analysts Set New Price Targets

Several research analysts have recently commented on DLTR shares. Piper Sandler decreased their price objective on Dollar Tree from $116.00 to $101.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 26th. Freedom Capital downgraded Dollar Tree from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 28th. The Goldman Sachs Group lowered shares of Dollar Tree from a “neutral” rating to a “hold” rating in a report on Wednesday, July 8th. Wells Fargo & Company raised their target price on shares of Dollar Tree from $145.00 to $155.00 and gave the stock an “overweight” rating in a research note on Monday. Finally, JPMorgan Chase & Co. lifted their price target on shares of Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Ten equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $123.41.

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.