Canada Pension Plan Investment Board Acquires New Position in Dollar Tree, Inc. $DLTR

Canada Pension Plan Investment Board acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 527,019 shares of the company’s stock, valued at approximately $60,665,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Cullen Frost Bankers Inc. acquired a new position in Dollar Tree during the fourth quarter worth $25,000. Reflection Asset Management acquired a new stake in Dollar Tree in the fourth quarter valued at $25,000. Covestor Ltd boosted its position in shares of Dollar Tree by 60.9% during the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after purchasing an additional 84 shares in the last quarter. Basecamp Wealth Advisors LLC boosted its position in shares of Dollar Tree by 59.9% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock worth $28,000 after purchasing an additional 97 shares in the last quarter. Finally, Wilkerson Advisory Group LLC grew its stake in shares of Dollar Tree by 80.1% during the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after purchasing an additional 117 shares during the period. Institutional investors and hedge funds own 97.40% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on DLTR. Morgan Stanley increased their price target on shares of Dollar Tree from $126.00 to $130.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. Freedom Capital cut shares of Dollar Tree from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 28th. UBS Group restated a “buy” rating on shares of Dollar Tree in a report on Monday, August 17th. Barclays cut Dollar Tree from an “overweight” rating to a “strong sell” rating in a research report on Wednesday, July 8th. Finally, BMO Capital Markets lifted their price target on Dollar Tree from $90.00 to $98.00 and gave the stock an “underperform” rating in a research note on Tuesday, August 11th. Ten equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, Dollar Tree presently has an average rating of “Hold” and a consensus target price of $125.27.

More Dollar Tree News

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

• Positive Sentiment: Strong second-quarter results: Fiscal Q2 revenue increased 7% year over year to approximately $4.9 billion, surpassing estimates, while adjusted EPS reached $2.70 versus the $1.15 consensus. Comparable-store sales rose 3.7%, supported by a 0.4% increase in traffic and a 3.3% increase in average ticket. Dollar Tree Reports Strong Second Quarter Results
• Positive Sentiment: Full-year outlook raised: Dollar Tree increased fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10 and projected revenue of $20.5 billion–$20.7 billion. Margin gains from improved markups, lower freight costs and reduced shrinkage also supported the quarter. Dollar Tree Lifts Earnings Outlook
• Neutral Sentiment: Broadening customer base: Dollar Tree said it continues to attract middle- and higher-income shoppers seeking value amid inflation and elevated household costs. Higher gas prices may further support discount-store demand, although they can also pressure consumer budgets. Dollar Tree Attracts Higher-Income Customers
• Negative Sentiment: Weak third-quarter forecast overshadowed the beat: Management projected Q3 EPS of $0.80–$0.95, well below analysts’ $1.40 consensus, despite expected revenue of $5.0 billion–$5.1 billion. Investors also cited tariff-related reinvestment costs and higher fuel prices as threats to margins. Dollar Tree Discusses Fuel Price Headwinds

Dollar Tree Price Performance

Shares of NASDAQ:DLTR opened at $127.00 on Friday. The business’s fifty day moving average price is $125.70 and its two-hundred day moving average price is $114.67. The stock has a market cap of $24.41 billion, a PE ratio of 19.84, a price-to-earnings-growth ratio of 1.51 and a beta of 0.64. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.39 and a current ratio of 1.16. Dollar Tree, Inc. has a one year low of $84.71 and a one year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The business’s revenue for the quarter was up 7.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.77 earnings per share. 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. On average, analysts forecast that Dollar Tree, Inc. will post 6.99 EPS for the current fiscal year.

Dollar Tree announced that its board has initiated a stock buyback program on Thursday, July 2nd that permits the company to buyback $2.50 billion in outstanding shares. This buyback authorization permits the company to purchase up to 10.7% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

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.