Cardinal Point Capital Management ULC Buys 4,210 Shares of Dollar Tree, Inc. $DLTR

Cardinal Point Capital Management ULC bought a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,210 shares of the company’s stock, valued at approximately $480,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Algert Global LLC lifted its holdings in Dollar Tree by 17.9% in the 2nd quarter. Algert Global LLC now owns 69,452 shares of the company’s stock worth $7,995,000 after purchasing an additional 10,547 shares during the last quarter. Wealthfront Advisers LLC boosted its position in Dollar Tree by 13.7% during the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock worth $8,431,000 after purchasing an additional 9,288 shares during the period. Bank of New York Mellon Corp bought a new stake in Dollar Tree during the second quarter worth approximately $110,626,000. Sequoia Financial Advisors LLC grew its holdings in Dollar Tree by 155.7% during the second quarter. Sequoia Financial Advisors LLC now owns 32,295 shares of the company’s stock valued at $3,906,000 after purchasing an additional 19,665 shares during the last quarter. Finally, Integrated Wealth Concepts LLC grew its holdings in Dollar Tree by 347.1% during the second quarter. Integrated Wealth Concepts LLC now owns 19,005 shares of the company’s stock valued at $2,299,000 after purchasing an additional 14,754 shares during the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on DLTR. 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 research report on Monday, July 6th. Benchmark began coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They issued a “hold” rating for the company. Raymond James Financial reaffirmed an “outperform” rating and set a $145.00 price objective on shares of Dollar Tree in a report on Friday, August 28th. Loop Capital raised shares of Dollar Tree from a “hold” rating to a “buy” rating and upped their price objective for the stock from $130.00 to $140.00 in a report on Thursday, October 1st. Finally, BMO Capital Markets reiterated a “market perform” rating and issued a $135.00 target price on shares of Dollar Tree in a research note on Friday, August 28th. Eleven research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Dollar Tree presently has a consensus rating of “Hold” and a consensus target price of $133.14.

Dollar Tree Price Performance

NASDAQ DLTR opened at $125.48 on Thursday. The stock has a 50-day simple moving average of $122.04 and a 200 day simple moving average of $115.19. Dollar Tree, Inc. has a twelve month low of $85.88 and a twelve month high of $142.40. The stock has a market capitalization of $23.54 billion, a PE ratio of 15.32, a P/E/G ratio of 1.16 and a beta of 0.71. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.39 and a current ratio of 1.13.

Dollar Tree (NASDAQ:DLTR) last released its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The firm had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the firm posted $0.77 EPS. The company’s revenue was up 7.0% on a year-over-year basis. 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. Research analysts anticipate that Dollar Tree, Inc. will post 7.93 EPS for the current year.

Dollar Tree declared that its Board of Directors has approved a share buyback plan on Thursday, July 2nd that authorizes the company to repurchase $2.50 billion in outstanding shares. This buyback authorization authorizes the company to repurchase up to 10.7% of its shares through open market purchases. Share buyback plans are generally a sign that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling at Dollar Tree

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the stock in a transaction on Friday, September 4th. The shares were sold at an average price of $131.47, for a total value of $155,791.95. Following the completion of the sale, the director directly owned 4,089 shares of the company’s stock, valued at $537,580.83. This represents a 22.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Robert Aflatooni sold 2,500 shares of the stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the sale, the insider directly owned 24,820 shares of the company’s stock, valued at approximately $3,127,568.20. This trade represents a 9.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 7.10% of the company’s stock.

Dollar Tree Company Profile

Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.