Confluence Investment Management LLC Sells 11,470 Shares of Dollar Tree, Inc. $DLTR

Confluence Investment Management LLC decreased its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 4.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 273,626 shares of the company’s stock after selling 11,470 shares during the period. Confluence Investment Management LLC’s holdings in Dollar Tree were worth $25,822,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. TD Private Client Wealth LLC grew its position in Dollar Tree by 164.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 264 shares of the company’s stock valued at $26,000 after purchasing an additional 164 shares during the period. Brooklyn Investment Group boosted its stake in Dollar Tree by 79.0% during the 1st quarter. Brooklyn Investment Group now owns 358 shares of the company’s stock valued at $27,000 after purchasing an additional 158 shares during the last quarter. True Wealth Design LLC increased its holdings in Dollar Tree by 372.5% during the 2nd quarter. True Wealth Design LLC now owns 378 shares of the company’s stock worth $37,000 after purchasing an additional 298 shares in the last quarter. MTM Investment Management LLC purchased a new stake in shares of Dollar Tree in the second quarter worth approximately $42,000. Finally, Ameritas Advisory Services LLC bought a new position in shares of Dollar Tree in the second quarter valued at approximately $43,000. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on DLTR shares. JPMorgan Chase & Co. upped their price target on Dollar Tree from $138.00 to $140.00 and gave the stock an “overweight” rating in a report on Thursday, September 4th. Gordon Haskett lowered shares of Dollar Tree from a “hold” rating to a “reduce” rating and set a $95.00 target price for the company. in a research note on Wednesday, September 3rd. UBS Group raised their price target 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. New Street Research set a $103.00 price target on shares of Dollar Tree in a report on Thursday, October 16th. Finally, Wells Fargo & Company increased their price objective on shares of Dollar Tree from $125.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday. Eight investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $118.83.

Insider Activity

In related news, insider Robert Aflatooni sold 1,260 shares of the company’s stock in a transaction that occurred on Friday, October 17th. The shares were sold at an average price of $94.70, for a total transaction of $119,322.00. Following the sale, the insider directly owned 21,402 shares in the company, valued at approximately $2,026,769.40. This represents a 5.56% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Brent A. Beebe sold 2,200 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $124.65, for a total transaction of $274,230.00. Following the completion of the transaction, the insider directly owned 13,740 shares of the company’s stock, valued at approximately $1,712,691. This trade represents a 13.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 6.60% of the stock is owned by corporate insiders.

Dollar Tree Stock Performance

NASDAQ DLTR opened at $122.49 on Tuesday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.22 and a current ratio of 0.96. The company has a market capitalization of $24.36 billion, a PE ratio of -9.11, a price-to-earnings-growth ratio of 1.88 and a beta of 0.75. Dollar Tree, Inc. has a 52-week low of $61.80 and a 52-week high of $132.48. The company has a 50-day simple moving average of $108.61 and a 200 day simple moving average of $105.24.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share for the quarter, beating the consensus estimate of $1.09 by $0.12. Dollar Tree had a positive return on equity of 30.23% and a negative net margin of 15.40%.The business had revenue of $4.75 billion during the quarter, compared to analyst estimates of $4.70 billion. During the same period in the prior year, the company earned $1.12 earnings per share. Dollar Tree’s revenue was up 9.4% compared to the same quarter last year. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. On average, research analysts predict that Dollar Tree, Inc. will post 5.39 EPS for the current year.

About Dollar Tree

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.