Generali Asset Management SPA SGR Decreases Stake in Dollar Tree, Inc. $DLTR

Generali Asset Management SPA SGR trimmed its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 33.5% during the third quarter, Holdings Channel reports. The fund owned 14,745 shares of the company’s stock after selling 7,434 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Dollar Tree were worth $1,391,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Focus Partners Advisor Solutions LLC acquired a new position in shares of Dollar Tree in the 1st quarter valued at approximately $227,000. AQR Capital Management LLC raised its holdings in Dollar Tree by 96.1% in the first quarter. AQR Capital Management LLC now owns 126,714 shares of the company’s stock valued at $9,367,000 after acquiring an additional 62,097 shares in the last quarter. Jacobs Levy Equity Management Inc. bought a new position in Dollar Tree during the 1st quarter valued at $846,000. NewEdge Advisors LLC boosted its stake in Dollar Tree by 3,237.4% during the 1st quarter. NewEdge Advisors LLC now owns 13,750 shares of the company’s stock valued at $1,032,000 after acquiring an additional 13,338 shares during the last quarter. Finally, Nissay Asset Management Corp Japan ADV grew its holdings in Dollar Tree by 1.1% during the 1st quarter. Nissay Asset Management Corp Japan ADV now owns 26,249 shares of the company’s stock worth $1,971,000 after acquiring an additional 273 shares in the last quarter. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Insider Activity

In related news, insider Brent A. Beebe sold 2,200 shares of the business’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 sale, the insider owned 13,740 shares of the company’s stock, valued at $1,712,691. The trade was a 13.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robert Aflatooni sold 1,260 shares of the company’s stock in a transaction that occurred on Friday, October 17th. The stock was sold at an average price of $94.70, for a total value of $119,322.00. Following the completion of the sale, the insider owned 21,402 shares of the company’s stock, valued at $2,026,769.40. This trade represents a 5.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 6.60% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on DLTR. New Street Research set a $103.00 target price on shares of Dollar Tree in a research note on Thursday, October 16th. Barclays upped their price objective on Dollar Tree from $120.00 to $136.00 and gave the company an “overweight” rating in a research note on Tuesday, December 9th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Dollar Tree in a research report on Thursday, October 30th. Jefferies Financial Group reissued an “underperform” rating and set a $75.00 price target on shares of Dollar Tree in a research report on Wednesday, December 3rd. Finally, Bank of America raised their price objective on Dollar Tree from $75.00 to $85.00 and gave the stock an “underperform” rating in a research note on Thursday, December 4th. Eight equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, Dollar Tree currently has a consensus rating of “Hold” and a consensus target price of $118.83.

Dollar Tree Stock Up 3.8%

Dollar Tree stock opened at $127.70 on Monday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.22 and a current ratio of 0.96. Dollar Tree, Inc. has a one year low of $61.80 and a one year high of $132.48. The company has a 50-day simple moving average of $113.17 and a 200-day simple moving average of $106.98. The firm has a market capitalization of $25.39 billion, a P/E ratio of -9.49, a P/E/G ratio of 1.88 and a beta of 0.74.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, topping the consensus estimate of $1.09 by $0.12. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The firm had revenue of $4.75 billion during the quarter, compared to analysts’ expectations of $4.70 billion. During the same quarter in the prior year, the firm earned $1.12 EPS. Dollar Tree’s quarterly revenue was up 9.4% on a year-over-year basis. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, equities analysts expect that Dollar Tree, Inc. will post 5.39 earnings per share for the current year.

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.