Nisa Investment Advisors LLC Has $4.03 Million Stock Position in Dollar Tree, Inc. $DLTR

Nisa Investment Advisors LLC lowered its position in Dollar Tree, Inc. (NASDAQ:DLTR) by 11.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 42,729 shares of the company’s stock after selling 5,445 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Dollar Tree were worth $4,032,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of DLTR. EdgePoint Investment Group Inc. raised its stake in shares of Dollar Tree by 12.3% in the second quarter. EdgePoint Investment Group Inc. now owns 10,825,801 shares of the company’s stock valued at $1,072,187,000 after purchasing an additional 1,184,294 shares in the last quarter. Primecap Management Co. CA increased its holdings in Dollar Tree by 0.3% in the 2nd quarter. Primecap Management Co. CA now owns 3,925,510 shares of the company’s stock valued at $388,783,000 after buying an additional 12,675 shares during the period. Alliancebernstein L.P. raised its stake in shares of Dollar Tree by 176.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock valued at $371,026,000 after buying an additional 2,393,172 shares in the last quarter. London Co. of Virginia lifted its holdings in shares of Dollar Tree by 51.0% during the 2nd quarter. London Co. of Virginia now owns 2,840,104 shares of the company’s stock worth $281,284,000 after acquiring an additional 958,925 shares during the period. Finally, Voya Investment Management LLC lifted its holdings in shares of Dollar Tree by 103.1% during the 3rd quarter. Voya Investment Management LLC now owns 2,406,748 shares of the company’s stock worth $226,729,000 after acquiring an additional 1,222,028 shares during the period. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Trading Up 0.6%

DLTR stock opened at $132.38 on Monday. The business has a fifty day moving average price of $116.23 and a 200 day moving average price of $108.12. Dollar Tree, Inc. has a fifty-two week low of $61.80 and a fifty-two week high of $135.18. The stock has a market capitalization of $26.32 billion, a price-to-earnings ratio of -9.84, a P/E/G ratio of 1.95 and a beta of 0.74. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.96 and a quick ratio of 0.22.

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

Insider Activity

In other news, insider Brent A. Beebe sold 2,200 shares of Dollar Tree stock in a transaction on Monday, December 8th. The stock was sold at an average price of $124.65, for a total value of $274,230.00. Following the completion of the sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Robert Aflatooni sold 1,260 shares of the company’s stock in a transaction on Friday, October 17th. The shares were sold at an average price of $94.70, for a total value of $119,322.00. Following the transaction, the insider directly owned 21,402 shares in the company, valued at $2,026,769.40. This trade represents a 5.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 3,635 shares of company stock worth $416,509. 6.60% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on DLTR. Citigroup upped their target price on shares of Dollar Tree from $124.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Wells Fargo & Company upped their price objective on Dollar Tree from $125.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday, December 19th. UBS Group raised their target price on Dollar Tree from $135.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $126.00 price target on shares of Dollar Tree in a research note on Thursday. Finally, Jefferies Financial Group reiterated an “underperform” rating and set a $75.00 price objective on shares of Dollar Tree in a research note on Wednesday, December 3rd. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, Dollar Tree currently has an average rating of “Hold” and a consensus target price of $120.63.

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.