CFC Planning Co LLC Makes New Investment in Dollar Tree, Inc. $DLTR

CFC Planning Co LLC acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 5,560 shares of the company’s stock, valued at approximately $525,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. LBP AM SA acquired a new stake in Dollar Tree in the second quarter valued at approximately $7,742,000. USA Financial Formulas purchased a new stake in shares of Dollar Tree in the 3rd quarter valued at approximately $770,000. Orion Porfolio Solutions LLC raised its holdings in shares of Dollar Tree by 28.2% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 47,735 shares of the company’s stock valued at $4,728,000 after purchasing an additional 10,497 shares in the last quarter. Pacer Advisors Inc. raised its holdings in shares of Dollar Tree by 11.9% in the 3rd quarter. Pacer Advisors Inc. now owns 1,346,247 shares of the company’s stock valued at $127,045,000 after purchasing an additional 143,295 shares in the last quarter. Finally, IFM Investors Pty Ltd lifted its position in shares of Dollar Tree by 7.5% during the 2nd quarter. IFM Investors Pty Ltd now owns 38,021 shares of the company’s stock worth $3,766,000 after purchasing an additional 2,666 shares during the last quarter. 97.40% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Bank of America increased their target price on Dollar Tree from $75.00 to $85.00 and gave the company an “underperform” rating in a report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $126.00 price objective on shares of Dollar Tree in a report on Thursday, January 8th. The Goldman Sachs Group restated a “sell” rating and set a $103.00 target price (down previously from $133.00) on shares of Dollar Tree in a research note on Thursday, November 13th. Jefferies Financial Group reaffirmed an “underperform” rating and issued a $75.00 price target on shares of Dollar Tree in a report on Wednesday, December 3rd. Finally, Telsey Advisory Group set a $150.00 price objective on shares of Dollar Tree in a report on Wednesday, December 17th. Eight equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $121.84.

Dollar Tree Trading Down 0.9%

NASDAQ DLTR opened at $139.95 on Friday. The firm’s fifty day moving average is $119.84 and its two-hundred day moving average is $109.45. Dollar Tree, Inc. has a one year low of $61.80 and a one year high of $142.40. 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 firm has a market cap of $27.83 billion, a PE ratio of -10.41, a P/E/G ratio of 2.08 and a beta of 0.74.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.09 by $0.12. The firm 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 last year, the company posted $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 earnings per share for the current year.

Insider Buying and Selling at Dollar Tree

In other 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 value of $274,230.00. Following the transaction, the insider owned 13,740 shares of the company’s stock, valued at approximately $1,712,691. The trade was a 13.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 6.60% of the company’s stock.

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.