Principal Financial Group Inc. Sells 106,244 Shares of Dollar Tree, Inc. $DLTR

Principal Financial Group Inc. lowered its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 32.5% during the 3rd quarter, HoldingsChannel reports. The fund owned 220,768 shares of the company’s stock after selling 106,244 shares during the period. Principal Financial Group Inc.’s holdings in Dollar Tree were worth $20,834,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in DLTR. Versant Capital Management Inc boosted its stake in Dollar Tree by 3.8% in the 3rd quarter. Versant Capital Management Inc now owns 2,867 shares of the company’s stock worth $271,000 after purchasing an additional 106 shares during the period. Deseret Mutual Benefit Administrators lifted its holdings in shares of Dollar Tree by 10.7% in the third quarter. Deseret Mutual Benefit Administrators now owns 1,122 shares of the company’s stock worth $106,000 after buying an additional 108 shares in the last quarter. Applied Finance Capital Management LLC boosted its position in shares of Dollar Tree by 2.6% in the second quarter. Applied Finance Capital Management LLC now owns 5,507 shares of the company’s stock valued at $545,000 after acquiring an additional 140 shares during the period. Louisbourg Investments Inc. increased its holdings in Dollar Tree by 0.3% during the 3rd quarter. Louisbourg Investments Inc. now owns 45,304 shares of the company’s stock worth $4,275,000 after acquiring an additional 144 shares during the period. Finally, Salomon & Ludwin LLC lifted its stake in Dollar Tree by 46.1% in the 3rd quarter. Salomon & Ludwin LLC now owns 504 shares of the company’s stock worth $45,000 after purchasing an additional 159 shares in the last quarter. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Brent A. Beebe sold 2,200 shares of the stock in a transaction on Monday, December 8th. The shares were sold at an average price of $124.65, for a total transaction of $274,230.00. Following the transaction, the insider 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 document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 6.60% of the company’s stock.

Dollar Tree Price Performance

Shares of Dollar Tree stock opened at $123.83 on Monday. The firm has a market capitalization of $24.62 billion, a PE ratio of -9.21, a price-to-earnings-growth ratio of 1.57 and a beta of 0.73. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. Dollar Tree, Inc. has a 12 month low of $61.80 and a 12 month high of $142.40. The business’s 50-day moving average price is $125.80 and its 200-day moving average price is $111.25.

Dollar Tree (NASDAQ:DLTR) last issued its earnings results on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, topping 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 quarter in the prior year, the firm earned $1.12 earnings per share. Dollar Tree’s revenue for the quarter was up 9.4% on a year-over-year basis. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. Sell-side analysts forecast that Dollar Tree, Inc. will post 5.39 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on DLTR shares. Sanford C. Bernstein boosted their price target on shares of Dollar Tree from $109.00 to $123.00 and gave the company a “market perform” rating in a research report on Monday, January 5th. Guggenheim boosted their target price on Dollar Tree from $125.00 to $130.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Dollar Tree in a report on Thursday, October 30th. UBS Group boosted their price objective on Dollar Tree from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Finally, Wells Fargo & Company upped their price objective on shares of Dollar Tree from $125.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Eight research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat, Dollar Tree currently has an average rating of “Hold” and a consensus price target of $122.10.

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.