Foundations Investment Advisors LLC acquired a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,317 shares of the company’s stock, valued at approximately $654,000.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. acquired a new position in Dollar Tree during the 4th quarter worth about $25,000. Covestor Ltd lifted its stake in Dollar Tree by 60.9% during the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after acquiring an additional 84 shares in the last quarter. YANKCOM Partnership acquired a new position in Dollar Tree during the 4th quarter worth about $31,000. Elyxium Wealth LLC acquired a new position in Dollar Tree during the 4th quarter worth about $34,000. Finally, Leonteq Securities AG acquired a new position in Dollar Tree during the 4th quarter worth about $38,000. Institutional investors and hedge funds own 97.40% of the company’s stock.
Wall Street Analysts Forecast Growth
Several brokerages have weighed in on DLTR. Sanford C. Bernstein upped their price target on Dollar Tree from $115.00 to $124.00 and gave the stock a “market perform” rating in a report on Friday. BMO Capital Markets restated an “underperform” rating on shares of Dollar Tree in a report on Tuesday, March 17th. Weiss Ratings downgraded Dollar Tree from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, May 13th. Barclays dropped their price objective on Dollar Tree from $149.00 to $131.00 and set an “overweight” rating on the stock in a report on Tuesday, May 26th. Finally, BNP Paribas Exane increased their price objective on Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a report on Friday. Eight investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and six have issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $119.90.
Dollar Tree Stock Performance
Dollar Tree stock opened at $111.35 on Tuesday. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.39 and a current ratio of 1.16. The stock has a fifty day moving average of $100.85 and a two-hundred day moving average of $114.11. The company has a market capitalization of $21.40 billion, a price-to-earnings ratio of 17.40, a PEG ratio of 1.43 and a beta of 0.66. Dollar Tree, Inc. has a fifty-two week low of $84.71 and a fifty-two week high of $142.40.
Dollar Tree (NASDAQ:DLTR – Get Free Report) last issued its earnings results on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, beating analysts’ consensus estimates of $1.53 by $0.21. The firm had revenue of $4.98 billion for the quarter, compared to analysts’ expectations of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The firm’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same quarter last year, the firm earned $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, analysts anticipate that Dollar Tree, Inc. will post 6.85 EPS for the current fiscal 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.
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