CIBC Asset Management Inc boosted its stake in Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 59.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,503 shares of the company’s stock after buying an additional 17,020 shares during the quarter. CIBC Asset Management Inc’s holdings in Dollar Tree were worth $5,597,000 at the end of the most recent quarter.
Several other institutional investors have also bought and sold shares of the stock. Cullen Frost Bankers Inc. acquired a new position in Dollar Tree in the fourth quarter worth $25,000. Covestor Ltd boosted its stake in Dollar Tree by 60.9% in the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after purchasing an additional 84 shares in the last quarter. YANKCOM Partnership acquired a new position in Dollar Tree in the fourth quarter worth $31,000. Elyxium Wealth LLC acquired a new position in Dollar Tree in the fourth quarter worth $34,000. Finally, FNY Investment Advisers LLC acquired a new position in Dollar Tree in the third quarter worth $37,000. Institutional investors and hedge funds own 97.40% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research firms have commented on DLTR. Telsey Advisory Group reissued an “outperform” rating and issued a $150.00 price objective on shares of Dollar Tree in a research note on Tuesday, March 17th. Sanford C. Bernstein boosted their price objective on Dollar Tree from $115.00 to $124.00 and gave the stock a “market perform” rating in a research note on Friday, May 29th. Gordon Haskett raised Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price objective on the stock in a research note on Thursday. Weiss Ratings lowered Dollar Tree from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday. Finally, UBS Group set a $124.00 price objective on Dollar Tree in a research note on Thursday, May 28th. Eight 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’s stock. Based on data from MarketBeat, Dollar Tree currently has an average rating of “Hold” and a consensus target price of $119.48.
Dollar Tree Trading Down 0.4%
DLTR stock opened at $108.80 on Friday. The company has a market cap of $20.91 billion, a P/E ratio of 17.00, a PEG ratio of 1.33 and a beta of 0.66. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The business has a fifty day moving average of $101.10 and a 200-day moving average of $114.19.
Dollar Tree (NASDAQ:DLTR – Get Free Report) last released its earnings results on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. The company had revenue of $4.98 billion during the quarter, compared to the consensus estimate of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The firm’s quarterly revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, equities research analysts expect that Dollar Tree, Inc. will post 6.98 EPS for the current year.
Key Headlines Impacting Dollar Tree
Here are the key news stories impacting Dollar Tree this week:
- Positive Sentiment: Gordon Haskett upgraded Dollar Tree from “reduce” to “hold” and assigned a $115 price target, implying modest upside from recent trading levels. This suggests some analysts see less downside risk after the company’s latest results.
- Positive Sentiment: KeyCorp raised its FY2027 EPS estimate to $7.05 and FY2028 EPS estimate to $7.70, signaling confidence in Dollar Tree’s longer-term earnings power and margin outlook.
- Positive Sentiment: Analyst coverage following the Q1 earnings call is still active, with investors focused on the main questions around growth, pricing, tariffs, and margin sustainability. Article Title
- Neutral Sentiment: Deutsche Bank nudged its price target up to $102 from $99 but kept a “hold” rating, indicating cautious optimism rather than a bullish call. Article Title
- Neutral Sentiment: Brokerage consensus remains “Hold,” which fits a market that sees Dollar Tree as fairly valued after its post-earnings move and recent analyst revisions. Article Title
- Negative Sentiment: KeyCorp trimmed some near-term quarterly EPS estimates, including Q3 2027 and Q4 2027, showing that not all analysts are becoming more bullish on the company’s shorter-term earnings trajectory.
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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