Dollar Tree, Inc. $DLTR Shares Sold by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. lessened its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 19.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 90,449 shares of the company’s stock after selling 21,441 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Dollar Tree were worth $11,126,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. purchased a new stake in shares of Dollar Tree in the fourth quarter valued at approximately $25,000. Reflection Asset Management acquired a new position in Dollar Tree during the fourth quarter worth $25,000. Covestor Ltd raised its position 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 acquiring an additional 84 shares in the last quarter. YANKCOM Partnership purchased a new position in Dollar Tree in the fourth quarter worth $31,000. Finally, DV Equities LLC acquired a new stake in Dollar Tree in the fourth quarter valued at $32,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Price Performance

Dollar Tree stock opened at $119.35 on Thursday. Dollar Tree, Inc. has a 52 week low of $84.71 and a 52 week 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 firm’s 50-day simple moving average is $102.66 and its 200 day simple moving average is $114.78. The firm has a market capitalization of $22.94 billion, a PE ratio of 18.65, a P/E/G ratio of 1.30 and a beta of 0.66.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data on Thursday, May 28th. The company reported $1.74 EPS 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 net margin of 6.51% and a return on equity of 35.19%. The firm’s revenue was up 7.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, equities research analysts predict that Dollar Tree, Inc. will post 6.98 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have commented on DLTR. Guggenheim boosted their target price on shares of Dollar Tree from $130.00 to $135.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. BNP Paribas Exane increased their price target on shares of Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a report on Friday, May 29th. Gordon Haskett upgraded shares of Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price objective for the company in a research note on Thursday, June 4th. Barclays decreased their price objective on shares of Dollar Tree from $149.00 to $131.00 and set an “overweight” rating on the stock in a report on Tuesday, May 26th. Finally, Bank of America restated an “underperform” rating on shares of Dollar Tree in a research report on Thursday, May 28th. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $119.48.

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.