Dimensional Fund Advisors LP Decreases Stock Position in Dollar Tree, Inc. $DLTR

Dimensional Fund Advisors LP lowered its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 7.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,264,888 shares of the company’s stock after selling 184,554 shares during the period. Dimensional Fund Advisors LP’s holdings in Dollar Tree were worth $247,970,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of DLTR. Alliancebernstein L.P. lifted its position in shares of Dollar Tree by 176.9% during the second quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after acquiring an additional 2,393,172 shares in the last quarter. Norges Bank purchased a new position in shares of Dollar Tree in the fourth quarter valued at $260,858,000. AQR Capital Management LLC grew its position in shares of Dollar Tree by 906.5% in the second quarter. AQR Capital Management LLC now owns 1,275,363 shares of the company’s stock valued at $124,973,000 after purchasing an additional 1,148,649 shares in the last quarter. Bank of Montreal Can raised its stake in shares of Dollar Tree by 663.5% during the 4th quarter. Bank of Montreal Can now owns 1,296,289 shares of the company’s stock valued at $159,457,000 after purchasing an additional 1,126,505 shares during the period. Finally, Arrowstreet Capital Limited Partnership raised its stake in shares of Dollar Tree by 104.0% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,740,157 shares of the company’s stock valued at $164,219,000 after purchasing an additional 886,964 shares during the period. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Barclays cut shares of Dollar Tree from an “overweight” rating to a “strong sell” rating in a research note on Wednesday, July 8th. Gordon Haskett upgraded shares of Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price target for the company in a research report on Thursday, June 4th. Morgan Stanley upped their price target on shares of Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a report on Friday, May 29th. Finally, Guggenheim raised their price target on Dollar Tree from $130.00 to $135.00 and gave the company a “buy” rating in a report on Friday, May 29th. Ten research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $122.68.

Dollar Tree Stock Performance

Dollar Tree stock opened at $117.65 on Friday. The firm’s fifty day moving average price is $113.45 and its 200-day moving average price is $114.57. 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 market cap of $22.61 billion, a P/E ratio of 18.38, a price-to-earnings-growth ratio of 1.39 and a beta of 0.65. 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) last announced its quarterly earnings data 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 company 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%.Dollar Tree’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same period last year, the firm posted $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, equities research analysts expect that Dollar Tree, Inc. will post 7 earnings per share for the current fiscal year.

Dollar Tree declared that its Board of Directors has initiated a share buyback plan on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in outstanding shares. This buyback authorization authorizes the company to repurchase up to 10.7% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s management believes its shares are undervalued.

Dollar Tree 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.