Corient Private Wealth LLC Has $3.03 Million Position in Dollar Tree, Inc. $DLTR

Corient Private Wealth LLC boosted its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 23.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 24,608 shares of the company’s stock after acquiring an additional 4,666 shares during the quarter. Corient Private Wealth LLC’s holdings in Dollar Tree were worth $3,027,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Cetera Investment Advisers raised its holdings in shares of Dollar Tree by 0.4% during the 4th quarter. Cetera Investment Advisers now owns 21,420 shares of the company’s stock valued at $2,635,000 after purchasing an additional 79 shares in the last quarter. Optimize Financial Inc lifted its stake in shares of Dollar Tree by 1.4% in the 4th quarter. Optimize Financial Inc now owns 6,000 shares of the company’s stock valued at $738,000 after purchasing an additional 84 shares during the last quarter. Covestor Ltd boosted its holdings 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. Root Financial Partners LLC boosted its holdings in Dollar Tree by 27.6% in the fourth quarter. Root Financial Partners LLC now owns 393 shares of the company’s stock worth $48,000 after purchasing an additional 85 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators boosted its holdings in Dollar Tree by 7.7% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 1,208 shares of the company’s stock worth $149,000 after purchasing an additional 86 shares in the last quarter. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Bank of America restated an “underperform” rating on shares of Dollar Tree in a report on Thursday, May 28th. Sanford C. Bernstein increased their price objective on Dollar Tree from $115.00 to $124.00 and gave the company a “market perform” rating in a report 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 report on Thursday, June 4th. Deutsche Bank Aktiengesellschaft raised their price objective on Dollar Tree from $99.00 to $102.00 and gave the company a “hold” rating in a research note on Thursday, June 4th. Finally, Evercore set a $140.00 target price on Dollar Tree in a report on Monday, May 18th. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, Dollar Tree has a consensus rating of “Hold” and an average target price of $119.48.

Dollar Tree Trading Up 4.8%

Shares of NASDAQ:DLTR opened at $123.87 on Friday. 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’s 50-day moving average is $103.46 and its 200-day moving average is $114.82. The company has a market cap of $23.81 billion, a P/E ratio of 19.35, a P/E/G ratio of 1.42 and a beta of 0.66. Dollar Tree, Inc. has a 52-week low of $84.71 and a 52-week high of $142.40.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.21. The business had revenue of $4.98 billion during 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 was up 7.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Equities research analysts predict that Dollar Tree, Inc. will post 6.98 earnings per share for the current 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.