Fjarde AP Fonden Fourth Swedish National Pension Fund Increases Stock Position in Dollar Tree, Inc. $DLTR

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 105.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,037 shares of the company’s stock after buying an additional 29,750 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Dollar Tree were worth $6,356,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Elevation Point Wealth Partners LLC purchased a new stake in shares of Dollar Tree in the first quarter valued at approximately $615,000. Platform Technology Partners acquired a new position in shares of Dollar Tree in the 1st quarter worth approximately $246,000. Root Financial Partners LLC increased its position in shares of Dollar Tree by 151.7% during the first quarter. Root Financial Partners LLC now owns 989 shares of the company’s stock worth $108,000 after acquiring an additional 596 shares during the period. CHICAGO TRUST Co NA raised its position in Dollar Tree by 12.0% in the 1st quarter. CHICAGO TRUST Co NA now owns 7,560 shares of the company’s stock valued at $828,000 after purchasing an additional 807 shares in the last quarter. Finally, USS Investment Management Ltd grew its holdings in Dollar Tree by 12.3% during the 1st quarter. USS Investment Management Ltd now owns 26,297 shares of the company’s stock worth $2,879,000 after acquiring an additional 2,879 shares in the last quarter. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Dollar Tree Stock Performance

NASDAQ:DLTR opened at $124.05 on Monday. 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 business’s 50-day simple moving average is $105.34 and its 200 day simple moving average is $114.62. The stock has a market cap of $23.84 billion, a price-to-earnings ratio of 19.38, a price-to-earnings-growth ratio of 1.42 and a beta of 0.65. Dollar Tree, Inc. has a one year low of $84.71 and a one year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last posted 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 the consensus estimate 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, sell-side analysts predict that Dollar Tree, Inc. will post 6.98 earnings per share for the current fiscal year.

Dollar Tree declared that its Board of Directors has initiated a stock buyback program on Thursday, July 2nd that allows the company to buyback $2.50 billion in shares. This buyback authorization allows the company to repurchase up to 10.7% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.

Analysts Set New Price Targets

A number of research analysts recently issued reports on DLTR shares. Bank of America restated an “underperform” rating on shares of Dollar Tree in a research note on Thursday, May 28th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Dollar Tree from $99.00 to $102.00 and gave the company a “hold” rating in a research report on Thursday, June 4th. Morgan Stanley boosted their price target on Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a research note on Friday, May 29th. Wall Street Zen upgraded Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday, June 6th. Finally, Piper Sandler lowered their target price on shares of Dollar Tree from $116.00 to $101.00 and set a “neutral” rating for the company in a research note on Tuesday, May 26th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat.com, Dollar Tree presently has an average rating of “Hold” and a consensus target price of $119.48.

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.