12,464 Shares of Dollar Tree, Inc. $DLTR Bought by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners acquired 12,464 Dollar Tree shares worth approximately $1.34 million in the third quarter. Institutional investors collectively own 97.4% of DLTR’s outstanding stock.
• Analysts have generally become more bullish, with Barclays and UBS raising price targets to $160 and $150, respectively. However, the overall consensus remains “Hold,” with an average target of $131.83.
• Dollar Tree reported quarterly EPS of $2.70, substantially exceeding the $1.15 consensus estimate, while revenue rose 7% year over year to $4.89 billion. The company also authorized a $2.5 billion share-repurchase program covering up to 10.7% of shares.

Curated Wealth Partners LLC acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 12,464 shares of the company's stock, valued at approximately $1,336,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DLTR. Algert Global LLC raised its holdings in shares of Dollar Tree by 17.9% in the 2nd quarter. Algert Global LLC now owns 69,452 shares of the company's stock worth $7,995,000 after purchasing an additional 10,547 shares during the period. Wealthfront Advisers LLC grew its holdings in Dollar Tree by 13.7% during the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company's stock valued at $8,431,000 after purchasing an additional 9,288 shares during the period. Bank of New York Mellon Corp bought a new position in Dollar Tree during the second quarter valued at $110,626,000. Sequoia Financial Advisors LLC grew its holdings in Dollar Tree by 155.7% during the second quarter. Sequoia Financial Advisors LLC now owns 32,295 shares of the company's stock valued at $3,906,000 after purchasing an additional 19,665 shares during the period. Finally, Baird Financial Group Inc. bought a new position in Dollar Tree during the second quarter valued at $7,600,000. 97.40% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director Stephanie Stahl sold 1,185 shares of the business's stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the transaction, the director directly owned 4,089 shares in the company, valued at $537,580.83. The trade was a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Robert Aflatooni sold 2,500 shares of the company's stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $126.01, for a total value of $315,025.00. Following the completion of the transaction, the insider owned 24,820 shares in the company, valued at $3,127,568.20. This represents a 9.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 7.10% of the company's stock.

Analysts Set New Price Targets

Several brokerages have issued reports on DLTR. Wall Street Zen upgraded Dollar Tree from a "hold" rating to a "buy" rating in a research note on Saturday, August 22nd. Jefferies Financial Group upgraded Dollar Tree from a "moderate sell" rating to a "buy" rating in a research note on Wednesday, July 8th. Raymond James Financial reiterated an "outperform" rating and set a $145.00 price target on shares of Dollar Tree in a research note on Friday, August 28th. Barclays lifted their price objective on Dollar Tree from $140.00 to $160.00 and gave the stock an "overweight" rating in a report on Friday, September 4th. Finally, UBS Group boosted their price objective on Dollar Tree from $145.00 to $150.00 and gave the company a "buy" rating in a research note on Friday, August 28th. Eleven investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Dollar Tree has a consensus rating of "Hold" and a consensus target price of $131.83.

Dollar Tree Price Performance

DLTR traded up $1.89 during trading on Thursday, reaching $123.65. 684,781 shares of the company were exchanged, compared to its average volume of 3,132,058. The company's 50-day moving average is $122.53 and its two-hundred day moving average is $114.60. The company has a market cap of $23.20 billion, a price-to-earnings ratio of 15.11, a P/E/G ratio of 1.08 and a beta of 0.71. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. Dollar Tree, Inc. has a 12-month low of $85.88 and a 12-month high of $142.40.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating analysts' consensus estimates of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the firm earned $0.77 EPS. The company's quarterly revenue was up 7.0% compared to the same quarter last year. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. Research analysts forecast that Dollar Tree, Inc. will post 7.93 earnings per share for the current fiscal year.

Dollar Tree announced that its Board of Directors has authorized a share repurchase plan on Thursday, July 2nd that authorizes the company to buy back $2.50 billion in shares. This repurchase authorization authorizes the company to repurchase up to 10.7% of its shares through open market purchases. Share repurchase plans are usually an indication that the company's board of directors believes its shares are undervalued.

Dollar Tree Profile

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of everyday merchandise, including household supplies, food and beverages, health and personal-care products, seasonal items, toys, party supplies, and arts and crafts products.

The company's Dollar Tree stores historically focused on merchandise priced at a fixed dollar point and have expanded to include multiple price points through initiatives such as Dollar Tree Plus.

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