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12,679 Shares in Dollar Tree, Inc. $DLTR Bought by Kingsview Wealth Management LLC

Dollar Tree logo with Consumer Staples background
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Key Points

  • Kingsview Wealth Management bought 12,679 Dollar Tree shares during the second quarter, valued at approximately $1.46 million. Institutional investors collectively own 97.4% of the company.
  • Dollar Tree’s second-quarter results beat expectations, with revenue rising 7% to $4.89 billion and adjusted EPS reaching $2.70 versus the $1.15 consensus estimate. Management raised fiscal 2026 adjusted EPS guidance to $7.70–$8.05 and reported a 3.7% increase in comparable-store sales.
  • Despite the strong quarter and a new $2.5 billion buyback authorization, analysts remain mixed, with a consensus “Hold” rating and a $129.18 price target. Third-quarter EPS guidance of $0.80–$0.95 fell below expectations, citing fuel costs, tariffs and reinvestment expenses as profitability headwinds.
  • Interested in Dollar Tree? Here are five stocks we like better.

Kingsview Wealth Management LLC purchased a new stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The firm purchased 12,679 shares of the company's stock, valued at approximately $1,460,000.

Other large investors have also recently modified their holdings of the company. Cullen Frost Bankers Inc. acquired a new stake in Dollar Tree in the fourth quarter valued at approximately $25,000. Reflection Asset Management purchased a new stake in shares of Dollar Tree during the 4th quarter valued at $25,000. Covestor Ltd boosted its position in shares of Dollar Tree by 60.9% in the 4th 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. Basecamp Wealth Advisors LLC boosted its position in shares of Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company's stock worth $28,000 after purchasing an additional 97 shares in the last quarter. Finally, EFG International AG purchased a new position in Dollar Tree during the 2nd quarter worth $30,000. Institutional investors own 97.40% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on DLTR shares. Barclays lowered Dollar Tree from an "overweight" rating to a "strong sell" rating in a research note on Wednesday, July 8th. UBS Group increased their price objective on shares of Dollar Tree from $145.00 to $150.00 and gave the company a "buy" rating in a research report on Friday. Raymond James Financial reiterated an "outperform" rating and issued a $145.00 target price on shares of Dollar Tree in a research note on Friday. The Goldman Sachs Group downgraded shares of Dollar Tree from a "neutral" rating to a "hold" rating in a research report on Wednesday, July 8th. Finally, Wall Street Zen upgraded shares of Dollar Tree from a "hold" rating to a "buy" rating in a research note on Saturday, August 22nd. Ten equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $129.18.

Read Our Latest Analysis on Dollar Tree

Trending Headlines about Dollar Tree

Here are the key news stories impacting Dollar Tree this week:

  • Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
  • Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
  • Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
  • Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
  • Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

Dollar Tree Stock Up 1.0%

Dollar Tree stock opened at $128.26 on Friday. The business's 50-day simple moving average is $126.03 and its two-hundred day simple moving average is $114.77. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.39 and a current ratio of 1.13. The company has a market cap of $24.65 billion, a PE ratio of 15.66, a PEG ratio of 1.40 and a beta of 0.64. 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 - Get Free Report) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The firm had revenue of $4.89 billion during the quarter, compared to analysts' expectations of $4.86 billion. During the same period last year, the business posted $0.77 earnings per share. The company's revenue for the quarter 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. Equities analysts anticipate that Dollar Tree, Inc. will post 7.13 EPS for the current year.

Dollar Tree announced that its board has authorized a share buyback program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization allows the company to reacquire up to 10.7% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company's board of directors believes its shares are undervalued.

Dollar Tree Profile

(Free Report)

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.

Read More

Institutional Ownership by Quarter for Dollar Tree (NASDAQ:DLTR)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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