30,398 Shares of Dollar Tree, Inc. $DLTR Purchased by Sage Capital Advisors llc

Key Points

• Sage Capital Advisors acquired 30,398 Dollar Tree shares worth approximately $3.47 million during the third quarter. Institutional investors collectively own 97.4% of the company.
• Dollar Tree reported quarterly EPS of $2.70, beating estimates of $1.15, while revenue rose 7% year over year to $4.89 billion. The company expects fiscal 2026 EPS of $7.70–$8.05.
• Analysts maintain a “Hold” consensus rating with an average price target of $131.83, while Dollar Tree shares recently traded at $117.26. The company also authorized a $2.5 billion share-repurchase program.

Sage Capital Advisors llc acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 30,398 shares of the company's stock, valued at approximately $3,466,000.

A number of other hedge funds also recently bought and sold shares of the business. BlackRock Inc. purchased a new position in shares of Dollar Tree in the 2nd quarter worth $2,643,741,000. Pzena Investment Management LLC bought a new stake in shares of Dollar Tree in the 2nd quarter worth about $1,176,661,000. Primecap Management Co. CA purchased a new stake in shares of Dollar Tree during the 2nd quarter valued at about $455,845,000. Bank of America Corp DE purchased a new stake in shares of Dollar Tree during the 2nd quarter valued at about $385,350,000. Finally, Caisse de depot et placement du Quebec bought a new position in shares of Dollar Tree in the 2nd quarter valued at about $205,631,000. Hedge funds and other institutional investors own 97.40% of the company's stock.

Insider Activity

In other news, Director Stephanie Stahl sold 1,185 shares of the company's stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $131.47, for a total transaction of $155,791.95. Following the transaction, the director owned 4,089 shares of the company's stock, valued at approximately $537,580.83. This represents a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Robert Aflatooni sold 2,500 shares of the company's stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $126.01, for a total value of $315,025.00. Following the transaction, the insider directly owned 24,820 shares in the company, valued at approximately $3,127,568.20. This represents a 9.15% decrease in their position. The SEC filing for this sale provides additional information. 7.10% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

DLTR has been the subject of a number of analyst reports. Wall Street Zen raised shares of Dollar Tree from a "hold" rating to a "buy" rating in a report on Saturday, August 22nd. Truist Financial boosted their price objective on Dollar Tree from $136.00 to $138.00 and gave the stock a "buy" rating in a research note on Tuesday, August 25th. The Goldman Sachs Group restated a "neutral" rating and set a $131.00 price objective on shares of Dollar Tree in a research report on Monday, August 31st. JPMorgan Chase & Co. upped their price objective on Dollar Tree from $160.00 to $170.00 and gave the company an "overweight" rating in a research report on Monday, July 6th. Finally, Jefferies Financial Group raised Dollar Tree from a "moderate sell" rating to a "buy" rating in a research note on Wednesday, July 8th. Eleven investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Dollar Tree currently has an average rating of "Hold" and an average target price of $131.83.

Dollar Tree Trading Down 0.3%

Shares of Dollar Tree stock traded down $0.35 during trading on Tuesday, hitting $117.26. The stock had a trading volume of 360,803 shares, compared to its average volume of 3,142,594. The firm's fifty day simple moving average is $122.96 and its 200-day simple moving average is $114.43. The stock has a market cap of $22.00 billion, a PE ratio of 14.32, a PEG ratio of 1.10 and a beta of 0.71. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39. 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 released its quarterly earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping analysts' consensus estimates of $1.15 by $1.55. The firm had revenue of $4.89 billion during the quarter, compared to analysts' expectations of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The firm's revenue for the quarter was up 7.0% compared to the same quarter last year. During the same period in the previous year, the company earned $0.77 EPS. 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. As a group, sell-side analysts expect that Dollar Tree, Inc. will post 7.93 EPS for the current fiscal year.

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

Dollar Tree Company 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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