9,723 Shares in Dollar Tree, Inc. $DLTR Purchased by Integrated Quantitative Investments LLC

Key Points

• Integrated Quantitative Investments bought a new stake of 9,723 shares in Dollar Tree (≈$918,000) in Q3, while several large institutions (AllianceBernstein, Norges Bank, Jupiter, Voya, EdgePoint) also materially increased or established positions, leaving institutional ownership at 97.40%.
• Analyst coverage is mixed — eight Buys, nine Holds and seven Sells — producing an average rating of "Hold" and an average target price of $124.62, with individual targets ranging roughly from $75 to $156.
• Dollar Tree beat Q3 estimates with EPS of $1.21 and revenue of $4.75B, but reported a negative net margin (-15.4%); the stock trades near $117.85 with a 12‑month range of $61.80–$142.40 and a market cap of $23.43B.

Integrated Quantitative Investments LLC bought 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 Securities and Exchange Commission. The firm bought 9,723 shares of the company's stock, valued at approximately $918,000.

Several other hedge funds have also bought and sold shares of the business. Alliancebernstein L.P. boosted its position in shares of Dollar Tree by 176.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company's stock worth $371,026,000 after purchasing an additional 2,393,172 shares in the last quarter. Norges Bank purchased a new position in shares of Dollar Tree during the second quarter valued at approximately $185,784,000. Jupiter Asset Management Ltd. bought a new stake in Dollar Tree in the 3rd quarter worth approximately $118,811,000. Voya Investment Management LLC grew its holdings in shares of Dollar Tree by 103.1% in the third quarter. Voya Investment Management LLC now owns 2,406,748 shares of the company's stock worth $226,729,000 after acquiring an additional 1,222,028 shares during the period. Finally, EdgePoint Investment Group Inc. increased its position in shares of Dollar Tree by 12.3% during the 2nd quarter. EdgePoint Investment Group Inc. now owns 10,825,801 shares of the company's stock valued at $1,072,187,000 after purchasing an additional 1,184,294 shares during the last quarter. Institutional investors own 97.40% of the company's stock.

Wall Street Analyst Weigh In

DLTR has been the subject of several analyst reports. Truist Financial set a $156.00 price objective on Dollar Tree in a research note on Friday, January 16th. Guggenheim upped their price target on Dollar Tree from $125.00 to $130.00 and gave the stock a "buy" rating in a research note on Thursday, December 4th. BMO Capital Markets cut shares of Dollar Tree from a "market perform" rating to an "underperform" rating and reduced their price objective for the company from $110.00 to $95.00 in a research report on Friday, February 13th. Jefferies Financial Group reissued an "underperform" rating and issued a $75.00 target price on shares of Dollar Tree in a report on Wednesday, December 3rd. Finally, Evercore upgraded shares of Dollar Tree to a "hold" rating in a research report on Tuesday, February 3rd. Eight research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and seven have issued a Sell rating to the company. According to MarketBeat, the company has an average rating of "Hold" and an average target price of $124.62.

Insider Transactions at Dollar Tree

In other news, insider Brent A. Beebe sold 2,200 shares of the business's stock in a transaction on Monday, December 8th. The shares were sold at an average price of $124.65, for a total transaction of $274,230.00. Following the completion of the sale, the insider directly owned 13,740 shares of the company's stock, valued at approximately $1,712,691. The trade was a 13.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 6.60% of the stock is currently owned by insiders.

Dollar Tree Price Performance

Dollar Tree stock opened at $117.85 on Thursday. Dollar Tree, Inc. has a 12-month low of $61.80 and a 12-month high of $142.40. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. The firm has a 50-day moving average price of $127.33 and a 200-day moving average price of $112.74. The firm has a market capitalization of $23.43 billion, a PE ratio of -8.76, a price-to-earnings-growth ratio of 1.51 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share for the quarter, topping analysts' consensus estimates of $1.09 by $0.12. The company had revenue of $4.75 billion for the quarter, compared to analyst estimates of $4.70 billion. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The firm's revenue for the quarter was up 9.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.12 EPS. As a group, equities research analysts forecast that Dollar Tree, Inc. will post 5.39 EPS 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.

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