Bank Julius Baer & Co. Ltd Zurich Acquires 18,756 Shares of Dollar Tree, Inc. $DLTR

Key Points

• Bank Julius Baer & Co. acquired 18,756 Dollar Tree shares in the third quarter, valued at about $2.14 million. Institutional investors and hedge funds own 97.4% of the company’s stock.
• Dollar Tree reported quarterly EPS of $2.70, beating the $1.15 consensus estimate, while revenue rose 7% year over year to $4.89 billion. The company forecast fiscal 2026 EPS of $7.70–$8.05.
• Analysts’ average rating is Hold, with an average price target of $133.14; 11 analysts rate the stock Buy, 13 Hold, and two Sell.

Bank Julius Baer & Co. Ltd Zurich acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 18,756 shares of the company's stock, valued at approximately $2,138,000.

Several other hedge funds have also recently bought and sold shares of the business. Basecamp Wealth Advisors LLC raised its holdings in Dollar Tree by 59.9% during the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company's stock valued at $28,000 after buying an additional 97 shares in the last quarter. Wilkerson Advisory Group LLC lifted its position in shares of Dollar Tree by 80.1% in the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company's stock worth $29,000 after buying an additional 117 shares during the last quarter. EFG International AG acquired a new stake in shares of Dollar Tree in the second quarter worth about $30,000. Keating Financial Advisory Services Inc. bought a new stake in shares of Dollar Tree during the 2nd quarter worth about $33,000. Finally, Trust Co. of Vermont bought a new stake in shares of Dollar Tree during the 2nd quarter worth about $36,000. 97.40% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Stephanie Stahl sold 1,185 shares of the business's stock in a transaction dated Friday, September 4th. The shares were 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 in the company, valued at approximately $537,580.83. The trade was a 22.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of the company's stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the transaction, the insider directly owned 24,820 shares of the company's stock, valued at $3,127,568.20. This represents a 9.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 7.10% of the stock is owned by corporate insiders.

Dollar Tree Stock Down 3.3%

DLTR opened at $134.07 on Wednesday. Dollar Tree, Inc. has a 1-year low of $85.88 and a 1-year high of $142.40. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86. The stock has a market capitalization of $25.16 billion, a price-to-earnings ratio of 16.37, a P/E/G ratio of 1.29 and a beta of 0.64. The business has a 50 day moving average of $121.88 and a 200-day moving average of $117.13.

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 net margin of 8.03% and a return on equity of 38.61%. The business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter last year, the company posted $0.77 earnings per share. Dollar Tree's quarterly revenue was up 7.0% on a year-over-year basis. 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 anticipate that Dollar Tree, Inc. will post 7.92 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages have recently commented on DLTR. Morgan Stanley increased their price objective on Dollar Tree from $130.00 to $145.00 and gave the company an "equal weight" rating in a report on Friday, August 28th. Truist Financial boosted their target price on Dollar Tree from $136.00 to $138.00 and gave the stock a "buy" rating in a report on Tuesday, August 25th. Sanford C. Bernstein restated a "market perform" rating and issued a $130.00 target price on shares of Dollar Tree in a report on Friday, August 28th. Benchmark started coverage on Dollar Tree in a research report on Wednesday, July 8th. They set a "hold" rating for the company. Finally, Weiss Ratings upgraded Dollar Tree from a "hold (c-)" rating to a "hold (c)" rating in a report on Friday, August 28th. Eleven investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $133.14.

Dollar Tree Company Profile

Dollar Tree, Inc NASDAQ: DLTR is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.

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