BDF Gestion Makes New Investment in Dollar Tree, Inc. $DLTR

Key Points

• BDF Gestion acquired 14,295 Dollar Tree shares during the third quarter, valued at approximately $1.63 million. Institutional investors and hedge funds 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 provided fiscal 2026 EPS guidance of $7.70–$8.05.
• The board authorized a $2.5 billion share-repurchase program, covering up to 10.7% of outstanding shares. Analysts maintain a consensus “Hold” rating with an average price target of $133.14, compared with a recent share price of $122.64.

BDF Gestion acquired a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 14,295 shares of the company's stock, valued at approximately $1,630,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Reflection Asset Management bought a new position in Dollar Tree during the 4th quarter valued at about $25,000. Basecamp Wealth Advisors LLC boosted its position in Dollar Tree by 59.9% in 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 boosted its position in Dollar Tree by 80.1% in the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company's stock valued at $29,000 after buying an additional 117 shares in the last quarter. EFG International AG bought a new stake in Dollar Tree during the second quarter worth about $30,000. Finally, Keating Financial Advisory Services Inc. bought a new stake in Dollar Tree during the second quarter worth about $33,000. Institutional investors and hedge funds own 97.40% of the company's stock.

Dollar Tree Price Performance

Shares of DLTR traded down $1.54 during mid-day trading on Monday, hitting $122.64. 355,787 shares of the company traded hands, compared to its average volume of 3,119,000. Dollar Tree, Inc. has a one year low of $85.88 and a one 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 business has a 50-day moving average of $122.29 and a 200 day moving average of $114.86. The stock has a market capitalization of $23.01 billion, a price-to-earnings ratio of 15.01, a PEG ratio of 1.15 and a beta of 0.71.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share 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 firm had revenue of $4.89 billion during the quarter, compared to analysts' expectations of $4.86 billion. During the same quarter in the previous year, the company posted $0.77 EPS. Dollar Tree's 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, equities analysts expect that Dollar Tree, Inc. will post 7.93 earnings per share for the current fiscal 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 shares. This buyback authorization allows the company to reacquire up to 10.7% of its shares through open market purchases. Share buyback programs are usually an indication that the company's board of directors believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on DLTR shares. 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 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 set a $130.00 price target on shares of Dollar Tree in a research report on Friday, August 28th. Weiss Ratings raised Dollar Tree from a "hold (c-)" rating to a "hold (c)" rating in a report on Friday, August 28th. Finally, Piper Sandler lifted their price objective on Dollar Tree from $114.00 to $121.00 and gave the company a "neutral" rating in a research report on Monday, August 31st. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, Dollar Tree currently has an average rating of "Hold" and a consensus target price of $133.14.

Insider Buying and Selling at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the firm's stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following the transaction, the director owned 4,089 shares in the company, valued at $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of Dollar Tree 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 sale, the insider owned 24,820 shares of the company's stock, valued at approximately $3,127,568.20. The trade was a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 7.10% of the company's stock.

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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