Brown Lisle Cummings Inc. Has $1.61 Million Stock Position in Dollar Tree, Inc. $DLTR

Key Points

• Brown Lisle Cummings Inc. significantly increased its Dollar Tree stake by 11,592.1% in the second quarter, reaching 13,329 shares valued at approximately $1.61 million. 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 also authorized a $2.5 billion share buyback, covering up to 10.7% of outstanding shares.
• Analyst sentiment remains mixed: the stock has a consensus “Hold” rating and an average price target of $131.68, although Wells Fargo and Barclays raised their targets to $155 and $160, respectively. Two company insiders recently sold shares.

Brown Lisle Cummings Inc. increased its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 11,592.1% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 13,329 shares of the company's stock after purchasing an additional 13,215 shares during the period. Brown Lisle Cummings Inc.'s holdings in Dollar Tree were worth $1,612,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. Cetera Investment Advisers increased its holdings in shares of Dollar Tree by 0.4% in the 4th quarter. Cetera Investment Advisers now owns 21,420 shares of the company's stock valued at $2,635,000 after acquiring an additional 79 shares during the last quarter. Covestor Ltd lifted its stake in Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company's stock worth $27,000 after purchasing an additional 84 shares during the last quarter. Optimize Financial Inc lifted its stake in Dollar Tree by 1.4% during the fourth quarter. Optimize Financial Inc now owns 6,000 shares of the company's stock worth $738,000 after purchasing an additional 84 shares during the last quarter. Root Financial Partners LLC boosted its holdings in Dollar Tree by 27.6% in the fourth quarter. Root Financial Partners LLC now owns 393 shares of the company's stock valued at $48,000 after purchasing an additional 85 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators boosted its holdings in Dollar Tree by 7.7% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 1,208 shares of the company's stock valued at $149,000 after purchasing an additional 86 shares in the last quarter. Institutional investors and hedge funds own 97.40% of the company's stock.

Dollar Tree Price Performance

Shares of DLTR opened at $131.42 on Tuesday. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.39 and a current ratio of 1.13. Dollar Tree, Inc. has a fifty-two week low of $84.71 and a fifty-two week high of $142.40. The firm has a 50-day simple moving average of $127.49 and a 200-day simple moving average of $114.91. The company has a market capitalization of $24.66 billion, a price-to-earnings ratio of 16.05, a price-to-earnings-growth ratio of 1.23 and a beta of 0.66.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $1.15 by $1.55. The firm had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The firm's revenue was up 7.0% compared to the same quarter last year. During the same period in the prior year, the business 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. On average, equities research analysts anticipate that Dollar Tree, Inc. will post 7.84 earnings per share for the current year.

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

Analysts Set New Price Targets

A number of analysts have weighed in on DLTR shares. Bank of America reissued an "underperform" rating on shares of Dollar Tree in a report on Thursday, May 28th. Wall Street Zen upgraded shares of Dollar Tree from a "hold" rating to a "buy" rating in a report on Saturday, August 22nd. Piper Sandler increased their target price on shares of Dollar Tree from $114.00 to $121.00 and gave the company a "neutral" rating in a research report on Monday, August 31st. Wells Fargo & Company lifted their price target on shares of Dollar Tree from $145.00 to $155.00 and gave the stock an "overweight" rating in a research note on Monday, August 17th. Finally, Barclays upped their price objective on shares of Dollar Tree from $140.00 to $160.00 and gave the company an "overweight" rating in a research note on Friday. Eleven investment 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. According to MarketBeat.com, Dollar Tree has a consensus rating of "Hold" and an average target price of $131.68.

Insiders Place Their Bets

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the company's stock in a transaction on Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following the sale, 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 document filed with the Securities & Exchange Commission, which is accessible 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 completion of the transaction, the insider owned 24,820 shares in the company, valued at approximately $3,127,568.20. This trade represents a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 7.10% of the company's stock.

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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