Cantor Fitzgerald Investment Advisors L.P. Acquires New Holdings in Dollar Tree, Inc. $DLTR

Key Points

• Cantor Fitzgerald Investment Advisors acquired 209,118 Dollar Tree shares worth approximately $23.8 million, making the stock its 19th-largest holding and representing 1.1% of its portfolio. Institutional investors collectively own 97.4% of DLTR.
• Dollar Tree exceeded quarterly earnings expectations, reporting $2.70 in EPS versus the $1.15 consensus, while revenue rose 7% year over year to $4.89 billion. The company guided for fiscal 2026 EPS 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 the reported share price of $125.48.

Cantor Fitzgerald Investment Advisors L.P. acquired a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 209,118 shares of the company's stock, valued at approximately $23,844,000. Dollar Tree comprises approximately 1.1% of Cantor Fitzgerald Investment Advisors L.P.'s investment portfolio, making the stock its 19th biggest position. Cantor Fitzgerald Investment Advisors L.P. owned 0.11% of Dollar Tree at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. BlackRock Inc. acquired a new stake in shares of Dollar Tree during the second quarter worth about $2,643,741,000. Pzena Investment Management LLC acquired a new position in Dollar Tree during the 2nd quarter worth approximately $1,176,661,000. Primecap Management Co. CA purchased a new position in Dollar Tree in the second quarter valued at $455,845,000. Bank of America Corp DE acquired a new position in shares of Dollar Tree during the 2nd quarter worth about $385,350,000. Finally, Caisse de depot et placement du Quebec purchased a new position in shares of Dollar Tree in the 2nd quarter valued at about $205,631,000. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Dollar Tree Stock Up 0.4%

Shares of NASDAQ DLTR opened at $125.48 on Thursday. The stock has a market cap of $23.54 billion, a PE ratio of 15.32, a price-to-earnings-growth ratio of 1.16 and a beta of 0.71. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. Dollar Tree, Inc. has a 52-week low of $85.88 and a 52-week high of $142.40. The business has a 50-day moving average price of $122.04 and a 200 day moving average price of $115.19.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last issued its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping analysts' consensus estimates 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 prior year, the business earned $0.77 EPS. Dollar Tree's quarterly revenue was up 7.0% compared to the same quarter last year. 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. Equities research analysts forecast that Dollar Tree, Inc. will post 7.93 earnings per share for the current year.

Dollar Tree announced that its board has approved a share repurchase plan on Thursday, July 2nd that authorizes the company to buy back $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. Share buyback plans are typically a sign that the company's board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

DLTR has been the subject of several recent analyst reports. Weiss Ratings upgraded Dollar Tree from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday, August 28th. Piper Sandler upped their target price on shares of Dollar Tree from $114.00 to $121.00 and gave the company a "neutral" rating in a report on Monday, August 31st. Morgan Stanley upped their target price on shares of Dollar Tree from $130.00 to $145.00 and gave the company an "equal weight" rating in a report on Friday, August 28th. Guggenheim increased their target price on shares of Dollar Tree from $135.00 to $145.00 and gave the company a "buy" rating in a research report on Tuesday, August 25th. Finally, Jefferies Financial Group upgraded shares of Dollar Tree from a "moderate sell" rating to a "buy" rating in a research note on Wednesday, July 8th. Eleven research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Dollar Tree has a consensus rating of "Hold" and an average target price of $133.14.

Insiders Place Their Bets

In related news, insider Robert Aflatooni sold 2,500 shares of the firm's stock in a transaction that occurred on 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 transaction, the insider directly owned 24,820 shares of the company's stock, valued at $3,127,568.20. This trade represents a 9.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Stephanie Stahl sold 1,185 shares of Dollar Tree 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 transaction, the director directly owned 4,089 shares of the company's stock, valued at $537,580.83. This trade represents a 22.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 7.10% of the stock is currently owned by company insiders.

Dollar Tree 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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