Cantor Fitzgerald Investment Advisors L.P. Buys 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 DLTR its 15th-largest holding and representing about 0.11% of the company. Institutional investors collectively own 97.4% of Dollar Tree.
• Dollar Tree reported stronger-than-expected quarterly results, with EPS of $2.70 versus the $1.15 consensus estimate and revenue of $4.89 billion, up 7% year over year. The company expects fiscal 2026 EPS of $7.70–$8.05.
• The board authorized a $2.5 billion share-repurchase program, allowing buybacks of up to 10.7% of outstanding shares. Analysts maintain a generally cautious “Hold” consensus, with an average price target of $133.14 versus the reported share price of $124.41.

Cantor Fitzgerald Investment Advisors L.P. purchased a new stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 209,118 shares of the company's stock, valued at approximately $23,844,000. Dollar Tree accounts for 1.3% of Cantor Fitzgerald Investment Advisors L.P.'s holdings, making the stock its 15th largest position. Cantor Fitzgerald Investment Advisors L.P. owned about 0.11% of Dollar Tree as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in DLTR. Algert Global LLC boosted its position in Dollar Tree by 17.9% in the second quarter. Algert Global LLC now owns 69,452 shares of the company's stock worth $7,995,000 after purchasing an additional 10,547 shares during the last quarter. Wealthfront Advisers LLC raised its stake in shares of Dollar Tree by 13.7% in the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company's stock valued at $8,431,000 after buying an additional 9,288 shares during the period. Bank of New York Mellon Corp bought a new position in Dollar Tree during the second quarter worth about $110,626,000. Sequoia Financial Advisors LLC lifted its stake in shares of Dollar Tree by 155.7% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 32,295 shares of the company's stock valued at $3,906,000 after buying an additional 19,665 shares in the last quarter. Finally, Baird Financial Group Inc. bought a new stake in Dollar Tree during the 2nd quarter valued at $7,600,000. Institutional investors and hedge funds own 97.40% of the company's stock.

Dollar Tree Price Performance

Shares of DLTR stock opened at $124.41 on Friday. Dollar Tree, Inc. has a twelve month low of $85.88 and a twelve month high of $142.40. The stock has a market cap of $23.34 billion, a price-to-earnings ratio of 17.65, a PEG ratio of 1.13 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. The business's fifty day moving average is $122.43 and its 200 day moving average is $114.73.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last released its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (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 analyst estimates of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The business's revenue was up 7.0% on a year-over-year basis. During the same period last year, the business earned $0.77 earnings per share. 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. Research analysts expect that Dollar Tree, Inc. will post 7.93 EPS for the current fiscal year.

Dollar Tree announced that its Board of Directors has initiated a stock buyback program on Thursday, July 2nd that permits the company to buy back $2.50 billion in shares. This repurchase authorization permits the company to purchase up to 10.7% of its shares through open market purchases. Share repurchase programs are often an indication that the company's board believes its shares are undervalued.

Insider Activity at Dollar Tree

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 shares were sold at an average price of $126.01, for a total value of $315,025.00. Following the transaction, the insider owned 24,820 shares of the company's stock, valued at approximately $3,127,568.20. This trade represents a 9.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Stephanie Stahl sold 1,185 shares of the firm'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 completion of the transaction, the director directly owned 4,089 shares in the company, valued at approximately $537,580.83. This represents a 22.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 7.10% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on DLTR shares. UBS Group raised their price objective on shares of Dollar Tree from $145.00 to $150.00 and gave the company a "buy" rating in a research report on Friday, August 28th. Wells Fargo & Company lifted their price objective on shares of Dollar Tree from $145.00 to $155.00 and gave the stock an "overweight" rating in a report on Monday, August 17th. Weiss Ratings upgraded Dollar Tree from a "hold (c-)" rating to a "hold (c)" rating in a report on Friday, August 28th. Benchmark assumed coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They set a "hold" rating on the stock. Finally, Morgan Stanley boosted their target price on Dollar Tree from $130.00 to $145.00 and gave the company an "equal weight" rating in a research note on Friday, August 28th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Dollar Tree presently has an average rating of "Hold" and an average price target of $133.14.

Dollar Tree Company Profile

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of everyday merchandise, including household supplies, food and beverages, health and personal-care products, seasonal items, toys, party supplies, and arts and crafts products.

The company's Dollar Tree stores historically focused on merchandise priced at a fixed dollar point and have expanded to include multiple price points through initiatives such as Dollar Tree Plus.

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