Capital International Investors Decreases Stock Position in Dollar Tree, Inc. $DLTR

Key Points

• Capital International Investors trimmed its stake in Dollar Tree by 2.8% in Q3, selling 268,170 shares and ending the quarter with 9,264,163 shares (about 4.54% of the company) valued at roughly $874.3 million.
• Institutional ownership is very high—about 97.40% of shares are held by hedge funds and other institutional investors, with several funds both increasing and initiating positions during the quarter.
• Analysts are mixed on DLTR: the consensus rating is Hold with an average price target of $124.62, while individual targets range widely (e.g., Wells Fargo $145 overweight vs. Goldman Sachs $103 sell).

Capital International Investors cut its stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 2.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,264,163 shares of the company's stock after selling 268,170 shares during the quarter. Capital International Investors owned about 4.54% of Dollar Tree worth $874,257,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Legal & General Group Plc lifted its holdings in shares of Dollar Tree by 0.5% in the 3rd quarter. Legal & General Group Plc now owns 1,254,747 shares of the company's stock worth $118,410,000 after acquiring an additional 6,124 shares during the last quarter. Pinkerton Wealth LLC grew its holdings in Dollar Tree by 119.4% during the 3rd quarter. Pinkerton Wealth LLC now owns 19,586 shares of the company's stock valued at $1,848,000 after purchasing an additional 10,657 shares during the last quarter. Vestcor Inc raised its position in Dollar Tree by 119.0% in the 3rd quarter. Vestcor Inc now owns 8,293 shares of the company's stock worth $783,000 after purchasing an additional 4,507 shares during the period. WINTON GROUP Ltd bought a new stake in Dollar Tree in the third quarter worth about $5,894,000. Finally, Russell Investments Group Ltd. lifted its stake in Dollar Tree by 10.9% in the third quarter. Russell Investments Group Ltd. now owns 284,183 shares of the company's stock worth $26,818,000 after purchasing an additional 27,874 shares during the last quarter. 97.40% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft restated a "hold" rating and set a $126.00 target price on shares of Dollar Tree in a research report on Thursday, January 8th. Citigroup reissued a "neutral" rating and set a $132.00 price target on shares of Dollar Tree in a research note on Friday, February 27th. Sanford C. Bernstein boosted their price objective on Dollar Tree from $109.00 to $123.00 and gave the company a "market perform" rating in a report on Monday, January 5th. The Goldman Sachs Group reaffirmed a "sell" rating and issued a $103.00 price objective (down from $133.00) on shares of Dollar Tree in a research report on Thursday, November 13th. Finally, Wells Fargo & Company increased their target price on Dollar Tree from $125.00 to $145.00 and gave the stock an "overweight" rating in a research note on Friday, December 19th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and seven have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $124.62.

Dollar Tree News Roundup

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Analyst / fair-value support — A Seeking Alpha note expects solid Q4 results and strong holiday assortments, views the FY2026 outlook as shakily positive and models a fair value of ~$134.8, supporting upside vs. current levels. Dollar Tree: Let's See How The Strategy Performs
• Positive Sentiment: Brokerage backing — Telsey Advisory Group reaffirmed an "outperform" rating and set a $150 price target, implying meaningful upside and likely supporting today’s buying interest. Benzinga
• Neutral Sentiment: Earnings timing — Street expects DLTR to report quarterly results soon (earnings announcement anticipated next Monday), so near-term moves may hinge on the quarter and management’s FY2026 guidance. Dollar Tree (DLTR) Expected to Announce Quarterly Earnings on Monday
• Neutral Sentiment: Broader market tailwinds — a risk-on rally in US markets is lifting retail and consumer stocks generally, which can add momentum to DLTR shares independent of company-specific news. US Stocks Advance as G-7 Gives Boost to Oil-Stockpile Hopes
• Neutral Sentiment: Short-interest data appears inconsistent — recent reports claim an increase in short interest but show zero shares/NaN values and 0 days-to-cover, so treat those signals with caution until corrected data is published.
• Neutral Sentiment: Other items (less relevant) — unrelated corporate news (e.g., an Amaero board nomination) and inclusion/mentions in weekly stock roundups may have negligible direct impact on DLTR fundamentals. Tim Johnson Nominated to Join Amaero Board

Dollar Tree Stock Performance

Shares of NASDAQ:DLTR opened at $116.82 on Wednesday. The firm's 50 day simple moving average is $126.75 and its 200-day simple moving average is $112.84. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.22 and a current ratio of 0.96. Dollar Tree, Inc. has a one year low of $61.80 and a one year high of $142.40. The firm has a market cap of $23.23 billion, a PE ratio of -8.69, a price-to-earnings-growth ratio of 1.44 and a beta of 0.73.

Dollar Tree Profile

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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