Confluence Investment Management LLC Has $29.03 Million Stock Position in Dollar Tree, Inc. $DLTR

Key Points

• Confluence Investment Management cut its stake in Dollar Tree by 13.7%, selling 37,603 shares and leaving a 236,023‑share position valued at about $29.03 million.
• Dollar Tree posted a quarterly EPS beat ($2.56 vs. $2.53 est.) with revenue up 9% year‑over‑year, yet the stock is trading down (~1.8%) amid mixed market reaction.
• Analyst coverage is split—several firms reiterate bullish ratings and raised targets while others (including Citi and Morgan Stanley) are more pessimistic—contributing to volatility; institutional ownership remains very high at 97.4%.

Confluence Investment Management LLC lowered its position in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 13.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 236,023 shares of the company's stock after selling 37,603 shares during the quarter. Confluence Investment Management LLC owned 0.12% of Dollar Tree worth $29,033,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of DLTR. EdgePoint Investment Group Inc. lifted its position in Dollar Tree by 2.9% in the third quarter. EdgePoint Investment Group Inc. now owns 11,138,183 shares of the company's stock worth $1,051,110,000 after purchasing an additional 312,382 shares during the period. State Street Corp increased its holdings in Dollar Tree by 3.5% in the 3rd quarter. State Street Corp now owns 9,421,856 shares of the company's stock valued at $889,141,000 after buying an additional 319,938 shares during the period. Primecap Management Co. CA increased its holdings in Dollar Tree by 6.8% in the 3rd quarter. Primecap Management Co. CA now owns 4,194,049 shares of the company's stock valued at $395,792,000 after buying an additional 268,539 shares during the period. Alliancebernstein L.P. raised its stake in shares of Dollar Tree by 4.8% in the 3rd quarter. Alliancebernstein L.P. now owns 3,926,586 shares of the company's stock valued at $370,552,000 after buying an additional 180,364 shares in the last quarter. Finally, London Co. of Virginia raised its stake in shares of Dollar Tree by 51.0% in the 2nd quarter. London Co. of Virginia now owns 2,840,104 shares of the company's stock valued at $281,284,000 after buying an additional 958,925 shares in the last quarter. Institutional investors and hedge funds own 97.40% of the company's stock.

Key Headlines Impacting Dollar Tree

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

• Positive Sentiment: Quarterly results showed an EPS beat and revenue growth, which earlier drove a sharp post‑earnings rally; those results remain a fundamental positive for outlook and valuation. Trading Up After Earnings
• Positive Sentiment: Management’s pricing adjustments and a shifting customer mix are being cited as near‑term revenue drivers and reasons some investors are bullish on sustainable margin recovery. SA: Pricing Adjustments Fool: Why Consider Investing
• Positive Sentiment: Several shops/strategists reiterated or initiated bullish ratings (Guggenheim reaffirmed Buy; Telsey issued Outperform; Jefferies issued a strong price‑appreciation forecast; Wells Fargo stayed Buy), supporting demand among institutional buyers. Guggenheim Telsey Jefferies Wells Fargo
• Neutral Sentiment: Piper Sandler reiterated a Neutral rating, reflecting balanced risk/reward and adding to mixed analyst signals that can keep volatility elevated. Piper Sandler
• Neutral Sentiment: Industry commentary notes shifting lower‑income consumer behavior (more digital, larger baskets) and sector risk/reward changes; these structural trends are a medium‑term factor rather than an immediate catalyst. PYMNTS: Consumer Behavior MarketBeat: Risk/Reward
• Neutral Sentiment: Reported short‑interest figures in the feed are inconsistent/zeroed out (data anomaly), so short‑interest is not a reliable headline driver today but watch for corrected reads.
• Negative Sentiment: MarketWatch flagged that DLTR is underperforming peers today, which can prompt sector rotation and selling pressure from relative‑performance traders. MarketWatch: Underperforms
• Negative Sentiment: Citi and Morgan Stanley published more pessimistic forecasts, adding sell‑side pressure and giving skeptics ammo to take profits or short the stock. Citigroup Morgan Stanley

Dollar Tree Trading Down 1.8%

Shares of Dollar Tree stock opened at $105.56 on Friday. Dollar Tree, Inc. has a 12-month low of $61.87 and a 12-month high of $142.40. The stock has a market capitalization of $20.83 billion, a P/E ratio of 16.89, a price-to-earnings-growth ratio of 1.35 and a beta of 0.73. The company has a 50-day simple moving average of $124.20 and a 200 day simple moving average of $112.75. The company has a quick ratio of 0.22, a current ratio of 1.07 and a debt-to-equity ratio of 0.65.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last released its quarterly earnings results on Monday, March 16th. The company reported $2.56 EPS for the quarter, beating analysts' consensus estimates of $2.53 by $0.03. The firm had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.46 billion. Dollar Tree had a net margin of 6.61% and a return on equity of 32.24%. The company's revenue for the quarter was up 9.0% compared to the same quarter last year. During the same period in the previous year, the business earned $2.11 earnings per share. Research analysts expect that Dollar Tree, Inc. will post 5.39 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. BNP Paribas Exane lowered shares of Dollar Tree from a "hold" rating to an "underperform" rating and set a $87.00 target price on the stock. in a research report on Wednesday, January 21st. Barclays reissued an "overweight" rating on shares of Dollar Tree in a research report on Monday. Wells Fargo & Company raised their price target on shares of Dollar Tree from $125.00 to $145.00 and gave the stock an "overweight" rating in a research note on Friday, December 19th. Citigroup decreased their price objective on Dollar Tree from $132.00 to $125.00 and set a "neutral" rating on the stock in a report on Tuesday. Finally, Jefferies Financial Group upped their price objective on Dollar Tree from $75.00 to $80.00 and gave the company an "underperform" rating in a research note on Tuesday. Eight equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and seven have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $123.24.

Dollar Tree Company 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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