Corient Private Wealth LP Makes New $4.56 Million Investment in Dollar Tree, Inc. $DLTR

Corient Private Wealth LP bought a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 39,651 shares of the company's stock, valued at approximately $4,564,000.

A number of other institutional investors and hedge funds have also made changes to their positions in DLTR. Algert Global LLC raised its stake in shares of Dollar Tree by 17.9% during the 2nd quarter. Algert Global LLC now owns 69,452 shares of the company's stock worth $7,995,000 after acquiring an additional 10,547 shares in the last quarter. Wealthfront Advisers LLC lifted its position in Dollar Tree by 13.7% during the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company's stock valued at $8,431,000 after acquiring an additional 9,288 shares during the last quarter. Hanseatic Management Services Inc. purchased a new stake in Dollar Tree during the first quarter valued at approximately $950,000. Arrowstreet Capital Limited Partnership boosted its stake in Dollar Tree by 4.7% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,821,852 shares of the company's stock valued at $224,106,000 after acquiring an additional 81,695 shares in the last quarter. Finally, AMG National Trust Bank acquired a new stake in Dollar Tree in the second quarter valued at approximately $2,257,000. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Dollar Tree Price Performance

NASDAQ DLTR opened at $126.59 on Tuesday. The company has a market cap of $23.75 billion, a price-to-earnings ratio of 15.46, a PEG ratio of 1.32 and a beta of 0.64. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39. The stock's fifty day moving average price is $126.29 and its 200 day moving average price is $114.74. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last issued its quarterly earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping analysts' consensus estimates of $1.15 by $1.55. The company had revenue of $4.89 billion during the quarter, compared to analysts' expectations 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 quarter in the previous year, the firm posted $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. As a group, equities research analysts forecast that Dollar Tree, Inc. will post 7.13 earnings per share for the current year.

Dollar Tree declared that its Board of Directors has authorized a stock buyback program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization allows the company to buy up to 10.7% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company's management believes its shares are undervalued.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Benchmark assumed coverage on Dollar Tree in a research report on Wednesday, July 8th. They issued a "hold" rating for the company. Barclays lowered Dollar Tree from an "overweight" rating to a "strong sell" rating in a research report on Wednesday, July 8th. Sanford C. Bernstein reissued a "market perform" rating and issued a $130.00 price target on shares of Dollar Tree in a report on Friday. UBS Group raised their price target on Dollar Tree from $145.00 to $150.00 and gave the stock a "buy" rating in a report on Friday. Finally, Bank of America restated an "underperform" rating on shares of Dollar Tree in a research note on Thursday, May 28th. Ten analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average price target of $130.36.

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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