Dollar Tree, Inc. $DLTR Shares Newly Acquired by Counterpoint Mutual Funds LLC

Key Points

• Counterpoint Mutual Funds LLC acquired 86,412 Dollar Tree shares worth approximately $9.85 million in the third quarter, joining other major investors that recently initiated positions. Institutional investors and hedge funds now own 97.4% of DLTR.
• Dollar Tree reported quarterly EPS of $2.70, exceeding the $1.15 analyst consensus, while revenue rose 7% year over year to $4.89 billion. Management guided for fiscal 2026 EPS of $7.70–$8.05.
• The company authorized a $2.5 billion share repurchase program, covering up to 10.7% of outstanding shares. Despite several bullish analyst upgrades, the stock carries a consensus “Hold” rating and a $133.14 price target versus its recent $124.18 price.

Counterpoint Mutual Funds LLC acquired a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 86,412 shares of the company's stock, valued at approximately $9,853,000. Dollar Tree accounts for 0.8% of Counterpoint Mutual Funds LLC's investment portfolio, making the stock its 20th biggest holding.

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

Dollar Tree Stock Down 0.2%

Shares of NASDAQ DLTR opened at $124.18 on Friday. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86. The company has a market cap of $23.30 billion, a price-to-earnings ratio of 15.16, a PEG ratio of 1.15 and a beta of 0.71. Dollar Tree, Inc. has a 12 month low of $85.88 and a 12 month high of $142.40. The stock has a 50-day moving average price of $122.29 and a two-hundred day moving average price of $114.79.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating analysts' consensus estimates of $1.15 by $1.55. The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The firm's quarterly revenue was up 7.0% compared to the same quarter last year. During the same period last year, the company 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, analysts forecast that Dollar Tree, Inc. will post 7.93 earnings per share for the current fiscal year.

Dollar Tree declared that its Board of Directors has approved a share buyback plan on Thursday, July 2nd that permits the company to repurchase $2.50 billion in shares. This repurchase authorization permits the company to purchase up to 10.7% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's board of directors believes its stock is undervalued.

Insider Activity at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $131.47, for a total value of $155,791.95. Following the completion of the transaction, the director owned 4,089 shares of the company's stock, valued at $537,580.83. This represents a 22.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 transaction of $315,025.00. Following the completion of the sale, the insider owned 24,820 shares in the company, valued at $3,127,568.20. This represents a 9.15% decrease in their position. The disclosure for this sale is available in the SEC filing. 7.10% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

DLTR has been the topic of a number of recent analyst reports. Wall Street Zen raised shares of Dollar Tree from a "hold" rating to a "buy" rating in a research note on Saturday, August 22nd. BMO Capital Markets restated a "market perform" rating and set a $135.00 target price on shares of Dollar Tree in a research note on Friday, August 28th. Evercore set a $135.00 target price on Dollar Tree in a research note on Tuesday, September 29th. Jefferies Financial Group raised Dollar Tree from a "moderate sell" rating to a "buy" rating in a report on Wednesday, July 8th. Finally, Raymond James Financial reiterated an "outperform" rating and issued a $145.00 price target on shares of Dollar Tree in a research note on Friday, August 28th. Eleven research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Dollar Tree has an average rating of "Hold" and a consensus price target of $133.14.

Dollar Tree 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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