Dollar Tree, Inc. $DLTR Shares Newly Acquired by Monte Financial Group LLC

Key Points

• Monte Financial Group initiated a Dollar Tree position in the third quarter, buying 70,270 shares worth about $8.0 million. The stock represents 2.6% of its portfolio and is its fifth-largest holding.
• Institutional investors collectively own 97.4% of Dollar Tree. Two company insiders also reported share sales, while retaining shares after their transactions.
• Dollar Tree reported quarterly EPS of $2.70, beating the $1.15 analyst consensus, and revenue of $4.89 billion, up 7% year over year. Analysts’ consensus rating is “Hold,” with an average price target of $133.14.

Monte Financial Group LLC purchased a new position in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 70,270 shares of the company's stock, valued at approximately $8,012,000. Dollar Tree makes up 2.6% of Monte Financial Group LLC's portfolio, making the stock its 5th largest position.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in shares of Dollar Tree in the 2nd quarter valued at approximately $2,643,741,000. Pzena Investment Management LLC bought a new position in shares of Dollar Tree during the 2nd quarter valued at approximately $1,176,661,000. Primecap Management Co. CA bought a new position in shares of Dollar Tree during the 2nd quarter valued at approximately $455,845,000. Bank of America Corp DE bought a new position in shares of Dollar Tree during the 2nd quarter valued at approximately $385,350,000. Finally, Caisse de depot et placement du Quebec bought a new position in shares of Dollar Tree during the 2nd quarter valued at approximately $205,631,000. Hedge funds and other institutional investors own 97.40% of the company's stock.

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 stock was sold at an average price of $131.47, for a total value of $155,791.95. Following 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of the firm's stock in a transaction on Monday, August 31st. The stock was 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 in the company, valued at $3,127,568.20. The trade was a 9.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 7.10% of the company's stock.

Dollar Tree Stock Performance

DLTR stock opened at $137.94 on Friday. 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 simple moving average is $122.25 and its two-hundred day simple moving average is $117.15. Dollar Tree, Inc. has a twelve month low of $85.88 and a twelve month high of $148.54. The firm has a market cap of $25.88 billion, a price-to-earnings ratio of 16.84, a PEG ratio of 1.36 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted 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 firm had revenue of $4.89 billion for the quarter, compared to analysts' expectations 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 for the quarter was up 7.0% on a year-over-year basis. During the same period in the prior year, the business posted $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. Analysts predict that Dollar Tree, Inc. will post 7.92 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts recently weighed in on DLTR shares. Piper Sandler increased their price target on Dollar Tree from $114.00 to $121.00 and gave the company a "neutral" rating in a report on Monday, August 31st. Truist Financial lifted their price objective on shares of Dollar Tree from $136.00 to $138.00 and gave the stock a "buy" rating in a research note on Tuesday, August 25th. The Goldman Sachs Group reiterated a "neutral" rating and set a $131.00 price objective on shares of Dollar Tree in a research report on Monday, August 31st. Loop Capital downgraded shares of Dollar Tree from a "buy" rating to a "hold" rating and set a $140.00 target price on the stock. in a research note on Thursday. Finally, UBS Group increased their target price on shares of Dollar Tree from $145.00 to $150.00 and gave the company a "buy" rating in a research note on Friday, August 28th. Ten research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $133.14.

Dollar Tree Company Profile

Dollar Tree, Inc NASDAQ: DLTR is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.

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