Dollar Tree, Inc. $DLTR Stock: Apollon Wealth Management LLC Grows Stake

Key Points

• Apollon Wealth Management increased its Dollar Tree stake by 494.4% in the third quarter, bringing its holdings to 13,565 shares valued at approximately $1.55 million. Institutional investors collectively own 97.4% of the company.
• Dollar Tree reported quarterly earnings of $2.70 per share, significantly exceeding the $1.15 analyst consensus, while revenue rose 7% year over year to $4.89 billion. The company also authorized a $2.5 billion share-repurchase program covering up to 10.7% of outstanding shares.
• Analyst sentiment remains mixed but leans neutral, with a consensus “Hold” rating and $133.14 price target. Barclays and JPMorgan recently raised their targets to $160 and $170, respectively, while two insiders sold shares in late August and early September.

Apollon Wealth Management LLC raised its holdings in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 494.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,565 shares of the company's stock after acquiring an additional 11,283 shares during the period. Apollon Wealth Management LLC's holdings in Dollar Tree were worth $1,547,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in DLTR. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA bought a new position in shares of Dollar Tree during the third quarter worth approximately $684,000. Kingswood Wealth Advisors LLC bought a new stake in Dollar Tree in the third quarter valued at $569,000. Sigma Planning Corp bought a new stake in Dollar Tree during the third quarter worth $1,044,000. Signaturefd LLC raised its position in Dollar Tree by 58.8% in the third quarter. Signaturefd LLC now owns 6,374 shares of the company's stock worth $671,000 after acquiring an additional 2,359 shares during the period. Finally, Citizens Financial Group Inc. RI grew its position in shares of Dollar Tree by 684.1% in the third quarter. Citizens Financial Group Inc. RI now owns 16,136 shares of the company's stock valued at $1,684,000 after purchasing an additional 14,078 shares in the last quarter. Institutional investors own 97.40% of the company's stock.

Dollar Tree Trading Up 3.8%

NASDAQ:DLTR opened at $132.03 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 company has a market capitalization of $24.77 billion, a PE ratio of 18.43, a price-to-earnings-growth ratio of 1.18 and a beta of 0.71. Dollar Tree, Inc. has a 52-week low of $85.88 and a 52-week high of $142.40. The stock has a fifty day simple moving average of $121.68 and a 200-day simple moving average of $117.17.

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 business had revenue of $4.89 billion during 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 company's quarterly revenue was up 7.0% compared to the same quarter last year. During the same period in the previous year, the firm 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. On average, equities research analysts expect that Dollar Tree, Inc. will post 7.92 earnings per share for the current fiscal year.

Dollar Tree declared that its board has authorized a share buyback program on Thursday, July 2nd that authorizes the company to buy back $2.50 billion in shares. This repurchase authorization authorizes the company to repurchase up to 10.7% of its shares through open market purchases. Share repurchase programs are often an indication that the company's board of directors believes its shares are undervalued.

Insider Buying and Selling at Dollar Tree

In related news, insider Robert Aflatooni sold 2,500 shares of the business's stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $126.01, for a total value of $315,025.00. Following the completion of the sale, the insider directly owned 24,820 shares of the company's stock, valued at $3,127,568.20. The trade was a 9.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Stephanie Stahl sold 1,185 shares of the stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $131.47, for a total transaction of $155,791.95. Following the sale, the director owned 4,089 shares in the company, valued at approximately $537,580.83. This trade represents a 22.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 7.10% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Weiss Ratings upgraded Dollar Tree from a "hold (c-)" rating to a "hold (c)" rating in a research report on Friday, August 28th. Sanford C. Bernstein reiterated a "market perform" rating and set a $130.00 price objective on shares of Dollar Tree in a research report on Friday, August 28th. Barclays lifted their target price on Dollar Tree from $140.00 to $160.00 and gave the stock an "overweight" rating in a research report on Friday, September 4th. Truist Financial raised their price target on shares of Dollar Tree from $136.00 to $138.00 and gave the company a "buy" rating in a report on Tuesday, August 25th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Dollar Tree from $160.00 to $170.00 and gave the company an "overweight" rating in a research report on Monday, July 6th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target 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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