Dollar Tree, Inc. $DLTR Stock: Ethic Inc. Raises Stake

Key Points

• Ethic Inc. increased its Dollar Tree stake by 20.1% in the third quarter, adding 11,292 shares to reach 67,450 shares valued at about $7.26 million.
• Dollar Tree reported quarterly EPS of $2.70, beating the $1.15 consensus estimate, while revenue rose 7% year over year to $4.89 billion. The company also provided fiscal 2026 EPS guidance of $7.70–$8.05.
• Analyst views remain mixed: the stock carries a consensus Hold rating and an average price target of $133.14, despite several firms raising their targets.

Ethic Inc. grew its position in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 20.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 67,450 shares of the company's stock after buying an additional 11,292 shares during the quarter. Ethic Inc.'s holdings in Dollar Tree were worth $7,257,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in DLTR. Basecamp Wealth Advisors LLC boosted its stake in Dollar Tree by 59.9% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company's stock valued at $28,000 after purchasing an additional 97 shares during the last quarter. EFG International AG purchased a new position in shares of Dollar Tree in the second quarter worth $30,000. Wilkerson Advisory Group LLC raised its stake in shares of Dollar Tree by 80.1% in the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company's stock worth $29,000 after purchasing an additional 117 shares during the last quarter. Keating Financial Advisory Services Inc. purchased a new position in shares of Dollar Tree in the second quarter worth $33,000. Finally, Trust Co. of Vermont bought a new position in shares of Dollar Tree during the second quarter valued at $36,000. Hedge funds and other institutional investors own 97.40% of the company's stock.

Dollar Tree Price Performance

NASDAQ DLTR opened at $137.23 on Tuesday. The business's fifty day moving average price is $122.51 and its 200-day moving average price is $117.16. The stock has a market capitalization of $25.75 billion, a price-to-earnings ratio of 16.76, a PEG ratio of 1.36 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. Dollar Tree, Inc. has a 1-year low of $85.88 and a 1-year high of $148.54.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last released its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the business posted $0.77 EPS. The company's revenue for the quarter was up 7.0% on a year-over-year basis. 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 analysts predict that Dollar Tree, Inc. will post 7.92 earnings per share for the current year.

Insider Activity

In other news, insider Robert Aflatooni sold 2,500 shares of the stock in a transaction that occurred on Monday, August 31st. The shares were 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. This represents a 9.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Stephanie Stahl sold 1,185 shares of the firm's stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the transaction, the director directly owned 4,089 shares in the company, valued at approximately $537,580.83. The trade was a 22.47% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 7.10% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on DLTR shares. Barclays increased their price objective on Dollar Tree from $140.00 to $160.00 and gave the company an "overweight" rating in a research report on Friday, September 4th. UBS Group boosted their target price on Dollar Tree from $145.00 to $150.00 and gave the stock a "buy" rating in a research report on Friday, August 28th. Piper Sandler upped their target price on shares of Dollar Tree from $114.00 to $121.00 and gave the company a "neutral" rating in a research note on Monday, August 31st. Weiss Ratings raised shares of Dollar Tree from a "hold (c-)" rating to a "hold (c)" rating in a report on Friday, August 28th. Finally, Morgan Stanley raised their price target on shares of Dollar Tree from $130.00 to $145.00 and gave the company an "equal weight" rating in a report on Friday, August 28th. Ten investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Dollar Tree presently has a consensus rating of "Hold" and an average target price of $133.14.

Dollar Tree Profile

Dollar Tree, Inc is a discount retailer that sells everyday merchandise through stores operating under the Dollar Tree banner. Its assortment includes food, household and cleaning supplies, health and beauty products, toys, seasonal goods, party supplies and stationery. Many stores offer products at multiple price points.

The company traces its roots to a retail business founded in 1986 and later developed its Dollar Tree chain around value-priced merchandise. It operates primarily in the United States.

Dollar Tree completed the sale of its Family Dollar business in 2025, refocusing the company on its Dollar Tree stores.

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