Edmond DE Rothschild Holding S.A. Acquires New Stake in Dollar Tree, Inc. $DLTR

Key Points

• Edmond DE Rothschild Holding acquired 8,452 Dollar Tree shares in the second quarter, valued at approximately $1.02 million. Institutional investors collectively own 97.4% of the company.
• Analyst sentiment is mixed, with 10 Buy, 12 Hold, and 4 Sell ratings, resulting in a consensus Hold rating and an average price target of $123.41.
• Dollar Tree reported quarterly EPS of $1.74, exceeding estimates, while revenue rose 7.2% year over year to $4.98 billion. The company also authorized a $2.5 billion stock buyback, allowing repurchases of up to 10.7% of outstanding shares.

Edmond DE Rothschild Holding S.A. acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 8,452 shares of the company's stock, valued at approximately $1,022,000.

Several other hedge funds have also added to or reduced their stakes in DLTR. Cullen Frost Bankers Inc. bought a new position in shares of Dollar Tree during the fourth quarter valued at $25,000. Reflection Asset Management purchased a new position in shares of Dollar Tree in the 4th quarter worth about $25,000. Covestor Ltd boosted its stake in Dollar Tree by 60.9% in the 4th quarter. Covestor Ltd now owns 222 shares of the company's stock worth $27,000 after purchasing an additional 84 shares in the last quarter. Basecamp Wealth Advisors LLC boosted its stake in Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company's stock worth $28,000 after purchasing an additional 97 shares in the last quarter. Finally, Wilkerson Advisory Group LLC grew its position in Dollar Tree by 80.1% during the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company's stock valued at $29,000 after purchasing an additional 117 shares during the last quarter. 97.40% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

DLTR has been the subject of several recent analyst reports. Weiss Ratings raised shares of Dollar Tree from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, June 18th. Jefferies Financial Group upgraded shares of Dollar Tree from a "moderate sell" rating to a "buy" rating in a report on Wednesday, July 8th. Freedom Capital downgraded shares of Dollar Tree from a "strong-buy" rating to a "hold" rating in a research report on Thursday, May 28th. Truist Financial decreased their price objective on shares of Dollar Tree from $142.00 to $107.00 and set a "buy" rating for the company in a report on Wednesday, May 27th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on Dollar Tree from $99.00 to $102.00 and gave the company a "hold" rating in a research report on Thursday, June 4th. Ten research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $123.41.

Dollar Tree Stock Down 2.6%

Shares of Dollar Tree stock opened at $128.45 on Friday. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The company's 50 day moving average is $123.58 and its 200 day moving average is $114.25. The company has a market cap of $24.69 billion, a price-to-earnings ratio of 20.07, a price-to-earnings-growth ratio of 1.50 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its earnings results on Thursday, May 28th. The company reported $1.74 EPS for the quarter, topping analysts' consensus estimates of $1.53 by $0.21. The business had revenue of $4.98 billion during the quarter, compared to the consensus estimate of $4.96 billion. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The firm's revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Research analysts anticipate that Dollar Tree, Inc. will post 7 EPS for the current year.

Dollar Tree announced that its Board of Directors has approved a stock buyback program on Thursday, July 2nd that permits the company to repurchase $2.50 billion in shares. This repurchase authorization permits the company to reacquire up to 10.7% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company's board of directors believes its stock is undervalued.

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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