Empowered Funds LLC Acquires New Shares in Dollar Tree, Inc. $DLTR

Key Points

• Empowered Funds LLC acquired 49,670 Dollar Tree shares worth approximately $6.0 million during the second quarter. Institutional investors collectively own 97.4% of the company.
• Dollar Tree reported strong second-quarter results, with revenue up 7% year over year to $4.89 billion and EPS of $2.70 versus the $1.15 consensus estimate. Management raised fiscal 2026 adjusted EPS guidance to $7.70–$8.05.
• The company authorized a $2.5 billion share-repurchase program, but its third-quarter EPS outlook of $0.80–$0.95 fell well below analyst expectations of about $1.40, reflecting pressure from fuel costs, tariffs and reinvestment spending.

Empowered Funds LLC acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 49,670 shares of the company's stock, valued at approximately $6,008,000.

Other hedge funds have also bought and sold shares of the company. Cetera Investment Advisers boosted its holdings in shares of Dollar Tree by 0.4% during the 4th quarter. Cetera Investment Advisers now owns 21,420 shares of the company's stock valued at $2,635,000 after acquiring an additional 79 shares during the last quarter. Optimize Financial Inc raised its holdings in shares of Dollar Tree by 1.4% during the fourth quarter. Optimize Financial Inc now owns 6,000 shares of the company's stock valued at $738,000 after purchasing an additional 84 shares during the last quarter. Covestor Ltd lifted its position in Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company's stock valued at $27,000 after purchasing an additional 84 shares during the period. Root Financial Partners LLC lifted its position in Dollar Tree by 27.6% during the fourth quarter. Root Financial Partners LLC now owns 393 shares of the company's stock valued at $48,000 after purchasing an additional 85 shares during the period. Finally, Deseret Mutual Benefit Administrators boosted its holdings in Dollar Tree by 7.7% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 1,208 shares of the company's stock worth $149,000 after purchasing an additional 86 shares during the last quarter. Hedge funds and other institutional investors own 97.40% of the company's stock.

Dollar Tree Price Performance

DLTR stock opened at $128.26 on Monday. The business's 50-day moving average price is $126.03 and its 200-day moving average price is $114.71. The stock has a market cap of $24.07 billion, a P/E ratio of 15.66, a PEG ratio of 1.32 and a beta of 0.64. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last released its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The company had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same period in the prior year, the firm posted $0.77 EPS. The firm's quarterly revenue was up 7.0% compared to the same quarter last year. 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 forecast that Dollar Tree, Inc. will post 7.13 EPS for the current year.

Dollar Tree announced that its Board of Directors has initiated a share buyback program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the company to buy up to 10.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company's board believes its stock is undervalued.

Key Headlines Impacting Dollar Tree

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
• Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
• Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
• Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

Analyst Upgrades and Downgrades

A number of research firms have commented on DLTR. Truist Financial lifted their target price on shares of Dollar Tree from $136.00 to $138.00 and gave the stock a "buy" rating in a research report on Tuesday, August 25th. UBS Group lifted their price objective on Dollar Tree from $145.00 to $150.00 and gave the stock a "buy" rating in a report on Friday. BNP Paribas Exane upped their price objective on Dollar Tree from $88.00 to $98.00 and gave the company an "underperform" rating in a research report on Friday, May 29th. Gordon Haskett raised Dollar Tree from a "reduce" rating to a "hold" rating and set a $115.00 target price on the stock in a report on Thursday, June 4th. Finally, Deutsche Bank Aktiengesellschaft raised their target price on Dollar Tree from $99.00 to $102.00 and gave the stock a "hold" rating in a research report on Thursday, June 4th. Ten research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $129.18.

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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