Focus Partners Advisor Solutions LLC Acquires Shares of 13,859 Dollar Tree, Inc. $DLTR

Key Points

• Focus Partners Advisor Solutions acquired 13,859 Dollar Tree shares valued at approximately $1.6 million, while institutional investors and hedge funds collectively own 97.4% of the stock.
• Analyst sentiment remains mixed, with a consensus rating of “Hold” and an average price target of $122.95; recent actions ranged from upgrades and higher targets to a significant target-price cut.
• Dollar Tree exceeded quarterly earnings expectations, reporting $1.74 in EPS and $4.98 billion in revenue, while authorizing a $2.5 billion share buyback covering up to 10.7% of outstanding shares.

Focus Partners Advisor Solutions LLC acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 13,859 shares of the company's stock, valued at approximately $1,595,000.

A number of other institutional investors have also made changes to their positions in the company. Cullen Frost Bankers Inc. purchased a new position in shares of Dollar Tree in the fourth quarter valued at $25,000. Reflection Asset Management purchased a new stake in Dollar Tree during the 4th quarter worth $25,000. Covestor Ltd increased its stake in Dollar Tree by 60.9% during the 4th quarter. Covestor Ltd now owns 222 shares of the company's stock worth $27,000 after buying an additional 84 shares during the period. Basecamp Wealth Advisors LLC lifted its holdings 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 buying an additional 97 shares in the last quarter. Finally, Wilkerson Advisory Group LLC lifted its holdings in Dollar Tree by 80.1% in the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company's stock worth $29,000 after buying an additional 117 shares in the last quarter. 97.40% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DLTR has been the subject of several recent analyst reports. Gordon Haskett upgraded Dollar Tree from a "reduce" rating to a "hold" rating and set a $115.00 target price for the company in a research note on Thursday, June 4th. JPMorgan Chase & Co. boosted their price target on Dollar Tree from $160.00 to $170.00 and gave the stock an "overweight" rating in a research note on Monday, July 6th. Evercore raised Dollar Tree from a "hold" rating to an "outperform" rating in a report on Wednesday, July 8th. Benchmark started coverage on Dollar Tree in a research note on Wednesday, July 8th. They set a "hold" rating for the company. Finally, Truist Financial cut their target price on Dollar Tree from $142.00 to $107.00 and set a "buy" rating on the stock in a research report on Wednesday, May 27th. Ten research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $122.95.

Dollar Tree Stock Performance

Shares of DLTR stock opened at $129.39 on Friday. The stock has a market capitalization of $24.87 billion, a price-to-earnings ratio of 20.22, a PEG ratio of 1.48 and a beta of 0.64. Dollar Tree, Inc. has a one year low of $84.71 and a one year high of $142.40. The company's 50-day simple moving average is $122.07 and its 200-day simple moving average is $114.02. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.39 and a current ratio of 1.16.

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

Dollar Tree announced that its board has initiated a stock buyback plan on Thursday, July 2nd that permits the company to buyback $2.50 billion in outstanding shares. This buyback authorization permits the company to purchase up to 10.7% of its shares through open market purchases. Shares buyback plans are often an indication that the company's management believes its stock is undervalued.

Dollar Tree Company 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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