HighTower Advisors LLC Buys 15,856 Shares of Dollar Tree, Inc. $DLTR

Key Points

• HighTower Advisors LLC increased its stake in Dollar Tree by 121.3% in the fourth quarter, buying 15,856 additional shares and bringing its total holdings to 28,925 shares worth about $3.56 million.
• Dollar Tree reported a strong first quarter, with EPS of $1.74 and revenue of $4.98 billion, both ahead of expectations. The company said shoppers continued trading down to value retailers, supporting demand.
• Management raised full-year FY2026 guidance for both earnings and revenue, and announced a new DoorDash partnership to expand delivery access. Despite the upbeat results, analysts remain mixed, with some still warning about valuation, traffic, and margin concerns.

HighTower Advisors LLC grew its stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 121.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,925 shares of the company's stock after acquiring an additional 15,856 shares during the period. HighTower Advisors LLC's holdings in Dollar Tree were worth $3,558,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. NewEdge Advisors LLC lifted its position in shares of Dollar Tree by 3,237.4% in the 1st quarter. NewEdge Advisors LLC now owns 13,750 shares of the company's stock worth $1,032,000 after purchasing an additional 13,338 shares during the period. Woodline Partners LP lifted its position in shares of Dollar Tree by 40.7% in the 1st quarter. Woodline Partners LP now owns 17,078 shares of the company's stock worth $1,282,000 after purchasing an additional 4,941 shares during the period. Focus Partners Wealth lifted its position in shares of Dollar Tree by 2.0% in the 1st quarter. Focus Partners Wealth now owns 10,646 shares of the company's stock worth $799,000 after purchasing an additional 213 shares during the period. Sivia Capital Partners LLC purchased a new stake in shares of Dollar Tree in the 2nd quarter worth approximately $257,000. Finally, CW Advisors LLC purchased a new stake in shares of Dollar Tree in the 2nd quarter worth approximately $264,000. 97.40% of the stock is currently owned by institutional investors.

Dollar Tree News Roundup

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

• Positive Sentiment: Dollar Tree reported first-quarter EPS of $1.74, beating expectations, with revenue of $4.98 billion also slightly ahead of forecasts. The company said demand remained solid as consumers continued trading down to value retailers. Dollar Tree, Inc. Reports First Quarter Results
• Positive Sentiment: Management raised FY2026 EPS guidance to $6.70-$7.10, above consensus, and also guided revenue higher than analysts expected, signaling better profitability and momentum ahead. Dollar Tree raises its annual profit forecast
• Positive Sentiment: The company’s new DoorDash partnership adds a growth angle by making Dollar Tree products available for on-demand delivery, which could help broaden customer access and boost sales. Dollar Tree Is Now On DoorDash
• Neutral Sentiment: Several analysts lifted price targets after the report, but ratings remained mixed, with upgrades in valuation expectations offset by continued caution from firms that still see limited upside at current levels. Goldman Sachs Adjusts Price Target on Dollar Tree
• Neutral Sentiment: Goldman Sachs kept a Sell rating, and other firms such as BNP Paribas Exane and Jefferies also stayed bearish, citing traffic and margin sustainability concerns despite the earnings beat. Corey Tarlowe Maintains Sell on Dollar Tree
• Negative Sentiment: Goldman Sachs and BNP Paribas Exane still see downside from the current price, and Goldman’s latest target cut reinforces the view that some analysts think the stock has moved ahead of fundamentals after the sharp post-earnings rally. Goldman Sachs Adjusts Price Target on Dollar Tree

Dollar Tree Trading Up 3.0%

NASDAQ:DLTR opened at $116.44 on Friday. Dollar Tree, Inc. has a 52 week low of $84.71 and a 52 week high of $142.40. The firm has a 50 day moving average of $100.73 and a 200 day moving average of $114.02. The company has a quick ratio of 0.29, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The stock has a market capitalization of $22.67 billion, a price-to-earnings ratio of 18.19, a PEG ratio of 1.40 and a beta of 0.61.

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, beating analysts' consensus estimates of $1.53 by $0.21. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The company had revenue of $4.98 billion during the quarter, compared to analysts' expectations of $4.96 billion. During the same quarter in the prior year, the company posted $1.26 earnings per share. Dollar Tree's revenue for the quarter was up 7.2% compared to the same quarter last year. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, sell-side analysts anticipate that Dollar Tree, Inc. will post 6.79 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on DLTR. Guggenheim upped their price target on shares of Dollar Tree from $130.00 to $135.00 and gave the stock a "buy" rating in a research report on Friday. Sanford C. Bernstein upped their price target on shares of Dollar Tree from $115.00 to $124.00 and gave the stock a "market perform" rating in a research report on Friday. Weiss Ratings cut shares of Dollar Tree from a "hold (c)" rating to a "hold (c-)" rating in a research report on Wednesday, May 13th. Truist Financial lowered their price target on shares of Dollar Tree from $142.00 to $107.00 and set a "buy" rating for the company in a research report on Wednesday. Finally, Rothschild & Co Redburn set a $165.00 price target on shares of Dollar Tree and gave the stock a "buy" rating in a research report on Tuesday, February 17th. Eight investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $119.90.

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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