Investors Research Corp Makes New $1.38 Million Investment in Dollar Tree, Inc. $DLTR

Key Points

• Investors Research Corp acquired a new $1.38 million stake in Dollar Tree during the third quarter, purchasing 12,071 shares. Hedge funds and institutional investors collectively own 97.4% of the company.
• Dollar Tree reported quarterly EPS of $2.70, exceeding estimates of $1.15, while revenue rose 7% year over year to $4.89 billion. The company also authorized a $2.5 billion share-repurchase program, covering up to 10.7% of outstanding shares.
• DLTR shares recently traded near $116.30, below the analyst consensus target of $131.83. Analysts maintain a consensus “Hold” rating, although Loop Capital upgraded the stock to “Buy” with a $140 price target.

Investors Research Corp acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 12,071 shares of the company's stock, valued at approximately $1,376,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. BlackRock Inc. purchased a new stake in shares of Dollar Tree in the 2nd quarter valued at about $2,643,741,000. Pzena Investment Management LLC purchased a new position in shares of Dollar Tree during the second quarter worth about $1,176,661,000. Primecap Management Co. CA purchased a new position in shares of Dollar Tree during the second quarter worth about $455,845,000. Bank of America Corp DE bought a new position in shares of Dollar Tree in the second quarter worth approximately $385,350,000. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of Dollar Tree by 4.7% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,821,852 shares of the company's stock worth $224,106,000 after purchasing an additional 81,695 shares during the last quarter. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, 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 transaction, the director directly owned 4,089 shares in the company, valued at $537,580.83. This trade represents a 22.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of Dollar Tree stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $126.01, for a total value of $315,025.00. Following the completion of the transaction, the insider directly owned 24,820 shares in the company, valued at $3,127,568.20. This trade represents a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 7.10% of the company's stock.

Dollar Tree Trading Up 0.1%

Dollar Tree stock traded up $0.11 during mid-day trading on Wednesday, hitting $116.30. The company's stock had a trading volume of 1,645,469 shares, compared to its average volume of 3,179,885. The business has a 50 day moving average price of $123.82 and a 200-day moving average price of $114.11. 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 12 month low of $85.75 and a 12 month high of $142.40. The stock has a market cap of $21.82 billion, a price-to-earnings ratio of 14.20, a price-to-earnings-growth ratio of 1.05 and a beta of 0.71.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.15 by $1.55. The firm had revenue of $4.89 billion for the quarter, compared to analysts' expectations of $4.86 billion. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The company's revenue for the quarter was up 7.0% compared to the same quarter last year. During the same period last year, the firm earned $0.77 earnings per share. 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. As a group, analysts forecast that Dollar Tree, Inc. will post 7.93 EPS for the current year.

Dollar Tree declared that its Board of Directors has approved a stock repurchase program on Thursday, July 2nd that permits the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 10.7% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company's leadership believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on DLTR shares. Sanford C. Bernstein reaffirmed a "market perform" rating and issued a $130.00 target price on shares of Dollar Tree in a research note on Friday, August 28th. Evercore set a $135.00 price target on shares of Dollar Tree in a report on Tuesday, September 29th. Weiss Ratings raised shares of Dollar Tree from a "hold (c-)" rating to a "hold (c)" rating in a report on Friday, August 28th. Benchmark started coverage on shares of Dollar Tree in a report on Wednesday, July 8th. They set a "hold" rating for the company. Finally, Loop Capital upgraded shares of Dollar Tree from a "hold" rating to a "buy" rating and upped their target price for the stock from $130.00 to $140.00 in a research report on Thursday, October 1st. Eleven investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Hold" and an average target price of $131.83.

About Dollar Tree

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of everyday merchandise, including household supplies, food and beverages, health and personal-care products, seasonal items, toys, party supplies, and arts and crafts products.

The company's Dollar Tree stores historically focused on merchandise priced at a fixed dollar point and have expanded to include multiple price points through initiatives such as Dollar Tree Plus.

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