L2 Asset Management LLC Purchases 18,707 Shares of Dollar Tree, Inc. $DLTR

Key Points

• L2 Asset Management boosted its stake in Dollar Tree by 210.5%, purchasing 18,707 shares to hold 27,593 shares valued at about $2.604 million at quarter-end.
• Operational momentum — Dollar Tree slightly beat Q4 EPS ($2.56 vs. $2.53) with revenue up ~9% year‑over‑year, gained ~6.5 million net new households, saw margin improvement, and is executing buybacks with roughly $1.8 billion of authorization remaining.
• Mixed market view — analyst coverage is polarized (average rating “Hold,” average price target $123.95; 8 Buy / 10 Hold / 7 Sell), and conservative 2026 guidance plus ~6% short interest and some institutional selling have raised near‑term volatility risks.

L2 Asset Management LLC increased its position in shares of Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 210.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,593 shares of the company's stock after buying an additional 18,707 shares during the quarter. L2 Asset Management LLC's holdings in Dollar Tree were worth $2,604,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Cary Street Partners Investment Advisory LLC grew its stake in Dollar Tree by 20.3% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 563 shares of the company's stock valued at $53,000 after acquiring an additional 95 shares during the period. Versant Capital Management Inc raised its position in shares of Dollar Tree by 3.8% during the third quarter. Versant Capital Management Inc now owns 2,867 shares of the company's stock worth $271,000 after purchasing an additional 106 shares during the period. Deseret Mutual Benefit Administrators raised its position in shares of Dollar Tree by 10.7% during the third quarter. Deseret Mutual Benefit Administrators now owns 1,122 shares of the company's stock worth $106,000 after purchasing an additional 108 shares during the period. Vident Advisory LLC lifted its holdings in shares of Dollar Tree by 1.3% in the 3rd quarter. Vident Advisory LLC now owns 9,727 shares of the company's stock worth $918,000 after purchasing an additional 121 shares in the last quarter. Finally, Louisbourg Investments Inc. lifted its holdings in shares of Dollar Tree by 0.3% in the 3rd quarter. Louisbourg Investments Inc. now owns 45,304 shares of the company's stock worth $4,275,000 after purchasing an additional 144 shares in the last quarter. Institutional investors own 97.40% of the company's stock.

Wall Street Analyst Weigh In

DLTR has been the subject of a number of recent research reports. Evercore upgraded shares of Dollar Tree to a "hold" rating in a research note on Tuesday, February 3rd. BTIG Research reaffirmed a "neutral" rating on shares of Dollar Tree in a research note on Monday, March 9th. Rothschild & Co Redburn set a $165.00 price objective on shares of Dollar Tree and gave the company a "buy" rating in a report on Tuesday, February 17th. Jefferies Financial Group reaffirmed an "underperform" rating and issued a $75.00 price target on shares of Dollar Tree in a research report on Wednesday, December 3rd. Finally, Sanford C. Bernstein boosted their price objective on Dollar Tree from $109.00 to $123.00 and gave the stock a "market perform" rating in a report on Monday, January 5th. Eight equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and seven have issued a Sell rating to the company's stock. According to data from MarketBeat, Dollar Tree has an average rating of "Hold" and an average price target of $123.95.

Dollar Tree Stock Up 6.4%

Dollar Tree stock opened at $114.36 on Tuesday. Dollar Tree, Inc. has a fifty-two week low of $61.87 and a fifty-two week high of $142.40. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.22 and a current ratio of 0.96. The firm's 50-day simple moving average is $125.64 and its 200 day simple moving average is $112.82. The stock has a market cap of $22.74 billion, a PE ratio of -8.50, a price-to-earnings-growth ratio of 1.34 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its quarterly earnings data on Monday, March 16th. The company reported $2.56 EPS for the quarter, beating the consensus estimate of $2.53 by $0.03. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The firm had revenue of $5.45 billion during the quarter, compared to analyst estimates of $5.46 billion. During the same quarter last year, the business posted $2.11 EPS. The company's revenue for the quarter was up 9.0% on a year-over-year basis. Research analysts predict that Dollar Tree, Inc. will post 5.39 EPS for the current fiscal year.

Trending Headlines about Dollar Tree

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

• Positive Sentiment: Q4 beat and operating improvement — Dollar Tree posted adjusted EPS of $2.56 (vs. $2.53 consensus), revenue up ~9% and +5% comps with margins improving and the company swinging to profit. This underpins the near-term operational story and helped lift sentiment. Dollar Tree, Inc. Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Customer expansion — Management said DLTR gained ~6.5 million net new households in Q4 as value-seeking shoppers trade down, supporting future sales capture and footprint leverage. Dollar Tree Gains 6.5 Million Households as Consumers Chase Value
• Positive Sentiment: Capital return and balance-sheet optionality — Dollar Tree is aggressively repurchasing shares (Q4 buybacks and ~$1.8B remaining authorization) and maintains low leverage, which supports EPS accretion and long-term value if execution continues. Dollar Tree Planted the Seeds for Triple-Digit Gains in Q4
• Neutral Sentiment: Mixed street reaction and analyst views — Coverage is polarized: some bulls point to multi‑price strategy and long-term upside, while others flag valuation/operational risks; institutional flows and short interest make near-term moves volatile. Dollar Tree shares rise as investors focus on scheduled Q4 results and outlook
• Negative Sentiment: Conservative 2026 guidance — Management issued a cautious annual-sales outlook and soft near-term guidance, which triggered concern that consumer spending could tighten and limit upside this year. That guidance was the primary reason for intraday volatility. Dollar Tree forecasts soft annual sales as spending tightens
• Negative Sentiment: Near-term headwinds: short interest and institutional distribution — Elevated short interest (~6%) and recent institutional selling add downside risk and can amplify price moves if guidance or macro data disappoint. Dollar Tree Planted the Seeds for Triple-Digit Gains in Q4

About Dollar Tree

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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