National Pension Service Reduces Position in Dollar Tree, Inc. $DLTR

Key Points

• National Pension Service cut its Dollar Tree stake by 49.5%, selling 296,432 shares and ending the quarter with 301,995 shares valued at $36.5 million. Institutional investors collectively own 97.4% of the company.
• Dollar Tree reported quarterly EPS of $2.70, well above the $1.15 analyst consensus, while revenue rose 7% year over year to $4.89 billion. The company issued fiscal 2026 EPS guidance of $7.70–$8.05.
• The company authorized a $2.5 billion share-buyback program, covering up to 10.7% of outstanding shares. Analysts remain mixed, with a consensus “Hold” rating and an average price target of $131.68.

National Pension Service trimmed its stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 49.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 301,995 shares of the company's stock after selling 296,432 shares during the period. National Pension Service owned 0.16% of Dollar Tree worth $36,526,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of DLTR. California State Teachers Retirement System lifted its position in Dollar Tree by 13,223.3% during the second quarter. California State Teachers Retirement System now owns 34,952,131 shares of the company's stock valued at $4,227,460,000 after purchasing an additional 34,689,793 shares in the last quarter. BlackRock Inc. purchased a new stake in Dollar Tree in the second quarter worth about $2,643,741,000. Pzena Investment Management LLC purchased a new stake in Dollar Tree in the second quarter worth about $1,176,661,000. State Street Corp raised its stake in shares of Dollar Tree by 3.5% in the third quarter. State Street Corp now owns 9,421,856 shares of the company's stock worth $889,141,000 after buying an additional 319,938 shares during the period. Finally, Primecap Management Co. CA bought a new position in shares of Dollar Tree in the second quarter worth about $455,845,000. 97.40% of the stock is owned by institutional investors.

Insider Buying and Selling at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the firm's stock in a transaction on Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the transaction, the director directly owned 4,089 shares of the company's stock, valued at approximately $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Robert Aflatooni sold 2,500 shares of the firm's stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the transaction, the insider directly owned 24,820 shares of the company's stock, valued at $3,127,568.20. The trade was a 9.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 7.10% of the stock is currently owned by insiders.

Dollar Tree Stock Performance

NASDAQ:DLTR opened at $118.17 on Friday. The stock has a 50-day moving average price of $127.27 and a 200 day moving average price of $114.65. The stock has a market capitalization of $22.17 billion, a P/E ratio of 14.43, a P/E/G ratio of 1.11 and a beta of 0.66. Dollar Tree, Inc. has a 12-month low of $84.71 and a 12-month high of $142.40. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its quarterly earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping analysts' consensus estimates of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The company had revenue of $4.89 billion for the quarter, compared to analysts' expectations of $4.86 billion. During the same period in the previous year, the firm earned $0.77 EPS. The firm's 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. Equities research analysts forecast that Dollar Tree, Inc. will post 7.95 EPS for the current fiscal year.

Dollar Tree announced that its Board of Directors has initiated a stock buyback 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 typically a sign that the company's management believes its stock is undervalued.

Dollar Tree News Summary

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

• Positive Sentiment: Zacks Research increased its FY2028 EPS forecast to $7.89 from $7.67 and raised its FY2029 forecast to $8.86 from $8.62. Analysts also lifted estimates for Q1 2028, Q2 2028, Q4 2028 and Q1 2029, signaling stronger longer-term earnings expectations.
• Neutral Sentiment: The revisions leave Zacks’ projected FY2028 earnings only modestly above the current-year consensus estimate of $7.84. The changes may support investor confidence, but they do not represent a formal company guidance update.
• Neutral Sentiment: Reported short-interest data showed zero shares short and a zero-day days-to-cover ratio, providing no meaningful indication of short-seller pressure or potential short-covering demand.
• Negative Sentiment: Zacks Research lowered its Q4 2027 EPS forecast to $2.63 from $2.76 and cut its Q3 2028 forecast to $1.39 from $1.53. These reductions point to possible pressure on earnings in specific reporting periods.
• Negative Sentiment: An opinion article titled “3 reasons to avoid DLTR and 1 stock to buy instead” reflects a bearish view of Dollar Tree, although it is commentary rather than a new operating or financial disclosure. 3 reasons to avoid DLTR and 1 stock to buy instead

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on DLTR. UBS Group boosted their price objective on Dollar Tree from $145.00 to $150.00 and gave the company a "buy" rating in a research note on Friday, August 28th. Benchmark started coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They set a "hold" rating on the stock. Barclays lifted their price target on shares of Dollar Tree from $140.00 to $160.00 and gave the company an "overweight" rating in a report on Friday, September 4th. Raymond James Financial reiterated an "outperform" rating and issued a $145.00 price target on shares of Dollar Tree in a research report on Friday, August 28th. Finally, BNP Paribas Exane increased their price objective on shares of Dollar Tree from $88.00 to $98.00 and gave the stock an "underperform" rating in a research note on Friday, May 29th. Eleven research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $131.68.

About Dollar Tree

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, seasonal items, toys, health and personal-care products, and other general merchandise. Product assortments may include both nationally recognized brands and private-label goods.

The company traces its origins to discount retail operations established in the 1950s and adopted the Dollar Tree name in the early 1990s.

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