Thompson Siegel & Walmsley LLC Boosts Stake in Dollar Tree, Inc. $DLTR

Key Points

• Thompson Siegel & Walmsley LLC increased its Dollar Tree stake by 6.0% in the fourth quarter, bringing its holdings to 320,062 shares worth about $39.4 million.
• Dollar Tree posted a strong first quarter, with EPS of $1.74 and revenue of $4.98 billion, both ahead of expectations as consumers continued to trade down to value retailers.
• Management raised FY2026 guidance for both earnings and revenue, but analyst opinions remain mixed: several lifted price targets, while some firms kept sell ratings and warned about traffic and margin concerns.

Thompson Siegel & Walmsley LLC boosted its stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) by 6.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 320,062 shares of the company's stock after purchasing an additional 18,092 shares during the period. Thompson Siegel & Walmsley LLC owned about 0.16% of Dollar Tree worth $39,371,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DLTR. Alliancebernstein L.P. grew its stake in shares of Dollar Tree by 176.9% in the second quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company's stock valued at $371,026,000 after buying an additional 2,393,172 shares in the last quarter. Norges Bank purchased a new position in Dollar Tree during the 4th quarter valued at about $260,858,000. Jupiter Asset Management Ltd. acquired a new position in Dollar Tree in the 3rd quarter valued at about $118,811,000. AQR Capital Management LLC grew its position in Dollar Tree by 906.5% in the 2nd quarter. AQR Capital Management LLC now owns 1,275,363 shares of the company's stock valued at $124,973,000 after acquiring an additional 1,148,649 shares in the last quarter. Finally, Mondrian Investment Partners LTD purchased a new stake in Dollar Tree during the third quarter worth about $102,550,000. Hedge funds and other institutional investors own 97.40% of the company's stock.

Analysts Set New Price Targets

Several research analysts have recently commented on DLTR shares. Gordon Haskett raised their price objective on shares of Dollar Tree from $90.00 to $100.00 in a research note on Friday. Morgan Stanley upped their target price on shares of Dollar Tree from $126.00 to $130.00 and gave the stock an "equal weight" rating in a research note on Friday. Guggenheim increased their target price on shares of Dollar Tree from $130.00 to $135.00 and gave the stock a "buy" rating in a report on Friday. Evercore set a $140.00 price target on shares of Dollar Tree in a research note on Monday, May 18th. Finally, The Goldman Sachs Group cut their price objective on Dollar Tree from $115.00 to $105.00 and set a "sell" rating on the stock in a research report on Friday. Eight equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $119.90.

Dollar Tree News Summary

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 Price Performance

DLTR stock opened at $116.44 on Monday. The company's 50 day moving average price is $100.73 and its 200 day moving average price is $114.07. The firm has a market capitalization of $22.38 billion, a price-to-earnings ratio of 18.19, a PEG ratio of 1.43 and a beta of 0.66. Dollar Tree, Inc. has a fifty-two week low of $84.71 and a fifty-two week high of $142.40. 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 issued its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $4.96 billion. During the same quarter in the previous year, the firm earned $1.26 earnings per share. The firm'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. On average, equities research analysts anticipate that Dollar Tree, Inc. will post 6.85 EPS for the current fiscal year.

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.

Want to see what other hedge funds are holding DLTR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dollar Tree, Inc. (NASDAQ:DLTR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.