United Capital Financial Advisors LLC Acquires Shares of 10,874 Dollar Tree, Inc. $DLTR

Key Points

• United Capital Financial Advisors acquired 10,874 Dollar Tree shares valued at approximately $1.25 million. Institutional investors collectively own 97.4% of the company.
• Dollar Tree reported strong second-quarter results, with revenue up 7% year over year to $4.89 billion and EPS of $2.70 versus the $1.15 analyst consensus. The company also raised fiscal 2026 EPS guidance to $7.70–$8.05 and authorized a $2.5 billion share-repurchase program.
• Despite the earnings beat and improved full-year outlook, third-quarter EPS guidance of $0.80–$0.95 fell below expectations due to fuel costs, tariffs and reinvestment expenses. Analysts’ consensus rating remains Hold, with an average price target of $129.18.

United Capital Financial Advisors LLC acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 10,874 shares of the company's stock, valued at approximately $1,252,000.

Several other hedge funds and other institutional investors have also made changes to their positions in DLTR. BlackRock Inc. purchased a new stake in Dollar Tree in the second quarter valued at $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. State Street Corp increased its position in shares of Dollar Tree by 3.5% during the third quarter. State Street Corp now owns 9,421,856 shares of the company's stock worth $889,141,000 after purchasing an additional 319,938 shares in the last quarter. Primecap Management Co. CA acquired a new stake in shares of Dollar Tree during the second quarter worth about $455,845,000. Finally, Alliancebernstein L.P. lifted its holdings in shares of Dollar Tree by 176.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company's stock valued at $371,026,000 after purchasing an additional 2,393,172 shares during the last quarter. Institutional investors and hedge funds own 97.40% of the company's stock.

Dollar Tree Stock Up 1.0%

Dollar Tree stock opened at $128.26 on Friday. The stock has a 50 day moving average of $126.03 and a two-hundred day moving average of $114.77. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40. The stock has a market capitalization of $24.65 billion, a price-to-earnings ratio of 15.66, a PEG ratio of 1.40 and a beta of 0.64. 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 released its earnings results 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. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the company posted $0.77 earnings per share. The company's revenue for the quarter 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. As a group, research analysts expect that Dollar Tree, Inc. will post 7.13 earnings per share for the current year.

Dollar Tree declared that its board has initiated a stock repurchase program on Thursday, July 2nd that permits the company to buyback $2.50 billion in shares. This buyback authorization permits the company to purchase up to 10.7% of its shares through open market purchases. Shares buyback programs are typically a sign that the company's leadership believes its stock is undervalued.

Analyst Ratings Changes

A number of research firms recently issued reports on DLTR. Jefferies Financial Group upgraded Dollar Tree from a "moderate sell" rating to a "buy" rating in a research note on Wednesday, July 8th. Truist Financial boosted their price objective on Dollar Tree from $136.00 to $138.00 and gave the company a "buy" rating in a research note on Tuesday, August 25th. Wall Street Zen raised Dollar Tree from a "hold" rating to a "buy" rating in a report on Saturday, August 22nd. Deutsche Bank Aktiengesellschaft raised their target price on shares of Dollar Tree from $99.00 to $102.00 and gave the stock a "hold" rating in a research report on Thursday, June 4th. Finally, UBS Group upped their price target on shares of Dollar Tree from $145.00 to $150.00 and gave the company a "buy" rating in a research report on Friday. Ten research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $129.18.

Key Headlines Impacting Dollar Tree

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

• Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
• Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
• Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
• Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

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.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source