Dollar Tree, Inc. $DLTR Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC reduced its position in Dollar Tree, Inc. (NASDAQ:DLTR) by 16.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 24,211 shares of the company’s stock after selling 4,882 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Dollar Tree were worth $2,285,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of DLTR. CFC Planning Co LLC acquired a new stake in Dollar Tree in the third quarter valued at $525,000. Sequoia Financial Advisors LLC boosted its position in shares of Dollar Tree by 35.4% in the 3rd quarter. Sequoia Financial Advisors LLC now owns 7,851 shares of the company’s stock worth $741,000 after buying an additional 2,052 shares in the last quarter. QRG Capital Management Inc. grew its stake in Dollar Tree by 54.1% in the 3rd quarter. QRG Capital Management Inc. now owns 4,154 shares of the company’s stock valued at $392,000 after acquiring an additional 1,459 shares during the last quarter. Ritholtz Wealth Management increased its holdings in Dollar Tree by 27.2% during the 3rd quarter. Ritholtz Wealth Management now owns 4,657 shares of the company’s stock valued at $439,000 after acquiring an additional 995 shares in the last quarter. Finally, Campbell & CO Investment Adviser LLC purchased a new position in Dollar Tree during the 3rd quarter valued at about $1,340,000. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $124.65, for a total transaction of $274,230.00. Following the transaction, the insider directly owned 13,740 shares of the company’s stock, valued at approximately $1,712,691. The trade was a 13.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 6.60% of the stock is owned by corporate insiders.

Dollar Tree Stock Down 1.5%

Shares of NASDAQ:DLTR opened at $117.31 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. The firm has a market cap of $23.33 billion, a price-to-earnings ratio of -8.72, a PEG ratio of 1.77 and a beta of 0.74. The stock’s 50-day moving average price is $124.17 and its two-hundred day moving average price is $110.83. Dollar Tree, Inc. has a 12-month low of $61.80 and a 12-month high of $142.40.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.09 by $0.12. The company had revenue of $4.75 billion during the quarter, compared to analysts’ expectations of $4.70 billion. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The business’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same period in the previous year, the company earned $1.12 EPS. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. On average, research analysts forecast that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Analyst Ratings Changes

DLTR has been the topic of several recent research reports. Evercore ISI upped their price target on shares of Dollar Tree from $104.00 to $120.00 and gave the company an “in-line” rating in a report on Thursday, December 4th. Sanford C. Bernstein upped their target price on Dollar Tree from $109.00 to $123.00 and gave the company a “market perform” rating in a research note on Monday, January 5th. Exane BNP Paribas cut Dollar Tree from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 21st. Guggenheim raised their price target on Dollar Tree from $125.00 to $130.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Finally, Morgan Stanley upped their price objective on Dollar Tree from $130.00 to $146.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. Eight equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $120.10.

Dollar Tree Company Profile

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.