Dollar Tree, Inc. $DLTR Holdings Reduced by LSV Asset Management

LSV Asset Management lowered its position in Dollar Tree, Inc. (NASDAQ:DLTR) by 21.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 161,200 shares of the company’s stock after selling 44,400 shares during the quarter. LSV Asset Management owned about 0.08% of Dollar Tree worth $15,212,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in DLTR. USA Financial Formulas acquired a new position in Dollar Tree in the third quarter worth approximately $770,000. Sumitomo Mitsui Trust Group Inc. boosted its stake in shares of Dollar Tree by 4.0% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 541,021 shares of the company’s stock worth $51,056,000 after acquiring an additional 20,786 shares in the last quarter. Orion Porfolio Solutions LLC grew its holdings in shares of Dollar Tree by 28.2% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 47,735 shares of the company’s stock worth $4,728,000 after acquiring an additional 10,497 shares during the last quarter. Federated Hermes Inc. raised its position in shares of Dollar Tree by 2.2% during the third quarter. Federated Hermes Inc. now owns 751,744 shares of the company’s stock worth $70,942,000 after purchasing an additional 15,829 shares during the period. Finally, Pacer Advisors Inc. raised its position in shares of Dollar Tree by 11.9% during the third quarter. Pacer Advisors Inc. now owns 1,346,247 shares of the company’s stock worth $127,045,000 after purchasing an additional 143,295 shares during the period. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on DLTR shares. Jefferies Financial Group reiterated an “underperform” rating and issued a $75.00 price target on shares of Dollar Tree in a research report on Wednesday, December 3rd. Wells Fargo & Company raised their target price on shares of Dollar Tree from $125.00 to $145.00 and gave the stock an “overweight” rating in a report on Friday, December 19th. Truist Financial set a $156.00 target price on shares of Dollar Tree in a research report on Friday, January 16th. UBS Group boosted their price target on shares of Dollar Tree from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Finally, Guggenheim raised their price objective on shares of Dollar Tree from $125.00 to $130.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. Eight analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and seven have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $122.60.

Insider Activity

In other Dollar Tree news, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $124.65, for a total value of $274,230.00. Following the transaction, the insider owned 13,740 shares in the company, valued at $1,712,691. The trade was a 13.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 6.60% of the company’s stock.

Dollar Tree Price Performance

NASDAQ DLTR opened at $126.06 on Friday. The company has a 50 day simple moving average of $126.89 and a 200-day simple moving average of $111.63. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.96 and a quick ratio of 0.22. The firm has a market capitalization of $25.07 billion, a price-to-earnings ratio of -9.37, a price-to-earnings-growth ratio of 1.60 and a beta of 0.73. Dollar Tree, Inc. has a 52-week low of $61.80 and a 52-week high of $142.40.

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

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.