Dollar Tree, Inc. $DLTR Shares Sold by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC cut its stake in Dollar Tree, Inc. (NASDAQ:DLTR) by 10.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 800,705 shares of the company’s stock after selling 96,517 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Dollar Tree were worth $75,563,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of DLTR. Versant Capital Management Inc raised its holdings in shares of Dollar Tree by 3.8% in the third quarter. Versant Capital Management Inc now owns 2,867 shares of the company’s stock worth $271,000 after buying an additional 106 shares during the last quarter. Deseret Mutual Benefit Administrators grew its holdings in shares of Dollar Tree by 10.7% during the third quarter. Deseret Mutual Benefit Administrators now owns 1,122 shares of the company’s stock valued at $106,000 after buying an additional 108 shares during the last quarter. Louisbourg Investments Inc. increased its position in shares of Dollar Tree by 0.3% in the 3rd quarter. Louisbourg Investments Inc. now owns 45,304 shares of the company’s stock valued at $4,275,000 after acquiring an additional 144 shares during the period. Bridgewater Advisors Inc. increased its position in shares of Dollar Tree by 4.5% in the 3rd quarter. Bridgewater Advisors Inc. now owns 3,443 shares of the company’s stock valued at $314,000 after acquiring an additional 149 shares during the period. Finally, Salomon & Ludwin LLC raised its stake in Dollar Tree by 46.1% in the 3rd quarter. Salomon & Ludwin LLC now owns 504 shares of the company’s stock worth $45,000 after acquiring an additional 159 shares during the last quarter. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Stock Up 0.7%

Shares of DLTR stock opened at $134.51 on Friday. Dollar Tree, Inc. has a twelve month low of $61.80 and a twelve month high of $142.40. The stock has a market cap of $26.75 billion, a P/E ratio of -10.00, a P/E/G ratio of 1.71 and a beta of 0.73. The stock has a 50 day moving average of $127.52 and a 200 day moving average of $112.20. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, topping the consensus estimate of $1.09 by $0.12. The business had revenue of $4.75 billion for the quarter, compared to analyst estimates of $4.70 billion. Dollar Tree had a positive return on equity of 30.23% and a negative net margin of 15.40%.The business’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.12 EPS. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, sell-side analysts expect that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Insider Transactions at Dollar Tree

In related news, insider Brent A. Beebe sold 2,200 shares of the firm’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 sale, the insider owned 13,740 shares in the company, valued at approximately $1,712,691. This trade represents a 13.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 6.60% of the company’s stock.

Analyst Upgrades and Downgrades

DLTR has been the topic of several research analyst reports. BMO Capital Markets downgraded Dollar Tree from a “market perform” rating to an “underperform” rating and dropped their price target for the company from $110.00 to $95.00 in a research note on Friday, February 13th. Wells Fargo & Company lifted their target price on Dollar Tree from $125.00 to $145.00 and gave the stock an “overweight” rating in a report on Friday, December 19th. Jefferies Financial Group reiterated an “underperform” rating and issued a $75.00 target price on shares of Dollar Tree in a research report on Wednesday, December 3rd. Piper Sandler reissued a “neutral” rating and set a $114.00 price target (up from $108.00) on shares of Dollar Tree in a research report on Thursday, December 4th. Finally, Morgan Stanley lifted their price objective on shares of Dollar Tree from $130.00 to $146.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Nine investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and seven have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $124.62.

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.