Fox Run Management L.L.C. Acquires Shares of 11,904 Dollar Tree, Inc. $DLTR

Fox Run Management L.L.C. bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 11,904 shares of the company’s stock, valued at approximately $1,123,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Root Financial Partners LLC bought a new position in Dollar Tree in the third quarter worth approximately $29,000. True Wealth Design LLC raised its position in Dollar Tree by 372.5% during the 2nd quarter. True Wealth Design LLC now owns 378 shares of the company’s stock valued at $37,000 after purchasing an additional 298 shares in the last quarter. Smartleaf Asset Management LLC lifted its holdings in shares of Dollar Tree by 90.5% in the 3rd quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock worth $40,000 after buying an additional 201 shares during the period. Atlantic Union Bankshares Corp purchased a new stake in shares of Dollar Tree in the 3rd quarter worth $41,000. Finally, MTM Investment Management LLC bought a new position in shares of Dollar Tree during the 2nd quarter worth $42,000. Institutional investors own 97.40% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on the company. UBS Group lifted their price objective on Dollar Tree from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Piper Sandler restated a “neutral” rating and issued a $114.00 price target (up from $108.00) on shares of Dollar Tree in a report on Thursday, December 4th. Sanford C. Bernstein upped their price target on shares of Dollar Tree from $109.00 to $123.00 and gave the stock a “market perform” rating in a research report on Monday, January 5th. Evercore raised shares of Dollar Tree to a “hold” rating in a report on Tuesday, February 3rd. Finally, Telsey Advisory Group set a $150.00 price objective on shares of Dollar Tree in a research note on Wednesday, December 17th. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and seven have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $124.62.

Insider Activity at Dollar Tree

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

Dollar Tree Price Performance

Shares of DLTR opened at $127.70 on Thursday. The company has a 50 day moving average of $127.50 and a two-hundred day moving average of $112.48. The company has a quick ratio of 0.22, a current ratio of 0.96 and a debt-to-equity ratio of 0.70. Dollar Tree, Inc. has a twelve month low of $61.80 and a twelve month high of $142.40. The company has a market cap of $25.39 billion, a price-to-earnings ratio of -9.49, a price-to-earnings-growth ratio of 1.68 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, beating the consensus estimate of $1.09 by $0.12. The firm had revenue of $4.75 billion during 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 revenue for the quarter was up 9.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.12 EPS. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, analysts predict that Dollar Tree, Inc. will post 5.39 earnings per share 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.