Wilmington Savings Fund Society FSB Has $3.34 Million Position in Dollar Tree, Inc. $DLTR

Wilmington Savings Fund Society FSB grew its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 76.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 35,427 shares of the company’s stock after buying an additional 15,365 shares during the quarter. Wilmington Savings Fund Society FSB’s holdings in Dollar Tree were worth $3,343,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Alliancebernstein L.P. lifted its position in Dollar Tree by 176.9% during the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after buying an additional 2,393,172 shares in the last quarter. Norges Bank bought a new position in shares of Dollar Tree in the second quarter worth about $185,784,000. Jupiter Asset Management Ltd. acquired a new position in shares of Dollar Tree during the third quarter worth approximately $118,811,000. Voya Investment Management LLC grew its stake in shares of Dollar Tree by 103.1% during the third quarter. Voya Investment Management LLC now owns 2,406,748 shares of the company’s stock valued at $226,729,000 after purchasing an additional 1,222,028 shares during the last quarter. Finally, EdgePoint Investment Group Inc. increased its holdings in shares of Dollar Tree by 12.3% in the second quarter. EdgePoint Investment Group Inc. now owns 10,825,801 shares of the company’s stock valued at $1,072,187,000 after purchasing an additional 1,184,294 shares in the last quarter. 97.40% of the stock is owned by institutional investors.

Key Dollar Tree News

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

• Positive Sentiment: Q4 beat and market reaction — DLTR reported stronger-than-expected Q4 results (margin expansion, cash flow and buybacks) and shares ran up after the print. DLTR Trading Up After Earnings
• Positive Sentiment: Guggenheim reaffirmed a “Buy” and $130 price target, citing the company’s attractive multi-price strategy and improved fundamentals. Guggenheim Reaffirms Buy
• Positive Sentiment: Telsey Advisory Group reiterated an “Outperform” and a $150 target, highlighting growth runway from the multi-price rollout and margin recovery. Telsey Outperform
• Neutral Sentiment: Piper Sandler kept a “Neutral” rating with a modestly higher $116 target, reflecting cautious near-term expectations despite solid execution. Piper Sandler Reiterates Neutral
• Neutral Sentiment: Industry/context pieces note discount retailers are sensitive to macro risks (inflation, energy, geopolitical shocks); Dollar Tree’s multi-price model and cleaner balance sheet look constructive but external headwinds could cap upside. MarketBeat Discount Retail Analysis
• Negative Sentiment: Citigroup lowered its price target (previously $132 → $125) and expressed a more cautious view on near-term upside, contributing downward pressure. Citigroup Pessimistic Forecast
• Negative Sentiment: Morgan Stanley cut its target from $146 to $126 and flagged risk from cautious 2026 guidance, trimming expectations for further multiple expansion. Morgan Stanley Lowers Target
• Negative Sentiment: Some research (including an earlier Jefferies note) still holds guarded/underperform views with low price targets, reinforcing the split analyst landscape and limiting consensus upside. Analysts Split on Outlook

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. BTIG Research reaffirmed a “neutral” rating on shares of Dollar Tree in a report on Monday, March 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $126.00 price target on shares of Dollar Tree in a research note on Thursday, January 8th. UBS Group lifted their price objective on Dollar Tree from $135.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Barclays reissued an “overweight” rating on shares of Dollar Tree in a report on Monday. Finally, Guggenheim restated a “buy” rating and set a $130.00 target price on shares of Dollar Tree in a research report on Tuesday. Eight investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $123.24.

Dollar Tree Stock Down 3.9%

Shares of Dollar Tree stock opened at $107.49 on Thursday. The business has a fifty day simple moving average of $124.72 and a 200 day simple moving average of $112.80. The stock has a market cap of $21.21 billion, a PE ratio of 17.20, a price-to-earnings-growth ratio of 1.39 and a beta of 0.73. The company has a quick ratio of 0.22, a current ratio of 1.07 and a debt-to-equity ratio of 0.65. Dollar Tree, Inc. has a 12 month low of $61.87 and a 12 month high of $142.40.

Dollar Tree (NASDAQ:DLTR) last released its earnings results on Monday, March 16th. The company reported $2.56 earnings per share for the quarter, beating the consensus estimate of $2.53 by $0.03. The firm had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.46 billion. Dollar Tree had a return on equity of 32.24% and a net margin of 6.61%.The company’s quarterly revenue was up 9.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.11 earnings per share. Research analysts predict that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Dollar Tree 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.