Foundations Investment Advisors LLC Makes New Investment in Dollar Tree, Inc. $DLTR

Foundations Investment Advisors LLC bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the fourth quarter, Holdings Channel.com reports. The fund bought 5,317 shares of the company’s stock, valued at approximately $654,000.

A number of other institutional investors have also recently added to or reduced their stakes in DLTR. EdgePoint Investment Group Inc. lifted its position in shares of Dollar Tree by 2.9% during the 3rd quarter. EdgePoint Investment Group Inc. now owns 11,138,183 shares of the company’s stock valued at $1,051,110,000 after acquiring an additional 312,382 shares during the last quarter. State Street Corp raised its stake in Dollar Tree by 3.5% during the 3rd quarter. State Street Corp now owns 9,421,856 shares of the company’s stock valued at $889,141,000 after purchasing an additional 319,938 shares during the period. Primecap Management Co. CA raised its stake in Dollar Tree by 6.8% during the 3rd quarter. Primecap Management Co. CA now owns 4,194,049 shares of the company’s stock valued at $395,792,000 after purchasing an additional 268,539 shares during the period. Alliancebernstein L.P. raised its stake in Dollar Tree by 4.8% during the 3rd quarter. Alliancebernstein L.P. now owns 3,926,586 shares of the company’s stock valued at $370,552,000 after purchasing an additional 180,364 shares during the period. Finally, Invesco Ltd. raised its stake in Dollar Tree by 6.6% during the 3rd quarter. Invesco Ltd. now owns 2,679,797 shares of the company’s stock valued at $252,892,000 after purchasing an additional 165,732 shares during the period. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Dollar Tree Stock Performance

NASDAQ:DLTR opened at $111.35 on Tuesday. Dollar Tree, Inc. has a 12-month low of $84.71 and a 12-month high of $142.40. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The firm has a market capitalization of $21.40 billion, a PE ratio of 17.40, a price-to-earnings-growth ratio of 1.43 and a beta of 0.66. The firm has a 50-day moving average price of $100.85 and a 200 day moving average price of $114.11.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.21. The company had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The company’s revenue was up 7.2% on a year-over-year basis. During the same quarter last year, the business posted $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Research analysts anticipate that Dollar Tree, Inc. will post 6.85 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on DLTR. Wall Street Zen downgraded shares of Dollar Tree from a “buy” rating to a “hold” rating in a research note on Sunday, April 19th. Piper Sandler dropped their price target on shares of Dollar Tree from $116.00 to $101.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 26th. Morgan Stanley upped their price target on shares of Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a research note on Friday. Citigroup dropped their price target on shares of Dollar Tree from $132.00 to $125.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 17th. Finally, Truist Financial dropped their price target on shares of Dollar Tree from $142.00 to $107.00 and set a “buy” rating on the stock in a research note on Wednesday, May 27th. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $119.90.

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.