5,324 Shares in Dollar Tree, Inc. $DLTR Acquired by USA Financial Formulas

USA Financial Formulas bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 5,324 shares of the company’s stock, valued at approximately $607,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. BlackRock Inc. bought a new stake in Dollar Tree in the second quarter worth $2,643,741,000. Pzena Investment Management LLC bought a new position in Dollar Tree during the second quarter valued at $1,176,661,000. Primecap Management Co. CA bought a new position in Dollar Tree during the second quarter valued at $455,845,000. Bank of America Corp DE bought a new position in Dollar Tree during the second quarter valued at $385,350,000. Finally, Caisse de depot et placement du Quebec purchased a new position in shares of Dollar Tree in the 2nd quarter worth $205,631,000. 97.40% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Dollar Tree

In related news, insider Robert Aflatooni sold 2,500 shares of the company’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the transaction, the insider directly owned 24,820 shares in the company, valued at approximately $3,127,568.20. This represents a 9.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Stephanie Stahl sold 1,185 shares of the stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the sale, the director directly owned 4,089 shares in the company, valued at $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 7.10% of the stock is currently owned by insiders.

Dollar Tree Stock Performance

NASDAQ:DLTR opened at $124.18 on Friday. The stock’s fifty day moving average is $122.29 and its 200 day moving average is $114.79. Dollar Tree, Inc. has a fifty-two week low of $85.88 and a fifty-two week high of $142.40. The firm has a market capitalization of $23.30 billion, a PE ratio of 15.16, a PEG ratio of 1.15 and a beta of 0.71. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.39 and a current ratio of 1.13.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The company had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the company earned $0.77 earnings per share. Dollar Tree’s revenue was up 7.0% on a year-over-year basis. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. On average, sell-side analysts anticipate that Dollar Tree, Inc. will post 7.93 earnings per share for the current year.

Dollar Tree announced that its Board of Directors has initiated a share buyback program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This buyback authorization allows the company to repurchase up to 10.7% of its stock through open market purchases. Share buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on DLTR shares. UBS Group boosted their target price on shares of Dollar Tree from $145.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, August 28th. Wells Fargo & Company upped their target price on shares of Dollar Tree from $145.00 to $155.00 and gave the company an “overweight” rating in a research report on Monday, August 17th. Truist Financial increased their price target on shares of Dollar Tree from $136.00 to $138.00 and gave the company a “buy” rating in a report on Tuesday, August 25th. Piper Sandler lifted their price target on Dollar Tree from $114.00 to $121.00 and gave the stock a “neutral” rating in a research report on Monday, August 31st. Finally, JPMorgan Chase & Co. lifted their price target on Dollar Tree from $160.00 to $170.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. Eleven investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Dollar Tree has a consensus rating of “Hold” and a consensus price target of $133.14.

Dollar Tree Company Profile

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of everyday merchandise, including household supplies, food and beverages, health and personal-care products, seasonal items, toys, party supplies, and arts and crafts products.

The company’s Dollar Tree stores historically focused on merchandise priced at a fixed dollar point and have expanded to include multiple price points through initiatives such as Dollar Tree Plus.