Cumberland Partners Ltd Makes New Investment in Dollar Tree, Inc. $DLTR

Cumberland Partners Ltd bought a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the 3rd quarter, HoldingsChannel reports. The firm bought 27,500 shares of the company’s stock, valued at approximately $2,595,000.

A number of other hedge funds have also made changes to their positions in the stock. Root Financial Partners LLC purchased a new position in Dollar Tree during the third quarter valued at approximately $29,000. True Wealth Design LLC boosted its stake in shares of 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 buying an additional 298 shares during the period. Smartleaf Asset Management LLC grew its holdings in shares of Dollar Tree by 90.5% during the 3rd quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock valued at $40,000 after acquiring an additional 201 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new position in shares of Dollar Tree in the third quarter worth $41,000. Finally, MTM Investment Management LLC purchased a new stake in shares of Dollar Tree during the second quarter worth $42,000. 97.40% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling 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 stock was sold at an average price of $124.65, for a total transaction of $274,230.00. Following the completion of the sale, the insider owned 13,740 shares in the company, valued at $1,712,691. This represents a 13.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 6.60% of the company’s stock.

Dollar Tree Price Performance

NASDAQ DLTR opened at $132.54 on Thursday. Dollar Tree, Inc. has a 1 year low of $61.80 and a 1 year high of $142.40. The company has a fifty day simple moving average of $127.35 and a 200 day simple moving average of $111.94. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. The company has a market cap of $26.36 billion, a P/E ratio of -9.85, a P/E/G ratio of 1.63 and a beta of 0.73.

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

Analyst Upgrades and Downgrades

A number of brokerages have commented on DLTR. UBS Group boosted their target price on Dollar Tree from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Piper Sandler reissued a “neutral” rating and issued a $114.00 price target (up previously from $108.00) on shares of Dollar Tree in a research note on Thursday, December 4th. Truist Financial set a $156.00 price objective on Dollar Tree in a report on Friday, January 16th. Wells Fargo & Company lifted their target price on shares of Dollar Tree from $125.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday, December 19th. Finally, Morgan Stanley increased their price target on shares of Dollar Tree from $130.00 to $146.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 15th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and seven have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Dollar Tree currently has an average rating of “Hold” and an average target price of $124.62.

Dollar Tree Company 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.