Dollar Tree, Inc. $DLTR Holdings Trimmed by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC cut its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 3.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 149,182 shares of the company’s stock after selling 6,070 shares during the quarter. Dollar Tree makes up approximately 2.3% of Live Oak Private Wealth LLC’s portfolio, making the stock its 8th biggest position. Live Oak Private Wealth LLC’s holdings in Dollar Tree were worth $16,337,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Cullen Frost Bankers Inc. acquired a new stake in Dollar Tree in the fourth quarter valued at approximately $25,000. Reflection Asset Management purchased a new stake in shares of Dollar Tree in the 4th quarter valued at approximately $25,000. Covestor Ltd raised its holdings in shares of Dollar Tree by 60.9% in the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares in the last quarter. YANKCOM Partnership purchased a new stake in shares of Dollar Tree during the 4th quarter worth $31,000. Finally, DV Equities LLC acquired a new position in shares of Dollar Tree during the fourth quarter worth $32,000. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Dollar Tree Price Performance

Shares of DLTR opened at $119.35 on Thursday. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39. Dollar Tree, Inc. has a 1-year low of $84.71 and a 1-year high of $142.40. The stock has a market cap of $22.94 billion, a PE ratio of 18.65, a price-to-earnings-growth ratio of 1.30 and a beta of 0.66. The firm has a fifty day moving average price of $102.66 and a 200 day moving average price of $114.78.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.21. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The company had revenue of $4.98 billion for the quarter, compared to analyst estimates of $4.96 billion. During the same quarter last year, the company posted $1.26 earnings per share. The business’s quarterly revenue was up 7.2% compared to the same quarter last year. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, sell-side analysts anticipate that Dollar Tree, Inc. will post 6.98 EPS for the current year.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Freedom Capital cut Dollar Tree from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 28th. Piper Sandler lowered their price objective on Dollar Tree from $116.00 to $101.00 and set a “neutral” rating for the company in a research report on Tuesday, May 26th. UBS Group set a $124.00 price objective on Dollar Tree in a report on Thursday, May 28th. Wall Street Zen raised Dollar Tree from a “hold” rating to a “buy” rating in a research report on Saturday, June 6th. Finally, The Goldman Sachs Group decreased their target price on Dollar Tree from $115.00 to $105.00 and set a “sell” rating for the company in a research note on Friday, May 29th. Eight investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, Dollar Tree presently has an average rating of “Hold” and an average price target of $119.48.

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.