Dollar Tree, Inc. $DLTR Position Increased by Krilogy Financial LLC

Krilogy Financial LLC grew its position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 289.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,768 shares of the company’s stock after buying an additional 7,263 shares during the period. Krilogy Financial LLC’s holdings in Dollar Tree were worth $1,072,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in DLTR. Algert Global LLC increased its stake in Dollar Tree by 17.9% during the second quarter. Algert Global LLC now owns 69,452 shares of the company’s stock valued at $7,995,000 after purchasing an additional 10,547 shares during the last quarter. Wealthfront Advisers LLC raised its holdings in shares of Dollar Tree by 13.7% during the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock worth $8,431,000 after purchasing an additional 9,288 shares during the period. Bank of New York Mellon Corp acquired a new stake in shares of Dollar Tree during the second quarter worth $110,626,000. Sequoia Financial Advisors LLC raised its holdings in shares of Dollar Tree by 155.7% during the second quarter. Sequoia Financial Advisors LLC now owns 32,295 shares of the company’s stock worth $3,906,000 after purchasing an additional 19,665 shares during the period. Finally, Baird Financial Group Inc. bought a new position in shares of Dollar Tree in the 2nd quarter worth about $7,600,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on DLTR shares. Wells Fargo & Company lifted their price target on shares of Dollar Tree from $145.00 to $155.00 and gave the company an “overweight” rating in a report on Monday, August 17th. Barclays increased their price objective on shares of Dollar Tree from $140.00 to $160.00 and gave the stock an “overweight” rating in a research note on Friday, September 4th. Wall Street Zen upgraded shares of Dollar Tree from a “hold” rating to a “buy” rating in a research note on Saturday, August 22nd. Truist Financial raised their target price on shares of Dollar Tree from $136.00 to $138.00 and gave the stock a “buy” rating in a report on Tuesday, August 25th. Finally, BMO Capital Markets restated a “market perform” rating and issued a $135.00 target price on shares of Dollar Tree in a research note on Friday, August 28th. Eleven analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $133.14.

Insider Activity at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $131.47, for a total value of $155,791.95. Following 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Robert Aflatooni sold 2,500 shares of Dollar Tree stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total value of $315,025.00. Following the sale, the insider directly owned 24,820 shares in the company, valued at $3,127,568.20. The trade was a 9.15% decrease in their position. The disclosure for this sale is available in the SEC filing. 7.10% of the stock is owned by company insiders.

Dollar Tree Stock Performance

Dollar Tree stock traded down $0.23 during midday trading on Friday, reaching $124.18. 2,142,915 shares of the stock traded hands, compared to its average volume of 2,338,918. Dollar Tree, Inc. has a fifty-two week low of $85.88 and a fifty-two week high of $142.40. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86. The firm has a market cap of $23.30 billion, a price-to-earnings ratio of 15.16, a PEG ratio of 1.15 and a beta of 0.71. The firm has a fifty day moving average price of $122.29 and a two-hundred day moving average price of $114.79.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $1.15 by $1.55. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. Dollar Tree’s revenue was up 7.0% compared to the same quarter last year. During the same quarter last year, the business earned $0.77 earnings per share. 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, equities research analysts forecast that Dollar Tree, Inc. will post 7.93 earnings per share for the current year.

Dollar Tree announced that its board has authorized a stock repurchase program on Thursday, July 2nd that authorizes the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization authorizes the company to purchase up to 10.7% of its shares through open market purchases. Share repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

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.