Dollar Tree, Inc. $DLTR Stock Acquired by Yousif Capital Management LLC

Yousif Capital Management LLC lifted its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 429.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 110,258 shares of the company’s stock after buying an additional 89,437 shares during the period. Yousif Capital Management LLC’s holdings in Dollar Tree were worth $12,572,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the business. Basecamp Wealth Advisors LLC raised its position in shares of Dollar Tree by 59.9% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after buying an additional 97 shares in the last quarter. EFG International AG bought a new position in shares of Dollar Tree in the 2nd quarter valued at about $30,000. Wilkerson Advisory Group LLC grew its position in Dollar Tree by 80.1% in the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after acquiring an additional 117 shares in the last quarter. Keating Financial Advisory Services Inc. purchased a new position in Dollar Tree in the second quarter worth about $33,000. Finally, Trust Co. of Vermont purchased a new position in Dollar Tree in the second quarter worth about $36,000. 97.40% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

DLTR has been the topic of several analyst reports. Raymond James Financial reissued an “outperform” rating and set a $145.00 price objective on shares of Dollar Tree in a research note on Friday, August 28th. UBS Group upped their price objective on Dollar Tree from $145.00 to $150.00 and gave the company a “buy” rating in a research report on Friday, August 28th. Wells Fargo & Company raised their price objective on Dollar Tree from $145.00 to $155.00 and gave the company an “overweight” rating in a research note on Monday, August 17th. Evercore set a $135.00 target price on Dollar Tree in a report on Tuesday, September 29th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $130.00 target price on shares of Dollar Tree in a report on Friday, August 28th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Dollar Tree has a consensus rating of “Hold” and a consensus target price of $133.14.

Insider Activity at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the business’s stock in a transaction on 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 transaction, the director owned 4,089 shares in the company, valued at $537,580.83. The trade was 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 the company’s 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 completion of the transaction, the insider directly owned 24,820 shares in the company, valued at $3,127,568.20. This trade represents a 9.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 7.10% of the company’s stock.

Dollar Tree Stock Performance

Dollar Tree stock opened at $125.31 on Friday. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39. Dollar Tree, Inc. has a 1-year low of $85.88 and a 1-year high of $142.40. The firm has a market capitalization of $23.51 billion, a P/E ratio of 15.30, a price-to-earnings-growth ratio of 1.16 and a beta of 0.71. The company’s 50-day moving average is $121.99 and its 200 day moving average is $115.42.

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

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

About Dollar Tree

Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.