Empowered Funds LLC Makes New Investment in Dollar Tree, Inc. $DLTR

Empowered Funds LLC bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 2nd quarter, HoldingsChannel reports. The firm bought 61,577 shares of the company’s stock, valued at approximately $7,088,000.

Other institutional investors have also modified their holdings of the company. BlackRock Inc. acquired a new position in shares of Dollar Tree during the 2nd quarter valued at about $2,643,741,000. Pzena Investment Management LLC acquired a new stake in Dollar Tree during the second quarter worth about $1,176,661,000. State Street Corp raised its stake in Dollar Tree by 3.5% during the third quarter. State Street Corp now owns 9,421,856 shares of the company’s stock worth $889,141,000 after purchasing an additional 319,938 shares during the period. Primecap Management Co. CA purchased a new position in Dollar Tree during the second quarter worth about $455,845,000. Finally, Alliancebernstein L.P. boosted its holdings in Dollar Tree by 176.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock valued at $371,026,000 after purchasing an additional 2,393,172 shares during the last quarter. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Price Performance

Dollar Tree stock opened at $128.26 on Monday. The company’s 50 day simple moving average is $126.03 and its 200-day simple moving average is $114.71. 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, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40. The company has a market capitalization of $24.07 billion, a price-to-earnings ratio of 15.66, a price-to-earnings-growth ratio of 1.32 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter last year, the company posted $0.77 EPS. The firm’s quarterly 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. As a group, equities research analysts expect that Dollar Tree, Inc. will post 7.13 earnings per share for the current year.

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

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on DLTR. Weiss Ratings raised shares of Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, June 18th. BMO Capital Markets reaffirmed a “market perform” rating and set a $135.00 price target on shares of Dollar Tree in a research report on Friday. The Goldman Sachs Group lowered Dollar Tree from a “neutral” rating to a “hold” rating in a research report on Wednesday, July 8th. Wall Street Zen raised Dollar Tree from a “hold” rating to a “buy” rating in a research note on Saturday, August 22nd. Finally, Gordon Haskett upgraded Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 target price on the stock in a research report on Thursday, June 4th. Ten research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $129.18.

Key Dollar Tree News

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
• Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
• Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
• Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

About Dollar Tree

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.