Jupiter Asset Management Ltd. Takes Position in Dollar Tree, Inc. $DLTR

Jupiter Asset Management Ltd. acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, HoldingsChannel.com reports. The firm acquired 1,258,986 shares of the company’s stock, valued at approximately $118,811,000. Dollar Tree comprises 1.0% of Jupiter Asset Management Ltd.’s holdings, making the stock its 17th biggest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Cumberland Partners Ltd acquired a new position in shares of Dollar Tree in the 3rd quarter valued at about $2,595,000. Alberta Investment Management Corp raised its position in Dollar Tree by 556.4% during the third quarter. Alberta Investment Management Corp now owns 32,300 shares of the company’s stock valued at $3,048,000 after acquiring an additional 27,379 shares in the last quarter. CenterBook Partners LP lifted its stake in shares of Dollar Tree by 541.5% in the 3rd quarter. CenterBook Partners LP now owns 175,938 shares of the company’s stock valued at $16,603,000 after purchasing an additional 148,512 shares during the period. Syon Capital LLC grew its position in Dollar Tree by 13.2% during the third quarter. Syon Capital LLC now owns 4,997 shares of the company’s stock valued at $472,000 after buying an additional 582 shares during the period. Finally, NEOS Investment Management LLC grew its position in Dollar Tree by 39.8% during the third quarter. NEOS Investment Management LLC now owns 23,716 shares of the company’s stock valued at $2,238,000 after buying an additional 6,754 shares during the period. 97.40% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Dollar Tree news, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $124.65, for a total value of $274,230.00. Following the transaction, the insider directly owned 13,740 shares in the company, valued at $1,712,691. The trade was a 13.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 6.60% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Telsey Advisory Group set a $150.00 target price on shares of Dollar Tree in a research note on Wednesday, December 17th. BNP Paribas Exane downgraded Dollar Tree from a “hold” rating to an “underperform” rating and set a $87.00 target price for the company. in a research note on Wednesday, January 21st. Morgan Stanley boosted their price target on shares of Dollar Tree from $130.00 to $146.00 and gave the stock an “equal weight” rating in a report on Thursday, January 15th. Piper Sandler reaffirmed a “neutral” rating and set a $114.00 price objective (up from $108.00) on shares of Dollar Tree in a report on Thursday, December 4th. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of Dollar Tree in a research report on Thursday, October 30th. Nine investment 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $124.62.

Dollar Tree Stock Up 0.8%

Shares of NASDAQ DLTR opened at $133.57 on Friday. The company has a 50-day moving average of $127.42 and a 200 day moving average of $112.09. The stock has a market cap of $26.56 billion, a PE ratio of -9.93, a P/E/G ratio of 1.69 and a beta of 0.73. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. Dollar Tree, Inc. has a 12-month low of $61.80 and a 12-month high of $142.40.

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

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.