Live Oak Private Wealth LLC Sells 7,740 Shares of Dollar Tree, Inc. $DLTR

Live Oak Private Wealth LLC decreased its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 4.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 159,499 shares of the company’s stock after selling 7,740 shares during the period. Dollar Tree makes up about 2.1% of Live Oak Private Wealth LLC’s portfolio, making the stock its 11th biggest position. Live Oak Private Wealth LLC’s holdings in Dollar Tree were worth $15,052,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Burney Co. grew its position in Dollar Tree by 6.2% in the third quarter. Burney Co. now owns 7,297 shares of the company’s stock valued at $689,000 after acquiring an additional 425 shares during the last quarter. Blue Trust Inc. boosted its stake in shares of Dollar Tree by 10.0% in the 3rd quarter. Blue Trust Inc. now owns 2,078 shares of the company’s stock valued at $196,000 after purchasing an additional 189 shares in the last quarter. Pacer Advisors Inc. grew its holdings in shares of Dollar Tree by 11.9% during the 3rd quarter. Pacer Advisors Inc. now owns 1,346,247 shares of the company’s stock valued at $127,045,000 after purchasing an additional 143,295 shares during the last quarter. Swedbank AB grew its holdings in shares of Dollar Tree by 211.6% during the 3rd quarter. Swedbank AB now owns 152,921 shares of the company’s stock valued at $14,431,000 after purchasing an additional 103,852 shares during the last quarter. Finally, Vontobel Holding Ltd. increased its position in Dollar Tree by 4.8% during the 3rd quarter. Vontobel Holding Ltd. now owns 10,387 shares of the company’s stock worth $980,000 after purchasing an additional 479 shares in the last quarter. 97.40% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, insider Robert Aflatooni sold 1,260 shares of the stock in a transaction on Friday, October 17th. The shares were sold at an average price of $94.70, for a total transaction of $119,322.00. Following the completion of the sale, the insider directly owned 21,402 shares in the company, valued at $2,026,769.40. This represents a 5.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Brent A. Beebe sold 2,200 shares of Dollar Tree stock in a transaction on Monday, December 8th. The stock was sold at an average price of $124.65, for a total transaction of $274,230.00. Following the transaction, the insider directly owned 13,740 shares of the company’s stock, valued at $1,712,691. This represents a 13.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 6.60% of the company’s stock.

Dollar Tree Trading Up 1.6%

Shares of DLTR stock opened at $123.95 on Monday. Dollar Tree, Inc. has a 1-year low of $61.80 and a 1-year high of $132.48. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. The stock has a market cap of $24.65 billion, a price-to-earnings ratio of -9.22, a PEG ratio of 1.82 and a beta of 0.75. The stock has a 50-day moving average of $110.70 and a 200-day moving average of $106.02.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, topping analysts’ consensus estimates of $1.09 by $0.12. The company had revenue of $4.75 billion for the quarter, compared to analyst estimates of $4.70 billion. Dollar Tree had a positive return on equity of 30.23% and a negative net margin of 15.40%.The firm’s quarterly revenue was up 9.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.12 earnings per share. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. On average, equities research analysts forecast that Dollar Tree, Inc. will post 5.39 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Evercore ISI raised their target price on shares of Dollar Tree from $104.00 to $120.00 and gave the company an “in-line” rating in a research report on Thursday, December 4th. Morgan Stanley boosted their price objective on Dollar Tree from $105.00 to $130.00 and gave the stock an “equal weight” rating in a research report on Monday, December 8th. BMO Capital Markets reiterated a “market perform” rating on shares of Dollar Tree in a research report on Thursday, December 4th. New Street Research set a $103.00 price target on Dollar Tree in a research note on Thursday, October 16th. Finally, Wolfe Research started coverage on Dollar Tree in a report on Thursday, September 18th. They set a “peer perform” rating on the stock. Eight research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $118.83.

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.