Okabena Investment Services Inc. Invests $1.19 Million in Dollar Tree, Inc. $DLTR

Okabena Investment Services Inc. acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 12,598 shares of the company’s stock, valued at approximately $1,189,000.

A number of other institutional investors also recently bought and sold shares of the stock. EdgePoint Investment Group Inc. grew its holdings in shares of Dollar Tree by 12.3% during the second quarter. EdgePoint Investment Group Inc. now owns 10,825,801 shares of the company’s stock valued at $1,072,187,000 after buying an additional 1,184,294 shares during the last quarter. Primecap Management Co. CA increased its holdings in shares of Dollar Tree by 6.8% in the third quarter. Primecap Management Co. CA now owns 4,194,049 shares of the company’s stock valued at $395,792,000 after purchasing an additional 268,539 shares during the period. Alliancebernstein L.P. raised its stake in shares of Dollar Tree by 176.9% in the second quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after purchasing an additional 2,393,172 shares during the last quarter. London Co. of Virginia raised its stake in shares of Dollar Tree by 51.0% in the second quarter. London Co. of Virginia now owns 2,840,104 shares of the company’s stock worth $281,284,000 after purchasing an additional 958,925 shares during the last quarter. Finally, Voya Investment Management LLC lifted its holdings in shares of Dollar Tree by 103.1% during the third quarter. Voya Investment Management LLC now owns 2,406,748 shares of the company’s stock worth $226,729,000 after purchasing an additional 1,222,028 shares during the period. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, insider Brent A. Beebe sold 2,200 shares of the stock in a transaction that occurred 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 owned 13,740 shares in the company, valued at $1,712,691. This trade represents a 13.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 6.60% of the company’s stock.

Analysts Set New Price Targets

DLTR has been the topic of several research reports. Guggenheim increased their price target on shares of Dollar Tree from $125.00 to $130.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Barclays increased their price objective on shares of Dollar Tree from $136.00 to $149.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Piper Sandler reissued a “neutral” rating and set a $114.00 target price (up from $108.00) on shares of Dollar Tree in a report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $126.00 price target on shares of Dollar Tree in a report on Thursday, January 8th. Finally, Truist Financial set a $156.00 price objective on Dollar Tree in a research note on Friday, January 16th. Eight investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and seven have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $124.62.

Dollar Tree Stock Down 0.4%

DLTR opened at $126.48 on Friday. The company has a fifty day moving average of $127.47 and a two-hundred day moving average of $112.65. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.22 and a current ratio of 0.96. Dollar Tree, Inc. has a fifty-two week low of $61.80 and a fifty-two week high of $142.40. The stock has a market capitalization of $25.15 billion, a price-to-earnings ratio of -9.40, a PEG ratio of 1.61 and a beta of 0.73.

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

Dollar Tree Company 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.