Primecap Management Co. CA Increases Stock Position in Dollar Tree, Inc. $DLTR

Primecap Management Co. CA increased its position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 6.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,194,049 shares of the company’s stock after purchasing an additional 268,539 shares during the quarter. Primecap Management Co. CA owned approximately 2.06% of Dollar Tree worth $395,792,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Root Financial Partners LLC purchased a new position in shares of Dollar Tree in the 3rd quarter worth approximately $29,000. True Wealth Design LLC lifted its holdings in Dollar Tree by 372.5% during the second quarter. True Wealth Design LLC now owns 378 shares of the company’s stock worth $37,000 after acquiring an additional 298 shares during the period. Smartleaf Asset Management LLC boosted its position in Dollar Tree by 90.5% in the third quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock worth $40,000 after purchasing an additional 201 shares during the last quarter. Atlantic Union Bankshares Corp purchased a new position in Dollar Tree in the third quarter worth $41,000. Finally, MTM Investment Management LLC bought a new position in Dollar Tree in the 2nd quarter valued at $42,000. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Analyst Upgrades and Downgrades

DLTR has been the topic of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $126.00 target price on shares of Dollar Tree in a research note on Thursday, January 8th. BMO Capital Markets downgraded shares of Dollar Tree from a “market perform” rating to an “underperform” rating and decreased their price objective for the stock from $110.00 to $95.00 in a report on Friday, February 13th. Rothschild & Co Redburn set a $165.00 target price on shares of Dollar Tree and gave the company a “buy” rating in a research note on Tuesday, February 17th. Sanford C. Bernstein increased their target price on shares of Dollar Tree from $109.00 to $123.00 and gave the company a “market perform” rating in a research report on Monday, January 5th. Finally, UBS Group raised their price target on shares of Dollar Tree from $135.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. 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’s stock. Based on data from MarketBeat, Dollar Tree has an average rating of “Hold” and an average price target of $124.62.

Insider Activity at Dollar Tree

In related news, insider Brent A. Beebe sold 2,200 shares of the firm’s stock in a transaction dated 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 approximately $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 accessible through this link. Company insiders own 6.60% of the company’s stock.

Dollar Tree Stock Performance

NASDAQ DLTR opened at $127.70 on Thursday. The firm has a market cap of $25.39 billion, a P/E ratio of -9.49, a price-to-earnings-growth ratio of 1.68 and a beta of 0.73. The company has a quick ratio of 0.22, a current ratio of 0.96 and a debt-to-equity ratio of 0.70. The company’s 50 day moving average is $127.50 and its 200-day moving average is $112.48. Dollar Tree, Inc. has a 12-month low of $61.80 and a 12-month high of $142.40.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share for the quarter, beating the consensus estimate of $1.09 by $0.12. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The firm had revenue of $4.75 billion for the quarter, compared to analysts’ expectations of $4.70 billion. During the same quarter last year, the company posted $1.12 EPS. The business’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. Sell-side analysts predict 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.