Swiss National Bank Sells 47,000 Shares of Dollar Tree, Inc. $DLTR

Swiss National Bank lowered its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 7.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 571,581 shares of the company’s stock after selling 47,000 shares during the quarter. Swiss National Bank owned 0.28% of Dollar Tree worth $53,940,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Root Financial Partners LLC purchased a new stake in Dollar Tree during the third quarter valued at about $29,000. Smartleaf Asset Management LLC boosted its holdings in shares of Dollar Tree by 90.5% in the 3rd quarter. Smartleaf Asset Management LLC now owns 423 shares of the company’s stock worth $40,000 after purchasing an additional 201 shares in the last quarter. Atlantic Union Bankshares Corp bought a new position in shares of Dollar Tree during the 3rd quarter valued at about $41,000. MTM Investment Management LLC purchased a new position in shares of Dollar Tree during the 2nd quarter valued at about $42,000. Finally, 1248 Management LLC bought a new stake in Dollar Tree in the 2nd quarter worth approximately $44,000. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Dollar Tree Price Performance

DLTR opened at $113.25 on Thursday. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.96 and a quick ratio of 0.22. The stock’s 50 day simple moving average is $126.55 and its 200 day simple moving average is $112.84. The firm has a market cap of $22.52 billion, a price-to-earnings ratio of -8.42, a PEG ratio of 1.46 and a beta of 0.73. Dollar Tree, Inc. has a 1 year low of $61.80 and a 1 year high of $142.40.

Key Stories Impacting Dollar Tree

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

• Positive Sentiment: Telsey Advisory reaffirmed an “outperform” rating and set a $150 price target, signaling analyst confidence in DLTR’s strategy and upside vs. the current level. Telsey Advisory Group at TickerReport
• Positive Sentiment: Options flow shows an influx of call activity ahead of earnings, which can indicate bullish positioning by traders expecting an upside surprise or constructive guidance. 2 Retail Stocks Seeing Influx of Calls Before Earnings
• Positive Sentiment: Seeking Alpha expects solid Q4 results driven by holiday assortments and sales momentum; the piece emphasizes strategy execution and models a fair value (~$134.8), highlighting upside if guidance is constructive. Dollar Tree: Let’s See How The Strategy Performs
• Neutral Sentiment: Earnings previews (Yahoo/ Zacks) outline what to watch beyond headline revenue and EPS — comps, ticket, multi-price expansion impact and store optimization metrics — giving a roadmap but not a clear bullish/bearish verdict. Dollar Tree Q4 Earnings Preview (Yahoo) DLTR Q4 Preview (Zacks)
• Neutral Sentiment: Some market commentary emphasizes DLTR’s multi-price rollout and store optimization as potential tailwinds, but these are being priced in ahead of results — outcome will depend on guidance detail and metric-level confirmation. Dollar Tree Pre-Q4 Earnings (Yahoo)
• Negative Sentiment: Tariff headwinds and continued pressure on lower-income consumers are cited repeatedly as meaningful downside risks that could compress margins or slow traffic/repeat purchases. DLTR Pre-Q4 Risks (Zacks)
• Negative Sentiment: Competitive pressure: previews on rival Dollar General and broader discounters note share shifts and stronger visits at competitors, which could limit Dollar Tree’s upside if peers outperformed in Q4. Dollar General Q4 Preview (Benzinga)
• Neutral Sentiment: Reported short-interest data this cycle appears inconsistent (zeros reported); there’s no clear signal from short-interest changes to explain price action. (data point)

Analyst Upgrades and Downgrades

Several analysts have issued reports on DLTR shares. BNP Paribas Exane lowered 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. The Goldman Sachs Group reissued a “sell” rating and set a $103.00 price target (down from $133.00) on shares of Dollar Tree in a research note on Thursday, November 13th. BTIG Research reaffirmed a “neutral” rating on shares of Dollar Tree in a research note on Monday. Sanford C. Bernstein upped their price objective on shares of Dollar Tree from $109.00 to $123.00 and gave the company a “market perform” rating in a research note on Monday, January 5th. Finally, Wells Fargo & Company increased their target price on shares of Dollar Tree from $125.00 to $145.00 and gave the company an “overweight” rating in a report on Friday, December 19th. Eight equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and seven have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Dollar Tree has an average rating of “Hold” and a consensus target price of $124.62.

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.