Three Seasons Wealth LLC Invests $538,000 in Dollar Tree, Inc. $DLTR

Three Seasons Wealth LLC acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 5,706 shares of the company’s stock, valued at approximately $538,000.

A number of other hedge funds also recently added to or reduced their stakes in the business. TD Private Client Wealth LLC boosted its position in Dollar Tree by 164.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 264 shares of the company’s stock valued at $26,000 after buying an additional 164 shares during the period. True Wealth Design LLC raised its stake in shares of Dollar Tree by 372.5% in the second quarter. True Wealth Design LLC now owns 378 shares of the company’s stock valued at $37,000 after acquiring an additional 298 shares in the last quarter. MTM Investment Management LLC purchased a new position in Dollar Tree in the second quarter valued at $42,000. Ameritas Advisory Services LLC purchased a new position in Dollar Tree in the second quarter valued at $43,000. Finally, 1248 Management LLC acquired a new position in Dollar Tree during the 2nd quarter worth $44,000. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Dollar Tree Stock Up 1.6%

DLTR stock opened at $123.95 on Monday. The stock has a market cap of $24.65 billion, a P/E ratio of -9.22, a PEG ratio of 1.82 and a beta of 0.75. 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 twelve month low of $61.80 and a twelve month high of $132.48. The company’s 50 day moving average is $110.70 and its two-hundred day moving average is $106.02.

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 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 the consensus estimate of $4.70 billion. During the same period last year, the firm posted $1.12 EPS. The company’s 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. Research analysts expect that Dollar Tree, Inc. will post 5.39 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

DLTR has been the topic of a number of analyst reports. BMO Capital Markets reaffirmed a “market perform” rating on shares of Dollar Tree in a research report on Thursday, December 4th. The Goldman Sachs Group reaffirmed a “sell” rating and issued a $103.00 target price (down previously from $133.00) on shares of Dollar Tree in a report on Thursday, November 13th. Citigroup boosted their price target on shares of Dollar Tree from $124.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. JPMorgan Chase & Co. raised their price objective on shares of Dollar Tree from $138.00 to $140.00 and gave the company an “overweight” rating in a report on Thursday, September 4th. Finally, Morgan Stanley lifted their price objective on shares of Dollar Tree from $105.00 to $130.00 and gave the stock an “equal weight” rating in a research report on Monday, December 8th. Eight equities 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 company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $118.83.

Insider Activity

In other news, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $124.65, for a total value of $274,230.00. Following the completion of the sale, the insider directly owned 13,740 shares of the company’s stock, valued at approximately $1,712,691. The trade was a 13.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Robert Aflatooni sold 1,260 shares of the firm’s stock in a transaction that occurred on Friday, October 17th. The stock was sold at an average price of $94.70, for a total value of $119,322.00. Following the transaction, the insider owned 21,402 shares in the company, valued at $2,026,769.40. This represents a 5.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 6.60% of the stock is currently owned by insiders.

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.