Y Intercept Hong Kong Ltd Takes $5.75 Million Position in Dollar Tree, Inc. $DLTR

Y Intercept Hong Kong Ltd acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 60,882 shares of the company’s stock, valued at approximately $5,745,000.

A number of other large investors also recently added to or reduced their stakes in the business. Deseret Mutual Benefit Administrators boosted its stake in Dollar Tree by 10.7% in the third quarter. Deseret Mutual Benefit Administrators now owns 1,122 shares of the company’s stock valued at $106,000 after acquiring an additional 108 shares during the last quarter. UniSuper Management Pty Ltd grew its stake in shares of Dollar Tree by 6.9% during the third quarter. UniSuper Management Pty Ltd now owns 27,793 shares of the company’s stock worth $2,623,000 after purchasing an additional 1,786 shares during the period. iA Global Asset Management Inc. bought a new stake in Dollar Tree in the third quarter valued at about $2,048,000. Rakuten Investment Management Inc. bought a new position in Dollar Tree during the third quarter worth about $3,331,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH increased its stake in shares of Dollar Tree by 22.2% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 87,410 shares of the company’s stock valued at $8,249,000 after acquiring an additional 15,879 shares during the last quarter. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Dollar Tree Price Performance

Shares of DLTR opened at $128.92 on Friday. The stock has a market capitalization of $25.64 billion, a P/E ratio of -9.59, a P/E/G ratio of 1.91 and a beta of 0.74. Dollar Tree, Inc. has a twelve month low of $61.80 and a twelve month high of $142.40. The company has a 50 day moving average of $122.57 and a 200-day moving average of $110.48. The company has a quick ratio of 0.22, a current ratio of 0.96 and a debt-to-equity ratio of 0.70.

Dollar Tree (NASDAQ:DLTR) last released its earnings results on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.09 by $0.12. The business 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%.Dollar Tree’s revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.12 earnings per share. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, equities research analysts forecast that Dollar Tree, Inc. will post 5.39 EPS for the current fiscal year.

Insider Buying and Selling at Dollar Tree

In other news, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction dated Monday, December 8th. The shares were 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 in the company, valued at $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 available at this link. 6.60% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Wells Fargo & Company upped their target price on shares of Dollar Tree from $125.00 to $145.00 and gave the company an “overweight” rating in a research note on Friday, December 19th. Bank of America lifted their target price on Dollar Tree from $75.00 to $85.00 and gave the stock an “underperform” rating in a report on Thursday, December 4th. BMO Capital Markets restated a “market perform” rating on shares of Dollar Tree in a report on Thursday, December 4th. The Goldman Sachs Group reiterated a “sell” rating and set a $103.00 price objective (down previously from $133.00) on shares of Dollar Tree in a report on Thursday, November 13th. Finally, Telsey Advisory Group set a $150.00 target price on Dollar Tree in a research note on Wednesday, December 17th. Eight analysts have rated the stock with a Buy rating, nine have given a Hold rating and seven have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $120.10.

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.