Great Lakes Advisors LLC Purchases 30,265 Shares of Dollar Tree, Inc. $DLTR

Great Lakes Advisors LLC boosted its position in Dollar Tree, Inc. (NASDAQ:DLTR) by 307.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,109 shares of the company’s stock after buying an additional 30,265 shares during the period. Great Lakes Advisors LLC’s holdings in Dollar Tree were worth $3,785,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of DLTR. USA Financial Formulas purchased a new stake in shares of Dollar Tree in the third quarter worth approximately $770,000. Sumitomo Mitsui Trust Group Inc. boosted its position in shares of Dollar Tree by 4.0% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 541,021 shares of the company’s stock valued at $51,056,000 after buying an additional 20,786 shares during the last quarter. Orion Porfolio Solutions LLC grew its holdings in Dollar Tree by 28.2% during the second quarter. Orion Porfolio Solutions LLC now owns 47,735 shares of the company’s stock worth $4,728,000 after buying an additional 10,497 shares in the last quarter. Federated Hermes Inc. raised its position in Dollar Tree by 2.2% in the 3rd quarter. Federated Hermes Inc. now owns 751,744 shares of the company’s stock valued at $70,942,000 after buying an additional 15,829 shares during the last quarter. Finally, Pacer Advisors Inc. lifted its stake in Dollar Tree by 11.9% during the 3rd quarter. Pacer Advisors Inc. now owns 1,346,247 shares of the company’s stock valued at $127,045,000 after acquiring an additional 143,295 shares in the last quarter. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

DLTR has been the subject of several analyst reports. The Goldman Sachs Group reiterated 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. Exane BNP Paribas downgraded shares of Dollar Tree from a “hold” rating to a “strong sell” rating in a research report on Wednesday, January 21st. Weiss Ratings reissued a “sell (e+)” rating on shares of Dollar Tree in a research report on Thursday, October 30th. Truist Financial set a $156.00 target price on Dollar Tree in a research note on Friday, January 16th. Finally, Citigroup increased their price target on Dollar Tree from $124.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. 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 stock. According to data from MarketBeat, Dollar Tree currently has an average rating of “Hold” and an average price target of $120.10.

Dollar Tree Stock Up 0.2%

Dollar Tree stock opened at $117.59 on Friday. The firm has a 50 day moving average price of $124.48 and a 200-day moving average price of $110.89. 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, Inc. has a twelve month low of $61.80 and a twelve month high of $142.40. The company has a market capitalization of $23.38 billion, a P/E ratio of -8.74, a P/E/G ratio of 1.74 and a beta of 0.74.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, beating the consensus estimate 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 business had revenue of $4.75 billion for the quarter, compared to the consensus estimate of $4.70 billion. During the same quarter in the prior year, the business earned $1.12 earnings per share. Dollar Tree’s revenue for the quarter was up 9.4% on a year-over-year basis. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, equities analysts predict that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Insider Buying and Selling at Dollar Tree

In other news, insider Brent A. Beebe sold 2,200 shares of the stock in a transaction 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 completion of the transaction, the insider owned 13,740 shares in the company, valued at approximately $1,712,691. This represents a 13.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 6.60% of the company’s stock.

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.