Sherman Porfolios LLC Makes New $580,000 Investment in Dollar Tree, Inc. $DLTR

Sherman Porfolios LLC bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) during the third quarter, according to its most recent 13F filing with the SEC. The fund bought 6,150 shares of the company’s stock, valued at approximately $580,000.

Several other hedge funds have also recently made changes to their positions in the business. Cary Street Partners Investment Advisory LLC increased its stake in Dollar Tree by 20.3% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 563 shares of the company’s stock worth $53,000 after acquiring an additional 95 shares during the last quarter. Versant Capital Management Inc raised its position in Dollar Tree by 3.8% during the third quarter. Versant Capital Management Inc now owns 2,867 shares of the company’s stock valued at $271,000 after purchasing an additional 106 shares during the period. Deseret Mutual Benefit Administrators lifted its stake in shares of Dollar Tree by 10.7% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 1,122 shares of the company’s stock valued at $106,000 after purchasing an additional 108 shares during the last quarter. Vident Advisory LLC lifted its stake in shares of Dollar Tree by 1.3% in the 3rd quarter. Vident Advisory LLC now owns 9,727 shares of the company’s stock valued at $918,000 after purchasing an additional 121 shares during the last quarter. Finally, Louisbourg Investments Inc. boosted its holdings in shares of Dollar Tree by 0.3% in the 3rd quarter. Louisbourg Investments Inc. now owns 45,304 shares of the company’s stock worth $4,275,000 after purchasing an additional 144 shares during the period. 97.40% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have recently weighed in on DLTR. Evercore raised Dollar Tree to a “hold” rating in a research report on Tuesday, February 3rd. Morgan Stanley dropped their price objective on shares of Dollar Tree from $146.00 to $126.00 and set an “equal weight” rating for the company in a research note on Tuesday. Bank of America increased their target price on shares of Dollar Tree from $85.00 to $89.00 and gave the company an “underperform” rating in a research note on Monday. Truist Financial lowered their target price on shares of Dollar Tree from $156.00 to $142.00 and set a “buy” rating for the company in a report on Monday. Finally, Guggenheim reaffirmed a “buy” rating and set a $130.00 price target on shares of Dollar Tree in a research note on Tuesday. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and seven have given a Sell rating to the company’s stock. According to data from MarketBeat, Dollar Tree currently has a consensus rating of “Hold” and an average target price of $123.24.

Dollar Tree Price Performance

DLTR opened at $107.49 on Thursday. The business has a fifty day moving average of $124.72 and a 200 day moving average of $112.80. The stock has a market cap of $21.21 billion, a P/E ratio of 17.20, a PEG ratio of 1.39 and a beta of 0.73. The company has a quick ratio of 0.22, a current ratio of 1.07 and a debt-to-equity ratio of 0.65. Dollar Tree, Inc. has a 52-week low of $61.87 and a 52-week high of $142.40.

Dollar Tree (NASDAQ:DLTR) last released its earnings results on Monday, March 16th. The company reported $2.56 earnings per share for the quarter, topping analysts’ consensus estimates of $2.53 by $0.03. Dollar Tree had a return on equity of 32.24% and a net margin of 6.61%.The business had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.46 billion. During the same quarter last year, the firm posted $2.11 earnings per share. The business’s revenue was up 9.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Key Dollar Tree News

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

• Positive Sentiment: Q4 beat, margin improvement and buybacks — DLTR reported stronger-than-expected Q4 earnings, +5% comps, ~150 bps gross‑margin expansion, robust cash from operations and large share repurchases, which supports earnings quality and valuation. Earnings beat
• Positive Sentiment: Multi‑price strategy gaining traction — DLTR’s multi‑price rollout (~16% of sales and growing) and streamlined footprint after divesting Family Dollar are cited as durable margin/traffic drivers that make the company look more attractive than some peers. MarketBeat analysis
• Neutral Sentiment: Consumer shift to digital and calibrated spending — Research shows lower‑income shoppers are timing purchases and using digital channels to build bigger baskets; this can both help DLTR capture demand but also signals cautious consumer behavior. PYMNTS story
• Neutral Sentiment: Analysts split — Several firms reaffirmed positive views (Guggenheim, Telsey), while others kept neutral/market‑perform views; this leaves consensus mixed and price targets dispersed. Analyst coverage roundup
• Negative Sentiment: Cautious FY‑2026 guidance — Management guided to modest comp growth (3–4%), sales of $20.5–20.7B and EPS $6.50–$6.90, which tempered the upside implied by the beat and prompted concerns about near‑term growth momentum. Yahoo Finance recap
• Negative Sentiment: Downgrades and cuts to targets — A number of analysts trimmed targets or reiterated cautious ratings (including a Sell from BofA and lower targets from others), amplifying headline risk despite the beat. TipRanks on analyst actions
• Negative Sentiment: Relative underperformance within the sector — Coverage notes DLTR has lagged consumer‑staples peers recently, increasing sensitivity to any negative forward commentary or macro worries. MarketWatch piece

About Dollar Tree

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.