Mirabella Financial Services LLP lessened its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 93.2% in the third quarter, according to its most recent filing with the SEC. The firm owned 2,136 shares of the company’s stock after selling 29,404 shares during the period. Mirabella Financial Services LLP’s holdings in Dollar Tree were worth $202,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds also recently made changes to their positions in the company. NewEdge Advisors LLC grew its stake in shares of Dollar Tree by 3,237.4% during the first quarter. NewEdge Advisors LLC now owns 13,750 shares of the company’s stock worth $1,032,000 after purchasing an additional 13,338 shares during the period. Woodline Partners LP lifted its stake in Dollar Tree by 40.7% in the first quarter. Woodline Partners LP now owns 17,078 shares of the company’s stock valued at $1,282,000 after buying an additional 4,941 shares during the period. Focus Partners Wealth boosted its holdings in Dollar Tree by 2.0% during the first quarter. Focus Partners Wealth now owns 10,646 shares of the company’s stock worth $799,000 after buying an additional 213 shares during the last quarter. Sivia Capital Partners LLC bought a new position in Dollar Tree during the second quarter worth about $257,000. Finally, Allworth Financial LP grew its position in shares of Dollar Tree by 75.6% during the 2nd quarter. Allworth Financial LP now owns 815 shares of the company’s stock worth $81,000 after buying an additional 351 shares during the period. Institutional investors own 97.40% of the company’s stock.
Wall Street Analyst Weigh In
A number of analysts have recently commented on the company. Barclays reaffirmed an “overweight” rating on shares of Dollar Tree in a research note on Monday. Truist Financial decreased their price objective on shares of Dollar Tree from $156.00 to $142.00 and set a “buy” rating for the company in a report on Monday. Rothschild & Co Redburn set a $165.00 target price on shares of Dollar Tree and gave the company a “buy” rating in a research note on Tuesday, February 17th. Evercore upgraded shares of Dollar Tree to a “hold” rating in a report on Tuesday, February 3rd. Finally, Morgan Stanley reduced their price target on shares of Dollar Tree from $146.00 to $126.00 and set an “equal weight” rating on the stock in a research report on Tuesday. Eight research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and seven have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $123.24.
Dollar Tree Price Performance
NASDAQ DLTR opened at $105.92 on Friday. The business has a 50 day simple moving average of $123.67 and a 200 day simple moving average of $112.73. Dollar Tree, Inc. has a 52-week low of $61.87 and a 52-week high of $142.40. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.22 and a current ratio of 1.07. The stock has a market cap of $20.90 billion, a price-to-earnings ratio of 16.95, a PEG ratio of 1.32 and a beta of 0.73.
Dollar Tree (NASDAQ:DLTR – Get Free Report) last announced its quarterly earnings results on Monday, March 16th. The company reported $2.56 earnings per share for the quarter, beating analysts’ consensus estimates of $2.53 by $0.03. The firm had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.46 billion. Dollar Tree had a net margin of 6.61% and a return on equity of 32.24%. The business’s revenue was up 9.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.11 earnings per share. Analysts anticipate that Dollar Tree, Inc. will post 5.39 earnings per share for the current fiscal year.
Key Stories Impacting Dollar Tree
Here are the key news stories impacting Dollar Tree this week:
- Positive Sentiment: Strong fundamentals: analysts and commentary point to revenue gains from pricing and a shifting customer mix after the quarter, supporting near-term sales momentum. Dollar Tree’s Pricing Adjustments Are Generating Revenue Growth
- Positive Sentiment: Buy-side support: Guggenheim reaffirmed a Buy rating and Telsey Advisory gave an Outperform — these help underpin demand for the shares. Guggenheim Reaffirms “Buy” Rating for Dollar Tree (NASDAQ:DLTR) Dollar Tree (NASDAQ:DLTR) Earns “Outperform” Rating from Telsey Advisory Group
- Positive Sentiment: Conviction from select brokers: Jefferies forecasted strong upside, and Wells Fargo maintained a Buy — both can support further upside if results and execution continue. Jefferies Financial Group Forecasts Strong Price Appreciation for Dollar Tree (NASDAQ:DLTR) Stock Wells Fargo Sticks to Its Buy Rating for Dollar Tree (DLTR)
- Positive Sentiment: Positive commentary & investor guides highlight Dollar Tree as a buy candidate after the quarter and favorable pricing trends. Why You Might Consider an Investment in Dollar Tree Today
- Neutral Sentiment: Management messaging: CEO comments aimed to reassure customers on pricing — supportive for consumer confidence but not a near-term earnings catalyst by itself. Dollar Tree CEO shares reassuring update on prices
- Neutral Sentiment: Mixed industry analysis and weekly market context suggest broader retail volatility (inflation/Fed/risk environment) could affect sentiment toward discount retailers. How the Risk/Reward Calculation Is Changing for Discount Retail (DLTR) MarketBeat Week in Review – 03/16 – 03/20
- Neutral Sentiment: Short-interest report is noisy/ambiguous (data shows zero change and 0 days to cover) — not signaling a clear market pressure or squeeze risk today.
- Negative Sentiment: Relative weakness: a MarketWatch note flagged DLTR underperforming peers on Thursday, which can pressure sentiment if it persists. Dollar Tree Inc. stock underperforms Thursday when compared to competitors
- Negative Sentiment: Bearish broker notes: Citigroup and Morgan Stanley put out pessimistic forecasts — these can cap upside and increase volatility if other brokers follow suit. Citigroup Issues Pessimistic Forecast for Dollar Tree (NASDAQ:DLTR) Stock Price Morgan Stanley Issues Pessimistic Forecast for Dollar Tree (NASDAQ:DLTR) Stock Price
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.
Featured Stories
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