Osmosis Investment Management UK Ltd Invests $833,000 in Dollar Tree, Inc. $DLTR

Osmosis Investment Management UK Ltd purchased a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 6,891 shares of the company’s stock, valued at approximately $833,000.

A number of other large investors also recently bought and sold shares of DLTR. Cetera Investment Advisers grew its position in Dollar Tree by 0.4% in the 4th quarter. Cetera Investment Advisers now owns 21,420 shares of the company’s stock valued at $2,635,000 after acquiring an additional 79 shares during the last quarter. Optimize Financial Inc lifted its position in shares of Dollar Tree by 1.4% during the fourth quarter. Optimize Financial Inc now owns 6,000 shares of the company’s stock worth $738,000 after purchasing an additional 84 shares during the last quarter. Covestor Ltd boosted its stake in shares of Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares during the period. Root Financial Partners LLC boosted its stake in shares of Dollar Tree by 27.6% during the fourth quarter. Root Financial Partners LLC now owns 393 shares of the company’s stock valued at $48,000 after purchasing an additional 85 shares during the period. Finally, Deseret Mutual Benefit Administrators grew its holdings in shares of Dollar Tree by 7.7% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 1,208 shares of the company’s stock worth $149,000 after purchasing an additional 86 shares during the last quarter. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Trading Up 4.0%

Shares of NASDAQ:DLTR opened at $136.75 on Tuesday. The company has a market capitalization of $26.28 billion, a PE ratio of 21.37, a P/E/G ratio of 1.50 and a beta of 0.64. The company has a current ratio of 1.16, a quick ratio of 0.39 and a debt-to-equity ratio of 0.84. Dollar Tree, Inc. has a 12-month low of $84.71 and a 12-month high of $142.40. The business’s fifty day simple moving average is $124.40 and its 200-day simple moving average is $114.47.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The firm had revenue of $4.98 billion during the quarter, compared to analysts’ expectations of $4.96 billion. During the same period in the prior year, the business posted $1.26 EPS. The firm’s quarterly revenue was up 7.2% on a year-over-year basis. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, equities research analysts predict that Dollar Tree, Inc. will post 7.02 earnings per share for the current fiscal year.

Dollar Tree declared that its Board of Directors has initiated a share repurchase program on Thursday, July 2nd that permits the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization permits the company to reacquire up to 10.7% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on DLTR. UBS Group reiterated a “buy” rating on shares of Dollar Tree in a report on Monday, August 17th. Benchmark started coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They issued a “hold” rating on the stock. Morgan Stanley raised their target price on shares of Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, May 29th. JPMorgan Chase & Co. lifted their price target on shares of Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Finally, Barclays downgraded shares of Dollar Tree from an “overweight” rating to a “strong sell” rating in a research note on Wednesday, July 8th. Ten research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $123.41.

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.