NEOS Investment Management LLC Grows Position in Dollar Tree, Inc. $DLTR

NEOS Investment Management LLC boosted its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 39.8% in the third quarter, Holdings Channel reports. The institutional investor owned 23,716 shares of the company’s stock after purchasing an additional 6,754 shares during the period. NEOS Investment Management LLC’s holdings in Dollar Tree were worth $2,238,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the stock. USA Financial Formulas bought a new stake in Dollar Tree during the third quarter valued at approximately $770,000. Sumitomo Mitsui Trust Group Inc. raised its holdings in 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 acquiring an additional 20,786 shares during the period. Federated Hermes Inc. lifted its position in shares of Dollar Tree by 2.2% in the third quarter. Federated Hermes Inc. now owns 751,744 shares of the company’s stock valued at $70,942,000 after acquiring an additional 15,829 shares in the last quarter. Orion Porfolio Solutions LLC boosted its stake in shares of Dollar Tree by 28.2% in the second quarter. Orion Porfolio Solutions LLC now owns 47,735 shares of the company’s stock worth $4,728,000 after acquiring an additional 10,497 shares during the period. Finally, Pacer Advisors Inc. grew its position in shares of Dollar Tree by 11.9% during the third quarter. Pacer Advisors Inc. now owns 1,346,247 shares of the company’s stock worth $127,045,000 after purchasing an additional 143,295 shares in the last quarter. 97.40% of the stock is owned by institutional investors.

Insider Transactions at Dollar Tree

In other news, insider Brent A. Beebe sold 2,200 shares of Dollar Tree stock in a transaction on Monday, December 8th. The stock was sold at an average price of $124.65, for a total value of $274,230.00. Following the transaction, the insider directly owned 13,740 shares in the company, valued at approximately $1,712,691. This trade represents a 13.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 6.60% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $126.00 price target on shares of Dollar Tree in a report on Thursday, January 8th. Bank of America upped their price objective 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 cut shares of Dollar Tree from a “market perform” rating to an “underperform” rating and decreased their target price for the company from $110.00 to $95.00 in a research report on Friday, February 13th. Telsey Advisory Group set a $150.00 price target on shares of Dollar Tree in a report on Wednesday, December 17th. Finally, Citigroup boosted their price objective on Dollar Tree from $124.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and seven have given a Sell rating to the stock. According to MarketBeat.com, Dollar Tree currently has an average rating of “Hold” and a consensus price target of $124.62.

Dollar Tree Price Performance

DLTR opened at $134.51 on Friday. Dollar Tree, Inc. has a 12-month low of $61.80 and a 12-month high of $142.40. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. The company has a market capitalization of $26.75 billion, a price-to-earnings ratio of -10.00, a PEG ratio of 1.70 and a beta of 0.73. The business’s fifty day simple moving average is $127.52 and its 200-day simple moving average is $112.22.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.09 by $0.12. The firm had revenue of $4.75 billion for the quarter, compared to the consensus estimate of $4.70 billion. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The company’s quarterly revenue was up 9.4% on a year-over-year basis. During the same period last year, the firm earned $1.12 earnings per share. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. On average, equities research analysts anticipate that Dollar Tree, Inc. will post 5.39 earnings per share for the current fiscal year.

Dollar Tree 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.