Inceptionr LLC Acquires Shares of 6,113 Dollar Tree, Inc. $DLTR

Inceptionr LLC bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 6,113 shares of the company’s stock, valued at approximately $669,000.

Several other large investors have also recently added to or reduced their stakes in the company. Alliancebernstein L.P. boosted its holdings in Dollar Tree by 176.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock valued at $371,026,000 after purchasing an additional 2,393,172 shares in the last quarter. Norges Bank acquired a new stake in shares of Dollar Tree in the 4th quarter valued at approximately $260,858,000. AQR Capital Management LLC boosted its stake in shares of Dollar Tree by 906.5% in the second quarter. AQR Capital Management LLC now owns 1,275,363 shares of the company’s stock valued at $124,973,000 after buying an additional 1,148,649 shares in the last quarter. Bank of Montreal Can boosted its stake in shares of Dollar Tree by 663.5% in the fourth quarter. Bank of Montreal Can now owns 1,296,289 shares of the company’s stock valued at $159,457,000 after buying an additional 1,126,505 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in Dollar Tree by 104.0% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,740,157 shares of the company’s stock worth $164,219,000 after acquiring an additional 886,964 shares during the period. 97.40% of the stock is owned by hedge funds and other institutional investors.

Dollar Tree Stock Up 2.4%

Shares of NASDAQ:DLTR opened at $120.45 on Friday. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The company has a market capitalization of $23.15 billion, a P/E ratio of 18.82, a P/E/G ratio of 1.37 and a beta of 0.65. Dollar Tree, Inc. has a 52-week low of $84.71 and a 52-week high of $142.40. The stock’s fifty day simple moving average is $114.07 and its 200-day simple moving average is $114.62.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Thursday, May 28th. The company reported $1.74 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. The firm had revenue of $4.98 billion during the quarter, compared to analysts’ expectations of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, equities research analysts forecast that Dollar Tree, Inc. will post 7 earnings per share for the current fiscal year.

Dollar Tree declared that its Board of Directors has authorized a stock buyback program on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in outstanding shares. This buyback authorization authorizes the company to repurchase up to 10.7% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its stock is undervalued.

Analyst Upgrades and Downgrades

DLTR has been the topic of a number of recent analyst reports. UBS Group reaffirmed a “buy” rating on shares of Dollar Tree in a research note on Friday, July 10th. Weiss Ratings upgraded shares of Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, June 18th. Gordon Haskett raised shares of Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 target price for the company in a report on Thursday, June 4th. Wall Street Zen raised Dollar Tree from a “hold” rating to a “buy” rating in a research note on Saturday, June 6th. Finally, Bank of America reaffirmed an “underperform” rating on shares of Dollar Tree in a research note on Thursday, May 28th. Ten analysts have rated the stock with a Buy rating, twelve have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, Dollar Tree has an average rating of “Hold” and an average target price of $122.68.

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.