Dollar Tree, Inc. $DLTR Stock Purchased by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC boosted its stake in Dollar Tree, Inc. (NASDAQ:DLTR) by 120.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 94,884 shares of the company’s stock after purchasing an additional 51,794 shares during the period. Nisa Investment Advisors LLC’s holdings in Dollar Tree were worth $10,819,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Algert Global LLC boosted its position in shares of Dollar Tree by 17.9% in the second quarter. Algert Global LLC now owns 69,452 shares of the company’s stock worth $7,995,000 after buying an additional 10,547 shares during the period. Wealthfront Advisers LLC lifted its position in Dollar Tree by 13.7% during the 1st quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock worth $8,431,000 after acquiring an additional 9,288 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in Dollar Tree during the 2nd quarter worth approximately $110,626,000. Sequoia Financial Advisors LLC boosted its holdings in Dollar Tree by 155.7% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 32,295 shares of the company’s stock worth $3,906,000 after acquiring an additional 19,665 shares during the period. Finally, Integrated Wealth Concepts LLC boosted its holdings in Dollar Tree by 347.1% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 19,005 shares of the company’s stock worth $2,299,000 after acquiring an additional 14,754 shares during the period. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Dollar Tree Stock Performance

Shares of DLTR opened at $131.04 on Friday. The business’s 50 day moving average is $122.08 and its two-hundred day moving average is $115.35. Dollar Tree, Inc. has a 52-week low of $85.88 and a 52-week high of $142.40. The firm has a market cap of $24.59 billion, a price-to-earnings ratio of 16.00, a PEG ratio of 1.16 and a beta of 0.71. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86.

Dollar Tree (NASDAQ:DLTR) last released its earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same period in the prior year, the business posted $0.77 EPS. The business’s revenue was up 7.0% on a year-over-year basis. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. Analysts forecast that Dollar Tree, Inc. will post 7.93 EPS for the current fiscal year.

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

Insider Buying and Selling at Dollar Tree

In other Dollar Tree news, Director Stephanie Stahl sold 1,185 shares of the firm’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the transaction, the director directly owned 4,089 shares of the company’s stock, valued at $537,580.83. This trade represents a 22.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Robert Aflatooni sold 2,500 shares of the firm’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $126.01, for a total transaction of $315,025.00. Following the transaction, the insider directly owned 24,820 shares of the company’s stock, valued at approximately $3,127,568.20. This represents a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 7.10% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on DLTR. Wells Fargo & Company increased their price objective on shares of Dollar Tree from $145.00 to $155.00 and gave the company an “overweight” rating in a research report on Monday, August 17th. BMO Capital Markets reiterated a “market perform” rating and set a $135.00 price objective on shares of Dollar Tree in a research note on Friday, August 28th. Morgan Stanley boosted their target price on shares of Dollar Tree from $130.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Friday, August 28th. Truist Financial upped their target price on shares of Dollar Tree from $136.00 to $138.00 and gave the company a “buy” rating in a research note on Tuesday, August 25th. Finally, Wall Street Zen raised shares of Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Eleven analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Dollar Tree presently has an average rating of “Hold” and a consensus target price of $133.14.

Dollar Tree Profile

Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.