4,993 Shares of Dollar Tree, Inc. $DLTR Acquired by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 4,993 shares of the company’s stock, valued at approximately $569,000.

A number of other hedge funds have also bought and sold shares of DLTR. Sigma Planning Corp purchased a new position in shares of Dollar Tree during the third quarter valued at approximately $1,044,000. Signaturefd LLC lifted its position in Dollar Tree by 58.8% during the third quarter. Signaturefd LLC now owns 6,374 shares of the company’s stock valued at $671,000 after purchasing an additional 2,359 shares during the period. Citizens Financial Group Inc. RI boosted its holdings in Dollar Tree by 684.1% in the third quarter. Citizens Financial Group Inc. RI now owns 16,136 shares of the company’s stock worth $1,684,000 after purchasing an additional 14,078 shares during the last quarter. Simplicity Wealth LLC purchased a new stake in Dollar Tree in the third quarter worth approximately $344,000. Finally, Sowell Financial Services LLC bought a new stake in Dollar Tree in the 3rd quarter worth approximately $291,000. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Stock Performance

Shares of DLTR opened at $132.03 on Friday. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. The business has a 50-day simple moving average of $121.68 and a two-hundred day simple moving average of $117.17. The stock has a market cap of $24.77 billion, a price-to-earnings ratio of 16.12, a PEG ratio of 1.18 and a beta of 0.71. Dollar Tree, Inc. has a 52 week low of $85.88 and a 52 week high of $142.40.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping 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 firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter last year, the company earned $0.77 earnings per share. The business’s revenue for the quarter was up 7.0% compared to the same quarter last year. 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. On average, analysts expect that Dollar Tree, Inc. will post 7.92 EPS for the current year.

Dollar Tree announced that its Board of Directors has approved a stock buyback plan on Thursday, July 2nd that permits the company to buy back $2.50 billion in shares. This buyback authorization permits the company to purchase up to 10.7% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s management believes its stock is undervalued.

Insider Activity at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $131.47, for a total value of $155,791.95. Following the completion of the sale, the director directly owned 4,089 shares of the company’s stock, valued at approximately $537,580.83. This represents a 22.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Robert Aflatooni sold 2,500 shares of the firm’s stock in a transaction that occurred 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 sale, the insider owned 24,820 shares in the company, valued at approximately $3,127,568.20. The trade was a 9.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 7.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Morgan Stanley boosted their target price on shares of Dollar Tree from $130.00 to $145.00 and gave the company an “equal weight” rating in a research note on Friday, August 28th. Loop Capital raised Dollar Tree from a “hold” rating to a “buy” rating and increased their price target for the company from $130.00 to $140.00 in a report on Thursday, October 1st. Guggenheim raised their price target on Dollar Tree from $135.00 to $145.00 and gave the stock a “buy” rating in a research note on Tuesday, August 25th. Raymond James Financial reaffirmed an “outperform” rating and issued a $145.00 price objective on shares of Dollar Tree in a report on Friday, August 28th. Finally, Jefferies Financial Group upgraded Dollar Tree from a “moderate sell” rating to a “buy” rating in a research report on Wednesday, July 8th. Eleven research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Dollar Tree has an average rating of “Hold” and an average price target of $133.14.

Dollar Tree Company 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.