33,222 Shares in Dollar Tree, Inc. $DLTR Bought by Connor Clark & Lunn Investment Management Ltd.

Connor Clark & Lunn Investment Management Ltd. bought a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 33,222 shares of the company’s stock, valued at approximately $3,824,000.

A number of other institutional investors also recently modified their holdings of DLTR. Meiji Yasuda Asset Management Co Ltd. acquired a new position in shares of Dollar Tree during the second quarter worth about $267,000. Magellan Asset Management Ltd bought a new stake in Dollar Tree in the 2nd quarter valued at approximately $45,833,000. Kiltearn Partners LLP acquired a new position in Dollar Tree during the 2nd quarter worth approximately $31,546,000. Bank of Nova Scotia bought a new position in shares of Dollar Tree during the 2nd quarter worth approximately $1,801,000. Finally, Compass Financial Management LLC bought a new position in shares of Dollar Tree during the 2nd quarter worth approximately $95,000. 97.40% of the stock is currently owned by institutional investors.

Dollar Tree Stock Performance

Shares of DLTR stock opened at $128.26 on Friday. The company has a fifty day moving average price of $126.03 and a two-hundred day moving average price of $114.77. Dollar Tree, Inc. has a one year low of $84.71 and a one year high of $142.40. The stock has a market cap of $24.65 billion, a P/E ratio of 15.66, a P/E/G ratio of 1.39 and a beta of 0.64. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period in the previous year, the business earned $0.77 EPS. Dollar Tree’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. As a group, equities analysts predict that Dollar Tree, Inc. will post 7.13 EPS for the current year.

Dollar Tree announced that its board has initiated a share buyback plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the company to repurchase up to 10.7% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Key Headlines Impacting Dollar Tree

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
• Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
• Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
• Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

Wall Street Analyst Weigh In

A number of brokerages have recently commented on DLTR. Barclays lowered shares of Dollar Tree from an “overweight” rating to a “strong sell” rating in a research report on Wednesday, July 8th. Bank of America reiterated an “underperform” rating on shares of Dollar Tree in a research note on Thursday, May 28th. Benchmark started coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They set a “hold” rating for the company. Jefferies Financial Group upgraded Dollar Tree from a “moderate sell” rating to a “buy” rating in a report on Wednesday, July 8th. Finally, JPMorgan Chase & Co. upped their target price on Dollar Tree from $160.00 to $170.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. Ten investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $129.18.

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.