Corient Private Wealth LP Takes Position in Dollar Tree, Inc. $DLTR

Corient Private Wealth LP purchased a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 584,935 shares of the company’s stock, valued at approximately $20,366,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Cetera Investment Advisers increased its holdings in Dollar Tree by 0.4% during the fourth quarter. Cetera Investment Advisers now owns 21,420 shares of the company’s stock valued at $2,635,000 after buying an additional 79 shares during the period. Optimize Financial Inc lifted its holdings in Dollar Tree by 1.4% during the fourth quarter. Optimize Financial Inc now owns 6,000 shares of the company’s stock worth $738,000 after buying an additional 84 shares during the period. Covestor Ltd lifted its holdings in Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after buying an additional 84 shares during the period. Root Financial Partners LLC boosted its position in Dollar Tree by 27.6% during the 4th quarter. Root Financial Partners LLC now owns 393 shares of the company’s stock valued at $48,000 after acquiring an additional 85 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators boosted its position in Dollar Tree by 7.7% during the 4th quarter. Deseret Mutual Benefit Administrators now owns 1,208 shares of the company’s stock valued at $149,000 after acquiring an additional 86 shares in the last quarter. 97.40% of the stock is currently owned by institutional investors.

More Dollar Tree News

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

Dollar Tree Stock Performance

Shares of DLTR stock opened at $128.26 on Friday. The firm has a market capitalization of $24.65 billion, a price-to-earnings ratio of 15.66, a price-to-earnings-growth 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. The business has a fifty day moving average of $126.03 and a 200 day moving average of $114.77. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The firm’s revenue was up 7.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.77 EPS. 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, research analysts expect that Dollar Tree, Inc. will post 7.13 earnings per share for the current year.

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

Analyst Upgrades and Downgrades

DLTR has been the topic of a number of analyst reports. JPMorgan Chase & Co. lifted their price target on Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a report on Monday, July 6th. The Goldman Sachs Group downgraded Dollar Tree from a “neutral” rating to a “hold” rating in a research report on Wednesday, July 8th. Weiss Ratings upgraded Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, June 18th. Freedom Capital downgraded shares of Dollar Tree from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 28th. Finally, BNP Paribas Exane increased their price target on shares of Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a research report on Friday, May 29th. Ten analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $129.18.

About Dollar Tree

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.