Westerkirk Capital Inc. Has $5.53 Million Stock Position in Dollar Tree, Inc. $DLTR

Westerkirk Capital Inc. trimmed its position in Dollar Tree, Inc. (NASDAQ:DLTR) by 21.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 44,970 shares of the company’s stock after selling 12,030 shares during the quarter. Westerkirk Capital Inc.’s holdings in Dollar Tree were worth $5,532,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Cullen Frost Bankers Inc. acquired a new stake in shares of Dollar Tree in the fourth quarter worth $25,000. Covestor Ltd lifted its stake in shares of Dollar Tree by 60.9% in 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 last quarter. YANKCOM Partnership acquired a new stake in shares of Dollar Tree in the fourth quarter worth $31,000. Elyxium Wealth LLC acquired a new stake in shares of Dollar Tree in the fourth quarter worth $34,000. Finally, Leonteq Securities AG acquired a new stake in shares of Dollar Tree in the fourth quarter worth $38,000. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on DLTR shares. Freedom Capital cut shares of Dollar Tree from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 28th. Guggenheim boosted their price objective on shares of Dollar Tree from $130.00 to $135.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. The Goldman Sachs Group reduced their price objective on shares of Dollar Tree from $115.00 to $105.00 and set a “sell” rating for the company in a research note on Friday, May 29th. Citigroup dropped their target price on shares of Dollar Tree from $132.00 to $125.00 and set a “neutral” rating on the stock in a research report on Tuesday, March 17th. Finally, Piper Sandler dropped their target price on shares of Dollar Tree from $116.00 to $101.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 26th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $119.48.

Dollar Tree Trading Down 1.0%

Shares of DLTR stock opened at $107.69 on Tuesday. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40. The firm’s fifty day simple moving average is $101.14 and its 200 day simple moving average is $114.31. The firm has a market capitalization of $20.70 billion, a P/E ratio of 16.83, a price-to-earnings-growth ratio of 1.24 and a beta of 0.66. The company has a current ratio of 1.16, a quick ratio of 0.39 and a debt-to-equity ratio of 0.84.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The business had revenue of $4.98 billion for the quarter, compared to analyst estimates of $4.96 billion. During the same quarter in the previous year, the firm posted $1.26 earnings per share. Dollar Tree’s revenue was up 7.2% compared to the same quarter last year. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, sell-side analysts predict that Dollar Tree, Inc. will post 6.98 EPS for the current year.

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.