United Capital Financial Advisors LLC Purchases Shares of 5,971 Dollar Tree, Inc. $DLTR

United Capital Financial Advisors LLC purchased a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 5,971 shares of the company’s stock, valued at approximately $722,000.

Other institutional investors have also made changes to their positions in the company. BlackRock Inc. acquired a new position in shares of Dollar Tree during the 2nd quarter worth about $2,643,741,000. Pzena Investment Management LLC acquired a new stake in Dollar Tree in the 2nd quarter valued at approximately $1,176,661,000. State Street Corp increased its position in Dollar Tree by 3.5% in the 3rd quarter. State Street Corp now owns 9,421,856 shares of the company’s stock worth $889,141,000 after buying an additional 319,938 shares during the period. Primecap Management Co. CA bought a new position in Dollar Tree in the 2nd quarter worth approximately $455,845,000. Finally, Alliancebernstein L.P. lifted its holdings in shares of Dollar Tree by 176.9% during the second quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after buying an additional 2,393,172 shares during the last quarter. 97.40% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on DLTR shares. Bank of America reissued an “underperform” rating on shares of Dollar Tree in a research report on Thursday, May 28th. JPMorgan Chase & Co. boosted their target price on shares of Dollar Tree from $160.00 to $170.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. Jefferies Financial Group upgraded shares of Dollar Tree from a “moderate sell” rating to a “buy” rating in a research note on Wednesday, July 8th. Piper Sandler reduced their price target on shares of Dollar Tree from $116.00 to $101.00 and set a “neutral” rating for the company in a report on Tuesday, May 26th. Finally, Morgan Stanley raised their price target 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. Ten investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $129.18.

Dollar Tree Price Performance

Shares of DLTR stock opened at $128.26 on Monday. The stock has a 50 day moving average of $126.03 and a two-hundred day moving average of $114.71. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86. Dollar Tree, Inc. has a 12 month low of $84.71 and a 12 month high of $142.40. The company has a market capitalization of $24.07 billion, a P/E ratio of 15.66, a P/E/G ratio of 1.32 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. The business had revenue of $4.89 billion for 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%.Dollar Tree’s quarterly revenue was up 7.0% on a year-over-year basis. During the same period in the previous year, the business posted $0.77 earnings per share. 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 expect that Dollar Tree, Inc. will post 7.13 EPS for the current year.

Dollar Tree announced that its Board of Directors has initiated a stock buyback plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization allows the company to reacquire up to 10.7% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

Dollar Tree News Roundup

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

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.