Dollar Tree, Inc. $DLTR Shares Newly Acquired by Counterpoint Mutual Funds LLC

Counterpoint Mutual Funds LLC purchased a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the third quarter, Holdings Channel reports. The fund purchased 86,412 shares of the company’s stock, valued at approximately $9,853,000. Dollar Tree accounts for approximately 0.8% of Counterpoint Mutual Funds LLC’s investment portfolio, making the stock its 20th largest holding.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Algert Global LLC grew its holdings in Dollar Tree by 17.9% during the 2nd quarter. Algert Global LLC now owns 69,452 shares of the company’s stock worth $7,995,000 after acquiring an additional 10,547 shares during the last quarter. Wealthfront Advisers LLC increased its position in Dollar Tree by 13.7% in the 1st quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock valued at $8,431,000 after acquiring an additional 9,288 shares during the period. Bank of New York Mellon Corp acquired a new position in Dollar Tree in the 2nd quarter valued at approximately $110,626,000. Sequoia Financial Advisors LLC increased its position in Dollar Tree by 155.7% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 32,295 shares of the company’s stock valued at $3,906,000 after acquiring an additional 19,665 shares during the period. Finally, Baird Financial Group Inc. bought a new position in shares of Dollar Tree during the second quarter valued at $7,600,000. 97.40% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, insider Robert Aflatooni sold 2,500 shares of the stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the sale, the insider directly owned 24,820 shares in the company, valued at $3,127,568.20. This represents a 9.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Stephanie Stahl sold 1,185 shares of Dollar Tree stock in a transaction on Friday, September 4th. The stock was sold at an average price of $131.47, for a total transaction of $155,791.95. Following the transaction, the director directly owned 4,089 shares of the company’s stock, valued at $537,580.83. This represents a 22.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 7.10% of the company’s stock.

Dollar Tree Stock Performance

Shares of DLTR stock opened at $124.18 on Friday. The business’s 50 day simple moving average is $122.29 and its 200 day simple moving average is $114.79. Dollar Tree, Inc. has a one year low of $85.88 and a one year high of $142.40. The stock has a market capitalization of $23.30 billion, a PE ratio of 15.16, a PEG ratio of 1.15 and a beta of 0.71. 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 earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The business had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter in the prior year, the firm posted $0.77 EPS. The company’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, research analysts forecast that Dollar Tree, Inc. will post 7.93 earnings per share for the current year.

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

Wall Street Analyst Weigh In

DLTR has been the topic of a number of recent research reports. UBS Group lifted their price target on shares of Dollar Tree from $145.00 to $150.00 and gave the stock a “buy” rating in a report on Friday, August 28th. Wall Street Zen raised shares of Dollar Tree from a “hold” rating to a “buy” rating in a research note on Saturday, August 22nd. Guggenheim increased their price objective on Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday, August 25th. Piper Sandler raised their target price on Dollar Tree from $114.00 to $121.00 and gave the stock a “neutral” rating in a research report on Monday, August 31st. Finally, Loop Capital raised Dollar Tree from a “hold” rating to a “buy” rating and lifted their target price for the stock from $130.00 to $140.00 in a report on Thursday, October 1st. Eleven analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $133.14.

About Dollar Tree

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of everyday merchandise, including household supplies, food and beverages, health and personal-care products, seasonal items, toys, party supplies, and arts and crafts products.

The company’s Dollar Tree stores historically focused on merchandise priced at a fixed dollar point and have expanded to include multiple price points through initiatives such as Dollar Tree Plus.