USA Financial Formulas Makes New $770,000 Investment in Dollar Tree, Inc. $DLTR

USA Financial Formulas acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 8,156 shares of the company’s stock, valued at approximately $770,000.

A number of other institutional investors also recently modified their holdings of DLTR. TD Private Client Wealth LLC grew its position in Dollar Tree by 164.0% in the 2nd quarter. TD Private Client Wealth LLC now owns 264 shares of the company’s stock valued at $26,000 after purchasing an additional 164 shares during the period. Brooklyn Investment Group lifted its stake in shares of Dollar Tree by 79.0% in the first quarter. Brooklyn Investment Group now owns 358 shares of the company’s stock valued at $27,000 after buying an additional 158 shares in the last quarter. True Wealth Design LLC grew its holdings in shares of Dollar Tree by 372.5% during the second quarter. True Wealth Design LLC now owns 378 shares of the company’s stock valued at $37,000 after buying an additional 298 shares during the last quarter. MTM Investment Management LLC bought a new stake in shares of Dollar Tree during the second quarter worth about $42,000. Finally, Ameritas Advisory Services LLC bought a new stake in shares of Dollar Tree during the second quarter worth about $43,000. 97.40% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DLTR has been the topic of several recent research reports. Bank of America raised their price target on shares of Dollar Tree from $75.00 to $85.00 and gave the company an “underperform” rating in a research report on Thursday, December 4th. BNP Paribas lowered Dollar Tree from a “strong-buy” rating to a “hold” rating in a report on Thursday, September 4th. Evercore ISI lifted their target price on Dollar Tree from $104.00 to $120.00 and gave the company an “in-line” rating in a research report on Thursday, December 4th. Guggenheim increased their price target on Dollar Tree from $125.00 to $130.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Finally, Wolfe Research started coverage on Dollar Tree in a research note on Thursday, September 18th. They set a “peer perform” rating on the stock. Eight investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $118.83.

Key Headlines Impacting Dollar Tree

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

• Positive Sentiment: Company raised its 2025 sales outlook and completed a major share buyback, which boosts near‑term revenue expectations and reduces share count — a clear catalyst for the rally. Dollar Tree (DLTR) Is Up 9.6% After Raising 2025 Sales Outlook and Completing Major Buyback
• Positive Sentiment: Telsey Advisory raised its price target for DLTR to $150 from $135, signaling increased analyst confidence on valuation and providing support for further upside. Dollar Tree price target raised to $150 from $135 at Telsey Advisory
• Positive Sentiment: Zacks Research issued a series of upward revisions to Dollar Tree’s forward EPS (FY2026, FY2027, FY2028 and multiple quarters), raising FY2026 to $5.70, FY2027 to $6.66 and FY2028 to $7.51 — improvements that reinforce expectations for stronger future earnings. (Zacks Research note)
• Neutral Sentiment: Zacks also made several quarter‑by‑quarter tweaks (some up, one small cut), reflecting fine‑tuning of timing rather than a broad change in the growth outlook — mixed detail but overall tilted positive given the FY upgrades. (Zacks Research note)
• Negative Sentiment: Contextual risk: the stock is trading near its 52‑week high, and Dollar Tree’s balance‑sheet and margin metrics (low quick ratio, current ratio <1, and reported negative net margin in background data) could concern some investors about short‑term liquidity and margin volatility if sales or cost pressures reappear.

Dollar Tree Stock Performance

DLTR stock opened at $127.84 on Friday. The company has a quick ratio of 0.22, a current ratio of 0.96 and a debt-to-equity ratio of 0.70. The firm has a market cap of $25.42 billion, a PE ratio of -9.50, a P/E/G ratio of 1.88 and a beta of 0.75. The business has a 50 day moving average of $108.01 and a 200-day moving average of $104.95. Dollar Tree, Inc. has a 12-month low of $61.80 and a 12-month high of $132.48.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings results on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, topping analysts’ consensus estimates of $1.09 by $0.12. Dollar Tree had a positive return on equity of 30.23% and a negative net margin of 15.40%.The business had revenue of $4.75 billion for the quarter, compared to analyst estimates of $4.70 billion. During the same period last year, the company posted $1.12 earnings per share. Dollar Tree’s quarterly revenue was up 9.4% compared to the same quarter last year. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, sell-side analysts expect that Dollar Tree, Inc. will post 5.39 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Robert Aflatooni sold 1,260 shares of the firm’s stock in a transaction dated Friday, October 17th. The shares were sold at an average price of $94.70, for a total transaction of $119,322.00. Following the completion of the sale, the insider owned 21,402 shares in the company, valued at approximately $2,026,769.40. This trade represents a 5.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $124.65, for a total transaction of $274,230.00. Following the completion of the transaction, the insider owned 13,740 shares in the company, valued at approximately $1,712,691. The trade was a 13.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 6.60% of the company’s stock.

Dollar Tree Company 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.