Balefire LLC Sells 12,458 Shares of Dollar Tree, Inc. $DLTR

Balefire LLC cut its stake in Dollar Tree, Inc. (NASDAQ:DLTR) by 44.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,447 shares of the company’s stock after selling 12,458 shares during the period. Balefire LLC’s holdings in Dollar Tree were worth $1,900,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. SG Americas Securities LLC increased its holdings in shares of Dollar Tree by 261.9% in the fourth quarter. SG Americas Securities LLC now owns 177,196 shares of the company’s stock valued at $21,797,000 after purchasing an additional 128,230 shares in the last quarter. Assenagon Asset Management S.A. lifted its holdings in Dollar Tree by 54.2% during the 4th quarter. Assenagon Asset Management S.A. now owns 670,753 shares of the company’s stock worth $82,509,000 after buying an additional 235,626 shares in the last quarter. Nordea Investment Management AB boosted its position in Dollar Tree by 18.0% in the 4th quarter. Nordea Investment Management AB now owns 858,636 shares of the company’s stock valued at $106,110,000 after buying an additional 130,741 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its position in Dollar Tree by 7.1% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,442 shares of the company’s stock valued at $177,000 after buying an additional 95 shares during the last quarter. Finally, Park Avenue Securities LLC increased its stake in shares of Dollar Tree by 40.4% in the 4th quarter. Park Avenue Securities LLC now owns 3,021 shares of the company’s stock valued at $372,000 after buying an additional 870 shares during the period. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on DLTR. Morgan Stanley dropped their target price on Dollar Tree from $146.00 to $126.00 and set an “equal weight” rating for the company in a research report on Tuesday, March 17th. Wells Fargo & Company lifted their price objective on Dollar Tree from $125.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Barclays reissued an “overweight” rating on shares of Dollar Tree in a report on Monday, March 16th. BNP Paribas Exane downgraded shares of Dollar Tree from a “hold” rating to an “underperform” rating and set a $87.00 target price on the stock. in a research report on Wednesday, January 21st. Finally, Citigroup reduced 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 note on Tuesday, March 17th. Eight investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and seven have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $123.24.

More Dollar Tree News

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

• Positive Sentiment: Macroeconomic “trade-down” trend could lift traffic and share for dollar stores as consumers seek lower-cost options; media pieces highlight Walmart and dollar stores as potential beneficiaries of price shocks tied to geopolitical events. Exclusive: Can Walmart and Dollar Tree ride the ‘trade down’ wave…
• Positive Sentiment: Liquidity boost: Dollar Tree secured a $500 million term loan (entered March 19), which improves near-term flexibility to fund store investments, inventory and execution of strategic initiatives. Dollar Tree Secures New $500 Million Term Loan
• Neutral Sentiment: Q4 results were mixed: EPS slightly beat (reported $2.56 vs. $2.53 est.) while revenue was essentially inline/slightly below expectations; revenue rose ~9% year-over-year. These show resilience but limited upside surprise. Dollar Tree Earnings Call Highlights Growth Amid Headwinds
• Neutral Sentiment: Full earnings call transcript is available for detail on management commentary and guidance assumptions; useful for assessing inventory, margins and execution risks. Dollar Tree (DLTR) Q4 2025 Earnings Transcript
• Neutral Sentiment: Analyst views are mixed—coverage notes divergence on consumer names including Dollar Tree, adding near-term analyst-driven volatility but not necessarily changing fundamentals. Analysts Conflicted on These Consumer Goods Names
• Neutral Sentiment: Short-interest reports flagged a “large increase” in March, but published data shows 0 shares / NaN changes and a 0.0 days-to-cover figure — this appears to be a reporting/data error rather than actionable short-seller pressure.
• Negative Sentiment: Management struck a cautious tone on the earnings call about near-term headwinds (pricing, margin pressure, and execution risks), which likely spurred investor selling despite the modest EPS beat. Dollar Tree Earnings Call Highlights Growth Amid Headwinds

Dollar Tree Stock Down 1.6%

Shares of Dollar Tree stock opened at $106.53 on Wednesday. The company has a quick ratio of 0.29, a current ratio of 1.07 and a debt-to-equity ratio of 0.65. Dollar Tree, Inc. has a 12 month low of $61.87 and a 12 month high of $142.40. The business has a fifty day simple moving average of $122.47 and a 200 day simple moving average of $112.91. The stock has a market cap of $21.02 billion, a PE ratio of 17.04, a price-to-earnings-growth ratio of 1.36 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR) last released its earnings results on Monday, March 16th. The company reported $2.56 earnings per share for the quarter, beating the consensus estimate of $2.53 by $0.03. Dollar Tree had a return on equity of 32.24% and a net margin of 6.61%.The firm had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.46 billion. During the same quarter in the prior year, the firm posted $2.11 earnings per share. The company’s quarterly revenue was up 9.0% on a year-over-year basis. Research analysts predict that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Dollar Tree 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.