Confluence Investment Management LLC Lowers Stock Position in Dollar Tree, Inc. $DLTR

Confluence Investment Management LLC trimmed its holdings in Dollar Tree, Inc. (NASDAQ:DLTR) by 8.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 134,143 shares of the company’s stock after selling 11,970 shares during the quarter. Confluence Investment Management LLC’s holdings in Dollar Tree were worth $16,225,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Wealthfront Advisers LLC raised its holdings in shares of Dollar Tree by 13.7% in the first quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock valued at $8,431,000 after buying an additional 9,288 shares during the last quarter. Hanseatic Management Services Inc. acquired a new stake in shares of Dollar Tree during the first quarter worth about $950,000. Arrowstreet Capital Limited Partnership grew its holdings in shares of Dollar Tree by 4.7% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,821,852 shares of the company’s stock worth $224,106,000 after buying an additional 81,695 shares during the last quarter. Capital International Inc. CA grew its holdings in shares of Dollar Tree by 1,920.0% during the fourth quarter. Capital International Inc. CA now owns 116,109 shares of the company’s stock worth $14,283,000 after buying an additional 110,361 shares during the last quarter. Finally, Forsta AP Fonden increased its position in Dollar Tree by 33.3% in the 4th quarter. Forsta AP Fonden now owns 124,900 shares of the company’s stock valued at $15,364,000 after acquiring an additional 31,200 shares during the period. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Dollar Tree Trading Up 1.7%

Shares of Dollar Tree stock opened at $129.35 on Tuesday. The firm has a market cap of $24.86 billion, a price-to-earnings ratio of 20.21, a price-to-earnings-growth ratio of 1.45 and a beta of 0.64. Dollar Tree, Inc. has a 52-week low of $84.71 and a 52-week high of $142.40. The company’s 50-day simple moving average is $118.18 and its 200-day simple moving average is $114.25. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings data on Thursday, May 28th. The company reported $1.74 EPS for the quarter, beating 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 firm had revenue of $4.98 billion during the quarter, compared to the consensus estimate of $4.96 billion. During the same quarter last year, the firm earned $1.26 earnings per share. The firm’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, equities research analysts anticipate that Dollar Tree, Inc. will post 7 earnings per share for the current year.

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

Wall Street Analysts Forecast Growth

Several analysts have commented on the company. Raymond James Financial raised Dollar Tree from a “market perform” rating to an “outperform” rating and set a $140.00 price objective for the company in a research note on Wednesday, July 8th. Sanford C. Bernstein lifted their target price on Dollar Tree from $124.00 to $127.00 and gave the company a “market perform” rating in a research note on Friday. Wall Street Zen lowered Dollar Tree from a “buy” rating to a “hold” rating in a report on Saturday. UBS Group restated a “buy” rating on shares of Dollar Tree in a research note on Friday, July 10th. Finally, Benchmark started coverage on Dollar Tree in a report on Wednesday, July 8th. They set a “hold” rating for the company. Ten research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, Dollar Tree has a consensus rating of “Hold” and a consensus price target of $122.82.

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.