EP Wealth Advisors LLC Takes Position in Dollar Tree, Inc. $DLTR

EP Wealth Advisors LLC purchased a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 5,103 shares of the company’s stock, valued at approximately $617,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. NewEdge Advisors LLC boosted its position in shares of Dollar Tree by 3,237.4% during the first quarter. NewEdge Advisors LLC now owns 13,750 shares of the company’s stock valued at $1,032,000 after purchasing an additional 13,338 shares in the last quarter. Woodline Partners LP raised its holdings in Dollar Tree by 40.7% in the first quarter. Woodline Partners LP now owns 17,078 shares of the company’s stock worth $1,282,000 after buying an additional 4,941 shares during the last quarter. Focus Partners Wealth raised its holdings in Dollar Tree by 2.0% in the 1st quarter. Focus Partners Wealth now owns 10,646 shares of the company’s stock worth $799,000 after acquiring an additional 213 shares during the last quarter. Sivia Capital Partners LLC bought a new position in shares of Dollar Tree during the second quarter valued at $257,000. Finally, CW Advisors LLC purchased a new stake in shares of Dollar Tree during the 2nd quarter valued at about $264,000. 97.40% of the stock is owned by hedge funds and other institutional investors.

Dollar Tree Trading Up 4.0%

Dollar Tree stock opened at $136.75 on Tuesday. The stock has a market cap of $26.28 billion, a PE ratio of 21.37, a price-to-earnings-growth ratio of 1.50 and a beta of 0.64. Dollar Tree, Inc. has a one year low of $84.71 and a one year high of $142.40. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.39 and a current ratio of 1.16. The stock has a 50-day moving average of $124.40 and a two-hundred day moving average of $114.47.

Dollar Tree (NASDAQ:DLTR) last released its earnings results on Thursday, May 28th. The company reported $1.74 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. The firm had revenue of $4.98 billion during the quarter, compared to the consensus estimate of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The company’s revenue was up 7.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, research analysts anticipate that Dollar Tree, Inc. will post 7.02 EPS for the current fiscal year.

Dollar Tree declared that its board has authorized a share buyback program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization allows the company to purchase up to 10.7% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Analysts Set New Price Targets

DLTR has been the topic of several recent research reports. BNP Paribas Exane increased their price objective on shares of Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a research note on Friday, May 29th. Jefferies Financial Group raised Dollar Tree from a “moderate sell” rating to a “buy” rating in a report on Wednesday, July 8th. The Goldman Sachs Group lowered Dollar Tree from a “neutral” rating to a “hold” rating in a research report on Wednesday, July 8th. Raymond James Financial raised shares of Dollar Tree from a “market perform” rating to an “outperform” rating and set a $140.00 price target on the stock in a research note on Wednesday, July 8th. Finally, Benchmark began coverage on Dollar Tree in a report on Wednesday, July 8th. They issued a “hold” rating for the company. Ten analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $123.41.

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.